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Over the past few months, it has been a close race between $HAG (+1,66%) and $PLTR (-6,59%) who would be the first Tenbagger in my depot. It has $HAG (+1,66%) become. A stock that I added to my portfolio after the IPO out of pure curiosity with a low buy-in. I found the topics of radar and sensor technology exciting, a defense manufacturer that does not fire ammunition. I didn't expect the stock to take off like this, but then came the government's entry, the war in Ukraine, etc.

There are always different views on the subject of armaments, many in the community are in $RHM (+0,46%) or $R3NK (+5,9%) invested. At the end of the day, these companies have a right to exist, whether someone wants to invest or not is up to them.

I wish you all continued good luck with your investments.

By 2027, the company, which is listed in the Scale segment of the Frankfurt Stock Exchange, aims to increase its turnover to

140 million euros by 2027. The order backlog already stretches over

200 million euros by 2028.

The chances of further major orders are also good: if the German Armed Forces go ahead with their plans to procure around

1,000 Leopard 2 tanks, this would result in sales potential of around EUR 100 million for Steyr.

100 million euros.

High growth at an attractive valuation

As CEO Cassutti recently confirmed at a capital market conference, demand can be met in the coming years without major investments.

Among other things, he intends to use the net cash position for selective acquisitions and possibly for geographical expansion into Asia.

All in all, the Steyr story is impressive

$4X0 (-0,64%)

with excellent growth prospects, high visibility, good profitability and a strong balance sheet. With a

P/E ratio of 15 and an

EV/EBIT of 11 for 2026, the valuation of the share (EUR 50; AT0000A3FW25) is significantly lower than that of sector peers

Hensoldt, $HAG (+1,66%)

Renk and $R3NK (+5,9%)

Rheinmetall. $RHM (+0,46%)

Part of the discount is undoubtedly justifiable due to the smaller size of the company. The expected average EPS growth of approx.

of around 50% on average for the years 2025-2027 is slightly above the sector average.

Steyr Motors' first year on the stock market is drawing to a close.

The Austrian engine manufacturer has so far gained 250% in value amidst sometimes heavy fluctuations - driven by the NATO countries' armaments plans and a steadily growing order book.

Steyr specializes in high-performance engines with a high power density and long service life. These engines are mainly used in special vehicles for military use, in boats (military and civilian) and as auxiliary power units for battle tanks and locomotives.

Around two thirds of sales are generated with military customers, including the Dutch vehicle manufacturer Defenture and Rheinmetall.

The company's M16 diesel engine is used, for example, by several NATO special forces as well as the Spanish and Irish armed forces.

Steyr is also a supplier for the standard transport vehicle of the Australian Army and for boats of the US Navy Seals. In the civilian sector, Siemens AG is the largest customer that installs Steyr units in locomotives.

Due to increased demand as a result of the Russian attack on Ukraine, the former niche supplier is increasingly becoming a sought-after supplier to the defense industry.

In the first half of 2025, turnover increased by 17.1% year-on-year to EUR 23.1 million. For the year as a whole, CEO Julian Cassutti anticipates an increase in turnover of at least

40% (2024: EUR 41.7 million) with an expected output of at least

1,250 motor units (2024: 729 units). Thanks to the focus on premium products for special applications and a high proportion of service, profitability is pleasingly high: in 2025, the EBIT margin is expected to be over

20 % (2024: 15.5 %).

Ambitious targets, high visibility

In view of the high order backlog of over EUR 300 million as at June 30 and the sustained high demand, achieving the forecast for 2025 appears just as realistic as the medium-term targets.

In the first half of 2025, incoming orders rose by a whopping 47% to €921 million - a new record level. The total order backlog has now reached €5.9 billion. The Vehicle Mobility Solutions (VMS) segment performed particularly strongly, continuing to be the Group's growth driver with incoming orders of €681 million (+66%).

Further highlights:

- Book-to-bill ratio: 1.5x - RENK receives more orders than are currently being delivered.

- Sales growth: +22% to € 620 million, adjusted EBIT increased by 29% to € 89 million.

- Annual forecast: Executive Board confirms target of over € 1.3 billion in sales and € 210-235 million in EBIT for 2025.

- Positive outlook: The Executive Board expects further major orders in the 4th quarter.

Conclusion: RENK continues to benefit enormously from the high demand in the defense sector. The full order books ensure growth and planning security for the coming quarters as well.

$R3NK (+5,9%) -> 25 shares were invested as the first tranche

Already on Wednesday I have immediately issued a warning to our members when the first reports reports of possible peace negotiations emerged.

The market seems much more uncertain this time and does not not firmly assumingthat the talks will end inconclusively will end without result.

Since the announcement of the negotiations between Trump and Putin on Wednesday, August 6the prices record losses.

$RHM (+0,46%) - 13,90%

$R3NK (+5,9%) - 17,20%

$HAG (+1,66%) - 16,11%

Our members were able to benefit significantly from the recent slide in share prices. Part of the short positions were already covered this morning coveredto minimize the risk of uncertain outcome of the talks next Friday, August 15, in Alaska in Alaska.

What do you think about the outcome of the upcoming peace talks?

#rüstung
#rhm
#renk
#hag
#rheinmetall
#hensoldt
#friedensgespräche
#friedensverhandlungen
#trump
#putin
#usa
#russland
#short

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the European arms industry? I think that there may be pressure on European arms companies, at least in the short term, if a large proportion of European spending is to go to US companies.

The highly valued $RHM (+0,46%) , $R3NK (+5,9%) etc. will probably be cheaper to get.

$R3NK (+5,9%)

Bull case highlights

• 🛡️ 3,500 tanks for Germany by the end of 2025 👉 RENK supplies propulsion systems
• 🔹 Estimated volume: 25 billion €.
• 📈 EPS growth secured thanks to defense budget
• 🔹 2025: 1,40 € → 2027: 2,27 €
• ⚠️ Customs risks as a trigger: In the event of escalation (30% tariffs from 1 August), funds rotate into defensive stocks
• 🌍 Trump risk: NATO withdrawal? Defense stocks could benefit massively

🧠 Analyst boost & newsflow

• ✅ 14.07.2025: 🧾 Kepler with "Buy" - Target: € 85
• ✅ 09.07.2025: ⭐ JPMorgan calls RENK a top pick with target € 90
• ✅ 08.07.2025: 📢 News: 🇩🇪 Germany plans major tank order
• ✅ 19.05.2025: 📊 Berenberg raises target from € 54.50 to € 72
• ✅ 16.05.2025: 🚀 JPM doubles Target to 70 €, downgrades to "overweight"
• ✅ 11.02.2025: 💼 KNDS increases stake to 18.3 % / 18.3 million shares

📉 Technical situation

• ✅ Current share price: € 71.91 🟢 near high
• 📊 Breakout zone: € 73+
• 🎯 Targets with positive development: 80-85 €, possibly quickly 90 €
• 🔍 Strong volume candles around news - buyers active

🧭 Conclusion & setup

💥 RENK has it all: political fantasy, strong figures, analyst fire and geopolitical tailwind.

📌 Watchlist play with momentum opportunity

📎 Trigger level: >73 €

🎯 Target range: 80 - 90 €

🛑 Hedging below € 66 (gap close)

$R3NK (+5,9%)
$RHM (+0,46%)

Tanks without drivers: Renk and Arx Robotics want to develop autonomous war machines - in the middle of the armaments boom. The big coup could be just the beginning.

Renk and Arx are developing autonomous tank technologies.

Goal: retrofitting existing tanks with AI software.

Market entry in the USA in 2027, Germany too slow.

(Details under the link)

https://www.wallstreet-online.de/nachricht/19608798-ruestungsrevolution-renk-arx-entwickeln-ki-panzer-wird-s-ernst-rheinmetall

$R3NK (+5,9%)

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