$BAYN (+4,06%)
$LDO (+3,32%)
$FCT (+0,02%)
$VOW (-1,42%)
$SAN (-1,58%)
$VWRL (+0,37%)
$ENI (+0,68%)
$SHEL (+0,57%)
$KO (-0,9%)
$ISP (+0,83%)
$INTC (+4,42%)
$SL (+0,29%)
$GOOGL (-2%) .

$FCT (+0,02%) has declined significantly over the past few months, despite a generally supportive long-term industry backdrop.

What is your outlook for the stock going forward?

Do you see the recent weakness as a temporary correction within a longer-term growth story, or are there structural concerns that could keep pressure on the share price?

Curious to hear different perspectives on valuation, order backlog, and the defense/shipbuilding cycle.

Fincantieri is one of the world’s leading shipbuilding groups, active in cruise ships, naval vessels, offshore / special ships, conversions and repairs, plus marine systems and components.

Recently, Fincantieri returned to profitability: in 2024 it posted a net profit of about €27 million, after a loss in 2023, with EBITDA of ~€509 million. The stock has also seen strong gains over recent months.

What do you all think about Fincantieri and all italian defense companies right now?

$FCT (+0,02%)
$LDO (+3,32%)
$DRS (+0,82%)
$AVIO (+2,01%)
$IVG (-0,14%)
$VNT
$CY4 (+3,22%)

Hi everyone!

I’ve been building this portfolio for almost a year now, following a long-term growth approach rather than chasing short-term explosive gains. So far, it’s up +5.30%. I’ve focused more on the italian and american markets with stoks such as $ISP (+0,83%)
$KO (-0,9%)
$BRK.B (-0,43%) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-1,35%)
$PLTR (+1,51%)
$FCT (+0,02%)
$LDO (+3,32%)
$RHM (+1,18%)
$INTC (+4,42%)
$CPR (-1,74%)
$AXP (-0,58%)
$BMPS (+1,43%)
$FBK (+1,2%)
$G (+0,04%)
$GS (+0,28%)
$MCD (+0,71%)
$SL (+0,29%)
$ENI (+0,68%)
$BBAI (+1,61%)
$PRY (+1,5%)