$BAYN (+0,77%)
$LDO (-2,27%)
$FCT (-0,58%)
$VOW (-1,48%)
$SAN (+0,06%)
$VWRL (+0%)
$ENI (-2,01%)
$SHEL (-0,33%)
$KO (+1,2%)
$ISP (+1,55%)
$INTC (-2,87%)
$SL (+0,83%)
$GOOGL (+1,72%) .

$FCT (-0,58%) 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 (-0,58%)
$LDO (-2,27%)
$DRS (-3,44%)
$AVIO (-4,85%)
$IVG (+0%)
$VNT
$CY4 (-3,15%)

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 (+1,55%)
$KO (+1,2%)
$BRK.B (+1,19%) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-1,76%)
$PLTR (-1,12%)
$FCT (-0,58%)
$LDO (-2,27%)
$RHM (-2,72%)
$INTC (-2,87%)
$CPR (+1,89%)
$AXP (+1,2%)
$BMPS (+1,1%)
$FBK (+0,7%)
$G (+1,38%)
$GS (-0,19%)
$MCD (+0,8%)
$SL (+0,83%)
$ENI (-2,01%)
$BBAI (-2,95%)
$PRY (-5,06%)