3D·

Game over for the defense sector? What do you think?

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 (-2,68%) - 13,90%

$R3NK (-2,29%) - 17,20%

$HAG (-0,41%) - 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

19 Comentários

TotallyLost@TotallyLost

In the medium term, doesn't it matter what the Orange dictator makes up with the Soviet dictator?

Firstly, it is questionable whether we will get a real peace or just a ceasefire.
Even if there is a ceasefire, Russia will continue to rearm and so will Europe.

And secondly, that doesn't mean less will be spent on armaments.

I would rather ask myself whether the ratings of places like $RHM are not already so high that they will need years to grow into them.

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Ver todas as 11 restantes respostas

Julia@Quasar

The talks on Friday will not change the defense spending that has been decided - Europe is arming itself either way, so I can't understand the panic at all.

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Mo@BigMo

I'll just say something about $RHM.
According to my calculations, the fair value corridor is roughly €900-€1,200.
So even at -20% below the ATH, we are still too highly valued to justify a buy-the-dip purchase.
Since the 50 W SMA is currently at around €1,100 and has been THE support in the run-up several times, I would also consider buying here.

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K@TechNav

Putina is not beaten yet...

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Moritz@MoKi28

I personally believe that an agreement will soon be reached between Russia and Ukraine. Nevertheless, some regions will invest more in armaments in the future. I think the EU in particular wants to be more important and therefore have more influence in such conflicts in the future. In the short term, armaments will probably become more consolidated. However, I believe that the level will remain rather high over the next few years. I would not invest at the moment.

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Tenbagger2024@Tenbagger2024

Given the high valuations of European defense stocks, a reason for a correction must now be found.

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Global I.@gloinvest

I immediately thought: "What spruce is he crawling out from behind, with his 8 years of experience? 🤡

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Nom@user28461

That will be fun, but I think the eastern European states want to continue buying weapons.

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