Rheinmetall AG

Iran, the nuclear bomb and the European nuclear dream: what does all this mean for your portfolio?

When people hear about nuclear weapons, most switch off automatically. Too abstract, too remote, too apocalyptic. Yet right now there’s a shift playing out behind the scenes of global politics that will have concrete effects on oil prices, defence budgets, bonds and arms...
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🗓️Key events on the markets this week!

This week brings European industrial earnings and very important US macro data.

💻 Monday

Results after the close:

Hewlett Packard Enterprise $HPE – report for the enterprise infrastructure segment.

🚗 Tuesday

Results before the open:

NIO $NIO – the Chinese electric vehicle manufacturer will provide further insight into the dynamics of the local EV...
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American defense stocks are experiencing one of their best days in months today!

US President Donald Trump announced today that the state defense budget will be increased from 1 trillion USD to 1.5 trillion USD per year. The increase is therefore considerable.

Shares in the defense industry are responding with strong gains, led by $LMT, $RTX and $NOC.

I'm still wondering whether to focus in the defense industry on larger companies like $LMT and $RHM.DE, or look for more growth-oriented stocks, such as $AVAV. I prefer smaller companies, but the problem is they tend to be much pricier than the big ones.

What do you think makes more sense? Invest in $LMT or in $AVAV?

🛡️ Quarterly results of European armourer below estimates, but outlook remains strong!
German armour, ammunition and military systems manufacturer Rheinmetall $RHM.DE has published Q2 results that fell short of market expectations, with sales of €2.43bn (vs. estimated 2.53 billion). and operating profit was EUR 276 million. (estimated EUR 283 million).

The shares react by falling...
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💥 Rheinmetall on the rise: 36% revenue growth and expectations of a boom in military orders! 🚀

Europe's defense sector is experiencing historic growth, and one of the biggest winners is German weapons manufacturer Rheinmetall $RHM.DE. The company announced a huge 36% sales growth in 2024 and predicts further 25-30% growth in 2025, mainly due to a massive influx of military...
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Arms stocks break records: an opportunity for investors?

Defence sector growth in Europe has reached new highs thanks to increased defence spending and the drive for strategic independence from the US. The STOXX Europe Aerospace & Defense Index rose 9% over the week, with Hensoldt (+22%), Leonardo (+16%) and Dassault Aviation (+15%) posting the strongest gains.

However, the...
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📅 This week's key investment events!
This week will be packed with macroeconomic data and the results of interesting companies that can influence the markets. Here's a round-up of the highlights:

📊 Monday
Results before the markets open
Oracle $ORCL - is one of the largest providers of cloud and database solutions. It will be especially important to watch growth in cloud computing...
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If you had to choose now, would you rather have $LMT or $RHM.DEstock in your portfolio ?

While $RHM.DEstock is up significantly this year, $LMT stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.

🔥Rheinmetall on ATH: Europe is considering massive armament! 💣

Shares of Rheinmetall AG $RHM.DE, Germany's leading defense equipment maker, shot up yesterday by more than 13 %, their biggest daily gain in two years. The price hit €968 per share, an all-time high. The rise is part of a wider trend where European arms firms are experiencing a boom in response to geopolitical...
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📈 The European defense industry is experiencing huge growth and Rheinmetall has announced a new contract with Ukraine! 🚀

Europe is becoming a key player on the global defense industry scene, as confirmed by the recent move of the German company Rheinmetall $RHM.DE. The company has signed a major contract with the Ukrainian Ministry of Defense for the supply of 155mm caliber...
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What do you think about $RHM.DEstock ?

For me, a quality company that is in an important sector and overall I like the focus and would like to have this sector represented in my portfolio. So I'll either buy $LMT or $RHM.DE, but I'll have to wait a while for a better price as both stocks are still pretty expensive.

🚀Another good news from the European arms giant!

Rheinmetall $RHM.DE is expanding its presence in the US market with the acquisition of Loc Performance!

German defense giant Rheinmetall continues its growth and expands into the US market! 🔍

Per 950 million dollars takes over the American military vehicle manufacturer, the company Loc Performance. The move not only strengthens its...
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💼 Rheinmetall: Defence giant on the rise amid global conflicts! 🚀

The German company Rheinmetall $RHM.DE,a leading player in the defense industry, currently has record orders worth 48.6 billion euros, a clear indication of the growing demand for military equipment in the context of the conflicts in Ukraine and the Middle East.

The company produces a wide range of military...
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