$TKA THYSSENKRUPP & IVECO—HIDDEN DEFENCE GEMS SHINEXETR:TKA THYSSENKRUPP & IVECO—HIDDEN DEFENCE GEMS SHINE
(1/9)
Good afternoon, Tradingview! Thyssenkrupp’s stock soared 20% this week—defence spending’s the buzz 📈🔥. Investors eye TKMS and Iveco’s IDV as undervalued stars. Let’s unpack this rally! 🚀
(2/9) – MARKET SURGE
• Thyssenkrupp: 20% spike Monday, 53% YTD 💥
• Iveco: 68% YTD—IDV’s 10% margin shines 📊
• Driver: Europe’s military budget boom
Defence cash is flipping the script—big gains!
(3/9) – DEFENCE PLAYS
• TKMS Spin-Off: Warship unit set for ‘25 🌍
• Iveco IDV: Defence arm spins out in ‘25 🚗
• BofA: TKMS worth half Thyssenkrupp’s cap 🌟
Hidden gems catching the spotlight!
(4/9) – SECTOR SNAPSHOT
• Defence P/E: 25.8x vs. 18x 3 yrs ago 📈
• Thyssenkrupp & Iveco: ~8x—bargains?
• Vs. Giants: Rheinmetall, BAE soar, but these lag
Value hunt’s on—undervalued or overhyped? 🌍
(5/9) – RISKS TO WATCH
• Peace Talks: Ukraine deal softens demand? ⚠️
• Execution: Spin-offs need to deliver 🏛️
• Focus: Beyond big defence names risky 📉
Rally’s hot—can it hold the heat?
(6/9) – SWOT: STRENGTHS
• Thyssenkrupp: €16B+ TKMS backlog 🌟
• Iveco: IDV’s 10% profit margin 🔍
• Cash Flow: Thyssenkrupp hits €0-300M ‘25 🚦
Defence muscle’s flexing hard!
(7/9) – SWOT: WEAKNESSES & OPPORTUNITIES
• Weaknesses: Thyssenkrupp’s steel drag, Iveco’s focus 💸
• Opportunities: EU budget hikes, spin-off buzz 🌍
Can these sleeper hits wake up big?
(8/9) –Thyssenkrupp & Iveco defence bets—your call?
1️⃣ Bullish—Spin-offs spark a surge.
2️⃣ Neutral—Growth’s there, risks balance.
3️⃣ Bearish—Rally fades fast.
Vote below! 🗳️👇
(9/9) – FINAL TAKEAWAY
Thyssenkrupp’s 20% leap, Iveco’s IDV glow—defence cash ignites hidden plays 🌍🪙. Cheap vs. giants, but risks lurk. Gems or mirage?
