Tag: Defense Stocks

TKMS
Defense & Aerospace
Germany

Stock: TKMS

TKMS benefits from Europe's rearmament: Record orders and rising margins meet a demanding valuation.
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Rheinmetall
Defense & Aerospace
Germany

Stock: Rheinmetall

Rheinmetall impresses with strong growth and a record order backlog. Cash flow, valuation, and political risks remain in focus.
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Thales
Company Update

Thales: Stop-Loss Triggers Complete Exit

The Thales position was sold in full after a stop-loss. The stock moves to the UMBRELLA watchlist and remains under
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