Too late to play #defence

Just like the clamour heard after data centre stocks soared…..

today, I hear it amongst European defense stocks.

Albeit, I wasn’t long…I know when not to chase it.

I have attached the stock price of French company, Safran.

See you around the EUR 170 region.

April 2, 2025

rob@karriasset.com.au

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Unknown's avatarAbout Rob Zdravevski
Global Investment Advisor & Portfolio Manager Australian based, Global Work rob@karriasset.com.au

One Response to Too late to play #defence

  1. PG's avatar PG says:

    Timely post…I was looking at Rheinmetall and Leonardo myself, thinking that I was a month and a half late to get in…

    Out of curiosity, how do you get to the 170€ area on Safran? I get roughly to the same area with Elliott Waves on the weekly chart

    P

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