The news of the week has ensured a change of feelings among investors. The scandal between Ukrainian President Wolodymyr Selenskyj and the US President Donald Trump a week ago and the resulting armaments in Europe gave local armaments titles at the beginning of the week. Together with the powerful profits of the auto stocks, in which investors hope for a postponement of the EU’s climate guidelines, they pushed the German leading index to more than 23,300 points. The concern about a global trade war on Tuesday has given the most violent break-in for three years and was particularly noticeable among vehicle farmers and suppliers with production locations in Mexico and extradition to the USA. Volkswagen, Mercedes, Porsche and BMW lost between 4.1 and 5.9 percent. Even the armor shares could hardly escape the downward trend. “Volatility seems to be the only certainty, since political measures are introduced by Trump, questioned, changed and then often reintroduced,” said economist Chris Low from Fhn Financial. Activate external content that the future is traded on the stock exchange impressively showed the middle of the week: the announcement of the 500 billion euro financial package solely for infrastructure and the loosening of the debt brake for armor on Tuesday evening sent the Dax to recreational cure and towards its record high from the beginning of the week. “All -time high, sell -out and back, the Dax remains a standing man,” commented capital market strategist Jürgen Molnar from Robomarkets. It is not clear whether the billions of billions also come. In order to get the required two -thirds majority together, the vote must still be made in the ongoing legislative period – with the support of the Greens or the FDP. But the investors were not very interested in this, in addition to armaments values, in addition to arms values such as Heidelberg materials, bilfinger and high -deep. At the end of the trading week, profit takeover caused strong reset for armor titles. Hensoldt’s shares had to return twelve percent of their price gains on Friday until the time of going to press. A plus of a good 25 percent remains on a weekly perspective. There was also a critical analyst comment from Kepler Chveux. According to analyst Aymeric Poulain, the pace in which the Hensoldt shares increase the future is dangerous. The European upgrade plans were a good reason to speculate on sales growth, but now Hensoldt shares are “too hot to keep them”. More on the THANDERMAUER REK, however, the air is not yet clear. This year alone, the share price has more than doubled, the events this week even ensured a new record of 40.59 euros. The analysts are also convinced of the further upward potential, twelve recommend Renk to buy and hold. On March 24, the company will be included in the M-DAX. Rheinmetall, on the other hand, has had problems for a while to leave the 1200 euro brand sustainably behind. But the uncertainty in the world will not disappear so quickly, and that should be clear to everyone: arms shares are far from over.
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