Dan Rohinton Rheinmetall RHM-DE BUY ON WEAKNESS May 02, 2025

Domestic leader in Germany that captures a big share of Germany's defense spending budget. Vertically integrated, multi-platform. For the long term. 90% defense, 10% engineering.

Dan Rohinton

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This German defense contractor is benefiting from an upsurge in German government defence spending, but the valuation is getting excessive. But this is good long term given European defense spending.

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Dan Rohinton Rheinmetall RHM-DE BUY ON WEAKNESS May 02, 2025

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