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BILFINGER SE O.N.

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Commented by Stefan Bode on September 21st, 2026 | 07:55 CEST

Excitement In The Air: Amazon, Bilfinger, Generac and Power Metallic Mines

  • PGMs
  • Copper
  • Commodities
  • Industrial
  • Sustainability
  • AI

On the stock market, it is not just financial metrics that matter, but also expectations and potential turning points in a company's story. A billion-dollar AI-related contract, a milestone in the commodities sector and a dramatic collapse in earnings show how quickly opportunities and risks can be reshuffled within days. It is precisely this mix of euphoria, hope and sharp setbacks that makes these three very different stocks so compelling right now – and provides investors with valuable clues as to where potential lies and where caution may be warranted.

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Commented by André Will-Laudien on September 8th, 2025 | 07:25 CEST

Berlin's billion-euro programs are making shareholders rich! Rheinmetall, Hochtief, Argo Graphene and Bilfinger

  • Construction
  • cement
  • Sustainability
  • Defense
  • Technology

The money-printing machine is running! The 2026 federal budget has now been approved at EUR 521 billion. The defense budget is set to rise from EUR 62.4 billion to EUR 82.7 billion. In addition, there will be an additional EUR 25.5 billion from the special budget for the German Armed Forces. Federal investments – including the Climate and Transformation Fund and new special assets – will amount to approximately EUR 126.7 billion in 2026. New borrowing is expected to rise to EUR 89.9 billion, and if the so-called "special assets" are included, new borrowing will rise to EUR 174.3 billion – a historic figure. This is a windfall for companies in the defense and infrastructure sectors. Which stocks are now taking center stage?

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Commented by Nico Popp on November 26th, 2021 | 10:39 CET

Hochtief, TalkPool, Bilfinger: Real estate shares and the new German government

  • Digitization

The coalition agreement of the new German government reads ambitiously and met with a positive response from the real estate industry. Above all, the planned reduction in bureaucracy and digitization should be in the interests of all concerned - after all, analog land registers repeatedly cause errors and delays, which are quickly expensive, especially in construction. But the coalition's plans also include greener construction and stricter regulations on insulation and heating. We present three stocks and explain whether they will benefit or not.

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