TKMS AG & CO KGAA
Commented by Fabian Lorenz on August 26th, 2026 | 07:10 CEST
Steyr Motors After the Sell-Off: Buy the Dip? TKMS Rides the Defense Boom — Strategic Resources Set to Benefit From Soaring Steel Demand
The global defense boom is not just filling the order books of manufacturers of tanks, missiles, and drones. Demand is also growing in the naval sector, and with it the demand for raw materials. TKMS urgently needs high-quality steel for its submarines and frigates and is working to establish resilient supply chains. This is where Strategic Resources comes into play. The raw materials company operates in Canada and Northern Europe—the very regions that are playing a central role in TKMS's latest megaproject. The stock appears undervalued. But is Steyr Motors also a bargain after its recent sell-off? Analysts certainly think so. They recommend buying the stock. The weak first half and lowered guidance should primarily be viewed as the result of defense-related orders being pushed back in timing, rather than a fundamental deterioration in demand.
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Commented by Fabian Lorenz on August 17th, 2026 | 07:40 CEST
TKMS Keeps Soaring! When Will DroneShield and Volatus Aerospace Take Off Again?
Nearly 50% gains in just a few weeks. TKMS is currently riding a wave of success, and analysts believe the stock has further upside potential. The company is a prime example of the comeback staged by traditional defence stocks in recent weeks. By contrast, many drone stocks continue to struggle. It seems like a strange disconnect, since few would dispute that drones and counter-drone systems are playing an increasingly important role, not only in current conflict zones. Accordingly, the investment needs of armed forces and security agencies are likely to remain substantial in the coming years. So when will companies such as Volatus Aerospace and DroneShield take off again?
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Commented by Stefan Bode on August 14th, 2026 | 07:15 CEST
Three Industrial and Tech Stocks on the Verge of a Breakout? dynaCERT, TKMS and Viscom in Focus
The stock markets are currently dominated by three megatrends: technological innovation, the green transition, and geopolitical security. It is precisely within this market environment that three exciting industrial and tech stocks are operating, all of which are on the verge of decisive turning points. Whether it is bulging order books in the defense sector, cleantech solutions for heavy-duty transportation, or turnaround potential in inspection technology for AI hardware—these stocks combine enormous opportunities with specific risks. It is worth taking an analytical look at the latest figures.
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Commented by Matthias Schomber on August 10th, 2026 | 07:00 CEST
Turnaround, Billion-Dollar Deals, AI and Drone Potential: What Is Driving Siemens Energy, TKMS, and First Hydrogen?
Global markets are constantly evolving, and recently the major stock indices, including the Dow, Nasdaq, and DAX, have generally been trending higher. Today, we take a closer look at three companies that share an interesting characteristic: all three may be approaching a key milestone or threshold that could prove decisive for their performance over the coming weeks and months. We begin with Europe's energy giants and defence contractors. We examine the return to profitability, as well as failed takeover attempts and new strategic alliances. Finally, we turn our attention to a North American player that aims to combine green energy with artificial intelligence and robotics in an entirely new way. Join us as we explore Siemens Energy, TKMS, and First Hydrogen. These three stocks could provide plenty of talking points in the weeks and months ahead. Read on to discover the key developments and opportunities.
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Commented by Fabian Lorenz on August 7th, 2026 | 07:15 CEST
Rheinmetall Challenges TKMS! Renk Shares Jump 20%, While Volatus Aerospace Unveils New Drone Application
Renk shares have gained about 20% in value in just a few days. Yesterday, the company released its half-year results, which delivered a mixed picture. The key question now is whether the recent rally still has room to run. Meanwhile, DroneShield shares have surged by nearly 30% in recent trading. Even so, Volatus Aerospace has outperformed so far in 2026, and the drone specialist's shares may still offer additional upside potential. The latest announcement shows that the Canadian company's growth opportunities are strong not only in the military sector but also in the civilian sector. In the future, Volatus plans to deploy autonomous heavy-lift aircraft for wildfire suppression, disaster response, and a range of other government applications across Canada, further strengthening its position in the rapidly expanding market for commercial and public-sector drone services.
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Commented by Armin Schulz on August 6th, 2026 | 07:20 CEST
RENK Group, Volatus Aerospace, and TKMS: Defence Boom – Three Ways to Capitalize on the Land, Air, and Sea Opportunity
The West is in the midst of a fundamental overhaul of its security architecture. After years of relying on a relatively stable geopolitical environment, governments are now significantly increasing defence budgets to strengthen military readiness and resilience. As a result, companies supporting this structural transformation of the defence industry are benefiting from long-term demand. Modern defence capabilities are no longer defined solely by the number of platforms deployed, but increasingly by the integration of mobility, intelligence, surveillance, and maritime capabilities. Against this backdrop, RENK Group, Volatus Aerospace, and TKMS each offer distinct ways to gain exposure to the ongoing defence investment cycle. Together, they represent differentiated opportunities across the land, air, and maritime domains of modern defence.
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Commented by Carsten Mainitz on July 29th, 2026 | 07:10 CEST
Steel Is Strategic Again: How Strategic Resources and thyssenkrupp Could Benefit—and What It Means for TKMS
Geopolitical tensions, rising defence spending, the energy transition and the drive for more secure supply chains are placing renewed emphasis on industrial production and strategic materials. Without metals, specialty alloys, and high-performance materials, neither modern defence systems nor next-generation technologies can function. Strategic Resources is positioning itself at the heart of these critical trends. The company continues to advance its flagship BlackRock project in Canada. On the one hand, the Canadians aim to supply high-grade iron ore for the production of "green steel," which aligns with the megatrend of decarbonization. At the same time, however, the company has several additional growth opportunities up its sleeve.
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Commented by Fabian Lorenz on July 27th, 2026 | 07:40 CEST
Buy Recommendations for Almonty, Micron, and TKMS! Defense, Commodities, and Semiconductors with Upside Potential!
Compelling buying opportunities are emerging across several sectors. In commodities, Almonty Industries stands out as it ramps up production at its tungsten mine in South Korea, with revenue and earnings expected to accelerate sharply in the second half of the year. Analysts forecast a net profit of CAD 854.6 million next year, implying a forward P/E ratio of just 4.34—a valuation many consider too low for the only significant Western tungsten supplier. Analysts recommend buying. TKMS appears well positioned among the struggling defense companies. Analysts highlight its substantial order backlog, which is expected to provide strong earnings visibility well into the 2040s. Micron remains a higher-risk opportunity. Following its historic share price rally, investors are concerned about potential overcapacity. Micron is also investing billions, but analysts remain reassuring.
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Commented by André Will-Laudien on July 16th, 2026 | 07:30 CEST
Defence or Artificial Intelligence? On the Hunt for Blockbusters with Rheinmetall, Hensoldt, Strategic Resources, and TKMS
The market is becoming increasingly concentrated. Despite fresh record highs in July, the number of true winners can almost be counted on one hand. The strongest performers continue to be a select group of high-tech and AI stocks, while semiconductor shares are already beginning to lose momentum. Meanwhile, oil and gas stocks are picking up speed again, while the long upswing in the defence sector that began in 2022 appears to be running out of steam. As a result, many defence companies ranked among the worst-performing stocks during the first half of the year. Now the summer slowdown has arrived, and even a potential interest cut by Fed Chair Kevin Warsh is unlikely to lift sentiment. The reason is straightforward: inflation remains stubbornly high, hovering around the 4% mark in the US for an unusually long time. President Donald Trump had hoped that replacing Jerome Powell would pave the way for lower interest rates, but those expectations now appear increasingly unrealistic. Then there is the tariff setback, which is costing US taxpayers another USD 100 billion. In short, the warning signs of a broader market correction are becoming increasingly difficult to ignore. For active investors, the only real question is when, not if. Against this backdrop, we take a closer look at the battered defence sector in search of the next potential blockbuster investment.
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Commented by Armin Schulz on July 15th, 2026 | 10:55 CEST
Portfolio Booster 2026: Staying Ahead of NATO's Military Build-Up with Rheinmetall, Volatus Aerospace, and TKMS
The era of tank divisions is largely over. Today, air and sea domains are merging into a networked battlefield where autonomous drones, AI-powered sensors, and maritime surveillance systems are the decisive forces. The NATO summit in Ankara and Germany's record budget of EUR 108 billion are massively accelerating this technological transformation. For investors, this means focusing on the next generation of air and maritime defence. Three companies embody the full scope of this transformation: the full-service provider Rheinmetall, the agile drone pioneer Volatus Aerospace, and the maritime systems partner TKMS.
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