CSG SYS INTL DL-_01
Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST
Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?
The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?
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Commented by André Will-Laudien on January 29th, 2026 | 07:30 CET
The witch dance continues! Another 100% with TKMS, DroneShield, Pasinex, or the new CSG?
The stock markets are extremely volatile, so it is time to take a closer look at some of the key players. Many investors are now focusing on a scenario of ongoing war. Hardly anyone expects real peace to be achieved, as a recent survey shows: 72% of those surveyed do not expect any of the existing trouble spots to enter a state of peace in 2026. This means that public skepticism is higher than the current "super summit talks" between the superpowers around the globe would suggest. In addition to defense stocks, commodity stocks also remain in a state of constant battle. Scarce metals appear to be becoming even scarcer, judging by the spot price. Anyone looking at the precarious situation in Europe should take a closer look at Pasinex Resources' zinc project. Here are a few tips on how to generate a 100% return.
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