TKMS Looks Poised for Growth -- Market Talk

Dow Jones

2025/10/20

1157 GMT - TKMS's midterm growth target looks conservative, MWB Research analysts write. Thyssenkrupp's naval division spinoff expects 10% growth in the midterm, but NATO and EU procurement budgets are expected to grow more than 170% by 2030, they note. The company currently trades at a discount to Rheinmetall, but the analysts say this is excessive given the company's structural turnaround and lesser earnings volatility. "We expect a progressive re-rating toward peer multiples, supported by a uniquely resilient and state-backed order base," the analysts say. TKMS shares, which started trading on the Frankfurt Stock Exchange Monday, are up 62% at 97.36 euros a share. (aimee.look@wsj.com)

(END) Dow Jones Newswires

October 20, 2025 07:59 ET (11:59 GMT)

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Thyssenkrupp's naval division spinoff expects 10% growth in the midterm, but NATO and EU procurement budgets are expected to grow more than 170% by 2030, they note. The company currently trades at a discount to Rheinmetall, but the analysts say this is excessive given the company's structural turnaround and lesser earnings volatility. \"We expect a progressive re-rating toward peer multiples, supported by a uniquely resilient and state-backed order base,\" the analysts say. TKMS shares, which started trading on the Frankfurt Stock Exchange Monday, are up 62% at 97.36 euros a share. 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Thyssenkrupp's naval division spinoff expects 10% growth in the midterm, but NATO and EU procurement budgets are expected to grow more than 170% by 2030, they note. The company currently trades at a discount to Rheinmetall, but the analysts say this is excessive given the company's structural turnaround and lesser earnings volatility. \"We expect a progressive re-rating toward peer multiples, supported by a uniquely resilient and state-backed order base,\" the analysts say. TKMS shares, which started trading on the Frankfurt Stock Exchange Monday, are up 62% at 97.36 euros a share. (aimee.look@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 20, 2025 07:59 ET (11:59 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}