Stocks reach new heights: Focus on Rheinmetall and Siemens Energy shares
DAX Breaks Another Record, Spotlight on Rheinmetall and Siemens Energy
The stock market remained buoyant as multiple companies posted solid earnings, propelling the DAX to an astonishing 20,675 points on Thursday, currently hovering around 20,600 points. The index received a nudge on Wednesday from encouraging inflation figures out of the US, easing worries over potential interest rate hikes or stagnation by the Federal Reserve.
The Euro Stoxx 50 is also holding its own, up roughly 1% from the previous day and trading at 5,087 points.
However, DZ Bank analyst Soeren Hettler issues a word of caution in a study, stating that the DAX isn't just Germany, with less than 20% of its sales stemming from domestic soil. Consequently, the DAX's fortunes are more intertwined with global economic growth, hinting at another successful run for the DAX in 2025.
DAX (WKN: 846900) - A Closer Look at Rheinmetall and Siemens Energy
Zalando is the day's highlight, climbing double digits on robust earnings. Find more here: [Example Link]
Currently, Rheinmetall's shares lead the DAX, rallying around 4%. In contrast, Siemens Energy's shares lag behind with a fall of 4%. Sweden has halted operations for 51 wind turbines in a wind farm following another rotor blade failure.
Courtesy of dpa-AFX
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In-Depth Analysis: Rheinmetall and Siemens Energy
Rheinmetall:
- Behind the Spotlight: Rheinmetall's strong showing is attributed to the surge in European defense spending. The EU's €800 billion defense plan and Germany's fiscal stimulus have boosted companies involved in defense contracts, including Rheinmetall. Remarkably, Rheinmetall's stock price has jumped over 100% in 2025.
- Current Standing: As of recent updates, Rheinmetall's stock experienced a dip of about 2% in cautious trade, reflecting market turbulence.
Siemens Energy:
- In the Limelight: Siemens Energy gains from increased demand for renewable energy and green infrastructure projects. However, it confronts challenges in the capital goods sector, affecting its share performance.
- Recent Performance: Siemens Energy suffered a substantial drop, with its share price sliding up to 6.13% on a single day, reaching €23.87. As of the latest trading, its stock is reported to be losing more than 2.5% amid cautious market conditions. Despite these temporary setbacks, Siemens Energy maintains its position as a key player in the renewable energy sector, riding the wave of green infrastructure trends.
The rise in European defense spending has been instrumental in Rheinmetall's recent success, with the company's stock price increasing over 100% in 2025, as the EU's €800 billion defense plan and Germany's fiscal stimulus have boosted companies involved in defense contracts. On the other hand, Siemens Energy benefits from increased demand for renewable energy and green infrastructure projects, though it faces challenges in the capital goods sector that impact its share performance.
