BUY Invest in Blue Chips Convicción4/5 Calidad del análisis75/100 ahora
The YouTuber recommends Leonardo S.p.A. as a buy, citing the structural tailwinds from increased European defense spending commitments (5% of GDP). They argue that while the PER might seem high historically, the new geopolitical reality suggests higher PERs for defense companies are the new standard. The company has strong financial health, growing EPS, and a reasonable dividend payout, with analysts suggesting a 12% upside to its 10-year highs.
“Yo creo que esta es de las pocas que todavía no están a un precio abusivo y tienen margen de subida.” — ▶ Ver clip