OHB SE: A Reality Check After the Rally

The German government’s pledge to invest €35 billion in military space initiatives sent shares of OHB SE on an unprecedented surge. This speculative frenzy, however, was short-lived, giving way to a sharp correction that has left investors questioning whether the company’s operational performance can substantiate such extreme price swings. The recent securing of a €350 million credit facility adds another layer to the financial narrative.

Anticipation that OHB SE would be a primary beneficiary of the state’s massive funding announcement propelled its stock to more than double at its peak. This wave of optimism was inevitably followed by a wave of profit-taking, causing a dramatic retreat from those highs and halting the rally. The stock is now navigating a... Read more...