Thyssenkrupp: IPO planned for 2025 – share continues rally
With a price increase of around five percent, Thyssenkrupp shares continued their upward trend in early trading on Tuesday. CEO Miguel López has suggested that the marine division TKMS, which has recently been in the spotlight, will go public this year. The MDAX share is trading at its highest level since the end of 2023.
"We want to complete the IPO in the calendar year 2025. To do this, we are also preparing an extraordinary general meeting," Lopez explained in the WAZ podcast "Am Abgrund - Die Thyssenkrupp-Story" with regard to the plans for TKMS. "We want to issue marine shares that our shareholders will have booked directly into their portfolio. One thing is clear: Thyssenkrupp will retain the majority, i.e. at least 51 percent."
Last week, reports about a possible higher valuation of an independent naval division, which could then be traded as an armaments stock, had already boosted Thyssenkrupp shares. Operationally, things are going well in the area. The order books are full, says López. He is also in regular talks with the federal government about the future of TKMS. "An IPO is not only an important step for us, but also strategically relevant for the Federal Republic of Germany with a view to possible cooperation in the European armaments sector."
Meanwhile, praise came from Citigroup. Analyst Ephrem Ravi pointed out that Thyssenkrupp has an abundance of cash, price drivers and options. Implementation is crucial for success; a spin-off of TKMS and a further reduction in the steel business could increase enormous value. According to Ravi, TKMS alone could cover the current market capitalization of the entire group. He is increasing his price target from EUR 5.50 to EUR 8.50 and recommends "Buy".
The euphoria surrounding TKMS continues. Going independent would certainly make sense. However, Thyssenkrupp has shown several times in the past that similar plans have not been implemented. If the group now delivers, a further increase in share price is possible - although there are still more problems to be solved in the long term. However, investors can currently bet on rising share prices with the " Turbo of the Week" from the new issue of AKTIONÄR 09/25 .
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