The most promising stocks on Borsa Italiana with the Meloni government

What are the better titles – or rather, potentially destined to rise – in Italian Stock Exchange on the basis of the agenda of the Meloni government?

Italy overturns the hourglass of time again and gives life to a new and different political environment, ideologically different from the previous one and probably destined to last over time. The assumptions of the Meloni government they are well marked by his proposals and by the statements of his Prime Minister, leaving little room for interpretation.

The best stocks on Borsa Italiana with the Meloni government

The Italian stock market seems to have accepted this change well, maintaining a side-bullish trend. The reason lies mainly in the fact that some of the titles index leader Ftse Eb they seem to particularly appreciate the adoption of a government structure such as the one created by Giorgia Meloni.

Under the magnifying glass of stock market traders there is Telecom Italia and Leonardo SpA


From the previous minimums, the Telecom shares (TLIT) they recorded a percentage increase of 20 points. The recent news regarding the stock has started an impetuous whirlwind of purchases that does not seem to have run out yet.

The request of the renationalisation of the Telecom group by Fratelli d’Italia it creates the conditions for the creation of a single broadband network. Although this operation would conflict with the strategy of TIM’s CEO, Pietro Labriola, the market seems to have welcomed the proposal to all intents and purposes. We talk about the so-called “Minerva project”, Which aims to create a unique telecommunications infrastructure. In anticipation also a ‘Takeover bid of Cassa Deposti e Prestiti.

Giorgia Meloni herself, in the middle of the electoral campaign, has repeatedly highlighted the importance and need for Italy to proceed with this project.

Similarly, on October 25, the Prime Minister himself announced the government’s intention to protect strategic infrastructures and to ensure public ownership of the networks, declaring:

“Companies will be able to offer services under free competition, starting from the communications sector”.

In the first place are the concepts of digital transition, technology sovereignty, national cloud and cybersecurity.


Area chart of the Telecom Italia stock


Another title that seems to benefit from the current political organization is Leonardo SpA. Since the beginning of the election campaign in Italy, one of the focal points has always been the defense sector: the new prime minister has shown herself in favor of offering support to Ukraine against Russian aggression. Even more explicit was the request of Ukrainian President Zelensky, who expressed the need to receive a constant supply of weapons to counter Russian air attacks.

In a pessimistic scenario but not too far from the reality in which war finds room to proliferate, Leonardo (LDOF) could enrich its budgets. Probably, the stock market public is already discounting this hypothesis in the price as the stock market value has risen by 12% compared to the first lows of October.


Area chart of Leonardo SpA stock

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About Eric Wilson

The variety offered by video games never ceases to amaze him. He loves OutRun's drifting as well as the contemplative walks of Dear Esther. Immersing himself in other worlds is an incomparable feeling for him: he understood it by playing for the first time in Shenmue.

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