10Mon·

Ukraine Peace Shares

What stocks are you focusing on for a possible peace in Ukraine? Some building materials stocks, such as $HEI (+0.77%) Heidelberg M. have unfortunately already done well. $WIE (-0.07%) Wienerberger has just started to rise. I am looking forward to your ideas or inputs...

20 Comments

Krynt@Krynt

10Mon

I don't bet on that kind of stuff

•

Eselai@DonkeyInvestor

10Mon

@Krynt What stuff are you betting on then?

•

Krynt@Krynt

10Mon

@DonkeyInvestor book of ra

•

Brian@Aktienhauptmeister

10Mon

@Krynt not eye of horus ? 😂

•

Schweizer_Investor🇨🇭@Alumdria

10Mon

@Krynt Don't underestimate this "stuff". Some of the towns and villages have been completely destroyed and the damage amounts to hundreds of billions of dollars. Many companies will benefit from the reconstruction of Ukraine in the future. I asked about this recently and received lots of helpful tips, such as $DE and $CAT.

•

Krynt@Krynt

10Mon

@Alumdria $CAT I have it in my portfolio, but it's not a bet for me with regard to Ukraine

•

Chris@Multibagger

10Mon

@Alumdria There are 2 possibilities. DT the Mickey Mouse from the USA wants to conclude a dictated peace with Putin over Ukraine's head. And at the same time access to rare earths, which are only available in significant quantities in Ukraine in Europe, in return for previous aid. If these two things happen, US companies will be bypassed in the reconstruction process. Or Ukraine will make a deal with Mr. Dealmaker to the effect that it will only have access to the rare earths and orders in return for security guarantees. After his vice president's speech yesterday, however, I believe that it will primarily be European companies that will carry out the reconstruction.

•

Smudo@Smudeo

10Mon

$HOT $STR $POS

•

Tom M.@Lumimyrsky

10Mon

I stay away from that. In the end, Russia will get the whole of Ukraine. We don't know and I wouldn't bet on it

•

Schweizer_Investor🇨🇭@Alumdria

10Mon

@Lumimyrsky I can't imagine that. The USA will never allow that, even if Trump acts as if he doesn't give a damn. Russia would be closer to Europe and therefore closer to the US bases stationed in Europe. I see an open war as inevitable. It is the only way to stop Putin. There are still dark times ahead. This was just the beginning.

•

Tom M.@Lumimyrsky

10Mon

@Alumdria If we hadn't invented nuclear bombs, Moscow would have fallen 3 years ago. Well, now we're here and nobody knows what will happen next. But I also don't think that the whole of Ukraine will fall into Putin's hands

•

Vikes@Vikes

10Mon

@Lumimyrsky you can dream 😅

••

Novius@Novius

10Mon

"Welt" has already looked into the question and identified around 40 values

https://www.welt.de/wirtschaft/plus255417954/Ukraine-Diese-Aktien-profitieren-besonders-vom-Friedens-Szenario.html

•

Smudo@Smudeo

10Mon

@Novius unfortunately only available with ABO. Can you name the companies?

•

DerMartin@DerMartin

10Mon

@Novius World? The leading business magazine? I don't believe a word they say.

•

Tenbagger2024@Tenbagger2024

10Mon

@Novius
Can you please copy the article and post it?
Thank you!

•

Smudo@Smudeo

9Mon

@Tenbagger2024 such a post @Novius but in the last stock exchange online is a similar post still who needs it?

•

SemiGrowth@SemiGrowth

10Mon

Maybe $HON? Although they also have a defense division. Maybe short on agriculture products or companies, like wheat or fertilizer companies like $NTR

••

KonradM@KonradM

10Mon

If you use Spotify:

https://open.spotify.com/episode/7DiKbmriIWnInXajKcDrwj?si=HhD6GIVTQPG8qZrAZMlb3w

I think (I'm not sure anymore) that on Thursday's episode of "Alles auf Aktien" some positions on this were presented.

••

Sebastian T.@tau_s78

10Mon

Take a look at $TKA

••