2Semana·

Who benefits from the reconstruction of Ukraine?


Yes, it's a macabre topic - but the reconstruction of Ukraine will bring investment and economic opportunities that are already being talked about. The question is: which companies could benefit the most? Will construction companies like $DG (-0,69 %) and $HOT (+0,04 %) , machine manufacturers such as $CAT (+0,67 %) or energy companies like $ENR (+1,44 %) get the biggest contracts? Who do you think could play a central role in this reconstruction project?

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Who, when and how is rebuilt there depends above all on the outcome of the war. All Russian-occupied territories are being "rebuilt" by Putin's bosom buddies with minimal delay and any difference between orders and expenditure ends up in the next yacht.
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Strabag
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Strabag and RBI - it looks to me as if they want to sit this out and then shout "Tada! We have always believed in you and are now here to help you" - shouting (this is just my opinion).

I am really ruthless when it comes to shares, but RBI got me to the point where I once sold a share for ethnic reasons!!!
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