1Semana·

Ukraine Peace Shares

What stocks are you focusing on for a possible peace in Ukraine? Some building materials stocks, such as $HEI (+0,51 %) Heidelberg M. have unfortunately already done well. $WIE (-1,63 %) Wienerberger has just started to rise. I am looking forward to your ideas or inputs...

19 Comentarios

Elias Möller@Krynt

1Semana

I don't bet on that kind of stuff

•

Nostradonkey💩@DonkeyInvestor

1Semana

@Krynt What stuff are you betting on then?

•

Elias Möller@Krynt

1Semana

@DonkeyInvestor book of ra

•

B. T.@Aktienhauptmeister

1Semana

@Krynt not eye of horus ? 😂

•

Schweizer_Investor@Alumdria

1Semana

@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.

•

Elias Möller@Krynt

1Semana

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

•

Chris@Multibagger

1Semana

@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.

•

Meister L.@Lumimyrsky

1Semana

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

1Semana

@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.

•

Meister L.@Lumimyrsky

1Semana

@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

1Semana

@Lumimyrsky you can dream 😅

••

Novius@Novius

1Semana

"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

1Semana

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

••

DerMartin@DerMartin

1Semana

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

••

Tenbagger2024@Tenbagger2024

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

•

Smudo@Smudeo

1Semana

$HOT $STR $POS

•

SemiGrowth@SemiGrowth

1Semana

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

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

Take a look at $TKA

••