Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

• $VWRL (+0,38 %) (approx. 20%)
• $TDIV (+0,26 %) (approx. 15%)
• $BTC (-0,78 %) (I already have a part, the rest I will buy -- 10%)
• Cash (5%)

The other 50% will go into the first 10 shares.

• $PLTR (+1,4 %) (4x)
• $CAT (+2,2 %) (2x)
• $HOOD (+0,52 %) (7x)
• $MCD (-0,49 %) (2x)
• $AMZN (+1,7 %) (2x)
• $NOVO B (-1,68 %) (6x)
• $KO (-0,98 %) (7x)
• $STR (+2,79 %) (is my employer, have been invested for approx. 5 years -- 6x)
• $AAPL (-0,98 %) (3x)
• $SHOP (-2,26 %) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

• $NU (-0,88 %)
• 
  $HIMS (+9,41 %)
• 
  $SOFI (+2,7 %)

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

Hello everyone,

I have been keeping an eye on Strabag AG for some time now $STR (+2,79 %) and am waiting for a setback that somehow doesn't seem to come.

What is your opinion on the share, should I still get in now, also in view of the dividend in June, or should I continue to wait?

Personally, I actually see potential in the share, also in view of the improving economy, the billion-euro packages that have somehow been put together, the hopefully imminent peace negotiations in Ukraine, etcusw....

Perhaps some of you have looked at the company more closely and can share your opinion here.

$STR (+2,79 %)

The construction group does not want to return to Ukraine until at least four conditions have been met.

Strabag increased its consolidated profit by 31% to EUR 823 million in 2024, despite mixed market conditions.

Record order backlog of EUR 25.36 billion and broad positioning contributed to the strong result.

Construction output of around EUR 21 billion and an EBIT margin of at least 4.5% are expected for 2025.

The Austrian group Strabag SE, one of Europe's leading construction giants, is enjoying full order books. The order backlog has risen to 25.36 billion euros, an increase of eight percent. According to Neo Group CEO Stefan Kratochwill, who has worked in various management roles at Strabag for more than 20 years, this means "good basic capacity utilization until well into 2026".

The fact is: Strabag achieved "the best result in its history" in the previous year. Earnings before interest and taxes increased by 21 percent to 1.06 billion euros, while net profit rose by almost a third to 823 million euros.

"I am convinced that Strabag is in a strong position. We have everything we need: the right people, the resources and a clear joint plan," says Kratochwill. "We have reached key milestones in the implementation of our Strategy 2030 in 2024 and this year." Kratochwill recalled his predecessor Klemens Haselsteiner, who died suddenly of an aneurysm in January 2025 at the age of 44. "During this time, the Strabag family has grown even closer together," says Kratochwill. "Klemens worked out the 2030 strategy with us, and we are sticking to this course."

Commitment to Australia:

In March 2025, the Group completed the acquisition of the Georgiou Group in Australia.

"This is an important step for us, as our plan is to expand our position in the Anglo-Saxon region and be represented with a local business in Australia," says the CEO. "In doing so, we are further diversifying our country portfolio. This broad positioning is a key element for our long-term resilience and stability." With this acquisition, the share of business outside Europe has doubled to nine percent.

21 billion construction output targeted

While construction output amounted to 19.2 billion euros in the previous year, the target for this year is 21 billion euros. "The declines in output in Austria and Hungary were more than offset," says CFO Christian Harder. "The strongest growth of 28 percent was recorded in Poland."

However, residential construction only accounts for six percent of Strabag's total output and therefore only plays a minor role. "Infrastructure, on the other hand, accounts for more than 50 percent of our total output and is the backbone of our portfolio," says Kratochwill

Market leader role

Germany is considered the most important market. Strabag also wants to participate in the 500 billion euro special fund for the expansion and renovation of infrastructure in Germany. "The need for modernization is enormous, but we don't expect the first projects from this package until 2026 at the earliest," says the top manager. This is because the planning and approval processes in Germany need to be accelerated first, "only then will the package be able to take effect". In Germany alone, 16,000 dilapidated bridges need to be renewed. Strabag employs 40,000 of its almost 80,000 staff there and is the market leader. The order backlog in Germany amounts to 11 to 12 billion euros.

Conditions for returning to Ukraine

"Major projects are going well in Germany, but there is little money available in the municipalities," says Kratochwill. "We are currently not working at full capacity." Strabag withdrew from Ukraine in 2021. It attaches "clear conditions" to a return. "The war must have ended sustainably, there must be a stable government and financing must be secured," says the CEO. "And there must be compliance conditions that meet our high standards."

Source: Kurier

Hello everyone,

I have a modest question for those of you who are also invested in $STR (+2,79 %) are invested.

I have just noticed that the dividend that should be due today is no longer being paid (according to the getquin overview). Does anyone know anything about this?

When I looked in yesterday evening, the payment for today was still scheduled.

If anyone has any information on this, I would be grateful in advance.

$STR (+2,79 %)

Lederer Bau, based in Graz, becomes part of the Strabag Group. The company's 280 employees will be retained. Takeover strengthens construction group in the south of Austria.

Böhm, a subsidiary of the Austrian construction giant Strabag, is taking over Lederer Bau, based in Graz. The Styrian family business is active in building construction as a general contractor for complete solutions and achieved an annual turnover of around 90 million euros last year. Strabag is Austria's largest construction company with around 11,641 employees and a turnover of 2.9 billion euros.

With the Böhm brand, Strabag has been active in renovation and revitalization in the Vienna area for decades. According to a press release, the takeover of Lederer Bau in Styria is intended to bundle the expertise of the two companies for southern Austria. Lederer has a strong focus on construction in existing buildings and special expertise in the renovation of existing buildings, the revitalization of old town buildings, thermal energy renovations and the restoration of listed buildings. For Strabag, which aims to become climate-neutral by 2040, building in existing buildings is not only an important business area, but also a strategic pillar on the path to climate neutrality.

Lederer Bau will be retained

Lederer Bau will continue to exist as a company and the Lederer family will remain active in the company. All 280 employees will also be retained. The entire existing service portfolio will continue to be available. The completion of the transaction is still subject to merger control clearance. On the part of Strabag SE, the economic completion still requires the approval of the Supervisory Board.

"As an Austrian construction group, it is particularly important for us to be well anchored locally," explains Markus Engerth, Member of the Management Board of Strabag Austria. With the support and expertise of the Lederer family business, a regional focus is being created for existing buildings in southern Austria. Bernhard Lederer, Managing Director of Lederer Bau, is "very proud to be able to contribute added value as a family business with our know-how to the joint future vision in order to further develop our success story." The combination of the flexibility of a medium-sized company with the existing structures of a large corporation creates the "best of both worlds" - both for employees and for our customers.

Building in existing buildings is becoming more important

Existing buildings are becoming increasingly important as a building block for sustainable construction, as existing structures are preserved, resources are conserved and CO₂ emissions are reduced. The EU's Taxonomy Regulation facilitates financing for sustainable projects and the EU Buildings Directive requires the entire building stock in the EU to be climate-neutral by 2050. According to Strabag, this will create great demand for thermal refurbishment and modernization of existing buildings.

Hey guys,

I wanted to address a topic that is certainly of interest to us as investors: the reconstruction of Ukraine and which stocks could benefit from it. The geopolitical situation is constantly changing and there are many uncertainties. What happens if Donbass goes permanently to Russia? Will this slow down the reconstruction of Ukraine or could it still create opportunities for companies in the region?

America is getting involved mit🇺🇸

The USA is playing a central role in the reconstruction of Ukraine. A lot of money is already flowing into the region from the US, particularly for infrastructure, energy and technology. But it's not just about government aid - many US companies also have an interest in investing in the region. Considering how heavily the US is involved in supporting countries such as Poland and Ukraine, there are a number of companies here that could definitely benefit.

What happens if the Donbass goes to Russia?⚔️

If the Donbass is finally controlled by Russia, the geopolitical situation will of course worsen. This could slow down reconstruction in Ukraine, as this part of the country was an important industrial location. Nevertheless, billions of euros will flow into the western and central parts of Ukraine, and Poland could become an even more important partner in reconstruction.

Which stocks could benefit?📈🚀

If you look at who is active in the region, there are some exciting candidates that could benefit from the reconstruction. Here are a few companies that I think are well positioned:

♦️ Strabag (Austria): $STR (+2,79 %) A construction company that is active in many infrastructure projects in Europe. They could play an important role in the reconstruction of roads, bridges and buildings - also in Poland and Ukraine.

♦️ PGE (Polska Grupa Energetyczna): $PGE (+1,12 %) Poland's largest energy company. PGE could benefit from the expansion of the energy supply in Ukraine.

♦️ Budimex: $BDX (+4,77 %) Another Polish construction company that is doing well in infrastructure projects. When Ukraine awards major construction contracts, Budimex could be one of the first ports of call.

♦️ KGHM: $KGH (+4,92 %) This company is active in copper production. And we know how important copper is for reconstruction - whether for power lines, machinery or other infrastructure.

♦️ Asseco Poland:
$ACP (+2,53 %) An IT company that is active in many areas. They could play a key role in modernizing the digital infrastructure in Ukraine.

♦️ General Electric (USA) $GEC GE operates globally and Ukraine needs a lot of energy infrastructure. GE could benefit by providing solutions in the field of energy supply.

♦️ Siemens: $SIE (+0,69 %)
$ENR (+1,46 %) The German company could play a crucial role in reconstruction through its expertise in energy and infrastructure.

Conclusion❔☝🏽

The geopolitical situation will keep us busy for some time, but one thing is clear: the reconstruction of Ukraine will require a lot of resources and investment, and many companies from Poland, the EU and the US are well positioned to benefit. Even if the Donbass aligns with Russia, the need for construction projects, energy and technology in western Ukraine and Poland will continue.

What do you think? Which companies do you think are interesting? Do you have any stocks on your radar that have a good chance in this context? Let us hear your opinions and ideas!

$STR (+2,79 %)

StRaBaG

The Haselsteiner family wants to sell 1.7 percent of Strabag. The stock market does not like this.

Strabag's founding family Haselsteiner wants to sell around 1.7 percent of the Strabag construction group. That is around two million shares or a stake of 151 million euros (as per the closing price on Tuesday), as the news agency Bloomberg wrote on Tuesday evening.

Now the share is reacting. And not exactly well. On Wednesday morning, the share fell by 12.2 percent to around 66 euros. In contrast, the leading ATX index was only around 0.19 percent lower.

By yesterday, the share price had already risen by around 90 percent since the beginning of the year. After the price drop on Wednesday, the increase was still around 65 percent. The Haselsteiner family, Strabag's largest shareholder, would reduce its stake to 29 percent with the sale.

Hochtief's share price has already gained almost 30 percent in 2025. Whether network centers in the USA or infrastructure in Europe, investors have been buying into the company with great enthusiasm. But in addition to the fantasy, the company is also fundamentally convincing.

In the 2024 financial year, turnover climbed by 20% to around EUR 33.3 billion. Consolidated operating profit rose by over 17% to EUR 625 million, exceeding the upper end of the forecast range of EUR 560 to 610 million. A further increase of 9% to 17% to EUR 680 to 730 million is planned for 2025.

Nobody currently doubts that these targets will be achieved. When US President Trump announced investments of USD 500 billion for AI infrastructure projects in January 2025, the share price rose significantly. This is because Hochtief has a strong presence in the USA. A data center is already being built in Ohio via the subsidiary Turner. The planned special fund for federal infrastructure projects was also a driver for the share price. However, there are two things to bear in mind here: Firstly, this special fund has not yet been approved by the Federal Council and secondly, Hochtief generates 95 percent of its sales outside Europe. For Germany, we estimate a sales share of only 1 to 2 percent.

But things are going well at Hochtief. The figures are impressive proof of this. It is possible that the planned investments by the German government will ensure that the company can benefit noticeably not only from US investments, but also from those in Germany. That would be the best-case scenario. Investors remain on board.

$HOT (+0,77 %)

$STR (+2,79 %)

$POS (+4,32 %)

$GBF (-0,22 %)

$CEMEXCPO (+0,86 %)

$HEI (+1,12 %)

Yesterday I was half asleep reading through the data and bought it this morning, sometimes you just get lucky...

I was inspired by a Focus Money article and because many people here are asking.

I won't be investing myself, it's too short-term for me. But there are still some very interesting companies.

Feel free to write in the comments whether such "copied articles" are of any use to the community or are legally correct :)

The signs of a peace process in Ukraine are solidifying. This is triggering a run on the stock market for shares that could benefit from reconstruction

Regardless of the political interpretation, the stock market has been turning its back on the war for several days now and is betting on the coming peace. Stocks that are likely to benefit from the reconstruction in Ukraine have soared. The UBS Ukraine Reconstruction Index, which comprises 25 of these stocks, has been climbing for days and is at an all-time high. "The effects of a possible ceasefire in Ukraine are still being underestimated on the financial markets," says Bernd Meyer, Chief Investment Strategist and Head of Multi Asset at Berenberg, who is convinced that the rally will continue. Reconstruction requires enormous resources. According to estimates by the World Bank, the costs for this amount to a total of 500 billion dollars - the equivalent of Austria's gross domestic product and more than three times Ukraine's annual economic output before the war. The money is likely to benefit construction companies, suppliers, infrastructure companies and banks in particular. European companies could be the main beneficiaries - especially from neighboring countries such as Poland and Hungary, but also the Czech Republic, Austria and Germany.

With Wärtsilä $WRT1V (+0,54 %) a provider of technologies for the shipping and energy markets, and Konecranes $KCR (+0,61 %) a manufacturer of industrial cranes and drive technology, Finnish companies are also on the list of potential peace beneficiaries - as are Italian companies such as the cement and building materials manufacturer Buzzi $BZU (-1,44 %) The list is long. There is a great need for building materials, steel and cables to restore the destroyed infrastructure and energy supply. There is still no thematic fund or ETF on the beneficiaries of the reconstruction in Ukraine. Investors who want to benefit from this are therefore well advised to combine several securities into a portfolio themselves.

Banks: Erste Group Bank $EBS (-1,74 %) Powszechna K. Osz $PKO (+3,15 %) Santander Polska $SPL (+1,7 %) Polska K. Opieki $PEO (+2,33 %) Raiffeisen Bank Int.$RBI (-0,28 %)

Construction: Wienerberger $WIE (+1,46 %) Sniezka Construction $SKA Strabag $STR (+2,79 %)

Insulation: Kingspan Group $KRX (+1,42 %) Rockwool $ROCK B

Glass: Cie de Saint-Gobain $SGO (+1,33 %)

Cranes: Konecranes $KCR (+0,61 %)

Cement: CRH $CRH (-0,22 %) Buzzi $BZU (-1,44 %) Holcim $HOLN (+1,03 %) Heidelberg Mat. $HEI (+1,12 %)

Construction machinery: Caterpillar $CAT (+2,2 %)

Mining: Ferrexpo $FXPO (+5 %) Metso $METSO (+2,46 %)

Chemicals: BASF $BAS (+0,32 %)

Industrial gases: Air Liquide $AI (+0,84 %)

Infrastructure: Schneider Electric $SU (+0,37 %) Rexel $RXL (+0,35 %) Wärtsilä $WRT1V (+0,54 %) Weir Group $WEIR (+0,93 %)

Infrastructure (E): Siemens Energy $ENR (+1,46 %) Prysmian $PRY (+0,82 %) NKT $NKT (+2,56 %) Nexans $NEX (+1,89 %)

Agriculture: Kernel $KER (+4,13 %)

Logistics(warehouse): Kion $KGX (+1,4 %)

Steel: Arcelor Mittal $MT (+1,37 %) and for stainless steels Outukompu $OUT1V (+2,27 %)

Sanitary technology: Geberit $GEBN (+0,29 %)

Specialty chemicals: Evonik $EVK (-0,53 %) Arkema $AKE (+2,81 %) Wacker Chemie $WCH (+2,23 %) Lanxess $LXS (+1,97 %)