$KRX (+0,91 %) It's skyrocketing right now due to demand for data centers and the backlog. I assume it's not too late to jump in at the current valuation. This is not investment advice—I'm super biased!

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 (+0,62 %) a provider of technologies for the shipping and energy markets, and Konecranes $KCR (+2,4 %) 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 (+2,28 %) 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 (-1,31 %) Powszechna K. Osz $PKO (-0,98 %) Santander Polska $SPL (-1,26 %) Polska K. Opieki $PEO (-1,23 %) Raiffeisen Bank Int.$RBI (-0,98 %)

Construction: Wienerberger $WIE (+0,32 %) Sniezka Construction $SKA Strabag $STR (+0,29 %)

Insulation: Kingspan Group $KRX (+0,91 %) Rockwool $ROCK B

Glass: Cie de Saint-Gobain $SGO (+0,09 %)

Cranes: Konecranes $KCR (+2,4 %)

Cement: CRH $CRH (-0,59 %) Buzzi $BZU (+2,28 %) Holcim $HOLN (+1,05 %) Heidelberg Mat. $HEI (+1,33 %)

Construction machinery: Caterpillar $CAT (+0,65 %)

Mining: Ferrexpo $FXPO (+0,24 %) Metso $METSO (+2,12 %)

Chemicals: BASF $BAS (-0,53 %)

Industrial gases: Air Liquide $AI (+0,51 %)

Infrastructure: Schneider Electric $SU (+2,44 %) Rexel $RXL (+1,94 %) Wärtsilä $WRT1V (+0,62 %) Weir Group $WEIR (+3,29 %)

Infrastructure (E): Siemens Energy $ENR (+3,09 %) Prysmian $PRY (+1,49 %) NKT $NKT (-0,22 %) Nexans $NEX (+1,29 %)

Agriculture: Kernel $KER (-0,06 %)

Logistics(warehouse): Kion $KGX (+2,23 %)

Steel: Arcelor Mittal $MT (+4,49 %) and for stainless steels Outukompu $OUT1V (+5,06 %)

Sanitary technology: Geberit $GEBN (+1,03 %)

Specialty chemicals: Evonik $EVK (+1,14 %) Arkema $AKE (+0,68 %) Wacker Chemie $WCH (+0,96 %) Lanxess $LXS (+0,44 %)

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- DEUTSCHE BANK RESEARCH raises its price target for BMW from EUR 90 to EUR 95. Buy. $DBK (+0,08 %)

- BERNSTEIN raises the price target for QUALCOMM from USD 200 to USD 215. Outperform. $QCOM (-0,25 %)

- UBS raises the price target for LYFT from USD 13 to USD 18. Neutral. $LYFT (+0,35 %)

- BARCLAYS raises the price target for SIEMENS HEALTH from EUR 60.50 to EUR 62.50. Overweight. $SHL (+1,48 %)

- WARBURG RESEARCH raises the price target for KONTRON from EUR 28 to EUR 28.40. Buy. $KTN (-0,68 %)

- UBS upgrades KINGSPAN GROUP from Neutral to Buy. Target price 90 EUR. $KRX (+0,91 %)

- WARBURG RESEARCH raises the price target for ZEAL NETWORK from EUR 59 to EUR 64. Buy. $TIMA (-0,51 %)

- GOLDMAN raises the price target for VONOVIA from EUR 42.70 to EUR 43.70. Buy. $VNA (-0,21 %)

- BARCLAYS raises the price target for AHOLD DELHAIZE from EUR 30 to EUR 31. Equal-Weight. $AD (+0,34 %)

- BARCLAYS raises the target price for FMC from EUR 38.50 to EUR 39. Equal-Weight. $FMC (-6,16 %)

- JPMORGAN raises the target price for COMMERZBANK from EUR 18 to EUR 18.40. Overweight. $CBK (-0,09 %)

- JPMORGAN raises the target price for PUMA SE from EUR 40 to EUR 44. Neutral. $PUM (+2,17 %)

- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 13.96 to GBP 14.15. Overweight. $TKWY

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- JEFFERIES downgrades PALANTIR from Hold to Underperform. Target price USD 28. $PLTR (+4,97 %)

- DEUTSCHE BANK RESEARCH lowers the price target for NOVO NORDISK from DKK 1100 to DKK 1000. Buy. $NOVO B (+1,09 %)

- RBC lowers the price target for NIKE from 82 USD to 80 USD. Sector Perform. $NKE (+0,03 %)

- ODDO BHF downgrades ASM INTERNATIONAL to Outperform. Target price EUR 960. $ASM (-0,03 %)

- KEPLER CHEUVREUX downgrades HENSOLDT from Buy to Hold. Target price EUR 34. $HAG (+1,87 %)

- DEUTSCHE BANK RESEARCH lowers the price target for ZALANDO from EUR 40 to EUR 36. Buy. $ZAL (+4,12 %)

- DEUTSCHE BANK RESEARCH lowers the price target for VESTAS from DKK 165 to DKK 150. Hold. $VWS (+1,7 %)

- BOFA downgrades SIEMENS ENERGY from Buy to Neutral. Target price EUR 40. $ENR (+3,09 %)

- METZLER lowers the price target for VONOVIA from EUR 28.50 to EUR 28. Sell. $VNA (-0,21 %)

- BARCLAYS lowers the price target for TEAMVIEWER from EUR 18 to EUR 15.50. Overweight. $TMV (+4,26 %)

- WARBURG RESEARCH lowers the price target for KLÖCKNER & CO from EUR 6 to EUR 5.70. Buy. $KCOB

- HAUCK AUFHÄUSER IB lowers the target price for NORMA GROUP from EUR 32 to EUR 27. Buy. $NOEJ (+1,41 %)

- WARBURG downgrades EDAG ENGINEERING from Buy to Hold and lowers target price from EUR 13 to EUR 9.50. $ED4 (-2,61 %)

- LBBW lowers the price target for ALLGEIER from EUR 24 to EUR 20. Buy. $AEIA

- BARCLAYS lowers the price target for HENKEL from EUR 79 to EUR 77. Equal-Weight. $HEN (+0,26 %)

- BERENBERG lowers the price target for KRONES from EUR 157 to EUR 154. Buy. $KRN (+1,34 %)