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BoersePG
@BoersePG
1Sem.·

Reconstruction

$STR (-0,19 %) could be in pole position.

Do you know of any other stocks that could benefit from the reconstruction of Ukraine after perhaps successful peace negotiations?

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18 Commentaires
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Kate🦋@Iwamoto
1Sem.
Maybe Diageo, Heineken or something? Construction workers like to drink beer 🤭
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Voir toutes les 2 autres réponses
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Seventrader@7Trader
1Sem.
Make sure you take a look at $ACS. Not everyone knows it, but it is also a monster in this respect
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BoersePG@BoersePG
1Sem.
@7Trader Wouldn't US companies also get involved? Precisely because Trump insists on deals...?
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Seventrader@7Trader
1Sem.
@BoersePG The Group's sales distribution $ACS around the world :
1. United States: approx. 56.3 % of net sales

2. Australia: approx. 20.2 %

3. Canada: approx. 5.3 %

4. Spain (domestic market): approx. 9.4 %

5. Germany: approx. 2.4 %

6. other regions: approx. 6.4 %
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Christoph@ChrisBizz
1Sem.
Are there no concerns that the prospect of peace and reconstruction has already been priced in over the past weeks and months?
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BoersePG@BoersePG
1Sem.
@ChrisBizz I don't quite believe it yet. Since Strabag has reacted rather positively due to the outcome of the dispute over Raiffeisenbank and Russia.
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TomTurboInvest@TomTurboInvest
1Sem.
You can also use the $POS right away
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BoersePG@BoersePG
1Sem.
@TomTurboInvest Thanks for the input. 🤔 I think Strabag is better connected in the east than Porr. But I'll take a closer look.
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TomTurboInvest@TomTurboInvest
1Sem.
@BoersePG I suspect that the big cake will leave something for all the big players. There's something to be done in terms of civil engineering 🚧👷🚧👷🚧
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BoersePG@BoersePG
1Sem.
@TomTurboInvest would be enough, but I'm also looking for other areas that make sense. Infrastructure, gas, electricity, etc...

Maybe there will be a reconstruction ETF 🤔😂
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TomTurboInvest@TomTurboInvest
1Sem.
@BoersePG it's up to you to put one together 😅
Although I would have my doubts, as already commented, a lot is already priced in - if you look at the 1-year performance of all the companies mentioned 😵‍💫
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BoersePG@BoersePG
1Sem.
@TomTurboInvest 😂 I don't have the cash for that 😄 of course you could be right, the way the armor is going south at the moment, but that was to be expected. $STR has really risen sharply at the moment...
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DividendenAlpaka@DividendenAlpaka
1Sem.
Not a title for reconstruction, but a very hot bet until peace is agreed: $CCIR
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DividendenAlpaka@DividendenAlpaka
1Sem.
And when it comes to reconstruction values, I would also use $HEI or $HOLN in addition to $STR.
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CaYaRo@CaYaRo
1Sem.
Candidates that benefit from the expansion and already have a significant share of sales in the conflict region:

🏗️ Strabag SE $STR
🏦 Raiffeisen International $RBI
⛓️ Ferrexpo Plc $FXPO
🛜 VEON Ltd. $VEON
🐔 MHP SE $MHPC
🛡️ Vienna Insurance Group AG $VIG
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Ape65@Ape65
1Sem.
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