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 (-3,69%) a provider of technologies for the shipping and energy markets, and Konecranes $KCR (-5,89%) 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 (-5,47%) 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 (-7,62%) Powszechna K. Osz $PKO (-9,87%) Santander Polska $SPL (-9,11%) Polska K. Opieki $PEO (-10,97%) Raiffeisen Bank Int.$RBI (-6,06%)

Construction: Wienerberger $WIE (-6,5%) Sniezka Construction $SKA Strabag $STR (-8,61%)

Insulation: Kingspan Group $KRX (-5,82%) Rockwool $ROCK B (-6,82%)

Glass: Cie de Saint-Gobain $SGO (-7,91%)

Cranes: Konecranes $KCR (-5,89%)

Cement: CRH $CRH (-5,36%) Buzzi $BZU (-5,47%) Holcim $HOLN (-5%) Heidelberg Mat. $HEI (-5,67%)

Construction machinery: Caterpillar $CAT (-4,34%)

Mining: Ferrexpo $FXPO (-8,5%) Metso $METSO (-5,2%)

Chemicals: BASF $BAS (-3,81%)

Industrial gases: Air Liquide $AI (+2,17%)

Infrastructure: Schneider Electric $SU (-7,41%) Rexel $RXL (-4,86%) Wärtsilä $WRT1V (-3,69%) Weir Group $WEIR (-7,78%)

Infrastructure (E): Siemens Energy $ENR (-7%) Prysmian $PRY (-9,76%) NKT $NKT (-5,64%) Nexans $NEX (-8,88%)

Agriculture: Kernel $KER (-11,39%)

Logistics(warehouse): Kion $KGX (-11,86%)

Steel: Arcelor Mittal $MT (-8,25%) and for stainless steels Outukompu $OUT1V (-10,17%)

Sanitary technology: Geberit $GEBN (-1,5%)

Specialty chemicals: Evonik $EVK (-3,2%) Arkema $AKE (-4,81%) Wacker Chemie $WCH (-6,54%) Lanxess $LXS (-7,85%)

What stocks are you focusing on for a possible peace in Ukraine? Some building materials stocks, such as $HEI (-5,67%) Heidelberg M. have unfortunately already done well. $WIE (-6,5%) Wienerberger has just started to rise. I am looking forward to your ideas or inputs...

Bricks are normally produced using energy from natural gas. In Helpfau-Uttendorf in Upper Austria, researchers have helped to develop carbon dioxide-saving alternatives.

https://www.diepresse.com/19338686/die-gruenste-ziegelfabrik-europas

Wienerberger AG / $WIE (-6,5%) 🧱🏠🏟️

#depot
#depotupdate
#vorstellung

$WIE (-6,5%) Wienerberger is a company that few people know and yet the Group plays at the top worldwide.

Wienerberger AG is a 🇦🇹 Austria-based company with around 20,000 employees worldwide. Field of activity... construction, i.e. it produces roof tiles, pipes, walls, facades and is the largest tile producer 🌎 worldwide and the number 1 for clay roof tiles in 🇪🇺Europa.

In summary, a business that can be described as more than solid. Building houses, tiling roofs, laying terraces and surfaces, and laying pipes. As long as mankind is building, demand will not diminish.

The figures are rising year after year, there was a slight dip during the coronavirus crisis, but then the figures picked up again. (Image)

Sales growth 25% to €5 billion, operating EBITDA 48% to €1 billion (image)

ROCE, return on capital employed (a key figure that illustrates how much return can be achieved by using a certain amount of capital) is also increasing year on year.

To our dividend hunters, yes, the company pays dividends year after year.

• Dividend yield 3.3%
• Pay-out from profit 20%
• Average increase 5 years 29%
• Average increase 10 years 24%

Market capitalization EUR 2.89 bn

P/E RATIO 7.72

Strong growth, solid market environment, strong market position, strong dividend profile.

Perhaps there will be another small update as soon as the new figures for 2023 are published.

Source: https://www.wienerberger.de/

https://de.marketscreener.com/kurs/aktie/WIENERBERGER-AG-6492024/

Taxes on ETFs and accumulating vs. distributing ETFs - https://app.getquin.com/de/activity/LibXHTQOpR

Ideas:

• Alimentation Couche-Tard $ATD (-2,68%) - https://app.getquin.com/de/activity/EFpkdvafIX
• American Electric Power $AEP (+0%) - https://app.getquin.com/activity/QvWcQyBjVI
• Nevada Lithium Resources $NVLH (-5,19%) - https://app.getquin.com/activity/PsKSiDnzoA
• Depot update with UFP Industries $UFPI (+0,8%) - https://getqu.in/iF7gsW/
• Service Corp. $SCI (-2,65%) - https://app.getquin.com/de/activity/VnBlzyVBWt
• Vici $VICI (-0,26%) - https://app.getquin.com/activity/kQlzTleLvb
• Weyerhaeuser $WY (-1,93%) - https://app.getquin.com/activity/dQhUxgWTE
• Wienerberger $WIE (-6,5%) - https://app.getquin.com/de/activity/rslGhWTgOs

Alternative Investments:

• Group investment in startups - https://app.getquin.com/activity/JuBXeMoSAA

$WIE (-6,5%) - @TomTurboInvest - as Össi shares specialist, seems to me an interesting investment, good growth, favorable valuation and seems robust in the current economic situation . What says the professional ? 😊

Small profit-taking using the existing loss carryforward from the sale of the gambler position Readly and reallocation to OMV due to dividend increase and special dividend in June 2023.

Increase

My #boersengehandelteralltag

At 5:30 a.m. the alarm clock of my $AAPL (-3,26%) iPhone wakes me from sleep, thank $VER (-5,55%) thank it that it is also light in the house. Nothing works without electricity.

The first way leads to the bathroom where, besides water, I only find products from $ULVR (-1,68%)
$PG (-0,33%) and $BEI (+0,31%) to my skin. A praise to the $OMV (-4,87%) - without fuels it would be quite cool in the house. Thanks to Biotherm Brick from $WIE (-6,5%) the heat also stays where it should be.

While the hot coffee from $NESN (-2,22%) unfolds its aroma, I quickly check all accounts and deposits that I have all at Easybank, a brand of the $BG (-9,4%) . Since I am not the only one in the family, whose $V (-2,71%)
$MA (-2,73%) and cell phone contract from $TKA (-1,15%) run on my account, a daily balance check is not a disadvantage😉

Should not grad be one of my 3 home office days of the week, then I jet with my car from $VOW3 (-2,95%) built over perfect roads from $STR (-8,61%) to the office 50km away.

In the office as well as in the home office I sometimes start the notebook from $HPQ (-4,73%) Thanks to docking station, flat screen and Co we are well equipped everywhere. If something is missing, I can choose from a wide range of products thanks to webshop integration in our $SAP (-2,55%) Procurement Suite, I can choose from a wide range of products from $HPQ (-4,73%)
$BC8 (-3,15%) and $AMZN (-1,13%) order what I need.

Once the systems are up and running, communication takes place via all the channels that the $MSFT (+0,03%) office package offers. It can also be exhausting when, in parallel to MS Teams video calls, the flood of chats and e-mails bursts upon you... "follow the sun" there are always colleagues active somewhere.

Through cloud solutions from $AMZN (-1,13%) and $GOOG (-0,22%) access to all documents is possible at any time. A curse and a blessing at the same time - such a short blackout in between would also be something. After 8-12 hours, depending on how the day goes, it's off home, or just down to the kitchen.

When I then see my 3 girls, I ask myself why I'm not all-in at $ZAL (-6,26%)
$YOU (+0,3%)
$ADS (-1,15%)
$NKE (+3,36%) and Co? How much do you actually have to buy to be entitled to a supervisory board position?😵

Now I would like to conclude by thanking my wife, who today at breakfast promised me her full support in my WM blockade, we will now on all game days Christmas movies on $NFLX (-3,71%) watch (Insider Tip - All-in $NFLX (-3,71%)
-no investment advice - the author is not invested - rather subscribed).

So that's it from me. And now off to the mountains to enjoy the beautiful November weather...

PS: since we have quite strict social media guidelines, I do not mention my employer. I myself am or was once an engineer for electronics and then drifted in the direction of purchasing. After many interesting years in strategic purchasing in industry and automotive, I am now still responsible for this area in a supporting capacity. I am responsible for all processes in the source-to-pay area, including the further development of the associated system landscape. Through my work in purchasing I got to know the joy of company analyses, so the way to the stock exchange was not far away.

Subsequent purchase and expansion of the position in Wienerberger, solid and exciting company from Austria 🇦🇹 - despite possible gas problems in winter, entry now. In principle, Wienerberger should be prepared for a gas embargo until next summer, and there are already production facilities with wind/hydrogen in Scandinavia