couldn't resist :) $PRY (-9,19%)
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8couldn't resist :) $PRY (-9,19%)
What's on your shopping list?
Mine
repeat purchases $CACI (+2,62%)
$HIMS (-7,07%)
$TTD (-4,17%)
Why does $PRY (-9,19%) not? It's also important for infrastructure expansion.
Do you think this is the chance to buy for the first time? $PRY (-9,19%)
numbers have apparently not gone down so well
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 (-3,61%) a provider of technologies for the shipping and energy markets, and Konecranes $KCR (-5,71%) 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 (-5,06%) 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 (-7,23%) Powszechna K. Osz $PKO (-10,43%) Santander Polska $SPL (-9,26%) Polska K. Opieki $PEO (-11,1%) Raiffeisen Bank Int.$RBI (-5,71%)
Construction: Wienerberger $WIE (-6,47%) Sniezka Construction $SKA Strabag $STR (-8,3%)
Insulation: Kingspan Group $KRX (-5,55%) Rockwool $ROCK B (-6,38%)
Glass: Cie de Saint-Gobain $SGO (-7,57%)
Cranes: Konecranes $KCR (-5,71%)
Cement: CRH $CRH (-5,49%) Buzzi $BZU (-5,06%) Holcim $HOLN (-5%) Heidelberg Mat. $HEI (-5,7%)
Construction machinery: Caterpillar $CAT (-4,34%)
Mining: Ferrexpo $FXPO (-8,1%) Metso $METSO (-5,07%)
Chemicals: BASF $BAS (-3,77%)
Industrial gases: Air Liquide $AI (+2,73%)
Infrastructure: Schneider Electric $SU (-6,94%) Rexel $RXL (-4,95%) Wärtsilä $WRT1V (-3,61%) Weir Group $WEIR (-7,4%)
Infrastructure (E): Siemens Energy $ENR (-7,05%) Prysmian $PRY (-9,19%) NKT $NKT (-5%) Nexans $NEX (-8,86%)
Agriculture: Kernel $KER (-11,52%)
Logistics(warehouse): Kion $KGX (-11,43%)
Steel: Arcelor Mittal $MT (-8,05%) and for stainless steels Outukompu $OUT1V (-10,2%)
Sanitary technology: Geberit $GEBN (-1,5%)
Specialty chemicals: Evonik $EVK (-3,48%) Arkema $AKE (-5,22%) Wacker Chemie $WCH (-6,54%) Lanxess $LXS (-8,01%)
● ADJ EBITDA at € 412 million, with improved margins of 11.2% (10.7% in Q1 2023)
● MARGIN IMPROVEMENT IN OVERDELIVERY BY 13.0%; order backlog of OVER € 18 billion
● ADJ. EBITDA in the electricity grid rises to € 115 million (+57%), margin improves to 13.5
● GROUP NET PROFIT INCREASES TO € 185 million (€ 182 million IN 1Q23)
● SOLID CASH GENERATION WITH FREE CASH FLOW LTM OF € 827 million 1
● Significant progress in climate ambitions: -35% greenhouse gas emissions according to LTM Scope 1 and 2
● THE ACQUISITION OF ENCORE WIRE WILL GROW PRYSMIAN'S NORTH AMERICAN BUSINESS
Hello all,
Today I came across a very interesting Italian stock rather by chance.
According to Prysmian, this is the world market leader in cables and line systems for energy and telecommunications.
Especially for the energy sector I see a lot of growth potential in the next year. This can already be seen in the last quarter. Here, sales have already increased by 30% compared to the same quarter of the previous year.
At the same time, the pipeline for major projects in the area of land and subsea connections is full to bursting (€24 billion), 3/4 of which are to be completed by 2026. The world market leader will certainly get a good piece of the pie here. As these major contracts still have to be awarded, I believe that the share price will rise substantially again next year.
What is your opinion?
