...but the last step towards peace - I believe in it, that's what counts in the end :)

This is now my third and, for the time being, last installment.

Let's see when we crack the 20€ :D

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 (+2,14%) a provider of technologies for the shipping and energy markets, and Konecranes $KCR (+0,87%) 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 (+0,82%) 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 (+1,71%) Powszechna K. Osz $PKO (-2,49%) Santander Polska $SPL (-3,92%) Polska K. Opieki $PEO (-2,89%) Raiffeisen Bank Int.$RBI (+1,51%)

Construction: Wienerberger $WIE (+1,31%) Sniezka Construction $SKA Strabag $STR (+1,06%)

Insulation: Kingspan Group $KRX (-0,82%) Rockwool $ROCK B

Glass: Cie de Saint-Gobain $SGO (-0,25%)

Cranes: Konecranes $KCR (+0,87%)

Cement: CRH $CRH (+0,17%) Buzzi $BZU (+0,82%) Holcim $HOLN (+0,3%) Heidelberg Mat. $HEI (+0,21%)

Construction machinery: Caterpillar $CAT (+1,56%)

Mining: Ferrexpo $FXPO (-2,59%) Metso $METSO (+0,23%)

Chemicals: BASF $BAS (-0,19%)

Industrial gases: Air Liquide $AI (-0,05%)

Infrastructure: Schneider Electric $SU (+1,4%) Rexel $RXL (+0,71%) Wärtsilä $WRT1V (+2,14%) Weir Group $WEIR (+0,21%)

Infrastructure (E): Siemens Energy $ENR (+0,52%) Prysmian $PRY (+0,65%) NKT $NKT (+2,72%) Nexans $NEX (+0,15%)

Agriculture: Kernel $KER (-1,21%)

Logistics(warehouse): Kion $KGX (+0,8%)

Steel: Arcelor Mittal $MT (-0,94%) and for stainless steels Outukompu $OUT1V (-0,4%)

Sanitary technology: Geberit $GEBN (+0,28%)

Specialty chemicals: Evonik $EVK (+0,37%) Arkema $AKE (-0,45%) Wacker Chemie $WCH (-0,24%) Lanxess $LXS (-0,46%)

Whatever the future peace may look like, I am confident that Europe will be part of it.

$KER (-1,21%)

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗘𝘃𝗲𝗿𝗴𝗿𝗮𝗻𝗱𝗲 𝘄𝗮𝗰𝗸𝗲𝗹𝘁 / 𝗢𝘂𝘁 𝗼𝗳 𝗣𝗮𝗻𝗱𝗼𝗿𝗮𝘀 𝗕𝗼𝘅 / 𝗠𝗼𝗺𝗲𝗻𝘁𝘀 𝗽𝗮𝘀𝘀 𝗯𝘂𝘁 𝗡𝗙𝗧𝘀 𝗮𝗿𝗲 𝗳𝗼𝗿𝗲𝘃𝗲𝗿

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Today is ex-date for Bank of Nova Scotia ($BKN (+0,62%)), Cisco ($CIS (+2,56%)), and Weyerhaeuser ($WHC (+0,3%)).

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, the quarterly results of Kernel Holding ($0KE (-1,21%)) and ARYZTA ($ARZTY) are presented.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

𝗘𝘃𝗲𝗿𝗴𝗿𝗮𝗻𝗱𝗲 - Trading in Evergrande shares ($EV1A) in Hong Kong has been suspended. As a result, Asia's major indices have also been pulled down. A reason for the temporary trading halt has not been given yet, but it is known that the group missed another important interest payment.

According to Chinese online news service Cailian, Chinese real estate group Hopson ($HVP) acquired the Evergrande Property Services arm for the equivalent of 4.4 billion euros.

𝗣𝗮𝗻𝗱𝗼𝗿𝗮 𝗣𝗮𝗽𝗲𝗿𝘀 - the dataset called "Pandora Papers" includes about 11.9 million confidential documents. The dataset was leaked to the Consortium for Investigative Journalists by an anonymous source and analyzed by about 600 journalists.

The picture that now emerges is frightening but not surprising. It shows how politicians and the super-rich use offshore structures to hide their wealth from the public. Among them emerge the acting prime minister of the Czech Republic, King Abdullah II of Jordan, the acting president of Ukraine and Tony Blair. Blair allegedly bought a property in London worth €7.5 million through a shell company and saved more than €300,000 in land transfer tax through special legal constructions.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

𝗡𝗙𝗧𝘀 - The new NFT technology makes it possible to make not only digital art, but also other digital objects, such as tweets, tradable. The first tweet ever posted by Twitter CEO Jack Dorsey in 2006 was sold for the equivalent of $2.9 million earlier this year. However, the NFT movement did not stop there. Since recently, it is now possible to trade real events as NFT. Among others, world-famous athletes such as Tom Brady or Tiger Woods have started to offer the most legendary moments of their sporting career for sale as tokens. These can now be purchased by fans and/or collectors. The grandmasters of chess have now also made it onto the blockchain. In the form of an NFT, the most legendary chess moves of world champion Magnus Carlsen and other celebrities can now be traded.

Image source: Cointelegraph.com