3Settimana·

Industrial boom under Trump - Do you believe it?

But T. · 2024-12-27T17:27:17.297003Z

Mit Blick auf die US-Wahlen stellt sich die Frage: Könnte die Rückkehr von Trump tatsächlich die Industrie befeuern? Seine Politik könnte ja stark auf Infrastruktur, Deregulierung und Energie ausgerichtet sein. Welche Aktien seht ihr in diesem Szenario am besten positioniert? Meine persönlichen Favoriten für diesbezügliche ‚Trump Trades‘ wären: Caterpillar (Baumaschinen & Infrastruktur) $CAT Parker Hannifin (Industriekomponenten & Automatisierung) $PH Tetra Tech (Ingenieurdienstleistungen, besonders bei Wasserprojekten) $TTEK Bin gespannt auf eure Einschätzungen!

In view of the US elections, the question arises: could Trump's return actually boost the industry? After all, his policies could focus heavily on infrastructure, deregulation and energy.

Which stocks do you think are best positioned in this scenario?

My personal favorites for 'Trump trades' in this regard would be:

Caterpillar (construction equipment & infrastructure) $CAT (-0,33%)

Parker Hannifin (industrial components & automation) $PH (+0,23%)

Tetra Tech (engineering services, especially for water projects) $TTEK (+0,74%)

I am looking forward to your assessments!

6 Commenti

Tenbagger2024@Tenbagger2024

3Settimana

I have Tetra Tech myself in Dep Water treatment and flood protection should continue to be a major issue due to climate change.
But Tetra Tech also gets a lot of development aid projects. And here I ask myself whether Trump will support that.
America First.
What do you think?

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Brody@Brody

3Settimana

@Tenbagger2024
In line with your Liebherr post, I rather hope that they go even more strongly into growing markets such as Australia. North America will remain the main market for the reasons you mentioned.
However, I can well imagine that development aid and environmental regulations (clean water act) will be leveraged under Trump. However, the individual states have the opportunity to take action on environmental regulations (New York, California, for example).

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Tenbagger2024@Tenbagger2024

3Settimana

@Brody
In the long term, there will be no getting around investing in such projects.
And Tetra has expertise here.
And I think the shadow president Musk will know that too.

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Brody@Brody

3Settimana

@Tenbagger2024 Are you still invested in Blue Bird?

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Tenbagger2024@Tenbagger2024

3Settimana

@Brody
The stop loss was triggered here after the Trump election.
Because it was unclear whether the government would continue to subsidize school buses.
The share has fallen for the time being.
There is a lot of uncertainty involved in the subsidized projects

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Brody@Brody

3Settimana

I read through the UBS Forecast 2025 today. There is also a section on politics under Trump. However, it's from the end of November, so the interest rate outlook and effect is no longer so likely in some places.
"Business-friendly policy. However, deregulation (finance/technology/energy) is an easier campaign promise than tax cuts. AI will remain a driver in 2025. Energy suppliers will be pulled along due to growing demand. Commodities, especially copper, will be in demand accordingly. Lots of volatility as foreign policy strength is shown at the beginning of the term. However, imports from Taiwan and Korea are not easy to replace in the supply chain."

Oracularizing Trump's actions in office rarely worked last time. In any case, you have a UBS hit with $PH. $CAT will offer additional buying opportunities in the event of tariffs on Mexico. $TTEK and Trump you have to explain to me. I have it in my portfolio myself, but I have no idea why it should benefit from Trump.

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