Saudi Cement, a major cement producer in Saudi Arabia, is generally benefiting from rising construction activity in the region.

$SA000787949

$Yamama Saudi Cement Company, another large Saudi cement producer with export activities.

$SA0007879451

Gulf Cement Company (UAE, Ras Al Khaimah), supplies local and export markets, typical "rebuild story" during infrastructure booms

$AEG000101010

Internationally, engineering and EPC groups such as $FLR (-4,19%)

(FLuoR) or infrastructure investors such as $BIP

Brookfiwls Infrastructure (BIP) could win contracts for major energy and transportation projects if Western companies are allowed to participate.

A more stable political framework and reconstruction projects often support the overall market sentiment in the Gulf region.

Saudi market (Tadawul): Besides cement, also banks (e.g. Al Rajhi), utilities and energy/renewable stocks; benefiting from lending, power demand and project financing.

UAE markets (Dubai, Abu Dhabi): Construction/building materials companies, real estate developers and utilities (e.g. DEWA) benefit from higher investment and population growth.

Qatar/Kuwait/Oman: Cement, infrastructure and banking stocks, provided they receive orders in Iran/Israel or the surrounding area (transit, ports, pipelines, rail).

For a broadly diversified "peace/reconstruction trade", broadly diversified MENA or GCC equity indices covering Saudi Arabia, UAE & Co. are particularly useful.

Xtrackers MSCI GCC Select Swap UCITS ETF 1C (ISIN: IE00BQXKVQ19, ticker e.g. XGLF), tracks an MSCI GCC index: heavyweight Saudi Arabia, alongside UAE, Qatar etc.:

Index basis MSCI GCC Countries / Select, i.e. large and mid caps from the Gulf markets; typical sectors are finance, energy, materials (incl. construction/cement) and communications:

UCITS structure, accumulating, synthetic replication (swap), domiciled in Luxembourg.

Xtrackers MSCI EM Europe, Middle East & Africa ESG Swap UCITS ETF 1C (ISIN: LU0292109005, Ticker: XMEA):

Index MSCI Emerging Markets EMEA Low Carbon SRI Selection Capped - includes EM Europe plus parts of the Middle East/Africa, ESG-filtered.

TERca. 0.65% p.a., accumulating, synthetic replication, UCITS, Luxembourg.

Oh 💁 $TRTN -> $BIP

Triton International is acquired by Brookfield Infrastructure in a take-private transaction valued at 13.3 billion US dollars.

Triton common shareholders will receive consideration valued at $85 per share, including $68.50 in cash and $16.50 in Class A shares of Brookfield Infrastructure Corporation

Represents a 35% premium to Triton's closing share price on April 11, 2023 and a 34% premium to the 30-day volume weighted average share price

https://www.tritoninternational.com/investors/news-and-events/news-releases/2023/2023-04-12

Increased after the surprise and the 30% share price increase:

$PG (+0,53%)
$ULVR (+0,79%) and$2768 (-0,9%)

@DS0711 still in the portfolio?

#aktiennews
#aktienfuersleben ->not available