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 (+1,6%) a provider of technologies for the shipping and energy markets, and Konecranes $KCR (-0,14%) 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 (-0,18%) 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 (+0,6%) Powszechna K. Osz $PKO (-3,63%) Santander Polska $SPL (-3,21%) Polska K. Opieki $PEO (-0,69%) Raiffeisen Bank Int.$RBI (-2,85%)

Construction: Wienerberger $WIE (+1,22%) Sniezka Construction $SKA Strabag $STR (+2,29%)

Insulation: Kingspan Group $KRX (+2,69%) Rockwool $ROCK B (+900%)

Glass: Cie de Saint-Gobain $SGO (+1,41%)

Cranes: Konecranes $KCR (-0,14%)

Cement: CRH $CRH (+0,35%) Buzzi $BZU (-0,18%) Holcim $HOLN (-0,4%) Heidelberg Mat. $HEI (+1,47%)

Construction machinery: Caterpillar $CAT (+0%)

Mining: Ferrexpo $FXPO (-2,18%) Metso $METSO (+0,76%)

Chemicals: BASF $BAS (+0,8%)

Industrial gases: Air Liquide $AI (+2,41%)

Infrastructure: Schneider Electric $SU (+1,11%) Rexel $RXL (+0,63%) Wärtsilä $WRT1V (+1,6%) Weir Group $WEIR (+0,44%)

Infrastructure (E): Siemens Energy $ENR (+2,23%) Prysmian $PRY (-0,47%) NKT $NKT (+3,21%) Nexans $NEX (+2,57%)

Agriculture: Kernel $KER (-2,18%)

Logistics(warehouse): Kion $KGX (+1,33%)

Steel: Arcelor Mittal $MT (+3,1%) and for stainless steels Outukompu $OUT1V (+2,04%)

Sanitary technology: Geberit $GEBN (+1,18%)

Specialty chemicals: Evonik $EVK (+0,66%) Arkema $AKE (-0,97%) Wacker Chemie $WCH (+0,94%) Lanxess $LXS (+0,13%)

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- BERNSTEIN raises the price target for MOLLER-MAERSK from DKK 9650 to DKK 9700. Underperform. $AMKBY (+0%)

⬇️⬇️⬇️

-JPM Securities downgrading $GOOGL (+0,94%)

-JPM Securities downgrading $UBER (+0,74%)

- BERENBERG lowers the price target for EVONIK from EUR 20 to EUR 18. Hold. $EVK (+0,66%)

- BERNSTEIN lowers the target price for DHL GROUP from EUR 42.50 to EUR 41. Outperform. $DHL (+0,1%)

- JEFFERIES lowers the target price for LINDE from USD 550 to USD 522. Buy. $LIN (+0,99%)

- $SOFI (+0,21%) Keefe, Bruyette & Woods Downgrades to Underperform PT to $7 from $8

-UBS starting the year again with some negative data for $AAPL (+2,44%) naming China an issues

The existing position is reduced in price.

What do you think of $RWE (+1,64%) and $EVK (+0,66%) ?

Both shares have been beaten up properly, pay a good dividend and could also achieve a turnaround with the new German government (assuming the German economy makes it out of the hole).

I look forward to the comments and different opinions 😊

Analyst updates, 17.12.

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• - UBS raises the price target for AMAZON from USD 230 to USD 264. Buy. $AMZN (+0,77%)
• - CITIGROUP raises the target price for ALLIANZ SE from EUR 286 to EUR 314.40. Neutral. $ALV (-0,9%)
• - BARCLAYS raises the target price for DHL GROUP from EUR 37.50 to EUR 38. Equal-Weight. $DHL (+0,1%)
• - DEUTSCHE BANK RESEARCH upgrades AIRBUS from Hold to Buy and raises target price from EUR 155 to EUR 185. $AIR (-2,45%)
• - BERENBERG raises the price target for MUNICH RE from EUR 525 to EUR 552. Hold. $MUV2 (+0,89%)
• - KEPLER CHEUVREUX raises the price target for ADESSO from EUR 80 to EUR 100. Hold. $ADN1 (-1,87%)
• - WARBURG RESEARCH raises the price target for FMC from EUR 31 to EUR 36. Sell. $FME (-0,83%)
• - DEUTSCHE BANK RESEARCH raises the target price for AUTO1 from EUR 12 to EUR 20. Buy. $AG1 (-0,54%)
• - DEUTSCHE BANK RESEARCH raises the price target for MTU from EUR 329 to EUR 337. Hold. $MTX (-5,98%)
• - DEUTSCHE BANK RESEARCH raises the price target for HENSOLDT from EUR 37 to EUR 41. Buy. $HAG (+0,48%)
• - DEUTSCHE BANK RESEARCH raises the target price for ROLLS-ROYCE from GBP 5.55 to GBP 6.30. Buy. $RR. (+2,57%)
• - BOFA raises the target price for INFINEON from EUR 36 to EUR 40. Buy. $IFX (+2,39%)
• - BOFA raises the price target for STMICRO from EUR 29 to EUR 30. Buy. $STMPA (+6,09%)
• - BOFA raises the target price for NOKIA from EUR 4.07 to EUR 4.58. Neutral. $NOKIA (+1,05%)

⬇️⬇️⬇️

• - JPMORGAN downgrades TRANSMEDICS from Overweight to Neutral and lowers target price from 116 USD to 75 USD. $TMDX (+4,47%)
• - BOFA lowers the price target for SILTRONIC from EUR 59 to EUR 46. Underperform. $WAF (+0,78%)
• - HSBC lowers the price target for CARL ZEISS MEDITEC from EUR 66 to EUR 54. Hold. $AFX (+1,25%)
• - KEPLER CHEUVREUX lowers the price target for HEIDELBERGER DRUCK from EUR 1.25 to EUR 1. Hold. $HBGRY
• - KEPLER CHEUVREUX lowers the price target for EVONIK from EUR 25 to EUR 21. Buy. $EVK (+0,66%)
• - KEPLER CHEUVREUX lowers the price target for NORDEX from EUR 17 to EUR 14. Buy. $NDX1 (+0,2%)

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/ITleQRkOkrI?si=0IpXUSz4Schi0To8

Sunday:

Iran attacks Israel for the first time ever. The stock exchanges in Israel can even close in positive territory (Sunday is a trading day in Israel). The stock markets had already fallen in part on Friday, while the price of oil had risen significantly.

https://www.welt.de/politik/ausland/article251019758/Israel-Libanesische-Hisbollah-Miliz-gratuliert-Iran-zu-Angriff-auf-Israel.html

Monday:

US retail sales came in higher than expected. Instead of the expected 0.3%, it was 0.7% growth in March. The labor market also saw 300,000 new jobs created in March alone.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-us-einzelhaendler-steigern-umsatz-unerwartet-stark/100032604.html

Tuesday:

China's 🇨🇳 economy grew by 5.3% year-on-year from January to March, stronger than expected. However, experts doubt the authenticity of the data. Among other things, home prices in China continued to fall and were 2.7% lower than in the previous year. Retail sales also increased by only 3.1% and industrial production by 4.5%.

https://www.handelsblatt.com/politik/international/konjunktur-chinas-wirtschaft-waechst-deutlich-staerker-als-erwartet/100032723.html

Exciting figures from $EVK (+0,66%) Evonik, the specialty chemicals group earned more than expected. The chemical industry is considered an early cyclical sector, so the good figures could be an indicator of a coming upswing.

https://www.handelsblatt.com/unternehmen/industrie/evonik-chemiekonzern-uebertrifft-die-erwartungen-im-ersten-quartal/100032822.html

Wednesday:

The inflation rate in the UK falls less sharply than expected, to 3.2%. However, a fall to 3.1% was expected. This also reduces the likelihood of a rapid interest rate cut in the UK. In the USA, initial analysts are even expecting interest rate hikes again. In the EU, on the other hand, even the trade unions have now complained that the ECB has not yet cut interest rates.

https://www.ft.com/content/f70f52d1-87ac-42f9-a0c3-be3e5e88d711

The $BVB (+2,06%) BVB share can rise significantly today after yesterday's semi-final. Instead of 25 - 35 million euros, the surplus is expected to rise to 33 - 43 million euros. BVB will receive at least 12.5 million euros for reaching the semi-finals.

https://www.handelsblatt.com/finanzen/maerkte/aktien/bvb-aktie-legt-zu-millionen-praemie-nach-einzug-ins-champions-league-halbfinale-01/100033105.html?_gl=1*1a4gktr*_up*MQ..&gclid=CjwKCAjw5v2wBhBrEiwAXDDoJeKeX0JnN1c_SzsBP1V0pbGQFqqcEI50UmYAZEJGvBqNZnmaKSZXMhoCa_oQAvD_BwE

Thursday:

Despite the numerous conflicts with Hamas, Hezbollah and Iran (which supports proxies such as Hamas), Israel's 🇮🇱 economy is back on track for growth. The Purchasing Managers' Index rose to 51 points, > 50 points signaling growth.

https://www.handelsblatt.com/politik/international/nahost-israels-wirtschaft-wieder-zurueck-auf-wachstumskurs/29433048.html

Saturday:

The USA 🇺🇸 passes a 90 billion euro package including military aid for Ukraine, Israel and Taiwan in the House of Representatives. In addition, China's participation (the company Bytedance) in TikTok is banned in the USA. The Senate still has to give its approval.

https://www.handelsblatt.com/politik/international/usa-repraesentantenhaus-bringt-ukraine-hilfen-und-tiktok-verbot-auf-den-weg/100033612.html

These are the most important dates for the coming week:

Monday: 10:00 ifo Business Climate (DE)

Thursday: 10:00 Purchasing Managers' Index (EU)

Friday: 5:00 Interest rate decision (Japan)

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/N2Ux73t4Z70?si=qkahQMBuwcfTOfpx

Monday:

Another increase in orders for German industry, orders rose by 0.2% in September. A decline of one percent was expected. However, the August figures had to be revised downwards significantly. In addition, different sectors are developing very differently. Mechanical engineering is doing much better than vehicle construction.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-deutsche-industrie-mit-erneutem-auftragsplus-im-september/29483256.html

Sentiment in companies has fallen to its lowest level since 2020. The Purchasing Managers' Index fell to 46.5 points. The worst it has been in 35 months. Less than 50 points signal an economic contraction.

https://www.handelsblatt.com/dpa/eurozone-unternehmensstimmung-sackt-auf-tief-seit-november-2020/29483490.html

$RYA (+2,9%) Ryanair achieves a record profit and introduces a regular dividend. In future, 25 % of profits will always be distributed. Previously there were only special dividends. The company is benefiting from high demand and expects a profit of between EUR 1.85 and 2.05 billion for the financial year.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/luftfahrt-ryanair-chef-michael-oleary-fliegt-zum-rekordgewinn/29483640.html

$BNTX (-1,41%) Biontech remains profitable despite a slump in demand for vaccines. A profit of EUR 161 million was achieved in Q3. The sales forecast for 2023 has been reduced from EUR 5 billion to EUR 4 billion.

https://www.swr.de/swraktuell/rheinland-pfalz/mainz/mainzer-impfstoffhersteller-biontech-legt-zahlen-fuer-drittes-quartal-2023-vor-100.html

Tuesday:

$EVK (+0,66%) Evonik makes sales of EUR 4.9 billion, 23% less than in the same quarter last year. The bottom line was a loss of EUR 96 million. The forecast is maintained.

https://www.handelsblatt.com/unternehmen/industrie/-geschaeftszahlen-im-newsblog-umsatz-von-evonik-bricht-ein-daimler-truck-steigert-gewinn/24098412.html

In contrast to the other western industrialized nations, Australia is raising its key interest rates to 4.35 %. Inflation remains stubbornly high and is not yet in the 2 - 3 % range.

https://www.ft.com/content/60aa314b-b8e2-4299-ac0e-d212f6d1ae0b

$O2D (-0,81%) Telefonica Deutschland is fully taken over by the parent company. The share price rises again as a result. The Spanish parent company offers the minority shareholders a price of EUR 2.35 per share in this squeeze-out. A premium of more than 37% on the previous share price.

https://www.handelsblatt.com/finanzen/maerkte/marktberichte/dax-aktuell-dax-bleibt-im-konsolidierungsmodus-uebernahmenofferte-beschert-telefonica-deutschland-kurssprung/100000566.html

Wednesday:

$BAYN (+2,55%) Bayer disappoints with its quarterly figures. Instead of an expected EBITDA of EUR 1.725 billion, it was only EUR 1.685 billion. Sales slumped by 8% due to the poor performance of the agricultural division. Bayer is nevertheless sticking to its forecast. We continue to hold on to Bayer in our public portfolio, things can hardly get any worse.

https://www.handelsblatt.com/unternehmen/industrie/-geschaeftszahlen-im-newsblog-continental-profitiert-von-preiserhoehungen-schwache-agrargeschaefte-belasten-bayer/24098412.html

The $DHL (+0,1%) DHL Group has been accused of conservative forecasts by analysts. However, they were probably not conservative enough. The Group had to cut its forecast. The maximum EBIT for 2023 is now only EUR 6.6 billion. Revenue fell by almost a fifth to EUR 19.4 billion in the third quarter.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/deutsche-post-dhl-kappt-erwartungen-fuer-2023/29487300.html

Retail sales in the eurozone continue to fall. In September, the figure was 0.3 % down on the expected 0.2 %. Nevertheless, the stock market was able to continue its successful trend reversal today.

https://stock3.com/news/eur-usd-eu-einzelhandelsumsaetze-gehen-zurueck-13542061

Thursday:

Inflation in China remains at a low level. According to the National Bureau of Statistics, core inflation is at 0.6% (excluding food and fuel). Imports also rose significantly, while exports shrank. Foreign direct investment was negative for the first time ever. The days of Chinese investors buying up a new company every week seem to be over for the time being.

https://www.n-tv.de/wirtschaft/der_boersen_tag/Anstieg-der-Inflation-in-China-article24519017.html

The announcement by $ADYEN (-0,29%) Adyen to become more profitable boosted the share price on Thursday.

https://www.t-online.de/finanzen/boerse/ticker/aktie-im-fokus-adyen-mit-kurssprung-mittelfristziele-staerken-vertrauen/0DAED20095330206/

Fed Chairman Jerome Powell explained in a speech at the IMF meeting that the monetary authorities are not convinced that interest rates are sufficiently restrictive. In other words, there may well be further interest rate hikes. This depressed sentiment on the stock market.

https://www.handelsblatt.com/finanzen/geldpolitik/us-notenbank-fed-chef-jerome-powell-haelt-sich-weitere-zinserhoehung-offen/29493472.html

Friday:

Allianz $ALV (-0,9%) Allianz makes significantly less profit. Operating profit slumped by 14.6% to EUR 3.5 billion in the past quarter. This was mainly due to storms in the Alps in the summer.

https://www.handelsblatt.com/finanzen/banken-versicherungen/versicherer/versicherungskonzern-unwetter-im-alpenraum-verderben-der-allianz-den-gewinn/29493768.html

$JUN3 (-0,04%) Jungheinrich only reports a slight increase in incoming orders. Analysts had expected more. EBIT fell by 1% to EUR 103 million.

https://www.investor-verlag.de/aktien-und-aktienhandel/deutschland/jungheinrich-aktie/jungheinrich-aktie-gewinn-rueckgang-belastet/

Poor consumer confidence data from the USA, the value was 60.4, 63.7 was expected, mainly due to higher consumer inflation expectations.

https://finanzmarktwelt.de/us-verbrauchervertrauen-schwach-erwartungen-fuer-inflation-steigen-deutlich-290739/?amp

The most important dates for the coming week:

Monday: 11:00 Growth forecast (EU)

Tuesday: 11:00 Economic Sentiment (DE)

Wednesday: 03:00 Retail Sales (China)

Thursday: 14:30 Manufacturing Index (USA)

Friday: 14:30 Building Permits (USA)

hi,

what do you say to this company $EVK (+0,66%) ?

wanted to buy me, but somehow it knows almost only one way, and that is down:(

Hydrogen peroxide - chemistry in everyday life

Everybody likes it, nobody notices it. A new currency besides the euro was created. In the Corona pandemic, nothing was more popular than toilet paper. But paper doesn't have the white sheen you can buy in the supermarket. Bleaching agents are needed for that. An excellent bleaching agent is hydrogen peroxide. It is environmentally friendly, non-toxic and versatile.

What is hydrogen peroxide?

Hydrogen peroxide is a colorless, clear liquid consisting of hydrogen H2 and oxygen O2. In the compound, it is chemically expressed as H2O2. However, it is a very unstable compound, as under natural conditions the reaction of hydrogen and oxygen is more commonly known as an oxyhydrogen reaction. Because of this, direct contact of hydrogen and oxygen must be avoided! By the way, this is also a very good example, why one should perhaps deal more critically with the topic of hydrogen heating and large-scale pipelines, as well as large-scale projects, from safety aspects.

So how is it produced?

There actually exists a large-scale direct contact process via electrolysis. Neither is it really profitable, nor does it find convincing industrial application.

Therefore, to avoid direct contact, a reaction carrier must be used. Anthraquinones are used for this purpose. They are loaded with hydrogen and oxygen in two independent chemical processes and finally washed out with water to produce an aqueous solution of hydrogen peroxide. This must be further processed for the purity of the clear end product.

Where is hydrogen peroxide used?

Important: When hydrogen peroxide is used, its decomposition is inevitable. This produces water and oxygen. The oxygen, in turn, can have a fire-promoting property.

In fact, hydrogen peroxide is a basic chemical in our modern way of life. It is predominantly used in the paper industry as a particularly environmentally friendly variant of bleaching agents. It replaces the former chlorine bleach in the majority of cases, thus protecting both people and the environment. As a result, it is also used in dentistry, especially in tooth whitening for your radiant smile.

It is also very versatile in water technology. It cleans organic impurities and kills bacterial pathogens.

Furthermore, it is also used as a disinfectant due to its disinfecting properties. However, this is only used in very low concentrations of up to 10%. The application of disinfectants is again very versatile and can be found, for example, in agriculture, medicine, biology, forensics and many other fields.

Who plays a decisive role in this?

In particular, there are 3 major notable producers in the industry. These are Solvay $SOLB (+2,3%) , Arkema $AKE (-0,97%) and Evonik $EVK (+0,66%) .

However, hardly anyone needs tons of loose containers, which is why in this area chemical dealers represent a large part of the customers, in addition to paper mills. Other companies listed on the stock exchange include Brenntag $BNR (+2,81%) and many other companies outside the capital market.

This is subject to the fact that large-scale mass concentrations are usually in the range between 50% and 70%. However, this is too much for general use, so that they are further diluted.

Where are the strengths of these divisions?

Hydrogen peroxide is anything but a niche. It is the basis for the production of many specialty chemicals, which is why the margins are above average for chemicals. Furthermore, it can be committed to sustainability, since the basic chemicals are hydrogen and oxygen. The range of applications is very broad and it is impossible to imagine a modern, hygienic society without them. The use of "green" hydrogen would therefore also result in "green" hydrogen peroxide".

The saturation of the production markets would hardly attract any further competitors into the market, so that the market is largely divided among the top dogs.

What are the weaknesses?

The production of hydrogen peroxide is always linked to hydrogen prices, which in turn are linked to natural gas. Corresponding burdens had to be borne in 2022 and were also evident from the balance sheets.

One has a relatively vulnerable import dependency, since the production of the working solution base materials takes place almost exclusively in India and China.

The weakening paper market in the wake of digitalization is forcing manufacturers to tap into new markets. The specialty market is particularly in demand, also due to the high margins of approx. 20%.

What is the current market situation?

Just yesterday, the VCI (German Chemical Industry Association) published its expectations for the full year. Overall, the chemical industry continues to suffer from persistently high raw material costs. Demand in general is conceivably weak. There is no recovery in sight for the time being.

This indicates that end consumers, i.e. us in the supermarket, are very hesitant. We are obviously no longer reaching for the more expensive products or preferring to take advantage of special offers. We must remember that, although we are talking about large-scale industry here, it can ultimately only earn its revenue from consumers. Uncertainty in our minds and our behavior is therefore causing the industry to suffer.

Therefore, please buy toilet paper, toothpastes and proper white paper, because I am invested in Arkema. 😂