Welcome to my portfolio 😎

$BZU (+0,66%)

Transportation

Utilities

Social affairs

Digital

Future needs until 2040

Private Markets Infrastructure

Modernization

Infrastructure programs

Link: https://shorturl.at/maYS2

$IFX (+1,54%)
$NDA (+3,41%)
$ENR (+3,22%)
$SIE (+0,44%)
$DEZ (-1,31%)
$TKA (+1,1%)
$CBK (+0,77%)
$NKT (+2,29%)
$DHL (+0,9%)
$NEM (+0,72%)
$BZU (+0,66%)
$DBK (+0,97%)
$SPIE (+0,99%)
$ELI (+1,05%)
$GBF (-0,24%)

Bank of America (BofA) has put together a basket of stocks to list the winners of the German infrastructure package.

The basket contains 14 stocks that the US bank expects to benefit in particular.

• The German technology group Siemens
  $SIE (+0,44%) (weighted at 10.3 percent, as of August 21)
• The French construction group Eiffage $FGR (+0,37%) (9 percent)
• The German building materials manufacturer Heidelberg Materials
  $HEI (-0,78%) (8.8 percent)
• The German energy technology group Siemens Energy $ENR (+3,22%) (8.6 percent)
• The German truck manufacturer Daimler Truck
  $DTG (+1,55%) (8.4 percent)
• The Italian building materials company Buzzi S.p.A.
  $BZU (+0,66%) (7.9 percent)
• The Swiss cement group Holcim $HOLN (+0,41%) (7.6 percent)
• The Swiss chemicals group Sika AG $SIKA (-0,22%)
  
  (7.4 percent)
• The German forklift manufacturer Kion
  $KGX (-0,11%) (6.7 percent)
• The French communications and energy company Spie $SPIE (+0,99%) (6.4 percent)
• The German industrial group Thyssen-Krupp $TKA (+1,1%) (6.4 percent)
• The German wind turbine manufacturer Nordex
  $NDX1 (+2,47%) (4.6 percent)
• The Swedish steel group SSAB $SSAB A (+1,99%)
  
  (4.1 percent)
• The German industrial services provider Bilfinger
  $GBF (-0,24%) (4.0 percent)

Hopes for the infrastructure package have already caused the shares to rise significantly in some cases in recent months. Since the beginning of the year, the shares included in the basket have risen by around 47 percent. BofA has been offering the share basket to its major clients since the beginning of July.

Despite the jump in the prices of many infrastructure stocks in the first half of the year, BofA manager Klein is confident that the stocks in the basket will continue to rise. According to him, it now depends on when the investments really show up in the profits of the companies.

Oliver Schneider, portfolio advisor at US asset manager Wellington, says: "In the past six to nine months, investor interest in infrastructure stocks has grown rapidly." This is particularly true for European investors.

He cites two factors that he believes will drive infrastructure stocks worldwide in the future. Firstly, there is a great need to modernize infrastructure. Secondly, the demand for electricity is growing due to artificial intelligence. Schneider says: "This is a growth topic that will be with us for the next ten to 20 years."

Source: Text (excerpt) & graphic, Handelsblatt 01.09.25

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 (+1,26%) a provider of technologies for the shipping and energy markets, and Konecranes $KCR (+0,6%) 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 (+0,66%) 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 (+0,74%) Powszechna K. Osz $PKO (-1,21%) Santander Polska $SPL (-0,14%) Polska K. Opieki $PEO (-2,24%) Raiffeisen Bank Int.$RBI (+4,12%)

Construction: Wienerberger $WIE (-0,09%) Sniezka Construction $SKA Strabag $STR (-2,29%)

Insulation: Kingspan Group $KRX (-0,38%) Rockwool $ROCK B

Glass: Cie de Saint-Gobain $SGO (-0,08%)

Cranes: Konecranes $KCR (+0,6%)

Cement: CRH $CRH (-0,3%) Buzzi $BZU (+0,66%) Holcim $HOLN (+0,41%) Heidelberg Mat. $HEI (-0,78%)

Construction machinery: Caterpillar $CAT (-0,27%)

Mining: Ferrexpo $FXPO Metso $METSO (+2,38%)

Chemicals: BASF $BAS (+1,29%)

Industrial gases: Air Liquide $AI (+0,63%)

Infrastructure: Schneider Electric $SU (+2,62%) Rexel $RXL (+1,47%) Wärtsilä $WRT1V (+1,26%) Weir Group $WEIR (+1,79%)

Infrastructure (E): Siemens Energy $ENR (+3,22%) Prysmian $PRY (+4,32%) NKT $NKT (+2,29%) Nexans $NEX (+1,92%)

Agriculture: Kernel $KER (-1,88%)

Logistics(warehouse): Kion $KGX (-0,11%)

Steel: Arcelor Mittal $MT (+1,26%) and for stainless steels Outukompu $OUT1V (+3,58%)

Sanitary technology: Geberit $GEBN (-0,5%)

Specialty chemicals: Evonik $EVK (+2,77%) Arkema $AKE (+1,93%) Wacker Chemie $WCH (+2,24%) Lanxess $LXS (+1,67%)