Hey guys,

I wanted to address a topic that is certainly of interest to us as investors: the reconstruction of Ukraine and which stocks could benefit from it. The geopolitical situation is constantly changing and there are many uncertainties. What happens if Donbass goes permanently to Russia? Will this slow down the reconstruction of Ukraine or could it still create opportunities for companies in the region?

America is getting involved mit🇺🇸

The USA is playing a central role in the reconstruction of Ukraine. A lot of money is already flowing into the region from the US, particularly for infrastructure, energy and technology. But it's not just about government aid - many US companies also have an interest in investing in the region. Considering how heavily the US is involved in supporting countries such as Poland and Ukraine, there are a number of companies here that could definitely benefit.

What happens if the Donbass goes to Russia?⚔️

If the Donbass is finally controlled by Russia, the geopolitical situation will of course worsen. This could slow down reconstruction in Ukraine, as this part of the country was an important industrial location. Nevertheless, billions of euros will flow into the western and central parts of Ukraine, and Poland could become an even more important partner in reconstruction.

Which stocks could benefit?📈🚀

If you look at who is active in the region, there are some exciting candidates that could benefit from the reconstruction. Here are a few companies that I think are well positioned:

♦️ Strabag (Austria): $STR (-0,67%) A construction company that is active in many infrastructure projects in Europe. They could play an important role in the reconstruction of roads, bridges and buildings - also in Poland and Ukraine.

♦️ PGE (Polska Grupa Energetyczna): $PGE (+5,42%) Poland's largest energy company. PGE could benefit from the expansion of the energy supply in Ukraine.

♦️ Budimex: $BDX (+0,24%) Another Polish construction company that is doing well in infrastructure projects. When Ukraine awards major construction contracts, Budimex could be one of the first ports of call.

♦️ KGHM: $KGH (-0,96%) This company is active in copper production. And we know how important copper is for reconstruction - whether for power lines, machinery or other infrastructure.

♦️ Asseco Poland:
$ACP (+0,07%) An IT company that is active in many areas. They could play a key role in modernizing the digital infrastructure in Ukraine.

♦️ General Electric (USA) $GEC GE operates globally and Ukraine needs a lot of energy infrastructure. GE could benefit by providing solutions in the field of energy supply.

♦️ Siemens: $SIE (-0,96%)
$ENR (-0,15%) The German company could play a crucial role in reconstruction through its expertise in energy and infrastructure.

Conclusion❔☝🏽

The geopolitical situation will keep us busy for some time, but one thing is clear: the reconstruction of Ukraine will require a lot of resources and investment, and many companies from Poland, the EU and the US are well positioned to benefit. Even if the Donbass aligns with Russia, the need for construction projects, energy and technology in western Ukraine and Poland will continue.

What do you think? Which companies do you think are interesting? Do you have any stocks on your radar that have a good chance in this context? Let us hear your opinions and ideas!

Sale 1 of 4 due to error limit instead of stop.

So after about 7 years I am parting with General Electric.

What made me buy in 2016/17? Share price performance and high dividend yield.

What was the result, pension provisions and mismanagement halved the share price again, dividend was canceled.

$GE (+0,73%) Restructuring case.

After 7 years, 2 with dividends, I have now reached my entry price again. There were also spin-off shares $GEV (-0,26%) and $GEHC (+0,16%) I hold them for less than 5,000 euros.

What have I learned? Despite blue stocks, US and dividend stocks, even aristocrats at the time, things never go as expected.

Today I'm going to take a look at uranium stocks from my perspective as a radiation protection engineer:

From today's perspective, the demand for uranium will increase, not decrease, by 2027. Production is currently not keeping pace and demand is very high. I therefore see uranium share prices continuing to rise until 2027.

Which ones are currently popular?

In addition to the strong Cameco $CCO (-0,31%) and Nexgen Energy $NXG there is also Kazatomprom $KZAP . All three have had a very good rally to date and are expected to constantly exceed their all-time high until 2027.

From today's perspective, I think one share is still undervalued alongside Kazatomprom: $YCA (+1,09%) Yellow Cake, these do not produce uranium directly but rather act as holders of uranium and uranium trading.

Cameco: P/E 102, growth 96%, 0.2% div

Nexgen: P/E 45, growth 65%, 0% div

Kazatomprom: P/E 15, 1Y: 46%,4%Div

Yellow Cake: P/E 4, 1Y growth 85%, 0% div

I personally have Cameco in my savings plan, but I think this company and Nexgen are overvalued. I also have shares in Kazatomprom and Yellow Cake.

What does the future look like? Even after 2027, things will not get less for producers. From today's perspective, over 120 new pressurized water reactors of the EPR type will be built by 2035. However, the price will increasingly fall again. Anyone who thinks that Germany is going to stop, I'm afraid I have to put a spanner in the works. Although no conventional reactors are being built and we are in the process of dismantling them, dual-fluid reactors or small SMR-type reactors are. These have the possibility of reusing the nuclear waste. Companies and cooperation with the following companies are required for the construction:

Mitsubishi Heavy $7011 (+2,95%) ( power plant construction)

Hitachi $HIA (power plant construction)

RWE $RWE (-0,46%) (invested in Poland and the Netherlands via Urenco)

Brookfield $BN (+0%) (main shareholder Westinghouse)

Engie Electrabel $ENGI (-0,09%) (ECS)

Mutares SE $MUX (-1,21%) (dismantling of nuclear power plants)

General Electric $GEC (reactor construction (among others)

Others are unfortunately only limited liability companies.

Conventional nuclear waste is also disposed of with other reactor types. However, the process will continue to develop until around 2050.

If you have any further questions, please write to me.

I just read an article that claims General Electric stock is better than Apple, Meta and Tesla. I am skeptical and would like to hear your opinion about General Electric.

General Electric is an American conglomerate that has posted a 73% gain on the stock market in one year. This means that the $GEC share outperforms the tech giants $AAPL (-0,21%), $META (-0,65%) and $TSLA (+2,05%), but does that make the stock fundamentally better now?

General Electric's success can be attributed to extensive turnarounds and strategic restructuring. After a difficult period in which the company stumbled from crisis to crisis, new CEO Larry Culp implemented a turnaround plan five years ago. A central aspect of this plan is the splitting of the Group into three independent companies.

Back in January, the medical technology division was spun off as a separate subsidiary, GE Healthcare Technologies. $GEHC (+0,16%) recently raised its forecast for 2023 and now expects organic sales growth of 6-8% due to higher demand.

Another spinoff is on the horizon with GE Vernova. Although the gas turbine and wind turbine manufacturer has faced competitive pressure in recent years, growth prospects in the renewable energy sector are promising.

General Electric's future focus will be on GE Aerospace, its aerospace division. There, the company focuses on the production and maintenance of aircraft engines. The increasing demand from major aircraft manufacturers such as. $BA (-0,45%) and $AIR (+0,21%) as well as long-term maintenance and service contracts for new aircraft engines are making a major contribution to the significant growth in sales.

General Electric is forecasting double-digit growth for the current fiscal year. I'm keeping an eye on the company and am curious to see what happens next.

How do you see the growth prospects for General Electric? I think the prospects are not bad, but whether you can compare them with the big companies like Apple and Meta, I dare to doubt. What do you guys think? Are any of you invested in General Electric?

Quarterly figures on 24.01.2023...

Microsoft and Co, show what's going on in 2022 war⤵️

At the end of the day, we cut as always the most important figures of the day times in this post briefly.

$MSFT (+0,27%)
Microsoft:

Missed analyst estimates of $2.30 in the second quarter with earnings per share of $2.20. Revenue of $52.7 billion below expectations of $53.12 billion.

$TXN (+0,01%)
Texas Instruments:

Beat analyst estimates of $2.00 in the fourth quarter with earnings per share of $2.02. Revenue of $4.67 billion exceeded expectations of $4.65 billion.

$MMM (+2,88%)
3M Co:

Missed analyst estimates of $2.37 in the fourth quarter with earnings per share of $2.28. Revenue of $8.1 billion beat expectations of $8.06 billion.

$JNJ (+1,28%)
Johnson & Johnson:

Surpassed analyst estimates of $2.24 in the fourth quarter with earnings per share of $2.35. Revenue of $23.7 billion below expectations of $23.9 billion.

$LMT (+0,52%)
Lockheed Martin Corp:

fourth-quarter earnings per share of $7.79 beat analyst estimates of $7.41. Revenue of $19 billion exceeded expectations of $18.26 billion.

$VZ (+1,37%)
Verizon Communications Inc:

Hits analyst estimates in the fourth quarter with earnings per share of $1.19. Revenue of $35.3 billion beat expectations of $35.11 billion.

$GEC
General Electric Co:

fourth-quarter earnings per share of $1.24 beat analyst estimates of $1.15. Revenue of $21.8 billion exceeded expectations of $21.2 billion.

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Figures from day times summarized...

Freshly edited after 10 p.m., below... ⤵️

As announced in my post today:

https://app.getquin.com/activity/NANZSkDukX?lang=de&utm_source=sharing

there is a lot to report today. Let me summarize some important numbers for you:

$HYQ (+0,55%)
Hypoport:

expects revenue to decline by six percent to €105 million in the third quarter based on preliminary figures. EBIT is expected to decrease by 95 percent to 0.5 million. The Management Board has initiated measures to adjust the cost level to the current weak market environment. The results of these measures will take effect from the first quarter of 2023.

$KO (+0,9%)
Coca-Cola:

Posts Q3 revenue of $11.1 billion (PY: $10.0 billion, analyst forecast: $10.52 billion) and adjusted earnings per share of $0.69 (PY: $0.65, forecast: $0.64). In its outlook for 2022, Coca-Cola now expects organic sales growth of 14% to 15% (previously: 12% to 13%).

$8GMA
General Motors Co:

Surpassed analyst estimates of $1.89 in third-quarter earnings per share of $2.25. Revenue of $41.89 billion beat expectations of $41.72 billion.

$MMM (+2,88%)
3M Co:

Third-quarter earnings per share of $2.69 beat analyst estimates of $2.62. Revenue of $8.6 billion below expectations of $8.75 billion.

$GEC
General Electric Co:

Missed analyst estimates of $0.50 in the third quarter with earnings per share of $0.35. Sales of $19.1 billion exceeded expectations of $18.55 billion.

$COVTY (+0,68%)
Covestro:

Posts Q3 sales of €4.6 billion (PY: €4.3 billion, analyst forecast: €4.33 billion), Ebitda of €302 million (PY: €862 million, forecast: €320 million), free operating cash flow of €33 million (PY: €381 million) and net income of €12 million (PY: €472 million, forecast: €40 million). In the outlook for 2022, the company now expects free operating cash flow of €0 to €100 million (previous: €0 to €500 million, forecast: €29 million) and Ebitda of €1.7 to €1.8 billion (previous: €1.7 to €2.2 billion, forecast: €1.83 billion), high gas price impacts forecast.

$SAP (+0,67%)
SAP:

3rd quarter sales of €7.84 billion Q3 revenue of €7.84 billion (previous year: €6.85 billion, forecast: €7.6 billion), cloud revenue of €3.29 billion (previous year: €2.38 billion, forecast: €3.19 billion), license revenue of €406 million (previous year: €657 million, forecast: €454 million), operating profit of €1.239 billion (PY: €1.249 billion), and profit after tax of €547 million (PY: €1.42 billion, forecast: €790 million). In the outlook, SAP confirms medium-term targets until 2025 and outlook for 2022 for revenue and operating profit, outlook for free cash flow for 2022 lowered to around €4.5 billion (previously: over €4.5 billion).

$NVS (+1,24%)
Novartis:

Posts Q3 sales of $12.54 billion (PY: $13.03 billion), operating income of $2.16 billion (PY: $3.23 billion), net income of $1.57 billion (PY: $1.75 billion), core operating income of $4.28 billion (PY: $4.46 billion). Group guidance for fiscal 2022 confirmed.

$MSFT (+0,27%)
Microsoft:

First-quarter earnings per share of $2.35 beat analyst estimates of $2.32. Revenue of $50.1 billion exceeded expectations of $49.86 billion.

$GOOGL (+1,27%)
Alphabet:

Misses analyst estimates of $1.28 in the third quarter with earnings per share of $1.06. Revenue of $69.09 billion below expectations of $71.34 billion.

$V (+0,74%)
Visa:

Beats fourth-quarter analyst estimates of $1.87 with earnings per share of $1.93. Revenue of $7.8 billion beats expectations of $7.57 billion.

$TXN (+0,01%)
Texas Instruments:

Beats third-quarter analyst estimates of $2.39 with earnings per share of $2.45. Revenue of $5.24 billion beats expectations of $5.14 billion.

$SKX (+0%)
Skechers:

Missed analyst estimates of $0.73 in the third quarter with earnings per share of $0.64. Revenue of $1.88 billion beat expectations of $1.81 billion.

$CMG (+0,09%)
Chipotle Mexican Grill:

Beats third-quarter analyst estimates of $9.17 with earnings per share of $9.51. Revenue of $2.2 billion below expectations of $2.23 billion.

Phew that was really ne a lot today and the next 2 days it will continue to go so strong!

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗟𝗮𝗴𝗮𝗿𝗱𝗲 𝘂𝗻𝗱 𝗘𝘃𝗲𝗿𝗴𝗿𝗮𝗻𝗱𝗲 / 𝗟𝗲𝗶𝘁𝘇𝗶𝗻𝘀𝘀𝗲𝗻𝗸𝘂𝗻𝗴 𝘁𝗿𝗼𝘁𝘇 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 / 𝗖𝗿𝘆𝗽𝘁𝗼 𝘃𝘀. 𝗨𝗦-𝗗𝗼𝗹𝗹𝗮𝗿: 𝗧𝗼𝗺 𝗕𝗿𝗮𝗱𝘆 𝗵𝗮𝘁 𝘀𝗶𝗰𝗵 𝗲𝗻𝘁𝘀𝗰𝗵𝗶𝗲𝗱𝗲𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Today is the deadline for BNP Paribas($BNPQY (-6,53%)) and General Electric ($GEC).

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, Airesis ($HPJN (-0,91%)) and Carnival Corp. ($POH1 (+1,16%)) will present their figures.

𝗜𝗣𝗢𝘀 🔔

𝗛𝗼𝗺𝗲𝗧𝗼𝗚𝗼 - The Berlin-based StartUp, which founded an online platform for vacation homes, celebrated its IPO last Wednesday. This ran off not in the classical way, but over the fictitious purchase of the enterprise over a stock exchange coat company (SPAC). Because of this, the IPO did not take place in Frankfurt am Main, as is usual for German companies, but in New York on Wall Street. The startup raised around 250 million euros through the IPO, which, however, exceeded previous expectations.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

𝗟𝗮𝗴𝗮𝗿𝗱𝗲 - The ECB chief estimates that the impact of the Evergrande problems is currently limited to China. Lagarde assumes that Europe will only be directly affected to a limited extent.

Bafin also estimates the impact on the German market as rather low and has therefore not yet requested a stress test from those banks under its supervision.

𝗭𝗶𝗻𝘀𝘀𝗲𝗻𝗸𝘂𝗻𝗴 - Turkey lowers the interest rate and lets the Lira sink thereby.

On Thursday evening, Turkey unexpectedly lowered its interest rate, although an inflationary environment continues to spread and real borrowing costs have already turned negative. After the decision, the lira plunged 1.5 percent, marking an all-time low.

Inflation stood at 19.25 percent last month.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

𝗧𝗼𝗺 𝗕𝗿𝗮𝗱𝘆 - The legendary football star and seven-time Super Bowl winner has long been known for his affinity for cryptocurrencies. Brady has also had a presence in the NFT space. For example, he founded his own NFT trading platform called "Autograph," where sports legends, such as golf star Tiger Woods now, can sell their own NFTs. Brady is now going one step further. In an interview, he announced that he wants to receive part of his NFL salary in the form of cryptocurrencies in the future. For him, this involves Bitcoin ($BTC-EUR (+0,9%)), Ethereum ($ETH-USD (+1,2%)) and Solana ($SOL-USD (+2,71%)) come into question. The super athlete currently earns an annual salary of $25 million.

Enjoy your Friday ✌️

Interesting for 3D printing?

The exchange was tax-neutral. This means that the original

acquisition data are transferred to the new stock.

Your WKN 851144 shares were exchanged at a ratio of 8:1.

The exchange was not automatically offset, so the old shares were sold and the new shares purchased.