8Mon·

Ukraine Peace Shares

What stocks are you focusing on for a possible peace in Ukraine? Some building materials stocks, such as $HEI (+2.9%) Heidelberg M. have unfortunately already done well. $WIE (-1.8%) Wienerberger has just started to rise. I am looking forward to your ideas or inputs...

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I don't bet on that kind of stuff
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I stay away from that. In the end, Russia will get the whole of Ukraine. We don't know and I wouldn't bet on it
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"Welt" has already looked into the question and identified around 40 values

https://www.welt.de/wirtschaft/plus255417954/Ukraine-Diese-Aktien-profitieren-besonders-vom-Friedens-Szenario.html
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Maybe $HON? Although they also have a defense division. Maybe short on agriculture products or companies, like wheat or fertilizer companies like $NTR
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If you use Spotify:

https://open.spotify.com/episode/7DiKbmriIWnInXajKcDrwj?si=HhD6GIVTQPG8qZrAZMlb3w

I think (I'm not sure anymore) that on Thursday's episode of "Alles auf Aktien" some positions on this were presented.
Take a look at $TKA
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