1Mês·

Ukraine Peace Shares

What stocks are you focusing on for a possible peace in Ukraine? Some building materials stocks, such as $HEI (-6,75%) Heidelberg M. have unfortunately already done well. $WIE (-5,99%) 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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@Lumimyrsky I can't imagine that. The USA will never allow that, even if Trump acts as if he doesn't give a damn. Russia would be closer to Europe and therefore closer to the US bases stationed in Europe. I see an open war as inevitable. It is the only way to stop Putin. There are still dark times ahead. This was just the beginning.
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@Alumdria If we hadn't invented nuclear bombs, Moscow would have fallen 3 years ago. Well, now we're here and nobody knows what will happen next. But I also don't think that the whole of Ukraine will fall into Putin's hands
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@Lumimyrsky you can dream 😅
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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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@Novius unfortunately only available with ABO. Can you name the companies?
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@Novius World? The leading business magazine? I don't believe a word they say.
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@Novius
Can you please copy the article and post it?
Thank you!
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@Tenbagger2024 such a post @Novius but in the last stock exchange online is a similar post still who needs it?
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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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