European Building, Construction Stocks to Be Relatively Unaffected by Trump Presidency -- Market Talk

Dow Jones2024-11-06

0853 GMT - The impact of a Trump administration on European building and construction stocks will be relatively limited, Jefferies analysts write in a research note. Should Trump bring an end to the war in Ukraine, then companies with a presence in Eastern Europe should benefit, they add. CRH has cement plants in Ukraine and a significant presence in the rest of Eastern Europe, and would likely be a beneficiary, they add. The analysts say Heidelberg Materials and Holcim have exposure to the region and could also benefit. Sika and Saint-Gobain would benefit indirectly via increased demand for construction chemicals required for cement in the region, they add. (adam.whittaker@wsj.com)

(END) Dow Jones Newswires

November 06, 2024 03:53 ET (08:53 GMT)

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The analysts say Heidelberg Materials and Holcim have exposure to the region and could also benefit. Sika and Saint-Gobain would benefit indirectly via increased demand for construction chemicals required for cement in the region, they add. 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Should Trump bring an end to the ...</p>\n\n<a href=\"https://dowjonesnews.com/newdjn/logon.aspx?AL=N\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0310800379.SGD","symbol_name":"FTIF - Templeton Global A Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2481629949","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481629949","pubTimestamp":1730883180,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0853 GMT - The impact of a Trump administration on European building and construction stocks will be relatively limited, Jefferies analysts write in a research note. Should Trump bring an end to the war in Ukraine, then companies with a presence in Eastern Europe should benefit, they add. CRH has cement plants in Ukraine and a significant presence in the rest of Eastern Europe, and would likely be a beneficiary, they add. The analysts say Heidelberg Materials and Holcim have exposure to the region and could also benefit. Sika and Saint-Gobain would benefit indirectly via increased demand for construction chemicals required for cement in the region, they add. 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