In today’s briefing:
- Trump Trade: Korean Construction Vs Military Stocks Amid Potential End of War in Ukraine?
Trump Trade: Korean Construction Vs Military Stocks Amid Potential End of War in Ukraine?
- Although it is UNCERTAIN when the wars in Ukraine and the Middle East will end, if these wars indeed come to an end, this could POSITIVELY IMPACT Korean construction sector.
- The end of the wars in Ukraine and the Middle East is likely to NEGATIVELY IMPACT the Korean military/defense sector.
- The major Korean construction companies have low valuation multiples. On the other hand, the major Korean military/defense companies have high valuation multiples.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
