Citaat:
Oorspronkelijk geplaatst door eno2
Er is zo goed als volledige tewerkstelling in de VS, volgens de meeste economen (4.7% werkloosheid)
Er is ook grote weerstand onder bouwfirma's in de grensstaten om aan zo'n project mee te werken.
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Dat denk je maar .
De aandelen van de cementfabrieken zijn reeds sterk gestegen.
"As ludicrous as the Trump wall project sounds (to us at least),
it represents a huge opportunity for those companies involved in its construction,” a Bernstein analyst said in a research report for investors.
“Cemex (een Mexicaanse firma)appears best positioned regardless, with cement, RMX [ready mix concrete], and aggregates facilities throughout the border region.”
Shares in Cemex have risen by 130% over the past year
and hit an eight-and-half year high on Wednesday as investors waited to hear the details of Trump’s wall-building plan."
https://www.theguardian.com/business...iggest-winners