Investing in Ukrainian companies
Resume IA
L'auteur du post partage son expérience d'investissement dans des entreprises ukrainiennes cotées sur les bourses de Londres et de Varsovie, notamment dans les secteurs de l'agroalimentaire et des métaux.
Conseil cle
Investir dans des entreprises ukrainiennes peut être une opportunité, mais il est important de faire des recherches approfondies et de considérer les risques liés à la situation géopolitique de l'Ukraine.
I started buying shares of Ukrainian companies that are listed on the London Exchange, and on the Warsaw Exchange in Poland: **Ferrexpo** is the world's third largest exporter of iron ore pellets. It is a Swiss-based, but actually Ukrainian company that operates three iron ore mines in Ukraine. Its majority owner, Konstantin Zhevago, was arrested in 2022 for large-scale embezzlement, but that's another story. **Astarta Holding** \- Ukrainian agro-industrial holding, listed on the Warsaw Stock Exchange. It produces food products with a focus on global markets. The company's main activities are crop production, sugar production, dairy and meat production, soy processing, grain export logistics, and bioenergy. **Kernel holding** \- produces 8% of the world's sunflower oil. It also exports grain and is involved in grain storage. **MPH** \- Europe's largest poultry producer and the 8th largest poultry producer in the world. Based in Kyiv, MPH also operates in agriculture, food production and retail, and is one of the largest employers in Ukraine. It exports to more than 70 countries, most of which are in the Middle East, the EU and Africa.
“until putin goes and does something stupid again…”