Forecasts are rising for these stocks

Dusseldorf Rising raw material costs, expensive electricity, disrupted supply chains and a shortage of materials in view of the tightened sanctions: the Ukraine war poses major challenges for companies. Analysts expect the majority of companies to see falling profits after the record year 2021. But not for everyone.

A look at the Dax, MDax and SDax shows that analysts have significantly increased their earnings estimates for a number of companies since the beginning of the year. The war in Eastern Europe doesn’t change that.

Some companies benefit from the sudden change in demand or the scarcity of resources. The Handelsblatt presents nine of these groups. Their estimates for the operating profit for the current year have risen by four to 95 percent. And it’s not just the usual suspects.

Not only weapons and ammunition are currently in demand because almost all states are increasing their military spending. Companies that generate electricity, extract raw materials, process them and reprocess them also benefit from the bottlenecks resulting from the imposed sanctions.