EME Macro/Strategy: Ukraine’s peace deal – WOOD’s equity playbook
This report maps the macro and equity implications that we expect to see once Ukraine enters a lasting peace agreement with Russia, within the context of continuing international support for security and, eventually, reconstruction. We believe that the environment could open up significant opportunities for companies spanning various sectors: aviation, consumer and retail, technology and media, building materials, and energy. From airlines looking to restore their key routes, to retailers and consumer goods producers eyeing an eventual market rebound, and energy and construction firms ready to rebuild critical infrastructure. In this report, we perform a sectorial analysis of the equities in the WOOD universe that are set to benefit (or – in some cases – lose out) from the revival and long-term development of post-conflict Ukraine.
WOOD & Company is the leading investment bank in Emerging Europe. Founded in 1991 and head-quartered in Prague, our footprint spans the region and touches investors around the globe.
A pioneer in Emerging Europe, WOOD executed many of the first CEE equity trades and landmark investment banking transactions. Our electronic trading platform was the first in the region, and remains the best. We are continually expanding our relevance and reach in these ever-evolving markets.
Our equity market share reflects our stature: 7% in Warsaw, 20% in Bucharest, 16% in Hungary, 40% in Prague and 5% in Vienna. Our distribution is unparalleled, with the largest salesforce in the region, servicing a uniquely diverse investor base.
We couple local expertise with a truly international perspective. With offices on the ground in the region, and in key financial hubs such as London and Milano, we are never far from our clients and we remain at the forefront of what’s afoot in the CEE emerging and frontier landscape.
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