The devastation in Japan is unbelievable. The threat of a nuclear disaster is upon them and there is much concern over what happens if there is another disaster in line with what happened in Chernobyl.. most experts say that there will not be anything to that maginitude, however.
I do think that there is opportunity in some companies to make huge profits from this disaster and that is worth us looking into. I know we already hold a stake in CEMEX and after doing some research it is evident to me that CX did enter the Japanese market however they have not gained any significant market share. The largest market share of the cement industry in Japan goes to Taiheiyo Cement Corp. There has been some volatility in this stock which trades under ticker THYCY, however my main reason for this post is to challenge our group to start thinking of other industries that stand to benefit from this tragedy. Keep in mind Japan is the 3rd largest economy in the world, they will rebuild, they have the money to do so and the manpower to pull it together... let's try to be on the WINNING team!
3 comments:
up 17% since posting... no comments from TM :(
Nice work buddy.
In the five days after you posted, the stock jumped like 20%.
Looks like you weren't the only one thinking they'd benefit from the disaster...
I didnt even see that original post..my bad
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