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> Biggest looser/Winner from Floods

mych
post Dec 30 2014, 10:07 AM, updated 4y ago

Look at all my stars!!
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Winners:
1) Commodities - Rubber/ Palm oil due to restricted supply
2) Building material for reconstruction
3)


Loosers:

1) General Insurer if loss from flood is covered - Business loss of profits/ Property damage
2) REIT with high exposure in flooded areas
3) Utilities - Cost of repair of infrastructure?
4) Banks - Potential NPL exposure

This post has been edited by mych: Dec 30 2014, 11:03 AM
ragu91
post Dec 30 2014, 11:34 AM

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Furniture ? definitely one of the biggest winner.
ComingBackSoon
post Dec 30 2014, 11:54 AM

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QUOTE(mych @ Dec 30 2014, 10:07 AM)
Winners:
1) Commodities - Rubber/ Palm oil due to restricted supply
2) Building material for reconstruction
3) General Insurer if loss from flood is covered - Business loss of profits/ Property damage
Loosers:


1) REIT with high exposure in flooded areas
2) Utilities - Cost of repair of infrastructure?
3) Banks - Potential NPL exposure
*
The general public might dump insurance companies' shares due to the immediate term's loss of profitability. In the long term, freak disasters like the ones we are facing are rare, but insurers will hike their premium to EVERYONE to reflect this year's payout.

A very good time to accumulate insurance companies' shares, if you ask me.

This post has been edited by ComingBackSoon: Dec 30 2014, 11:55 AM
supersound
post Dec 30 2014, 11:59 AM

10k Club
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All the above are winners, the only losers are the people that affected by flood.
darx84
post Dec 31 2014, 08:55 AM

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mechanic and car dealer
jusco1
post Dec 31 2014, 10:16 AM

On my way
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Joined: Apr 2009
Well, One Man Loss is Another Man's Gain....

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