The construction company addressed many megatrends - including the security of supply for critical raw materials!
Hochtief is fundamentally not cheaply valued, but is building the infrastructure of the future and benefiting from government initiatives.
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The stock of Hochtief has developed well in recent months, but its potential is likely not fully realized yet, as the company is involved in too many megatrends. Hochtief builds data centers for Meta, and the U.S. company plans to have data centers that are nearly as large as Manhattan. There are still enormous potentials for large contracts with Hochtief. The infrastructure packages, such as the €500 billion in Germany, fuel the business of building infrastructure ranging from roads to bridges to railways. Additionally, there is the early positioning...
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