Shares of Ukrainian agricultural holdings may grow after the end of the active phase of the war

Shares of Ukrainian agricultural holdings on international stock exchanges may rise sharply in price after the end of the active phase of the war.

This was stated by Vitaliy Syvach, a trader at the ICU investment group, writes  Latifundist with reference to Forbes Ukraine.

According to him, military risk is currently the main deterrent factor that investors are embedding in the value of assets. As soon as the war ends and the risk is removed, the corresponding discount will subsequently disappear, which may cause a significant increase in prices, says Syvach. He added that currently the profitability of companies in the world “is not growing at the pace we would like,” which also restrains investor interest.

Syvach noted that the market is ready to pay a premium to companies with sustainable growth, so after the end of the war, investors’ attention may shift more actively towards the Ukrainian agricultural sector.

“Therefore, after the end of the war, we may see a redistribution of investors’ attention in favor of the Ukrainian agricultural sector,” the trader commented.

According to the head of the analytical department of Concorde Capital Oleksandr Parashchy, the market prices of agricultural companies’ shares are already reacting to expectations of the end of the war.

“Yes, the maximum values ​​in recent years were reached in early 2025, on the “peacemaking” rhetoric of the new US president. So we can expect that prices will increase in the event of de-escalation,” he said.

According to Parashchy, the shares of the agricultural holding MHP demonstrate the greatest growth potential.

Both experts mention among the risks the decrease in liquidity of European exchanges on which Ukrainian companies are listed.

Vitaly Syvach noted that liquidity on European exchanges is gradually decreasing, a significant part of it is now flowing to the US market, which remains the most attractive for investors due to high activity and rapid price growth. However, the Warsaw and London stock exchanges remain stable platforms, and global market cycles may once again return capital towards emerging markets.

USM previously reported that the Kernel agricultural holding is trying to sue for a terminal on the Danube.