Capitol Report: Company best positioned to benefit from a ‘Trump Wall’ is Mexican

Bernstein Research

Cemex has operations on both sides of the border, putting it in prime position to benefit from a Trump Wall.

It is the one thing the otherwise mercurial Donald Trump has been consistent about throughout his presidential campaign—if elected, he’ll create a wall along the U.S.-Mexican border. And it’s one he is pledging to follow through on since becoming president, at an event held Wednesday.

Analysts at Bernstein Research last summer decided to crunch the numbers to find out which companies would stand to benefit if such a barrier were to be created.

And the winner would be: Cemex CX, -3.48% , which as the name suggests, is Mexican and one of the world’s largest manufacturers of building materials, including cement and ready-mix concrete.

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