Hurricane Melissa devastated Jamaica, causing over $8 billion USD in damage—but it also created a massive economic opportunity in the construction sector. Matthew Preston and Thaon Simms break down which JSE-listed companies are uniquely positioned to benefit from Jamaica's multi-year rebuilding wave. From cement manufacturers operating at expanded capacity to hardware wholesalers with strategic port locations, discover how the reconstruction economy is reshaping investment opportunities and which stocks are already moving in anticipation of surging demand.
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Chapters
00:00 - Introduction: Post-Hurricane Recovery
00:48 - The Construction Sector's Critical Role
03:20 - Atlantic Hardware: Wholesaler Positioned to Win
12:41 - Short, Medium & Long-Term Demand Drivers
22:38 - Berger Paints: Weather-Resistant Products & Factory Upgrades
30:56 - Lumber Depot: Strategic Property Acquisition
41:49 - Caribbean Cement: Jamaica's Sole Manufacturer
53:34 - Cargo Handlers & Western Supply Chain
57:00 - Caribbean Cement's Capacity Expansion Timing
1:03:02 - Kingston Wharves: Import Gateway for Relief
1:05:21 - Omni Industries: The Hidden Opportunity
1:09:09 - Foster Rich: Electrical & Solar Distribution
1:12:12 - JFP: Fiberglass, Roofing & Water Tanks
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❓ Which construction stock do you think will benefit most from Jamaica's rebuilding? Drop your pick in the comments!
⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.
