Big Call: Deutsche Börse, GEA Group, Ameren, RWE
Reading Time: 2 minutes
Our model portfolio stock RWE is among the positive surprises of the current quarterly reporting season. Overall, the Essen-based industry leader continues to benefit from the exponentially increasing energy demand due to the AI boom, especially as it selectively expands its production capacities in key markets such as North America. GEA Group currently remains one of the top bulls in the cyclical sector. The plant manufacturer is currently benefiting massively from catch-up effects in the beverage and food industry and is likely to further...
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