Big Call Screening: Deutsche Telekom, WalMart, SAP, McDonald’s

Following the sell-off in the technology sector triggered by the success of the Chinese AI start-up DeepSeek, stocks from defensive industries are once again coming into focus for investors. In particular, our model portfolio stock Deutsche Telekom is emerging as one of the favorites. The leading fixed-line, internet, and mobile communications provider is currently benefiting from dynamic growth, especially in the high-margin mobile and broadband segments, thanks to attractive bundle and Family & Friends tariffs, while its mobile subsidiary T-Mobile...