Big Call Screening: WalMart, RATIONAL, T-Mobile US and Hannover Re.

WalMart (WMT) remains one of the most exciting long-term stories among US megacaps. With its well-developed store and delivery network, it benefits from robust consumer demand in the US, although it is likely to face challenges due to the ongoing inflationary market environment and rising prices due to planned import tariffs. Thanks to its bonus program WalMart+, which drives double-digit revenue growth in the eCommerce segment, WalMart should be able to continue its profitable growth trajectory, especially since it has recently optimized its cost...