Is a massive wave of digitization coming in the second half of 2025?
IT service providers like Cancom are, in my view, significant beneficiaries of a government formed by CDU/CSU and SPD.
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The federal election was won by the CDU/CSU. A coalition with the SPD is the most likely scenario. Alongside construction stocks, defense, and industrial values, I believe IT service providers like Cancom are significant winners. The CDU/CSU aims for a digital identity with its own mailbox. An Ifo study shows that a push for digitization in public administration could increase real GDP per capita by 2.7% without changing bureaucratic effort. Simplifying administrative processes for citizens and stimulating GDP should be a motivation for the governing...
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