Why the Go-To Supplier of the Federal Government Is Becoming More Important!
Secunet Security as a key cybersecurity company for Germany is expected to contribute more to the protection of critical infrastructure and the government soon.
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For the stock of Secunet Security (i), I see a potential for surprises over the next few quarters due to geopolitical developments. Sovereignty and security are becoming increasingly significant. In Europe, a sovereign infrastructure for AI, defense, and especially for space applications is being pursued. Germany is investing €35 billion in space security, hundreds of billions are flowing into defense, and further investments are intended to digitalize the public sector. This is necessary as an arms race and advancements in space applications...
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