Three reasons why I am bullish on Bechtle and Cancom over the next two years bullish!
Bechtle and Cancom will still suffer from reluctance to invest in the first half of 2025. From the second half of the year, tailwinds should emerge!
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The IT service providers have been correcting for three years. Currently, Bechtle and Cancom (i) are experiencing a reluctance to invest from the medium-sized companies. The change in government is hindering spending willingness. This week, I have followed investor presentations from both Bechtle and Cancom. The first half of 2025 will still be difficult. From the second half of the year, the reluctance to invest should begin to ease. Over a two-year horizon, business should gain significant momentum and boost stock prices. 1.) A new upgrade...
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