Big Call Screening: Amazon, Schneider Electric, RTX, Pepsi

Despite the correction in the US technology sector, our model portfolio stock Amazon (AMZN) has recently presented itself well. Thanks to its dominant market position in online retail, the company is able to benefit from record-high sales during mega shopping events like Prime Day. Additionally, due to restructuring and the automation of intralogistics processes, significant margin improvements can also be achieved in its core business. The actual growth driver for Amazon remains its highly profitable cloud division, which is at the forefront of...