Big Call Screening: Deutsche Telekom, Johnson & Johnson, Hershey's, CME Group

With very strong price action, our model portfolio value Deutsche Telekom is currently impressive. The Bonn-based industry leader continues to show significant growth in mobile subscriber numbers thanks to attractive bundle offerings, while its highly profitable US subsidiary T-Mobile US is also riding the success wave thanks to its well-developed 5G network. As Deutsche Telekom aims to increasingly leverage AI in customer support, this is likely to further improve its cost base, which indicates rising consensus expectations. Given the ongoing...