Big Call Screening: RWE, Iberdrola, Lockheed Martin, Safran

With a convincing price action, RWE is currently presenting itself well. Thanks to its well-developed renewable energy portfolio, the company from Germany is massively benefiting from the exponentially increasing energy demand in cloud and data centers. As it continues to optimize its portfolio through the sale of peripheral areas and the electricity demand, particularly domestically, is expected to rise further due to the emerging economic recovery, RWE's corporate results should sustainably improve in the medium term. Defensive sectors are...