Big Call Screening: RWE, Intercontinental Exchange, Hannover Rück, Mondelez International

Currently, energy providers are among the top performers. The entire industry is rightly regarded as top beneficiaries of the exponentially increasing energy demand from the AI segment, especially with the ongoing expansion of data and cloud centers, where RWE stands out as one of the favorites. The company from Essen is well-positioned with its well-developed renewable energy capacities of around 40 GW to secure further contracts in the margin-rich segment with PPA agreements for hyperscalers. In light of the still rather gloomy market environment...