Kontron: Why the IoT Stock Could Benefit From the two Special Funds of Nearly €1 Trillion for Armament and Infrastructure!

In Germany, the CDU/CSU and SPD are looking to provide nearly €1 trillion for defense and infrastructure through two special funds. Our model portfolio stock, Kontron (i), is a potential beneficiary of both special funds due to the growing focus on the two areas of "armament" and "railways." 1.) Armament: In the fourth quarter of 2024, Kontron stepped into the spotlight as a supplier for the defense industry for the first time. The company reported two contracts worth €20 million and €165 million. The first contract includes hardware for...