According to Jefferies, These are two Winners from the Investment Initiative in Germany!

Jefferies draws attention today with a positive study on German growth companies from the mid-market. The opportunities arising from the investment package and a potential ceasefire have been explored. According to the analysts, this provides a good basis for a reassessment in growth sectors as well as in cyclical companies. Favorites include Befesa, Bechtle, Cancom, Sixt, and PVA Tepla. Notably, two stocks stand out due to simultaneous upgrades! The German investment package: opportunities for IT and automation The German investment package,...