Kontron Receives a $250 million Order for 5G IoT Connectivity Modules! This Fuels the Stock Rally!

The stock of Kontron (i) (WKN A0X9EJ) is included in our model portfolio, and we increased our position in December 2024 at the reduced prices below €18. Meanwhile, the trade has a book profit of 24%. For 2025, the company provided a growth forecast and sees itself as a beneficiary of AI, as many necessary data are generated and transmitted through IoT devices. Consequently, the business should show positive momentum. Additionally, there is an expansion of positioning in the defense sector, where they offer embedded computer systems, such as...