Zeal Network and Lang&Schwarz are not affected by tariffs. Are new favorites emerging?
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Cyclical stocks are currently "out." Titles like Daimler Truck, SMA Solar, VW, and Kion are losing over 5% in market value today due to US tariff policies. Nevertheless, there are some stocks that could temporarily become favorites because they are not affected by the tariffs. Zeal Network (i) (ZEAL24) is the leading company in Germany with a 50% market share when it comes to the online distribution of state lottery products such as "6 aus 49" or "EuroJackpot." They operate a brokerage model. It is crucial that the jackpots are high, as this attracts...
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