Silver Sunrise Euro TMT Daily

J.P. Morgan's daily TMT update highlights Scout24's AI-driven growth strategy, Delivery Hero's planned CEO transition, and preparations for the upcoming European TMT Conference in London.

Key Takeaways

• 1.Scout24's Capital Markets Day signaled a widening competitive moat through next-gen AI products (Scout.ai), leading to an upgraded price target to €91/share.
• 2.Delivery Hero CEO and co-founder Niklas Östberg will step down by March 2027, potentially paving the way for significant disposals of assets like Latam or Korea.
• 3.Deutsche Telekom reported a solid print with raised EBITDAaL guidance, but investor focus remains on the structural implications of a potential TMUS merger.

Table of Contents

• EU TMT TODAY
• QUICK SILVER : SNIPPETS
• Events
• AGENDA BELOW:
• Global TMT Content
• Key Research / Comments
• Key Global TMT Research
• Trading Recap
• Macro Research
• J.P. Morgan TMT Events
• J.P. Morgan TMT Contacts

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