Silver Sunrise Euro TMT Daily

Daily update covering SAP's AI architecture shift at its Sapphire event, potential €4.6bn divestiture of Delivery Hero's Korean business, and RELX's growth outlook.

Key Takeaways

• 1.SAP is transitioning from offering AI features in ERP to positioning itself as the central AI layer for enterprise business workflows via its Business AI Platform and Joule agentic workspace.
• 2.RELX anticipates high single-digit organic revenue growth for its Risk division over the next decade, with AI-led productivity gains widening the delta between revenue and cost growth.
• 3.Delivery Hero is reportedly preparing to sell its South Korean asset (Woowa) at a valuation of c.€4.6bn, which is significantly above JPM's SOTP valuation of €3.0bn.

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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