One swallow does not make a summer in our view, but the Q2 figures looked sequentially and yoy much stronger. Care Delivery made the strongest contribution, whereas Care Enablement’s margin still has a long way to go to reach the target level. The management was confident that the company could report a stronger H2 over H1. The Q2 was above our expectations and a strong beat to consensus at many of the profitability levels (revenues: +0.7%; EBIT: +28.9%; net profit: +47.7%). Investors have som ....