«The Week»: Macroeconomic data set the pace

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  François Bloch
  Experte

Switzerland

Thanks to a significantly improved product lineup, the shares of Inficon (ticker symbol: IFCN SW) are once again gaining investor confidence. Earnings before interest and taxes (EBIT) could rise from USD 135.2 million to USD 234.7 million between 2023 and 2028, making it advisable to reinvest the dividend in new shares annually.
Trading Strategy: Reload

The securities of the VAT Group (ticker symbol: VACN SW) have picked up momentum again in recent days: +58.75% since the start of the year. The book value per share could rise from CHF 25.24 to CHF 46.94 between 2023 and 2028, which would make the price performance of the past few months for this CHF 18.36 billion-market-cap stock seem more understandable.
Trading Strategy: Reload

The securities of the Luzerner Kantonalbank (ticker symbol: LUKN SW) have risen 27.94% since the start of the year. The book value per share could rise from CHF 76.1 to CHF 93.19 between 2023 and 2028, which would further explain the stock’s upward momentum. The dividend per share could increase from CHF 2.5 to CHF 2.965 between 2023 and 2028, which would be considered a remarkable development.
Trading Strategy: Reload

For SPI index constituents DKSH Holding (ticker symbol: DKSH SW), the positive trend continues: +15.51% since the start of the year. According to quantitative models, operating profit (EBIT) could improve from CHF 329.9 million to a new record high of CHF 414.3 million between 2023 and 2028. The growing dividend payout per share—from CHF 2.25 to CHF 2.926—could be reinvested annually.
Trading strategy: Reload

The hearing aid manufacturer Sonova (ticker symbol: SOON SW) has been performing well for some time now: +13.38% since the start of the year. An improvement in operating income is projected for the period between 2023 and 2028, rising from CHF 669.9 million to CHF 975.2 million. The dividend per share could rise from CHF 4.3 to CHF 5.5 during the same period, making it advisable to reinvest the dividend annually in new shares.
Trading Strategy: Reload

Europe

The shares of the Dutch bank ING (ticker symbol: INGA NA) are experiencing a significant upswing: Since the beginning of the year, the stock has risen by 33.30%. According to recent analyses, operating profit could rise from EUR 11.011 billion to EUR 14.353 billion between 2023 and 2028, which would be considered extremely significant. The dividend per share could also improve from EUR 1.106 to EUR 1.655, which would make an investment in the company appear more attractive for the future.
Trading Strategy: Reload

The long-term stock price performance of the Spanish energy stock Repsol (ticker symbol: REP SM) can be described as exceptional: Despite a 74.19% increase since the start of the year, the stock continues to be viewed as promising. Book value per share could rise from EUR 21.53 to EUR 30.92 between 2023 and 2028. The dividend could increase from EUR 0.9 to EUR 1.249 over the same period.
Trading Strategy: Reload

Shares of the Dutch ABN AMRO (ticker symbol: ABN NA) are currently considered an attractive investment. The dividend per share could rise from EUR 1.51 to EUR 2.33 between 2023 and 2028. With an EBIT margin of 48.71% as of 2028 and an expected dividend yield of 5.4% in 2028, the overall situation would support taking a position.
Trading Strategy: Reload

The securities of the London- and Hong Kong-based HSBC (ticker symbol: HSBC LN) have risen by 34.62% since the start of the year. The company forecasts an increase in earnings per share between 2023 and 2028, from USD 1.14 to USD 1.985. A record dividend payout per share of USD 1.031 is projected for 2028 (dividend yield: 4.83%). The EBIT margin could reach a record high of 53.31% in 2028.
Trading Strategy: Reload

Shares of the Spanish CaixaBank (ticker symbol: CABK SM) have been on a steady upward trend: +29.39% since the start of the year. Book value per share could rise from EUR 4.93 to EUR 6.337 between 2023 and 2028. The EBIT margin could reach a new record high of 64.35% in 2028, which, in a historical context, would be considered a strong figure for the company.
Trading Strategy: Reload

The securities of the French asset manager Amundi (ticker symbol: AMUN FP) are considered attractive, with the upward trend expected to continue through the end of 2028. The book value per share of this stock, which has a market capitalization of EUR 19.6 billion, could rise significantly from EUR 55.9 to EUR 70.06 between 2023 and 2028.
Trading Strategy: Reload

US/CAN

Conservative investors are betting on the agricultural equipment manufacturer Deere (ticker symbol: DE US), Caterpillar’s biggest competitor. Book value per share could rise from $74.56 to $121.4 between 2023 and 2028. Return on assets (ROA) could reach a peak of 16.71% in 2028.
Trading Strategy: Reload

The Stock Market High-Flier Astera Labs (ticker symbol: ALAB US) is currently performing exceptionally well on the stock market. Earnings before interest and taxes (EBIT) could grow from $119.6 million to $1.687 billion between 2024 and 2028, which would represent exceptionally strong growth.
Trading Strategy: Reload

The technology stock KLA (ticker symbol: KLAC US) is one of the most interesting stocks on the market. Cash flow per share could rise from USD 2.617 to USD 6.941 between 2023 and 2028, which would underscore the company’s strategic direction. A record dividend payout is also expected in 2028.
Trading Strategy: Reload

Corebridge Financial (ticker symbol: CRBG US) is one of the most interesting stocks on the market. With a market capitalization of USD 15.37 billion, the book value per share could rise from USD 18.93 to USD 34.83 between 2023 and 2028. With a record return on equity (ROE) of 12.61% in 2028, the overall picture would look promising—a stock with long-term potential.
Trading Strategy: Reload

Sincerely, Your
François Bloch

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