„The Week“: Recovery attempt

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  François Bloch
  Experte

Switzerland

At last, the sanitary specialist Geberit (ticker symbol: GEBN SW) is once again showing a clear upward trend. The latest quarterly results have surprised numerous financial analysts and are raising new hopes for the coming years. Under these conditions, the operating result (EBIT) could improve from CHF 755 million in 2022 to around CHF 879.8 million in 2027. This would make the share considerably more attractive, especially as the price/earnings ratio (P/E ratio) could fall below 30 points for the first time by 2027.
Trading strategy: Reloading

The shares of the Basel-based pharmaceutical giant Novartis (ticker symbol: NOVN SW), consistency is finally the keyword again. Operating profit (EBIT) is expected to increase from USD 16.665 billion to USD 23.217 billion in the period from 2022 to 2027. A remarkable increase for a group with a market capitalization of around CHF 196 billion. The price/earnings ratio (P/E ratio) could fall to below 17 points by 2026. Historically, a value below 17 is considered extremely attractive.
Trading strategy: Reloading

The shares of the food manufacturer Lindt & Sprüngli (ticker symbol: LISP SW) continue to perform excellently. After a brief period of pressure on the stock market, the Group has stabilized again. According to my models, the operating result (EBIT) should increase from CHF 744.6 million in 2022 to CHF 1.122 billion by 2027. This is an exceptionally strong performance for a chocolate manufacturer. The EBIT margin could reach a new record of 16.95% in 2027, up from 14.98% in 2022.
Trading strategy: Reloading

I am enthusiastic about the long-term prospects of Swiss Re (ticker symbol: SREN SW), which is on the verge of a significant breakthrough on the chart. The operating result (EBIT) should increase from CHF 1.221 billion in 2022 to CHF 6.904 billion by 2027. The price/earnings ratio (P/E ratio) could fall below 11 points for the first time in 2027. Important: Dividends should be reinvested annually in new shares.
Trading strategy: Reloading

The shares of Swiss Life (ticker symbol: SLHN SW) have gained further strength on the Swiss stock exchange: up 24.84% since the beginning of 2024/2025. According to my models, earnings per share should rise from CHF 47.76 to CHF 50.99 – with a market capitalization of CHF 24.75 billion. The future prospects are promising.

Europe

The shares of the Italian FinecoBank (ticker symbol: EBS AT) are on a record high. They have gained 25.49% since the beginning of 2024/25. The models forecast a promising future: the operating result (EBIT) is expected to increase from EUR 667.2 million in 2022 to EUR 1.071 billion by 2027. With a possible record-breaking EBIT margin of 72.57% in 2027, everything could be right for investors. A particular highlight is the potential dividend yield of 4.2% in 2026.
Trading strategy: Reloading

The Dutch ABN AMRO (ticker symbol: ABN NA) appears attractive to investors. A stock that hardly anyone in Switzerland has on their radar. According to my models, the operating result (EBIT) should rise from EUR 2.415 billion to EUR 3.846 billion between 2022 and 2027. The development of the dividend is particularly exciting: It could rise from EUR 0.99 to EUR 1.575 per share over the same period. Here too, it is advisable to reinvest the dividends annually in new shares.
Trading strategy: Reloading

I have a positive attitude towards the shares of the Spanish electricity producer Endesa S.A. (ticker symbol: ELE SM) positively. The book value per share should increase from EUR 5.252 to EUR 9.352 between 2022 and 2027. The expected EBIT margin of 14.43% for 2027 underlines the company’s strength in the Euro Stoxx 50 Index and makes it a potential market leader in this sector.
Trading strategy: Reloading

USA

For growth-oriented investors, an investment in the British gold mining company AngloGold (ticker symbol: AU US) could be an opportunity. The company’s operating profit (EBIT) could increase from USD 823 million to USD 5.611 billion between 2022 and 2027. The expected price/earnings ratio (P/E ratio) for 2027 is 7.98. This makes the share particularly attractive and offers considerable upside potential, provided investors remain invested for the long term.
Trading strategy: Reloading

The shares of the pharmaceutical company Incyte (ticker symbol: INCY US) have taken off on the US stock markets: up 53.44% since the beginning of 2024/2025.
This result becomes more comprehensible when looking at the operating result (EBIT): This could rise from USD 579.4 million to USD 2.237 billion between 2022 and 2027. This positive development is rounded off by a potential EBIT margin of 37.07% in 2027.
Trading strategy: Reloading

The shares of IDEXX Laboratories (ticker symbol: IDXX US) are performing excellently in the current market environment and are returning to the expected path of success on the stock market. What is particularly striking is that the operating result (EBIT) is expected to rise from USD 898.8 million to an impressive USD 1.668 billion between 2022 and 2027. The expected EBIT margin in 2027 is likely to be 32.96%.
Trading strategy: Reloading

The group specializing in infection control Steris (ticker symbol: STE US) is considered extremely attractive. The operating result (EBIT) is expected to increase from USD 1.170 billion to USD 1.654 billion between 2023 and 2028. The return on equity is expected to be 24.64% in 2028, making the share significantly more attractive in the long term.
Trading strategy: Reloading

I am from the 107 billion US dollar stock Parker Hannifin (ticker symbol: PH US) with enthusiasm. Operating profit (EBIT) should rise from USD 4.012 billion to USD 5.650 billion between 2023 and 2028. This would be a fabulous development. At the same time, the book value per share could rise from USD 79.55 to USD 147.60.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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Disclaimer
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