Trading Desk
“The Week”: A Glimmer of Hope
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François Bloch
Experte
Helvetia merges – Emmi shows strength – Schindler as the most exciting comeback candidate
Switzerland
The Helvetia Holding (ticker symbol: HELN SW) is excellently positioned in the current challenging market phase. And announced the merger with Baloise this morning. Since the turn of the year 2024/2025, the share price has risen by an impressive 21.22%. Earnings per share could more than double from CHF 5.24 to CHF 11.87 between 2023 and 2027. With an expected price/earnings ratio of less than 16 in 2027, the valuation is likely to be attractive for many investors. It can be assumed that bargain hunters will take advantage of this situation and further increase their positions.
Trading strategy: Reload.
Swiss Re (ticker symbol: SREN SW) impresses with its impressive operating momentum. The operating result (EBIT) could increase to CHF 7.230 billion by 2027. In addition, there is a steadily rising dividend, which could make the share particularly attractive for long-term investors.
Trading strategy: Reload.
Also Emmi (ticker symbol: EMMN SW) is also performing strongly. EBIT could rise to CHF 377 million in 2027. This means that the price/earnings ratio could fall below 16 points for the first time in a long time – a level that is well below the historical average and indicates an attractive valuation.
Trading strategy: Reload.
The shares of Schindler Holding (ticker symbol: SCMN SW) are among the most exciting comeback candidates of the year. Since the turn of the year 2024/2025, the share price has risen by 9.42%. The operating result could rise to CHF 1.636 billion by 2027 – a development that makes the recent share price momentum understandable. The dividends generated should be reinvested in additional shares in order to optimize long-term wealth accumulation.
Trading strategy: Reload.
Europe
The share of Société Générale (ticker symbol: GLE FP) are currently experiencing a rapid rise on the Paris stock exchange. Since the beginning of the year, the share price has risen by an impressive 45.47%. According to the current forecast, the operating result (EBIT) is set to rise to EUR 10,760 billion by 2027. The continuously increasing dividend payments are particularly attractive from a strategic perspective.
Trading strategy: Reload.
The French infrastructure group Eiffage (ticker symbol: ORA FP). Despite an already considerable price increase of 34.03% since the beginning of 2025, the share remains an interesting investment. EBIT could rise to EUR 2,786 billion by 2027. The EBIT margin could rise to 10.54% by 2027. Dividends should also be reinvested here.
Trading strategy: Reload again.
The French group Bouygues (ticker symbol: EN FP) is in an excellent position. The operating result could rise to EUR 3.009 billion by 2027. According to my models, an EBIT margin of 5.02% is expected for 2027. Reinvestment of dividends is also recommended here.
Trading strategy: Reload.
At the Dutch ABN Amro Bank (ticker symbol: DB1 GY), the stock market traffic light is green according to my models. With a market capitalization of EUR 49.52 billion, the share is well positioned. EBIT could rise to EUR 3.402 billion by 2027. The EBIT margin expected for 2027 could reach 37.21% according to my models.
Trading strategy: Reload.
The further development of Hannover Re (ticker symbol: HNR1 GY) remains exciting. Hopes for a sustained upward trend until the end of 2026 are justified. EBIT could rise to EUR 4,021 billion by 2027 – a significant leap that will further increase the attractiveness of the share.
Trading strategy: Reload.
USA
Investors should continue to hold Newmont Corporation (ticker symbol: NEM US), which is positioning itself as an exciting turnaround candidate. EBIT could rise to USD 4.242 billion by 2027. The return on equity also looks promising with a forecast 7.62% in 2027.
Trading strategy: Reloading with a view to 2027.
The share of BJ’s Wholesale Corporation (ticker symbol: BJ US) is currently trading at a new all-time high. EBIT could improve from USD 738 million to USD 975.7 million between 2023 and 2028 – a potentially strong result given the challenging situation in the retail sector. Earnings per share (EPS) could rise to USD 5,056 by 2027.
Trading strategy: Reload.
Confidence also remains high in the consumer goods sector: Philip Morris (ticker symbol: PM US) is very well positioned. Operating profit could rise to USD 18,920 billion by 2027. At the same time, earnings per share could improve to USD 8,373 – a sign of sustained profitability and efficiency.
Trading strategy: Reload again.
Canada
I really hit the bull’s eye with the Canadian Agnico Eagle Mines (ticker symbol: AEM US), which has turned out to be a real gold mine. The operating result (EBIT) could rise to USD 4,542 billion by 2027. With an expected return on equity of 11.55% in 2027, the fundamentals are convincing. The share has gained 55.39% since January 1, 2025.
Trading strategy: Reloading recommended.
Yours sincerely,
François Bloch
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