“The Week”: A Sigh of Relief After the Postponement

• 

  François Bloch
  Experte

Switzerland

The shares of Lindt & Sprüngli (ticker symbol: LISP SW) are increasingly attracting the attention of foreign investors. Despite the current relatively high price/earnings ratio of 40.1 points, the positive trend continues unabated. The main reason for this is the considerable potential of the operating result (EBIT), which is expected to rise from CHF 744.6 million to CHF 1.127 billion between 2022 and 2027. This would reduce the price/earnings ratio to below 30 points by 2027.
Trading strategy: Reload.

The pharmaceutical wholesaler Galenica (ticker symbol: GALE SW), whose share price has risen 25.60% since the beginning of the year. The operating result (EBIT) could rise to CHF 253.4 million by 2027, which means that the price/earnings ratio could fall to below 21.5 points by 2027, which is below the historical average.
Trading strategy: Reload and reinvest dividends.

Another highlight on the Swiss market is the share of Swiss Prime Site (ticker symbol: SPSN SW), which recently reached a new all-time high. With a current market valuation of CHF 9.44 billion, the shares are becoming increasingly attractive for major international investors, especially as soon as the valuation threshold of CHF 10 billion is exceeded. The book value per share could improve to CHF 95.07 by 2027. Accordingly, the price/earnings ratio would fall to below 22 points by 2027.
Trading strategy: Reload.

At Nestlé (ticker symbol: NESN SW) is finally showing signs of a turnaround after the downward trend. The share price has risen by 18.22% since the beginning of 2024/2025. Financial market experts are currently taking advantage of the favorable opportunity. Positive analysts expect the book value per share to rise to CHF 17.32 in 2027.
Trading strategy: Reload.

The comeback of Ypsomed (ticker symbol: YPSN) is also impressive. Since the turn of the year 2024/2025, the share price has risen by 16.03%, surprising skeptics. Against this backdrop, the latest financial forecasts appear particularly interesting: the operating result (EBIT) could rise to CHF 343 million by 2028.
Trading strategy: Reload.

Europe

I am enthusiastic about the share price potential of Siemens Energy (ticker symbol: ENR GY). Despite an already strong price increase of +62.17% since the beginning of 2024/2025, it is still worth investing in this stock in my view. The operating result (EBIT) could rise to a strong EUR 4.773 bn by 2027. The EBIT margin should be emphasized, which should reach a strong 8.61% in 2027 according to my models.
Trading strategy: Reload.

The shares of the French infrastructure provider Vinci (ticker symbol: DG FP) is attractive. According to forecasts, pre-tax profit is set to rise to EUR 10.297 billion by 2027. An EBIT margin of 13.12% is expected for the Group in 2027, which currently has sales of EUR 70.21 billion. A dividend yield of 4.51% is also forecast for 2027.
Trading strategy: Reload.

The shares of the German construction group Hochtief (ticker symbol: HOT GY), which is heading for a new record high on the stock exchange with a market capitalization of EUR 12.42 billion. The operating result (EBIT) could rise to EUR 1.601 billion by 2027. The EBIT margin could reach a high of 4.14% for the company in 2027.
Trading strategy: Reload.

The shares of the Danish Danske Bank A/S (ticker symbol: DANKSE DC). The expectation is high that the positive share price performance will continue until the end of 2027. The operating result (EBIT) could rise to DKK 30.844 billion by 2027.
Trading strategy: Reload.

USA

The share of GE Vernova (ticker symbol: GEV US) are convincing. The operating result (EBIT) could rise to USD 4.937 billion by 2027. I am impressed by the expected return on equity, which could reach 29.61% by 2027. In addition, the dividend per share could increase by 412% by 2027.
Trading strategy: Reload.

Another highlight for me is the Crowdstrike (ticker symbol: CWD US). The cybersecurity provider with a market capitalization of USD 113 billion could increase its operating result (EBITDA) to USD 1.813 billion by 2027. With an expected EBIT margin of 24.63% in 2027, the company is excellently positioned and an exciting choice for long-term investments.
Trading strategy: Reload.

The CME Group (ticker symbol: CME US) has taken a personal liking to me. The company could significantly increase its operating result (EBIT) to USD 5.150 billion by 2027. Such defensive stocks are particularly useful for ensuring a balanced portfolio structure and not focusing too heavily on a single sector.
Trading strategy: Reload.

I wish you an exciting, shortened trading week.

Yours sincerely,
François Bloch

____

Disclaimer
payoff Media AG and François Bloch receive neither payments nor commissions from the products mentioned.