“The Week”: Attempt at recovery

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  François Bloch
  Experte

Switzerland

After a long dry spell, the shares of Roche (ticker symbol: ROG SW) are finally gaining momentum again. They have gained 7.32% since the beginning of 2025. According to my current forecasts, operating profit (EBIT) should increase to CHF 23.903 billion by 2027. The key is to reinvest the dividend in new shares. My expected dividend yield as at 2026: 3.69%.
Trading strategy: Reload.

Also at Richemont (ticker symbol: CFR SW), the situation is brightening. The outlook for 2025 is positive. EBIT could improve to EUR 5.671 billion by 2028 – an excellent result compared to the industry as a whole, especially as the luxury sector is under pressure. In 2026, the dividend yield could reach a high of 2.4%.
Trading strategy: Reload.

The comeback of the year for me is the Logitech (ticker symbol: LOGN SW). Since the turn of the year 2024/2025, the shares have already risen by 13.62%. The outlook for operating profit is particularly exciting. An increase to USD 867.8 million could be expected by 2028. This turnaround is now also attracting large institutional investors again, who are increasingly building up positions.
Trading strategy: Reload.

Europe

The shares of Genmab (ticker symbol: GMAB DC) are finally on the rise again. They are up 17.35% since the beginning of 2025. My models paint a promising picture. The operating result (EBIT) could rise to DKK 11.865 billion in 2027. With my expected EBIT margin of 38.66% in 2027, almost everything fits here. The only fly in the ointment is that dividend payments are not planned for the time being.
Trading strategy: Reload.

Also with Argenx (ticker symbol: ARGX BB) the situation is also easing. Since the turn of the year 2024/2025, the increase is already 6.63%. EBIT could increase to EUR 2.195 billion by 2027. If this forecast is confirmed in reality, there are hardly any limits to further strong share price gains.
Trading strategy: Reload.

The shares of the Italian cable manufacturer Prysmian (ticker symbol: PRY IM) could develop into a highly exciting investment. According to estimates, EBIT could rise to EUR 2.181 billion in 2027. This would correspond to an EBIT margin of 10.06% – a remarkable level if the forecast comes true.
Trading strategy: Reload.

A few years ago, the shares of RWE (ticker symbol: RWE GY) were hardly an issue. But now a new story is emerging – this time from a dividend perspective. The dividend per share could rise to EUR 1,367 in 2027. With consistent reinvestment, a solid growth path is opening up here.
Trading strategy: Reload.

Although ABN AMRO (ticker symbol: ABN NA) is not one of the largest European banks, the share price potential is impressive. The book value per share could increase to EUR 32.12 (2027). The dividend should be reinvested annually, as the yield could increase to an impressive 6.06% by 2027.
Trading strategy: Reload.

My models at ING (ticker symbol: INGA NA). EBIT could rise to EUR 11.676 bn in 2027. My forecast EBIT margin of 46.76% in 2027 underlines the strength of the company.
Trading strategy: Reload.

USA

For growth-oriented investors, there is hardly any way around Broadcom (ticker symbol: AVGO US). EBIT could literally explode by 2027 – to USD 69.625 bn. However, the dividend yield is less convincing in my view, which could come to just 0.81% in 2026.
Trading strategy: Reload.

The little-known Nasdaq 100 stock is exciting Fabrinet (ticker symbol: FN US). EBIT could more than double to USD 589.9m by 2027. A possible EBIT margin of 10.63% in 2027 could open up new investor groups for the USD 13.22 bn company.
Trading strategy: Reload.

In my opinion, it is worth starting with Ubiquiti (ticker symbol: UI US). EBIT could rise to USD 920.2m by 2026. The EBIT margin of 32.09% in 2026 that I expect is impressive – a clear signal for me of the strength of this “hidden champion”.
Trading strategy: Reload.

Corning Incorporated (ticker symbol: GLW US), the global market leader for glass and specialty ceramic substrates, impresses me with its long-term stability. EBIT could rise to USD 4.020 billion in 2027. At the same time, earnings per share could rise to USD 2,913.
Trading strategy: New.

The Canadian gold company Agnico Eagle Mines (ticker symbol: AEM US) is showing strong growth. EBIT could rise to USD 5.269 billion by 2027.
Trading strategy: Reload.

Yours sincerely,
François Bloch

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Disclaimer
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