“The Week”: Balance sheets at a glance

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  François Bloch
  Experte

Switzerland

The shares of Accelleron (ticker symbol: ACLN SW) recorded an impressive price increase of 22.06% within one week. By 2027, the operating result (EBIT) could increase to USD 326.2m. Despite a remarkable annual performance of +49.89% in 2025, the share is still considered undervalued with a market capitalization of CHF 6.57 billion – especially with a view to 2028.
Trading strategy: Reload.

The shares of ABB (ticker symbol: ABBN SW) have finally started to develop positively in 2025. EBIT could probably rise to USD 7.0 billion by 2027. It is important that the annual dividend is reinvested in order to benefit from the compound interest effect in the long term.
Trading strategy: Reload.

Increasing attention is being paid to the shares of Vontobel (ticker symbol: VONN SW) are attracting increasing attention. With a current market capitalization of CHF 3.87 billion, they reveal a price potential that is not immediately apparent. An increase in EBIT to CHF 442 million could be expected by 2027.
Trading strategy: Reload.

First investors position themselves specifically with UBS (ticker symbol: UBSN SW) – and with good reason. The book value per share could rise to CHF 26.99 by 2027. At the same time, the dividend per share should develop positively: to CHF 0.9703.
Trading strategy: Reload.

The shares of BKW (ticker symbol: BKW SW) should also gain traction. The book value per share could increase to CHF 121 in 2027. The dividend trend also looks convincing: to CHF 4.25. This should give the share a completely new valuation perspective.
Trading strategy: Reload.

For income-oriented investors, the Graubündner Kantonalbank (ticker symbol: GRKP SW) could be of interest to income-oriented investors. The dividend per share could increase to CHF 50 by 2027. This would make the stock an attractive option for dividend hunters.
Trading strategy: Reload.

Europe

The shares of Legrand (ticker symbol: LR FP) are developing into a real stock market jewel in France. The company operates in a forward-looking industry and its operating result (EBIT) could increase to EUR 2.141 billion by 2027. The expected dividend yield of 2.23% in 2027 is encouraging.
Trading strategy: Reload.

Telenor (ticker symbol: TEL NO), the Norwegian telecommunications group, is turning out to be a silent dividend pearl. The book value per share could rise to NOK 53.21 by 2027. The decisive factor is that the dividends paid out are reinvested annually in order to make the most of the long-term potential.
Trading strategy: Reload.

I am still convinced by the development at Euronext (ticker symbol: ENX FP). EBIT is expected to rise to EUR 1.119 bn in 2027. The forecast EBIT margin of 20.58% in 2027 is strong in this market segment. This is complemented by an expected dividend yield of 2.31%.
Trading strategy: Reload.

I find the development of Safran (ticker symbol: SAF FP) appears to be extremely interesting. The company could increase its operating profit to EUR 6.237 bn by 2027. At the same time, the dividend would be raised to EUR 4,476.
Trading strategy: Reload.

After a long and difficult phase, Deutsche Bank (ticker symbol: DBK GY) is now much more stable. The book value per share could improve to EUR 39.74 by 2027. The expected development of the dividend, which should increase to EUR 1.26 in 2027, strikes me as positive. Here, too, it is advisable to reinvest the dividend in new shares.
Trading strategy: Reload.

The Italian company Unipol Assicurazioni (ticker symbol: UNI IT) is also included in this selection. EBIT could improve to EUR 1.838 billion by 2027, while the book value per share could rise to EUR 14.90 in the same period. Here, too, the dividend should be reinvested in order to make the most of the long-term potential.
Trading strategy: Reload.

A particularly exciting development could take place at Munich-based engine manufacturer MTU Aero Engines (ticker symbol: MTU GY) could be particularly exciting. The operating result could more than double to EUR 1.462 billion by 2027 – a remarkable development. There are also signs of a slight increase in the dividend. Although it does not match the payouts of American competitors, the trend remains positive.
Trading strategy: Reload.

USA

There is an exciting opportunity for growth-oriented investors in Talen Energy (ticker symbol: TLN US). The US energy company’s operating result (EBIT) could rise to USD 1.125 billion by 2026 – a sharp increase. The only fly in the ointment: there is no dividend payout.
Trading strategy: Reload.

The US securities broker Interactive Brokers (ticker symbol: IBKR US) seems particularly promising. The company impresses with its operational strength. EBIT could increase to USD 4.902 billion by 2027. The forecast EBIT margin of 74.48% in 2027 would further underline profitability and should attract new investor groups.
Trading strategy: Reload.

Also Oracle (ticker symbol: ORCL US) also deserves attention. The technology group could increase its EBIT to USD 38.602 billion by 2027. The forecast return on equity of 41.31% in 2027 would underline the high return on capital and makes the stock attractive in the long term.
Trading strategy: Reload.

The aircraft spare parts specialist Howmet Aerospace (ticker symbol: HWM US) continues to appeal to me. EBIT could increase to USD 2.667 billion by 2027. The EBITDA margin of 27.27% that I expect in 2027 is impressive and the book value per share could rise by a strong 91.12% in this period.
Trading strategy: Reload.

US bank shares also show solid potential Bank of New York (ticker symbol: BK US). Operating income could rise to USD 7.751 billion by 2027. The dividend per share is likely to rise to USD 2,434 in the same period.
Trading strategy: Reload.

In the long term, I also believe that the Amphenol Corporation (ticker symbol: APH US), a specialist in connectors. EBIT could increase to USD 5.820 billion by 2027. At the same time, the book value per share could rise to USD 14.62.
Trading strategy: Reload.

Yours sincerely,
François Bloch

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