“The Week”: Cautious confidence

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  François Bloch
  Experte

Switzerland

The shares of Baloise (ticker symbol: BALN SW) are on course for success. They have gained 25.53% since the turn of the year 2024/2025. Operating profit (EBIT) could rise to CHF 674.1 million by 2027. At the same time, the EBIT margin could improve to 9.01% in the same period. This positive development explains the increased interest.
Trading strategy: Reload.

The securities of Swissquote (ticker symbol: SQN SW) are developing into a real high-flyer. Since the beginning of 2024, they have recorded a price increase of 62.79%. This development is also reflected in analysts’ expectations. EBIT is expected to rise to CHF 415.1 million by 2027 – an outstanding result compared to other Swiss financial stocks.
Trading strategy: Only reinvest the dividend.

The shares of Zurich Airport (ticker symbol: FHZN SW) are coming back into focus – so far largely unnoticed by the major financial investors, but probably not for much longer. EBIT could rise to CHF 486.2 million by 2027 – a remarkable increase in the view of many analysts. Although the price/earnings ratio is slightly higher than that of Vienna Airport, there is an opportunity for investors to set accents here.
Trading strategy: Reload.

The share price potential of Geberit (ticker symbol: GEBN SW) has not yet been exhausted. The company with a market capitalization of CHF 21.82 billion could increase its EBIT to CHF 880.9 million by 2027 – a significant improvement compared to previous years.
Trading strategy: Reload.

The shares of Swiss Prime Site (ticker symbol: SPSN SW) also deserve attention. The book value per share could rise to CHF 95.08 by 2027. The decisive factor for success is that the dividend distribution will be reinvested in new shares.
Trading strategy: Reload.

Europe

The shares of Raiffeisen Bank International (ticker symbol: RBI AT) are now really taking off on the Vienna Stock Exchange. The book value per share could rise to EUR 67.96 by 2027. More impressive for me is the possible development of the dividend per share over the same period: to EUR 1,874. In my eyes, that is extremely strong.
Trading strategy: Reload.

For the first time, the British title Smith & Nephew (ticker symbol: SN LN) caught my eye. According to my models, the operating result (EBIT) should rise to USD 1.417 billion by 2027. The EBIT margin should exceed the 20% mark for the first time in 2027.
Trading strategy: New.

The shares of Mediobanca (ticker symbol: MB IM) are a strong stock. They attract with an expected dividend yield of 8.33% in 2026 and a potential EBIT growth from EUR 1.539 bn to EUR 2.353 bn between 2022 and 2027. I like the expected EBIT margin of 57.9% for 2027.
Trading strategy: Reload.

The business strategy of Heidelberg Materials (ticker symbol: HEI GY) is convincing across the board. The book value per share could grow to EUR 127.12 by 2027. In addition, the expected dividend yield in 2027 could exceed the 2% mark for the first time in the company’s history.
Trading strategy: Reload.

Land in sight at last – and for patient investors, perseverance pays off with the DWS Group (ticker symbol: DWS GY) is paying off. EBIT could climb to EUR 1.362 bn by 2027. In my view, it is crucial to reinvest the dividends in new shares.
Trading strategy: Now you are reaping the rewards of your perseverance.

My models are optimistic with regard to the shares of UniCredit (ticker symbol: UCG IM). EBIT could grow to EUR 16.065 bn by 2027 – a strong increase. The expected EBIT margin of 62.12% for 2027 speaks for itself.
Trading strategy: Reload.

Erste Group Bank (ticker symbol: EBS AT) offers incredible potential. EBIT could rise to EUR 7.736 billion by 2027. At the same time, the dividend could climb to EUR 4,054 – a steep increase.
Trading strategy: Reload.

The Dutch insurer NN Group (ticker symbol: NN NA) is interesting in my view. EBIT could grow to EUR 2.809 bn in 2027, and the expected dividend growth from EUR 2.79 to EUR 4.232 is particularly pleasing in my view.
Trading strategy: New.

USA

For growth-oriented investors, there is currently hardly any way around Shopify (ticker symbol: SHOP US). The specialist for technology solutions in retail could massively increase its operating result (EBIT) to USD 33.63 billion by 2027.
Trading strategy: Reload.

The US stock is exciting BWX Technologies (ticker symbol: BWXT US) is exciting. The company is showing impressive clout. EBIT could rise to USD 592.2 million by 2027. The EBIT margin could reach a level of 15.88% in 2027 – a figure that should attract new groups of investors.
Trading strategy: Reload.

The US company Fabrinet (ticker symbol: FN US) also appears attractive. The operating result (EBIT) could probably rise to USD 481.5 million by 2027. The return on equity could be 10.43% in 2027 – a figure that further increases the long-term attractiveness.
Trading strategy: Reloading.

Also worth a look is Steris (ticker symbol: STE US), the world’s leading provider in the field of infection control. EBIT could rise to USD 1.65 billion by 2028. At the same time, the EBITDA margin would also reach a new high of 29.37%. According to my models, the book value should grow by 32.22% in this period.
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.