“The Week”: Ceasefire

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  François Bloch
  Experte

Switzerland

Roche (ticker symbol: ROG SW) has finally achieved a breakthrough in investment returns. Since the start of the year, the stock has risen 8.20% on the Swiss Stock Exchange. This surge is being fueled by very successful trial results for novel cancer drugs. Operating income (EBIT) could increase from USD 19.240 billion to USD 25.784 billion between 2023 and 2028.
Trading strategy: Reload

Shares of Bachem (ticker symbol: BANB SW) have risen 25.29% since the start of the year, and a reversal of this trend is not in sight. Book value per share could rise from CHF 17.68 to CHF 25.56 between 2023 and 2028. During the same period, the dividend payout could rise from CHF 0.80 to CHF 1.249. It might be advisable to reinvest the dividend in new shares.
Trading strategy: Reload

The stock market rally of Accelleron (ticker symbol: ACLN SW) has picked up speed again in recent days: +25.10% since the start of the year. Book value per share could rise from CHF 3.06 to CHF 6.6 between 2023 and 2028. This would make the stock’s price performance over the past few months – for a stock with a market capitalization of CHF 7.23 billion – much easier to understand. Over the same period, the potential dividend yield stands at 3.16%. It might be advisable to reinvest the dividend in new shares.
Trading strategy: Reload

The shares of Novartis (ticker symbol: NOVN SW) have risen by 15.78% since the start of the year. Here, operating profit (EBIT) could rise from USD 16.372 billion to USD 25.532 billion between 2023 and 2028. In particular, the potential increase in the dividend per share from USD 3.823 to USD 4.745 between 2023 and 2028 would be very encouraging.
Trading strategy: Reload

After a temporary dip, the SMI is now in “full-on rally” mode ABB (ticker symbol: ABBN SW): +35.09% since the start of the year. Operating income (EBIT) could rise from USD 4.871 billion to a new record high of USD 4.871 billion between 2023 and 2028. This would be remarkable given current market conditions. The growing dividend per share – from USD 1.013 to USD 1.364 – should be reinvested annually over this period.
Trading strategy: Reload

Europe

Shares of the Norwegian company Vår Energi (ticker symbol: VAR NO) are performing strongly: Since the beginning of the year, the stock has risen by 47.61% – a strong result by European standards. Earnings per share could rise from USD 0.38 to USD 0.45 between 2023 and 2028. The dividend is also expected to increase gradually, which would make an investment in the company all the more sensible in the future.
Trading strategy: Reloading

The Spanish bank is exceptionally well-positioned CaixaBank (ticker symbol: CABK SM). Book value per share could rise from EUR 4.93 to EUR 6.31 between 2023 and 2028. The expected EBIT margin would be 64.33% as of 2028. It might be advisable to reinvest the dividend in new shares.
Trading strategy: Reloading

The Raiffeisen Bank International (ticker symbol: RBI AT). Book value per share could rise from EUR 51.71 to an impressive EUR 75.42 between 2023 and 2028. With an EBIT margin of 45.92% by 2028 and an expected dividend yield of 4.65% in 2028, everything would be in order.
Trading strategy: Reloading

The shares of the French BNP (ticker symbol: BNP FP) look very promising. There is great hope that the upward trend will continue through the end of 2028. The book value per share of the stock, which has a market capitalization of EUR 116 billion, could rise from EUR 96 to EUR 125.7 between 2023 and 2028.
Trading strategy: Reloading

US/CAN

The Technology Stock Digital Realty Trust (ticker symbol: DLR US) has great potential. Earnings before interest and taxes (EBIT) could improve from $542.5 million to $1.622 billion between 2023 and 2028.
Trading Strategy: Add to Position

Forward-thinking investors are betting on the stock of United Rentals (ticker symbol: URI US). For this construction equipment rental specialist, operating profit (EBIT) could improve from USD 3.287 billion to USD 5.626 billion between 2023 and 2028. The EBIT margin could reach a peak of 26.92% in 2028.
Trading strategy: Reloading

I’m with the Packaging Corporation of America (ticker symbol: PKG US), which is performing very strongly on the stock market. Earnings before interest and taxes (EBIT) could grow from USD 1.101 billion to USD 1.744 billion between 2023 and 2028.
Trading strategy: Add to position.

The papers by Teradyne (ticker symbol: TER US) are rising sharply. Operating profit (EBIT) could rise from USD 547.3 million to USD 2.349 billion between 2023 and 2028. The return on equity would be 33.47% in 2028, which would be a very good figure for this sector.
Trading strategy: Reloading

May I introduce you to the medical technology specialist Quest Diagnostics (ticker symbol: DGX US)? Book value per share could rise from USD 56.82 to USD 85.64 between 2023 and 2028. This would reinforce the company’s strategic direction. A record dividend payout is also expected in 2028.
Trading strategy: Reloading

The papers by Woodward (ticker symbol: WWD US) are a real gem. The book value per share of this stock, which has a market capitalization of USD 24.97 billion, could rise from USD 33.68 to USD 49.32 between 2023 and 2028. With an EBIT margin of 19.58% in 2028, everything could fall into place. This could be a top stock for the coming years.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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Investment idea of the week

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Disclaimer
Neither Lucht Probst Associates AG nor François Bloch receive any payments or commissions from the products mentioned.