“The Week”: Cooling down

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  François Bloch
  Experte

Switzerland

The shares of Sulzer AG (ticker symbol: SUN SW) are developing increasingly dynamically and have so far recorded an increase of 13.84% in 2026. If my quantitative models are correct, operating income (EBIT) could increase from CHF 111.4 million to around CHF 521.3 million between 2022 and 2027. This would be a clear exclamation mark for the stock with a market capitalization of CHF 5.66 billion.
Trading strategy: Buy

The shares of Belimo (ticker symbol: BEAN SW) are showing a very positive trend, which is also attracting increasing interest from foreign investors. The operating result (EBIT) could improve significantly from CHF 152.4 million to CHF 319.9 million between 2022 and 2027. Investors could consistently reinvest the annual dividend in additional shares in order to benefit from the sustained increase in the share’s book value.
Trading strategy: Buy

The turbocharger component manufacturer Accelleron (ticker symbol: ACLN SW) is making a strong comeback with a share price increase of 11.13% in 2026. The operating result (EBIT) is expected to rise from USD 157 million to USD 363.5 million between 2022 and 2027. With a market capitalization of around CHF 6.42 billion, the stock could be an attractive addition to a portfolio for long-term investors.
Trading strategy: Buy

VZ Holding shares (ticker symbol: VZN SW) are performing very strongly. If my models are confirmed, the operating result (EBIT) could increase from CHF 176.2 million to around CHF 321.7 million between 2022 and 2027. The potential development of the dividend per share, which could rise from CHF 1.74 to around CHF 3.506, also appears attractive. In this case, it is advisable to consistently reinvest the dividends on an annual basis.
Trading strategy: Buy

Over the past few months, the shares of BKW (ticker symbol: BKW SW) have once again gained significant momentum. The book value per share is expected to rise from CHF 77.05 to around CHF 117.8 in the period from 2022 to 2027. On this basis, a price/earnings ratio of less than 17.6 could once again be possible by 2027. Here, too, it is advisable to consistently reinvest the dividends in additional shares on an annual basis.
Trading strategy: Buy

Europe

The stock market indicators are still clearly green for the Dutch technology stock ASM (ticker symbol: ASM NA), whose share price has risen by 28.95% in the past three months. If the underlying assumptions are confirmed, the operating result (EBIT) could grow from EUR 632 million to around EUR 1,204 billion between 2022 and 2027 – a more than convincing growth outlook. In this scenario, it is advisable to consistently reinvest the dividends in additional shares on an annual basis.
Trading strategy: Buy

Excitement is now building at Finnish pharmaceutical stock Orion (ticker symbol: ORBNV FH). If the current assumptions are confirmed, the operating result (EBIT) could improve from EUR 439.6 million to EUR 735.5 million between 2022 and 2027 – quite a remarkable development. With an expected EBIT margin of 33.1% in 2027, the operating conditions would be clearly convincing.
Trading strategy: Buy

The shares of the Swedish bank Swedbank (ticker symbol: SWED A SS) are very interesting from a dividend perspective. If the forecasts are confirmed, the expected dividend yield in 2027 could be 6.53%. Operating profit (EBIT) would increase from SEK 31.806 billion to SEK 44.965 billion between 2022 and 2027. The price/earnings ratio could be 12.3 points in 2027.
Trading strategy: Buy

The focus is on the shares of HSBC Holdings PLC (ticker symbol: HSBA LN). If the forecasts are confirmed, the expected dividend yield in 2026 could be 4.62%. The operating result (EBIT) would increase from USD 18.397 billion to USD 36.795 billion between 2022 and 2027.
Trading strategy: Buy

The shares of the French company TotalEnergies SE (ticker symbol: TTE FP) have become the new dividend king in Europe. If expectations are confirmed, the dividend yield could be 6.13% this year. The book value per share would increase from EUR 45.10 to EUR 56.80 between 2022 and 2027, underlining the company’s solid performance. In this scenario, it is advisable to reinvest the dividends in additional shares on an annual basis.
Trading strategy: Buy

The shares of the Italian company ENEL (ticker symbol: ENEL IM) are in excellent shape with a price increase of 5.95% since the turn of the year 2025/2026. If the model forecasts are confirmed, the book value per share could rise from EUR 2,821 to EUR 4,128 between 2022 and 2027. The expected dividend yield for 2027 would be 5.28%.
Trading strategy: Buy

The Franco-German aircraft manufacturer Airbus (ticker symbol: AIR FP) offers enormous long-term potential, particularly due to its attractive dividend payouts. If the forecasts are confirmed, the operating result (EBIT) would increase from EUR 5.627 billion to EUR 10.130 billion between 2022 and 2027. The expected dividend yield in 2027 could be 1.78%.
Trading strategy: Buy

US/CAN

For growth-oriented investors, it is worth investing in the shares of Iren (ticker symbol: IREN US). If the expectations are confirmed, the data center specialist’s operating result (EBIT) could increase from USD -29.48 million to an impressive USD 1.734 billion between 2023 and 2028. This would put the share on a clear path to success on the stock market.
Trading strategy: Buy

The technology value is extremely exciting KLA (ticker symbol: KLAC US) is extremely exciting. If the forecasts are confirmed, the operating result (EBIT) could increase from USD 4.302 billion to USD 7.045 billion between 2023 and 2028 – a clear sign of the company’s operational strength. The only area where the stock falls behind is the dividend payout: the expected dividend yield of 0.53% in 2027 is rather weak compared to many S&P 500 stocks.
Trading strategy: Buy

In the current market environment, the shares of the technology stock Western Digital (ticker symbol: WDC US) are performing excellently and reaching new highs. If the forecasts are confirmed, the operating result (EBIT) could increase from USD -594 million to USD 5.167 billion between 2023 and 2028 – an extraordinary development. The expected return on equity in 2028 would be 41.5%.
Trading strategy: Buy

I am fascinated by the space specialist Curtiss-Wright (ticker symbol: CW US), whose share price has risen by 20.42% since January 1, 2026. If the forecasts are confirmed, the operating result (EBIT) could increase from USD 443.1 million to USD 793.7 million between 2022 and 2027.
Trading strategy: Buy

The upward trend continues unabated with the shares of Tower Semiconductor (ticker symbol: TSEM US) on the New York Stock Exchange. If the forecasts are confirmed, the operating result (EBIT) could rise from USD 311.7 million to USD 525.7 million between 2022 and 2027.
Trading strategy: Buy

Yours sincerely,
François Bloch

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Investment idea of the week

It is important for us to provide you with a concrete investment idea. This week, François Bloch spoke out in favor of an implementation with ABB, Accelleron, Belimo and Sulzer.

A barrier reverse convertible with ISIN CH1473752231 on the four shares offers an attractive coupon of 10.00%, with a barrier at 60% and a term of 12 months as a stabilizer in any portfolio.

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