“The Week”: CPI Takes Center Stage

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  François Bloch
  Experte

Switzerland

Shares of Inficon (ticker symbol: IFCN SW) have risen 76.52% since the start of the year. Book value per share could rise from USD 13.91 to USD 30.01 between 2023 and 2028. The dividend payout could jump from USD 2.264 to USD 3.707 during the same period. It would be advisable to reinvest the dividend in new securities each year.
Trading strategy: Reload

Thanks to a significantly improved overall outlook, the investment community is once again gaining confidence in the securities of Sonova (ticker symbol: SOON SW). Operating profit (EBIT) could rise from CHF 746.7 million to CHF 963.9 million between 2023 and 2029. It would be advisable to reinvest the dividend in new shares annually.
Trading strategy: Add to position

The Stock Market Express of the VAT (ticker symbol: VACN SW) has picked up speed once again in recent days. Since the start of the year, the stock has risen by 64.08%. Book value per share could rise from CHF 25.24 to CHF 46.69 between 2023 and 2028. Given an expected dividend yield of 1.89%, it would be advisable to reinvest the dividend in new shares annually.
Trading strategy: Reload

Swatch (ticker symbol: UHRN SW) has broken free: +12.36% since the start of the year. Here, operating profit (EBIT) could rise from CHF 304 million to CHF 712.2 million between 2024 and 2028. In particular, the potential increase in the dividend per share from CHF 4.5 to CHF 5.619 between 2024 and 2028 would be very encouraging.
Trading strategy: Reload

After a period of weakness, it’s now time to “go on the offensive” at Galderma (ticker symbol: GALD SW): +11.88% since the start of the year. Operating profit (EBIT) could rise from USD 738 million to a new record high of USD 2.360 billion between 2024 and 2028. The growing dividend per share, from USD 0.169 to USD 1.18, should be reinvested annually over this period.
Trading strategy: Reload

I’m really impressed by Emmi (ticker symbol: EMMN SW): +19.59% since the start of the year. Between 2023 and 2028, the book value per share could rise from CHF 241.7 to CHF 307.8. The dividend per share could jump from CHF 15.5 to CHF 20.42 during the same period. It would be advisable to reinvest the dividend annually in new shares.
Trading strategy: Reload

Europe

The shares of BE Semiconductor Industries (ticker symbol: BESI NA) are performing strongly: Since the beginning of the year, the stock has risen by 65.53%. Earnings per share could rise from EUR 2.23 to EUR 8.779 between 2023 and 2028. The dividend is also expected to increase gradually, making an investment in the company a worthwhile long-term commitment.
Trading strategy: Reload

The stock performance of the Spanish Indra Sistemas (ticker symbol: IDR SM) is exceptional: Despite a 30.12% gain since the start of the year, it’s worth betting on this stock. The book value per share could rise from EUR 6.413 to EUR 18.6 between 2023 and 2028. It would be advisable to reinvest the dividend annually in new shares.
Trading Strategy: Add to Position

The Dutch technology stock is exceptionally well-positioned ASM (ticker symbol: ASM NA). Book value per share could rise from EUR 65.58 to EUR 155.9 between 2023 and 2028. The expected EBIT margin would be 34.57% as of 2028. The dividend is also expected to rise gradually, making an investment in the company a worthwhile prospect for the future.
Trading strategy: Reload

The shares of Legrand (ticker symbol: LR FP) are particularly attractive. Book value per share could rise from EUR 25.19 to EUR 38.66 between 2023 and 2028. With an EBIT margin of 21.02% as of 2028 and an expected dividend yield of 2.32% in 2028, everything would add up. .
Trading strategy: Reload

The Belgian energy transmission specialist has skyrocketed on the stock market Elia Group (ticker symbol: ELI BB) has soared on the stock market: +20.24% since the start of the year. The company is projecting an increase in earnings per share from EUR 4.41 to EUR 8.465 between 2023 and 2028. As of 2028, a record dividend payout per share of EUR 2.209 could be declared (dividend yield: 1.78%). The EBIT margin could reach a record high of 30.41% in 2028.
Trading strategy: Reload

The French aircraft interior designer Safran (ticker symbol: SAF FP) is reporting steadily rising figures: The stock, with a market capitalization of EUR 148 billion, is on track to reach new record highs. The dividend per share could rise from EUR 1.35 to EUR 5.734 between 2023 and 2028. The EBIT margin could reach a new record high of 18.53% in 2028.
Trading strategy: Reload

US/CAN

Conservative investors are betting on commodity stocks Anglogold (Ticker symbol: AU US). For this gold mining specialist, operating profit (EBIT) could improve from USD 759 million to USD 6.847 billion between 2023 and 2028. The EBIT margin could reach a peak of 50.32% in 2028.
Trading strategy: Reload

ATI Inc. (ticker symbol: ATI US) shares are soaring on the stock market. Operating profit (EBIT) could rise from USD 488.5 million to USD 1.401 billion between 2023 and 2028. The return on equity would be 39.1% in 2028, which would be a very good figure for this sector.
Trading strategy: Reload

May I introduce you to the new high-flyer SharkNinja (ticker symbol: SN US)? Book value per share could rise from USD 10.63 to USD 34.54 between 2023 and 2028, which would underscore the company’s strategic direction. A record dividend payout is also expected in 2028.
Trading strategy: Reload

In my opinion, the stocks of Ciena (ticker symbol: CIEN US) are a real gem. The book value per share of this stock, which has a market capitalization of USD 58.38 billion, could rise from USD 19.67 to USD 42.88 between 2023 and 2028. With an EBIT margin of 26.69% in 2028, everything would add up. Trading strategy: Reload

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.