“The Week”: Customs Clearance Sparks Momentum

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  François Bloch
  Experte

Switzerland

The shares of Temenos (ticker symbol: TEMN SW) have risen by an impressive 11.70% since the beginning of 2024/2025. The operating result (EBIT) could probably improve to USD 393.4 million by 2027. At the same time, the EBIT margin should improve to 33.21%. This positive development explains the renewed investor interest in the share. The valley of tears seems to have been passed.
Trading strategy: Reload.

The shares of Galderma (ticker symbol: GALD SW) are among the stock market winners in 2025. A share price rocket with a steep ascent. EBIT could more than double to USD 1.644 billion by 2027. After the sharp rise, however, the current share price level is already very ambitious, which is why caution is recommended when making further purchases.
Trading strategy: Hold.

The technology stocks of Belimo (ticker symbol: BEAN SW) have so far flown under the radar of large institutional investors, but this is likely to change soon. Belimo is still considered a hidden technology gem. I expect EBIT to rise to CHF 329.3 million by 2027. Despite the seemingly high price/earnings ratio, the share offers attractive entry opportunities.
Trading strategy: Reload.

Investors looking for solid returns should consider Swisscom (ticker symbol: SCMN SW). In my view, it remains attractive for dividend investors. A dividend yield of 4.55% is forecast for 2026. EBIT could rise to CHF 2.399 billion, providing a reliable basis for future distributions.
Trading strategy: Reload.

The shares of Dottikon ES (ticker symbol: DESN SW) have further upside potential. The share price potential has not yet been exhausted. The company could increase its operating result to CHF 114.9 million by 2027 – very strong growth.
Trading strategy: Reload.

The financials of EFG International (ticker symbol: EFGN SW) are soaring. Book value per share could rise to CHF 9.20 by 2027. At the same time, the EBT margin should improve to 31.95%. The dividend should also develop positively – to CHF 0.7192 per share.
Trading strategy: Reload.

Europe

The world’s leading provider of analytical services, Eurofins Scientific SE (ticker symbol: ERF FP), operates in a promising industry. The book value per share could rise to EUR 35.02 in 2027 – a solid development. The only fly in the ointment is the dividend yield, which is likely to be only slightly above 1% by 2027.
Trading strategy: Reload.

At the French diagnostics specialist BioMérieux (ticker symbol: BIM FP) is finally showing signs of a sustainable turnaround – patience is paying off. Earnings per share could rise to EUR 5.60 by 2027. The dividend should be reinvested to make the most of the compound interest effect.
Trading strategy: Reload.

My models are optimistic about the securities of the Spanish CaixaBank (ticker symbol: CABK SM). The operating result (EBIT) should rise to EUR 10.33 bn by 2027. My forecast EBIT margin of 59.78% for 2027 underlines the potential.
Trading strategy: Reload.

The Spanish stock market is becoming increasingly attractive – especially with a stock like Repsol (ticker symbol: REP SM). The book value per share could improve to EUR 27.63 in 2027, which is a strong development. The dividend should also show a clear upward trend. Those who reinvest the distributions annually will benefit twice over.
Trading strategy: Reload.

The Dutch ING Bank (ticker symbol: INGA NA) is in top form. According to my models, EBIT should rise to EUR 11.56 billion by 2027 – a strong development. The dividend yield should also be convincing.
Trading strategy: Reload.

The shares of Société Générale (ticker symbol: GLE FP) are on an upward trend and could become a highlight for the second half of 2025. The book value per share could rise to EUR 94.16 in 2027. The dividend should also develop positively.
Trading strategy: Reload.

USA

Growth-oriented investors should Comfort Systems (ticker symbol: FIX US) should keep an eye on. The US company from the energy sector could increase its operating result (EBIT) to USD 1.205 billion by 2027. The dividend could also increase by over 122% during this period.
Trading strategy: Reload.

The US mining giant Newmont Corporation (ticker symbol: NEM US) presents itself as a highly interesting long-term stock. EBIT could rise to USD 8.364 billion by 2027. The expected return on equity of 41.17% for 2027 would underline the attractiveness of the stock.
Trading strategy: Reload.

United Rentals Inc. (ticker symbol: URI, US), the leading provider of rental solutions for the construction industry in the US, presents strong fundamental data. EBIT could rise to USD 4.750 billion in 2027. Book value per share should also rise to USD 185.20 in the same period. An annual reinvestment of dividends is recommended.
Trading strategy: Reload.

The US specialist for broadband technology, Credo Technology Group (ticker symbol: CRDO US), impresses with its long-term growth strength. EBIT could multiply to USD 334 million by 2027. At the same time, the book value per share should rise to USD 6.10.
Trading strategy: New on the list.

Yours sincerely,
François Bloch

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