“The Week”: Deadline in the customs dispute is approaching

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  François Bloch
  Experte

Switzerland

The shares of Banque Cantonale Vaudoise (stock market symbol: BCVN SW) convince me in the long term. The book value per share could rise to CHF 47.44 by 2027. Sales could increase to CHF 1.193 billion in the same period – that would be remarkable growth in this market environment.
Trading strategy: Reload.

More and more investors are interested in the shares of Avolta (stock exchange symbol: AVOL SW). The company’s market capitalization currently stands at CHF 6.38 billion and could reach the CHF 7 billion mark by the end of the year. The operating result (EBIT) could grow to CHF 1.163 billion in 2027. The dividend yield, which could reach 2.6% in 2027, is interesting.
Trading strategy: Reload.

The shares of Swiss Re (stock exchange symbol: SREN SW) have stabilized over the course of 2025 and are now heading back to previous highs. The reason for this is what I see as an excellent outlook for the future. The operating result (EBIT) could rise to USD 7.089 billion by 2027. According to my current analyses, sales could exceed the USD 50 billion mark for the first time in 2028.
Trading strategy: Reload.

Europe

After years of steady share price declines, the Danish wind power specialist Vestas Wind Systems A/S (stock exchange symbol: VWS DC) is finally on the rise again. Since the turn of the year 2024/2025, the share price has risen by 13.73%. The operating result (EBIT) could improve to EUR 1.898 million by 2027. Investors can also look forward to an attractive dividend payment in 2026.
Trading strategy: Reload.

The Dutch brewery group Heineken (stock exchange symbol: HEIA NA) is performing strongly. The book value per share could rise to EUR 41.63 in 2027. The dividend could also develop positively: to EUR 2,617 (2027). It makes sense to reinvest the dividend annually in new shares.
Trading strategy: Reload.

From a dividend perspective, the Austrian OMV (stock exchange symbol: OMV AT) is particularly interesting. A dividend yield of 9.15% is expected for 2026. With an expected EBIT margin of 12.22% in 2027, the share remains an attractive choice.
Trading strategy: Reload.

Away from the major European banks, the Dutch bank ABN Amro Bank (stock market symbol: ABN NA) is performing strongly. The operating result (EBIT) could rise to EUR 3.697 billion in 2027. A dividend yield of 5.34% is forecast for 2026 with further upside potential.
Trading strategy: Reload.

The shares of the Spanish Banco Santander (stock market symbol: SAN SM) are performing excellently. Profit before taxes could rise to EUR 37.980 billion by 2027. An EBIT margin of 12.27% and a dividend yield of 3.8% are expected for 2027, which should make the shares even more attractive.
Trading strategy: Reload.

USA

The smaller US technology stock Sharkninja (stock market symbol: SN US) has the potential to really take off on the stock market in the coming years. The operating result (EBIT) could rise to USD 1.217 billion by 2027.
Trading strategy: Reload.

Of particular interest is the American component manufacturer TE Connectivity (stock market symbol: TEL.W US). The operating result (EBIT) could increase to USD 3.810 billion by 2027. The return on equity could reach 21.87% in 2027, which should make the stock more attractive in the long term.
Trading strategy: First time on the list.

The US electrical components manufacturer Emcor (stock market symbol: EME US) is experiencing a real upswing. The expected key financial figures underline the potential of the USD 24.49 billion company. The operating result (EBIT) could improve to USD 1.638 billion by 2027. What impresses me is the potential development of earnings per share, which could rise by 272% in the same period.
Trading strategy: New on the list.

One of the most promising stocks in the Nasdaq-100 is the cybersecurity specialist Crowdstrike (stock market symbol: CRWD US), which is reflected in the expected financial figures. The operating result (EBIT) could improve to USD 1.864 billion by 2028. The only catch is that no dividend will be paid.
Trading strategy: Reload.

The shares of Synopsys (stock market symbol: SNPS US) are returning to their former strength. The operating result (EBIT) could rise to USD 3.642 billion by 2027. More impressive for me could be the development of the book value per share, which should increase to USD 95.49 over the same period.
Trading strategy: Reload.

Yours sincerely,
François Bloch

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