“The Week”: Deal

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  François Bloch
  Experte

Switzerland

The VAT Group (Stock symbol VACN SW) has continued to gain momentum. Since the start of the year, the stock has risen 71.91%. Earnings before interest and taxes (EBIT) are expected to rise from CHF 228.6 million to CHF 599.6 million between 2023 and 2028. This would provide a much clearer context for the stock’s strong performance in recent months, given its market capitalization of CHF 19.98 billion. Given the attractive outlook, it may make sense to reinvest the dividend annually in new shares.
Trading strategy: Reloading

Richemont (Stock symbol: CFR SW) is expected to turn a profit in 2026. Operating profit (EBIT) could rise from EUR 4.794 billion to EUR 6.458 billion between 2024 and 2029, which would help explain the stock’s recent surge. Of particular interest would be the potential increase in the dividend per share from EUR 2.787 to EUR 4.79 over the same period.
Trading strategy: Reloading

The Technology Stock Inficon (Stock symbol: IFCN SW) has delivered impressive stock market performance: Since the start of the year, the stock has risen by 72.87%. The operating profit (EBIT) of this stock, which has a market capitalization of CHF 4.18 billion, could rise from USD 135 million to USD 205.2 million between 2023 and 2028. This would provide fundamental support for the positive trend seen over the past six months. Here, too, consistent reinvestment of the annual dividend could potentially create added value.
Trading strategy: Reloading

Europe

ASM International (Stock symbol: ASM NA) is having an exceptionally strong year on the stock market. Since the beginning of the year, the stock has risen by 96.10%, which stands out in a European comparison. Book value per share could rise from EUR 65.58 to EUR 144.80 between 2023 and 2028. The dividend per share could also rise from EUR 2.75 to EUR 5.496. As a result, the stock’s previous weakness would likely fade into the background.
Trading strategy: Reloading

In my view, Symrise (Stock symbol: SY1G) remains an attractive German blue-chip stock. Book value per share could rise from EUR 25.41 to EUR 33.90 between 2023 and 2028. Combined with a potential EBIT margin of 16.34% in 2028 and an expected dividend yield of 1.74%, this would likely paint a coherent overall picture.
Trading strategy: Reloading

The BAWAG (Stock symbol: BG AT) could continue to please investors in the future. Book value per share could rise from EUR 42.14 to EUR 72.17 between 2023 and 2028. For the stock, with a market capitalization of EUR 12.43 billion, a dividend of EUR 9.36 per share would be possible in 2028. Combined with an expected dividend yield of 5.80%, this would result in an attractive return profile.
Trading strategy: Reloading

The pan-European stock exchange operator Euronext (Stock symbol: ENX FP) is on a steady upward trend and is poised to reach new record highs. Earnings per share could rise from EUR 4.83 to EUR 8.665 between 2023 and 2028. In 2028, the EBIT margin could reach a new record high of 59.22%. Historically speaking, this would be considered very strong.
Trading strategy: Reloading

Infineon (Stock symbol: IFX GY) is and remains an attractive German chip manufacturer with clear cyclical leverage. If the upward trend continues through the end of 2028, book value per share could rise from EUR 13.05 to EUR 18.46 between 2023 and 2028. This would create a solid foundation for further operational progress for the stock, with a market capitalization of EUR 104 billion.
Trading strategy: Reloading

US/CAN

The stock of LAM Research (Stock symbol: LRCX US) remain an interesting investment for speculative investors. Operating profit (EBIT) could rise from USD 5.355 billion to USD 12.968 billion between 2023 and 2028. If this trend materializes, the potential growth by 2028 would be quite remarkable.
Trading strategy: Reloading

As a specialist in measurement equipment for the semiconductor industry, Onto Innovation (Stock symbol: ONTO US) targets a structurally attractive market. Operating profit (EBIT) could increase from USD 195.4 million to USD 644.2 million between 2023 and 2028. The EBIT margin could reach an impressive 34.47% in 2028.
Trading strategy: Reloading

Casey’s General Stores (Stock symbol: CASY US) is currently proving to be a very resilient retail stock. Operating profit (EBIT) could grow from USD 639.3 million to USD 1.229 billion between 2023 and 2028. This would indicate further growth potential in the coming years.
Trading strategy: Reloading

SharkNinja (Stock symbol: SN US) has performed strongly on the stock market. Operating profit (EBIT) could rise from USD 638.3 million to USD 1.470 billion between 2023 and 2028. A return on equity of 16.74% in 2028 would be a very strong figure for this sector.
Trading strategy: Reloading

In my view, ATI International (Stock symbol: ATI US) remains a high-quality industrial stock. Operating profit (EBIT) could rise from USD 488.5 million to USD 1.182 billion between 2023 and 2028. This would give the stock a market capitalization of USD 27.09 billion. An EBIT margin of 20.27% in 2028 would further bolster its attractive long-term profile.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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