“The Week”: Earnings Season Begins

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  François Bloch
  Experte

Switzerland

Finally, there’s been an update to the documentation for Logitech (ticker symbol: LOGN SW) is finally in sight: Since the start of the year, the stock has risen 1.32% on the Swiss Stock Exchange. This surge is being driven by the company’s successful foray into the gaming sector. Operating profit (EBIT) could rise from CHF 699.3 million to CHF 980.3 million between 2024 and 2029, meaning the stock’s upward trend would be far from over.
Trading Strategy: Reloading

EMS-Chemie (ticker symbol: EMSN SW) is regaining investor confidence thanks to a significantly improved return on equity. Operating profit (EBIT) could rise from CHF 493 million to CHF 640.4 million between 2023 and 2028.
Trading Strategy: Reloading

The Stock Market Express at the SFS Group (ticker symbol: SFSN SW) has picked up speed again in recent days: +26.34% since the start of the year. The expected operating profit (EBIT) could rise from CHF 358.6 million to CHF 432.8 million between 2023 and 2028, which would go a long way toward explaining the stock’s price performance over the past few months for this CHF 5.33 billion-market-cap stock.
Trading strategy: Reloading

The papers from Emmi (ticker symbol: EMMN SW) have soared: +20.54% since the start of the year. Here, operating profit (EBIT) could rise from CHF 258.2 million to CHF 381.6 million between 2023 and 2028, which would go a long way toward explaining the stock’s upward momentum. In particular, the potential increase in the dividend per share from CHF 15.5 to CHF 20.43 between 2023 and 2028 would be very encouraging.
Trading Strategy: Reloading

After a prolonged period of weakness, DKSH (ticker symbol: DKSH SW) is now gaining significantly again: +14.63% since the start of the year. Operating profit (EBIT) could rise from CHF 329.9 million to a new record high of CHF 411.2 million between 2023 and 2028. The growing dividend per share – from CHF 2.25 to CHF 2.893—should be reinvested annually over this period.
Trading Strategy: Reloading

The securities of VZ Holding (ticker symbol: VZN SW) are gaining momentum on the stock market, a trend consistent with the company’s improved financial situation. Earnings before interest and taxes (EBIT) could rise from CHF 218.9 million to CHF 356.5 million between 2023 and 2028, which would promise shareholders long-term stability for years to come.
Trading Strategy: Add to Position

UBS (ticker symbol: UBSN SW) is doing everything right at the moment. Operating income could grow from CHF 1.768 billion to an impressive CHF 14.993 billion between 2023 and 2028, which would mean this stock would be undervalued as of 2028. Dividends should continue to be reinvested in new shares.
Trading Strategy: Reloading

For quite some time now, I’ve been impressed by Ypsomed (ticker symbol: YPSN SW): +10.24% since the start of the year.For the period between 2024 and 2029, operating profit (EBIT) could rise from CHF 86.22 million to CHF 281.5 million. The dividend per share could increase from CHF 2 to CHF 5.83 during the same period.
Trading Strategy: Reloading

Europe

Shares of Repsol (ticker symbol: REP SM) are performing strongly: Since the beginning of the year, the stock has risen by 45.18% – an exceptionally strong result by European standards.According to my analysis, earnings per share could rise from EUR 2.46 to EUR 3.263 between 2023 and 2028, which would be extremely significant. The dividend is also likely to increase gradually, which would make an investment in the company all the more sensible for the future.
Trading strategy: Reloading

Noteworthy is the long-term stock price performance of TotalEnergies (ticker symbol: TTE FP) is noteworthy: Although the stock has risen by 23.01% since the start of the year, it may be worth betting on this stock.Book value per share could rise from EUR -2.776 billion to EUR 9.905 billion between 2023 and 2028.
Trading Strategy: Reloading

ENI (ticker symbol: ENI IM) is exceptionally well-positioned. Book value per share could rise from EUR 16.09 to EUR 19.12 between 2023 and 2028. The expected EBIT margin as of 2028 would be 11.97%, which would be a strong performance for the company by historical standards. Here, too, it would be advisable to reinvest the dividend in new shares.
Trading strategy: Reloading

Shares of the Danske Bank (ticker symbol: DANSKE DC) are very attractive. Book value per share could rise from DKK 204.4 to a whopping DKK 238.5 between 2023 and 2028. With an EBIT margin of 57.15% by 2028, everything would be in order.
Trading strategy: Reloading

On the stock market, HSBC (ticker symbol: HSBC LN) has soared by 25.32% since the start of the year. An increase in book value per share is projected between 2023 and 2028—from USD 9.515 to USD 12.32. By 2028, a record dividend payout per share of USD 1.017 could be paid for the stock, which has a market capitalization of EUR 339 billion. The EBIT margin could reach a record high of 52.81% in 2028.
Trading strategy: Reloading

Shares of UniCredit (ticker symbol: UCG IM) are on a steady upward trend: The stock, with a market capitalization of EUR 124 billion, is poised to reach new record highs on the stock market. The dividend per share could rise from EUR 1.795 to EUR 4.772 between 2023 and 2028. The EBIT margin could reach a new record high of 67.68% in 2028.
Trading strategy: Reloading

The stocks ING (ticker symbol: INGA NA) look very attractive. There is great hope that the upward trend will continue through the end of 2028. Earnings per share for this stock, which has a market capitalization of EUR 81.27 billion, could rise from EUR 15.32 to EUR 20.47 between 2023 and 2028.
Trading Strategy: Reloading

US/CAN

The storage specialist Seagate Technology (ticker symbol: STX, US) remains an interesting play from a speculative standpoint. Operating profit (EBIT) could improve from USD 413 million to USD 11.541 billion between 2023 and 2028.
Trading strategy: Reloading

Forward-thinking investors are betting on Dell Technologies (ticker symbol: DELL US). The technology specialist’s operating profit (EBIT) could improve from USD 4.375 billion to USD 7.333 billion between 2023 and 2028. The EBIT margin could reach a peak of 46.29% in 2028.
Trading strategy: Reloading

The U.S. chip sector AMD (ticker symbol: AMD US) is currently standing out on the stock market with strong earnings. Operating profit (EBIT) could grow from USD 4.854 billion to USD 35.969 billion between 2023 and 2028.
Trading Strategy: Reloading

Shares of Jazz Pharmaceuticals (ticker: JAZZ US) have taken off. Operating profit (EBIT) could rise from USD 1,650 billion to USD 2,297 billion between 2023 and 2028. The return on equity would be 43.34% in 2028.
Trading strategy: Reloading

May I introduce you to the trading specialist Bunge (ticker symbol: BG US)? Book value per share could rise from USD 78.24 to USD 104 between 2023 and 2028, which would underscore the company’s strategic direction. In 2028, a record dividend payout is also expected – one that should not be missed under any circumstances.
Trading strategy: Reloading

The papers from Marathon Petroleum (ticker symbol: MPC US) are particularly noteworthy. The book value per share of this stock, which has a market capitalization of USD 82.83 billion, could rise from USD 66.32 to USD 79.84 between 2023 and 2028. If the EBIT margin were 7.26% in 2028, everything would be fine.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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Disclaimer
Neither Lucht Probst Associates AG nor François Bloch receive any payments or commissions from the products mentioned.