“The Week”: Economic concerns

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  François Bloch
  Experte

Switzerland

The long wait has paid off for investors in Medacta (tracker symbol: MOVE SW) has paid off. The stock, which has a market capitalization of three billion Swiss francs, got off to a flying start on the Swiss stock exchange this year – with a share price increase of 39.59 percent. The operating result (EBIT) could rise to EUR 142.8 million in 2027. The excellent future prospects are now giving the share a noticeable tailwind.
Trading strategy: Reload.

In the current environment of low interest rates, the shares of Luzerner Kantonalbank (tracker symbol: LUKB SW) are enjoying growing popularity. An expected dividend yield of 3.54% and an estimated price/earnings ratio of less than 12.8 points as at 2027 make the shares attractive. Although the share has a market capitalization of CHF 3.62 billion, this aspect is put into perspective with a long-term investment.
Trading strategy: Reload.

Sulzer (tracker symbol: SUN SW) has once again attracted the interest of institutional investors by surpassing the CHF 5 billion mark in market capitalization. The operating result (EBIT) could increase to a strong CHF 520.1 million by 2027 – a development that is entirely realistic in view of the order volume, even if it seems extraordinary in the current market environment.
Trading strategy: Reload.

Europe

The concerns surrounding Argenx (tracker symbol: ARGX BB) have turned into real confidence since last week. The operating result (EBIT) could improve to a strong EUR 2.207 billion by 2027 – a remarkable turnaround. Investors should look to the future with calm and confidence. However, it should be noted that this investment is subject to increased market volatility.
Trading strategy: Hold.

The Spanish insurance company Mapfre (tracker symbol: MAP FP) is in top form according to my models. The operating result (EBIT) could rise to EUR 2.362 bn by 2027. For the investment decision, it is essential to reinvest the annual dividend in new shares. The expected dividend yield is currently an attractive 5.94%.
Trading strategy: Reload.

Poste Italiane (tracker symbol: PST IM) continues to be excellently positioned. The operating result (EBIT) could grow to EUR 3.456 bn by 2027, which is a remarkable development in my view. At the same time, the dividend could increase by more than 102%. The outlook therefore seems promising to me.
Trading strategy: Reload.

The shares of ENI S.p.A. (tracker symbol: ENI IM) also look attractive. The focus is on the forecast dividend yield of 7.39% for 2026 with a simultaneous increase in the book value to EUR 16.69. The annual reinvestment of the dividend also applies here.
Trading strategy: Reload.

The Belgian insurer Ageas (tracker symbol: AGS BB) offers long-term potential. The operating result (EBIT) could improve to EUR 1.925 billion by 2027. The dividend could rise to EUR 4,282 in the same period. It is also interesting to note that the book value could increase to EUR 56.58.
Trading strategy: Reload.

USA

Growth-oriented investors are now betting on Generac Holdings (tracker symbol: FIX US). The operating result (EBIT) of the US energy company could almost double to USD 776.2 million by 2027. At the same time, the book value could rise by an impressive 72% in the same period.
Trading strategy: back in focus.

eBay (tracker symbol: EBAY US) is currently celebrating an impressive stock market comeback. The company is showing great operational strength again. Earnings per share could rise to USD 4,898 by 2027. I currently expect a return on equity of 59.49% by 2027.
Trading strategy: Reload.

The concerns surrounding Monolithic Power (tracker symbol: MPWR US) should have evaporated in view of the share price performance. Since the beginning of 2024/2025, the share price has risen by 32.77%. The operating result (EBIT) could almost double to USD 1.345 billion by 2027. The dividend payout could also grow by over 122% in the same period.
Trading strategy: Reload.

The shares of Synopsys (tracker symbol: SNPS US) are in attack mode. Since the turn of the year 2024/2025, the performance has been +27.46%. According to my model calculations, EBIT could rise to USD 5.120 billion by 2027. For me, the USD 114 billion stock is a real “hidden champion”.
Trading strategy: Reload.

If you want to bet on a solid growth story, you should look at CoStar (tracker symbol: CSGP US) should take a closer look. The operating result (EBIT) could increase to USD 617.5 million by 2027. Here you are buying a stock with reliable, long-term growth momentum.
Trading strategy: New.

A strong candidate is ResMed (tracker symbol: RMD US). EBIT could increase to USD 2.195 bn by 2027. According to my models, the EBITDA margin should reach 36.45% by 2027 – a real quality feature. Book value per share could grow by an impressive 148.2% in the same period.
Trading strategy: Reload.

Yours sincerely,
François Bloch

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Disclaimer
payoff Media AG and François Bloch receive neither payments nor commissions from the products mentioned.