“The Week”: Fed in Focus

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  François Bloch
  Experte

Switzerland

Shares of Swisscom (Ticker: SCMN SW) have taken off on the Swiss stock exchange: up 13.21% since the turn of the year. Step by step, the financial metrics of the CHF 33.75 billion stock continue to improve. According to the underlying models, book value per share could rise from CHF 224.3 to CHF 243.3 between 2023 and 2028, which would make an annual reinvestment of the dividend into new shares worthwhile.
Trading strategy: Reload

Zurich-based technology giant ABB (Ticker: ABBN SW) has gained 32.83% since the turn of the year, with no end to the upward movement in sight. Book value per share could rise from USD 7.28 to USD 14.3 between 2023 and 2028. The dividend payout could increase from USD 1.013 to USD 1.376 over the same period, which would make a reinvestment of the dividend into new shares worthwhile.
Trading strategy: Reload

Shares of Graubünden-based flagship company EMS-Chemie (Ticker: EMSN SW) have picked up further pace in recent days: up 44.86% since the turn of the year. The background would be an improvement in the expected book value per share from CHF 74.47 to CHF 89.17 between 2023 and 2028, which would make the share price development of recent months at this CHF 18.62 billion stock more comprehensible.
Trading strategy: Reload

Shares of Zurich-based private bank Vontobel (Ticker: VONN SW) gained 41.68% since the turn of the year. Book value per share could rise from CHF 37.85 to CHF 52.36 between 2023 and 2028, which would further explain the stock’s upward momentum. The dividend per share could increase from CHF 3 to CHF 3.581 between 2023 and 2028, which would qualify as a remarkable development.
Trading strategy: Reload

SPI index stock Bachem Holding (Ticker: BANB SW) continues its positive development: up 28.46% since the turn of the year. According to the quantitative models, operating income (EBIT) could improve from CHF 129.4 million to a new record high of CHF 334.8 million between 2023 and 2028, which would be remarkable given the current market environment. The growing dividend payout per share of CHF 0.8 to CHF 1.229 could be reinvested annually over this period.
Trading strategy: Reload

Europa

Shares of Austrian infrastructure provider Strabag (Ticker: STR AV) are seeing a marked upswing: since the start of the year, the stock has risen 31.11%, a strong result by European standards. According to current analyses, operating income could rise from EUR 880.2 million to EUR 1.358 billion between 2023 and 2028, which would be highly significant. Earnings per share could also improve from EUR 2.2 to EUR 3.35, which would make an investment more attractive going forward.
Trading strategy: Reload

The long-term price development of Norway’s Var Energi (Ticker: VAR NO) can be described as exceptional: despite a gain of 60.97% since the turn of the year, the stock is still considered promising. Book value per share could rise from USD 0.6012 to USD 0.6753 between 2023 and 2028. The dividend could increase from EUR 0.31 to EUR 0.43 over the same period, which would suggest an increase in positioning.
Trading strategy: Reload

Austrian gas specialist OMV (Ticker: OMV AT) currently presents itself as an excellently positioned stock: in the current year 2026 alone, the share has gained 51.20%, a strong result compared with the return of its home market index. Book value per share could improve from EUR 55.75 to EUR 58.53 between 2023 and 2028. The expected EBIT margin would stand at 18.68% in 2028, which would be an excellent figure for the company by historical comparison, with an annual reinvestment of the dividend into new shares also worth considering, given that this strategy has proven very successful for this stock in the past.
Trading strategy: Reload

Shares of Italy’s Eni (Ticker: ENI IM) currently qualify as an attractive stock. Dividend per share could rise from EUR 0.94 to EUR 1.19 between 2023 and 2028. With an EBIT margin of 12.87% by 2028 and an expected dividend yield of 4.96% in 2028, the overall picture would support a position.
Trading strategy: Reload

Shares of Vienna-based Raiffeisen Bank International (Ticker: RBI AV) gained 48.70% since the turn of the year. An improvement in earnings per share is projected between 2023 and 2028, from EUR 6.93 to EUR 7.26. By 2028, a record dividend payout per share of EUR 2.632 is projected (dividend yield: 3.96%). The EBIT margin could reach a record 45.59% in 2028.
Trading strategy: Reload

Shares of German technology stock Infineon (Ticker: IFX GY) continue to trend steadily upward: up 55.21% since the turn of the year. Book value per share could grow from EUR 13.05 to EUR 19.32 between 2023 and 2028. The EBIT margin could reach a new record of 25% in 2028, which would represent a strong figure for the company by historical standards.
Trading strategy: Reload

Shares of French energy specialist Schneider Electric (Ticker: SU FP) are considered attractive, with the upward trend expected to continue through the end of 2028. Book value per share at this EUR 164 billion stock could rise significantly from EUR 46.79 to EUR 59.81 between 2023 and 2028.
Trading strategy: Reload

US/CAN

US technology stock Ciena (Ticker: CIEN US) is considered a stock with major potential on the more speculative side. Operating income could improve from USD 575.3 million to USD 2.997 billion between 2023 and 2028, which would represent an enormous increase.
Trading strategy: Reload

Conservatively oriented investors are backing cybersecurity specialist Cloudflare (Ticker: NET US). At this globally active sector champion, book value per share could improve from USD 2.261 to USD 9.337 between 2023 and 2028. Return on assets (ROA) could reach a peak of 10.62% in 2028.
Trading strategy: Reload

Stock market high-flyer Coherent (Ticker: COHR US) currently presents a very strong chart picture. Operating income (EBIT) could grow from USD 709.5 million to USD 5.114 billion between 2024 and 2028, which would represent an exceptionally strong increase.
Trading strategy: Reload

Shares of semiconductor stock Amkor (Ticker: AMKR US) are developing dynamically on the stock market. An increase in book value per share from USD 16.12 to USD 25.73 is projected between 2023 and 2028. Return on equity is expected to stand at 13.33% in 2028, which would represent a very good figure for this sector.
Trading strategy: Reload

Teradyne (Ticker: TER US) ranks among the particularly interesting stocks on the market. Book value per share at this USD 59.37 billion stock could rise from USD 16.37 to USD 43.48 between 2023 and 2028. With a record return on equity (ROE) of 42.3% in 2028, the overall picture would appear compelling – a stock with a multi-year outlook.
Trading strategy: Reload

Warmest regards,
François Bloch

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Disclaimer
Lucht Probst Associates AG and François Bloch receive neither payments nor commissions in connection with the products mentioned.