Trading Desk
“The Week”: Fed Minutes Put Consumer Spending to the Test
-
François Bloch
Experte
Repsol Catapulted to the Top – Neste Oyj Continues to Be Considered a High-Flier – Ypsomed Sets New Records
Switzerland
The Papers of the Zurich Financial Planner VZ Holding (ticker symbol: VZN SW) have taken off on the Swiss Stock Exchange: up 17.40% since the start of the year. This surge is fueled by the acquisition of numerous new clients, bucking the market trend in the first half of 2026. Operating profit (EBIT) could increase from CHF 218.9 million to CHF 396.6 million between 2023 and 2028.
Trading strategy: Reload
Shares of the insulin pen specialist Ypsomed (ticker symbol: YPSN SW) have surged: +26.04% since the start of the year.Book value per share could rise from CHF 45.26 to CHF 95.63 between 2023 and 2028. It might be advisable to reinvest the dividend in new shares. This could cause the dividend payout to rise from CHF 2.00 to CHF 5.923 over the same period.
Trading strategy: Reload
For quite some time now, I’ve been impressed by Accelleron (ticker symbol: ACLN SW): +22.01% since the start of the year. For the period between 2023 and 2028, the book value per share could rise from USD 3.06 to USD 6.6. During the same period, the dividend per share could jump from USD 0.9627 to USD 2.457. You may want to reinvest these dividends annually in new shares.
Trading strategy: Reload
Europe
The shares of the Finnish Neste Oyj (ticker symbol: NESTE FI) are once again performing strongly: Since the beginning of the year, the stock has risen by 56.98% – an impressive result for this petroleum products specialist by European standards. Earnings per share could rise from EUR 1.87 to EUR 2.312 between 2023 and 2028, which would be extremely significant. Cash flow per share is also expected to increase gradually from EUR 2.852 to EUR 3.64.
Trading strategy: Reload
The long-term stock price performance of the Spanish energy stock Repsol (ticker symbol: REP SM) can be described as downright crazy. Despite a 68.23% gain since the start of the year, it’s worth betting on this stock. Book value per share could rise from EUR 21.53 to EUR 30.84 between 2023 and 2028. The dividend could jump from EUR 0.9 to EUR 1.244 over the same period.
Trading strategy: Reload
Shares of the Austrian gas specialist OMV (ticker symbol: OMV AT) are extremely attractive. The dividend per share could rise from EUR 2.95 to EUR 4.868 between 2023 and 2028. With an EBIT margin of 18.87% as of 2028 and an expected dividend yield of 7.42% in 2028, everything would be in order.
Trading strategy: Reload
Shares of the Dutch ABN AMRO (ticker symbol: ABN NA) are steadily rising: With a market capitalization of EUR 33.76 billion, the stock is on track to reach new record highs on the stock market. The dividend per share could rise from EUR 1.51 to EUR 2.298 between 2023 and 2028. The EBIT margin could reach a new record high of 48.49% in 2028, which would be a strong performance for the company in a historical context.
Trading strategy: Reload
Shares of the French TotalEnergies (ticker symbol: TTE FP) are very attractive. There is great hope that the upward trend will continue through the end of 2028. The book value per share of this stock, which has a market capitalization of EUR 195 billion, could rise from EUR 49.65 to EUR 64.8 between 2023 and 2028.
Trading strategy: Reload
US/CAN
From a speculative standpoint, this stock could be an interesting opportunity: Marathon Petroleum (ticker symbol: MPC US) is an American energy stock with great potential. Cash flow per share could improve from $35.13 to $50.79 between 2023 and 2028, which I believe would be enormous.
Trading strategy: Add to position
Conservative investors are betting on technology stocks Akamai Technologies (ticker symbol: AKAM US). For this specialist in data stream management, operating profit (EBIT) could improve from USD 1.136 billion to USD 1.443 billion between 2023 and 2028. The EBIT margin could reach a peak of 25.67% in 2028.
Trading strategy: Reload
The Specialist in Test and Measurement Systems Teradyne (ticker symbol: TER US) is currently performing very strongly on the stock market. Operating profit (EBIT) could grow from USD 547.3 million to USD 2.616 billion between 2023 and 2028.
Trading strategy: Add to position
The APA Corporation (ticker symbol: APA US) is currently emerging as a dynamic stock in the energy sector. Book value per share could rise from USD 8.746 to USD 25.64 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: Reload
Iron Mountain (ticker symbol: IRM US) is one of the most interesting stocks on the market. Operating income for this stock, which has a market capitalization of USD 38.53 billion, could rise from USD 921.8 million to USD 2.024 billion between 2023 and 2028. With an EBIT margin of 21.6% in 2028, this leading technology stock would Everything is correct.
Trading strategy: Reload
Yours sincerely,
François Bloch
____
Investment idea of the week
With a coupon of 20.66%, the Barrier Reverse Convertible (ISIN: CH1530899272) on Komax, DocMorris, and VAT offers an attractive opportunity for returns. Since the underlying securities have already shown strong price performance for the most part, the risk buffer takes on particular importance. The barrier is set at 65% of the initial strike price, providing a 35% buffer. Furthermore, the European barrier is monitored exclusively at maturity—any interim breaches have no direct consequences.
The three Swiss companies represent different growth drivers: Komax benefits from electrification and automation, DocMorris from the digitization of the European pharmacy market, and VAT from the growth of the semiconductor industry, particularly in the AI sector. A potential early redemption after just six months complements the high coupon and the barrier buffer by offering the opportunity for a comparatively short-term investment.
____
Long-Term Returns with François Bloch and the Coupon Collector
The coupon collector is gaining momentum
Selected stock ideas from François Bloch, implemented using barrier reverse convertibles – bundled in the “The Week – Coupon Collector Index.”
____
“Bloch Live” is on summer hiatus until next Monday
We’re taking a short break and won’t be on the air until next Monday. After that, we’ll be back with lively discussions, exciting topics, and honest opinions.
We look forward to welcoming you back next Monday!
___
Disclaimer
Neither Lucht Probst Associates AG nor François Bloch receive any payments or commissions from the products mentioned.
