“The Week”: Indestructible

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  François Bloch
  Experte

Switzerland

I am impressed by the successful transformation process at Novartis (ticker symbol: NOVN SW). The company is now clearly focusing on the coming years. Operating profit (EBIT) could rise to USD 22.77 bn by 2027, which would be a significant boost for the share. An attractive dividend yield of 3.16% is also on the cards for 2026, which should be emphasized in the current low Swiss interest rate environment. Novartis’ conservative approach is attracting large international investors in particular, who are also betting on currency gains.
Trading strategy: Reload.

The French-speaking Swiss luxury goods group Richemont (ticker symbol: CFR SW) has impressively fought its way back from the valley of tears. Since the beginning of 2025, the share price has risen by around 12.84%. I have high hopes for the company, as the upside potential is far from exhausted. Consistent reinvestment of the annual dividend in new shares is worthwhile.
Trading strategy: Reload.

The Zug dermatology specialist Galderma (ticker symbol: GALD SW) is in excellent shape. Experts are expecting several highly interesting product launches in the coming years, which should give the share price an additional boost. My model calculations also point to strong growth. The operating result (EBIT) could rise to USD 1.73 billion by 2027 – dynamic growth for a company with a market capitalization of USD 41.8 billion.
Trading strategy: Reload.

The shares of Swiss Life (ticker symbol: SLHN SW) have gained considerable momentum on the Swiss stock exchange. Since the beginning of 2025, they have gained around 21.81%. According to my calculations, the dividend could rise to CHF 41.50 by 2027 – a strong argument for a long-term investment. Here too, my advice is to consistently reinvest the dividend in new shares.
Trading strategy: Reload.

Europe

The shares of the Belgian pharmaceutical company UCB (ticker symbol: UCB BB) are increasingly regaining their former strength. Since the beginning of 2025, they have recorded an impressive gain of 31.11%. My models show a promising development: the operating result (EBIT) could rise to EUR 2.905 bn by 2027. With an expected EBIT margin of 31.07% in 2027, everything is right here in my view.
Trading strategy: Hold and enjoy.

The British pharmaceutical giant AstraZeneca (ticker symbol: AZN LN) is once again showing its strength. The share price has risen by 20.84% since the beginning of 2025. Exciting things are happening behind the scenes: the operating result (EBIT) could rise to USD 23.63 billion by 2027. If this development actually materializes, the share price should continue to rise sharply.
Trading strategy: Reload.

From a fundamental perspective, I am convinced by the Danish Genmab (ticker symbol: GMAB SS) is convincing across the board. The operating result (EBIT) could rise to DKK 11.91m by 2027. The only fly in the ointment is that no dividend payment is expected in the coming years.
Trading strategy: Reload.

The shares of Telecom Italia (ticker symbol: TIT IM) have soared on the Milan stock exchange. The outlook for the coming years remains positive. The operating result (EBIT) could increase significantly by 2027 – to a possible EUR 1.78 billion.
Trading strategy: Reload.

The Italian cable specialist Prysmian (ticker symbol: PRY IM) is excellently positioned for the future in my view. The operating result (EBIT) could rise to EUR 2.27 billion by 2027. It could also be an exciting story from a dividend perspective. The dividend per share could rise to EUR 1.13 in the same period. Regular reinvestment in new shares can build up long-term substance here.
Trading strategy: Reload.

The major Italian bank Intesa Sanpaolo (ticker symbol: ISP IM) has reached an impressive market capitalization of EUR 98.89 billion for the first time. The book value per share could increase to EUR 3.71 by 2027. The potential dividend yield of 7.76% in 2027 is attractive, although it is important to reinvest the annual distributions in new shares.
Trading strategy: Reload.

USA

The shares of Micron (ticker symbol: MU US) are finally back on the road to success. The operating result (EBIT) could rise to USD 25.23 billion by 2027. The expected EBIT margin of 45.03% in 2027 means pure “high life” for shareholders.
Trading strategy: Reload.

In my eyes Eli Lilly (ticker symbol: LLY US) is currently one of the most attractive US pharmaceutical stocks. The operating result (EBIT) could rise to a strong USD 39.41 bn by 2027. The expected return on equity of 58.75% in 2027 underlines the enormous strength and profitability of the company.
Trading strategy: Reload.

The shares of Shopify (ticker symbol: SHOP US) are in top form again. The operating result (EBIT) could rise to USD 3.38 billion by 2027. At the same time, the EBIT margin could reach 20.18% by 2027 – impressive proof of the efficiency of this “hidden champion”.
Trading strategy: Reload.

The global biopharmaceutical company Amgen (ticker symbol: AMGN US) is impressing with a stable earnings situation and a strong product pipeline. The operating result (EBIT) could grow to USD 16.19 billion by 2027. At the same time, the dividend per share could rise to USD 10.63 in the same period – a strong level for the pharmaceutical sector.
Trading strategy: Reload.

The British-South African gold producer AngloGold Ashanti (ticker symbol: AU US) has really taken off on the stock markets. The operating result (EBIT) could rise to USD 3.88 billion by 2027. Attractively, a dividend yield of around 5.05% could be expected for 2026.
Trading strategy: Reload.

The integrated copper producer Southern Copper (ticker symbol: SCCO US) is impressing with its strong operating performance. The operating result (EBIT) could increase to USD 6.45 billion by 2027. With a market capitalization of around USD 104 billion, the company offers an interesting opportunity for strategic portfolio diversification.
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.