“The Week”: Inflation fears

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  François Bloch
  Experte

Switzerland

The securities of Liechtensteinische Landesbank (ticker symbol: LLBN SW) are performing excellently: +24.28% over the last twelve months. The book value per share could increase from CHF 68.62 to CHF 81.80 in the period between 2021 and 2027, which would be exceptional. In the same period, the dividend would rise from CHF 2.3 to CHF 2.9 and could thus increase the attractiveness of the CHF 3 billion share. The dividend should be reinvested in new securities every year.
Trading strategy: Reloading

I am convinced by the shares of VZ Holding (ticker symbol: VZN SW): The operating result (EBIT) could improve from CHF 218.9 million to CHF 356.5 million between 2023 and 2028, while the market capitalization would be CHF 5.93 billion. The expected dividend yield in 2027 would be 2.57%, which is well in line with the Swiss market average. It would be important to reinvest the dividend annually in new securities.
Trading strategy: Reloading

“Increased commitment” is the motto for the securities of the Banque Cantonale Vaudoise (ticker symbol: BCVN SW). The book value per share could improve from CHF 43.24 to CHF 47.87 between 2022 and 2027, while the market capitalization could reach CHF 10.54 billion. The current dividend yield would be 3.67% this year.
Trading strategy: Reloading

The VAT Holding (ticker symbol: VACN SW) is at its best, reaching a market capitalization of over CHF 15 billion for the first time. The operating result (EBIT) could increase from CHF 228.6 million to CHF 562.3 million between 2023 and 2028. The expected dividend yield in 2027 is likely to be 1.77%. The aim here is to reinvest the annual dividend in new securities.
Trading strategy: Reloading

Europe

The share price performance of the Norwegian company Equinor ASA (ticker symbol: STL NO) is at its best: A gain of 66.62% since the turn of the year. The book value per share could rise from USD 16.02 to USD 18.97 in the period from 2023 to 2028. This would underline the potential of the approximately USD 103 billion company, which is regarded as the leading oil company in Scandinavia.
Trading strategy: Reloading

I place great weight on the shares of the French energy giant TotalEnergies (ticker symbol: TTE FP). The dividend strength of the approximately EUR 164 billion stock is particularly important. The dividend per share is expected to increase from EUR 4,088 to EUR 4,224 between 2022 and 2027. A potential dividend yield of 4.75% is also expected for 2028.
Trading strategy: Reloading

The Italian Saipem (ticker symbol: SPM IM) is a leading construction services provider in the oil and gas industry, offering a wide range of services. The operating result (EBIT) could potentially increase from EUR 150 million to EUR 1,009 billion in the period from 2022 to 2027. Equally noteworthy could be the development of the book value per share, which could increase from EUR 1,036 to EUR 1,564 in the same period.
Trading strategy: Reloading

The Deutsche Börse AG (ticker symbol: DB1 GY) is slowly but steadily gaining momentum on the stock exchange and recorded an increase of 8.76% in 2026. In the period from 2023 to 2028, the operating result (EBIT) could improve from EUR 2,526 billion to EUR 3,728 billion. At the same time, the dividend would increase from EUR 3.80 to EUR 5,247. With a possible return on equity of 17.3% in 2028, the overall picture is solid.
Trading strategy: Reloading

US/CAN

For growth-oriented investors Tower Semiconductor (ticker symbol: TSEM US) could be interesting be. The Israeli technology company could increase its operating result (EBIT) from USD 201.3 million to around USD 751 million between 2023 and 2028. This would represent a significant leap for the company with a market capitalization of around USD 18.41 billion. From an investor’s perspective, the share could thus continue to show growth potential that would unfold over a longer investment horizon.
Trading strategy: Reloading

I find the exploration value Halliburton (ticker symbol: HAL US) extremely exciting. The company, with a market value of USD 30.6 billion, is literally showing real power and impresses with its intelligent business model. The book value per share could rise from USD 10.41 to USD 17.63 between 2023 and 2028.
Trading strategy: Reloading

The papers of LAM Research (ticker symbol: LRCX, US) are performing excellently in the current market environment and have reached new highs. The operating result (EBIT) could improve from USD 5.335 billion to USD 11.154 billion between 2023 and 2028. Over the same period, the dividend per share is expected to increase from USD 0.69 to USD 1.276.
Trading strategy: Reloading

I am fascinated by the US company Baker Hughes (ticker symbol: BKR US), which specializes in the manufacture and sale of systems for the oil industry. Since January 1, 2026, the share price has increased by 32.52%. If everything goes according to plan, the operating result (EBIT) will increase from USD 2.676 billion to USD 4.428 billion between 2023 and 2028.
Trading strategy: Reloading

The papers of SanDisk (ticker symbol: SNDK US) have risen sharply on the New York Stock Exchange. Operating profit (EBIT) is expected to rise from USD 689 million to USD 14.694 billion in the period from 2025 to 2028. I find this success story absolutely fascinating.
Trading strategy: Reload

Entegris (ticker symbol: ENTG US) has great potential for the future. The operating result (EBIT) could rise from USD 743 million to USD 5 billion between 2023 and 2028. Book value per share could also increase from USD 22.64 to USD 32.25. This would be a clear exclamation mark.
Trading strategy: Reloading

Finally, the papers of Devon Energy (ticker symbol: DVN US) are on the rise. Between 2023 and 2028, the operating result could rise from USD 4,868 billion to USD 7,344 billion. That would be more than remarkable. In this case, the long wait was worth it. Now it is time to reinvest the annual dividend in new shares.
Trading strategy: Reloading

The American company Diamondback Energy (ticker symbol: FANG US) is currently recovering from the market lows. Operating profit (EBIT) could improve from USD 4.57 billion to USD 6.37 billion between 2023 and 2028, which would be exceptional in such a competitive environment.
Trading strategy: reload

Yours sincerely,
François Bloch

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Investment idea of the week

It is important to us to provide you with a concrete investment idea. This week, François Bloch has opted for an implementation with ABB, Galderma and Swissquote pronounced.

A Barrier Reverse Convertible with ISIN CH1530879142 on the three shares offers an attractive coupon of 13.50%, with a barrier at 59.00% and a term of 12 months as a stabilizer in any portfolio.

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