“The Week”: Inspired

• 

  François Bloch
  Experte

Switzerland

Thanks to the prospect of higher margins, shares of Straumann (ticker symbol: STMN SW) are once again in demand among investors. Operating profit (EBIT) is expected to rise from CHF 606.4 million to CHF 859 million between 2023 and 2028.
Trading Strategy: Reloading

Shares of the SMI-listed company ABB (ticker symbol: ABBN SW) have risen by 47.08% since the start of the year. Operating profit (EBIT) could grow from USD 4.871 billion to USD 8.938 billion between 2023 and 2028, which would clearly explain the stock’s upward momentum. Particularly impressive would be the potential growth in the dividend over the same period, from USD 1.013 to USD 1.3.
Trading Strategy: Reloading

After a long wait, it’s now “full steam ahead” at Bachem (ticker symbol: BANB SW): +13.44% since the start of the year. Operating profit (EBIT) could increase from CHF 129.4 million to CHF 314.9 million between 2023 and 2028. The increasing dividend payout per share, from CHF 0.80 to CHF 1.123, should be reinvested annually over this period.
Trading strategy: Reloading

The SFS Group (ticker symbol: SFSN SW) has posted an impressive return of +22.47% since the start of the year. The operating profit (EBIT) of this CHF 5.17 billion company could rise from CHF 358 million to a robust CHF 430.1 million between 2023 and 2028. It would be beneficial if the annual dividend were likely to be reinvested in new shares.
Trading strategy: Reloading

The securities of Sandoz (ticker symbol: SNDZ SW) are surging on the stock market. This is due, in part, to the company’s improved financial situation. As a result, operating profit (EBIT) is expected to rise from USD 1.488 to USD 2.986 billion between 2023 and 2028. This is a clear sign that a market leader may be emerging here.
Trading strategy: Reloading

Swatch (Stock symbol: UHR SW) is performing increasingly well on the Swiss Stock Exchange: In 2026 alone, its stock rose by 25.23%. Operating profit (EBIT) is expected to increase from CHF 135 million to CHF 667.5 million between 2025 and 2028. Assuming that the dividend per share increases from CHF 4.50 to CHF 5.52 over the same period, these distributions should be reinvested annually in new shares.
Trading strategy: Reloading

The securities of Ypsomed (ticker symbol: YPSN SW) are rebounding: In 2026 alone, they posted a gain of 7.01%. Operating profit (EBIT) is expected to rise from CHF 86.22 million to CHF 282.1 million between 2024 and 2029.
Trading Strategy: Reloading

For quite some time now, I’ve been impressed by Galderma (ticker symbol: GALD SW): +6.35% year-to-date. For the period between 2024 and 2028, operating income (EBIT) is projected to increase from USD 738 million to USD 2.37 billion. The dividend per share is expected to rise by the same margin, from USD 0.1696 to USD 1.193.
Trading strategy: Reloading

Europe

The stock of Legrand (ticker symbol: ASM NA) have risen by 19.06% since the beginning of the year, marking a strong performance by European standards. Book value per share is expected to increase from EUR 25.19 to EUR 37.91 between 2023 and 2028. There are also changes on the horizon for the dividend per share: it is expected to rise from EUR 1.90 to EUR 3.209.
Trading strategy: Reloading

The Development of German Siemens Energy (ticker symbol: ENR GY) is almost unbelievable: Although the stock has risen 40.31% since the start of the year, it’s still worth betting on this stock. Operating profit (EBIT) is expected to rise from EUR -2.776 billion to EUR 9.085 billion between 2023 and 2028. It might be worth reinvesting the dividend annually.
Trading strategy: Reloading

Schneider Electric (ticker symbol: SU FP) is exceptionally well-positioned. The book value per share could rise from EUR 46.79 to EUR 59.19 between 2023 and 2028. The expected EBIT margin for 2028 is 20.13%. It is advisable to reinvest the dividend in new shares, as this has proven to be very successful in the past.
Trading strategy: Reloading

I think the shares of the Dutch ING Groep (ticker symbol: INGA NA) are attractive: Book value per share is expected to rise from EUR 15.32 to EUR 20.34 between 2023 and 2028. With a potential EBIT margin of 49.74% in 2028, everything looks promising, and it’s time to make a move. In addition, a dividend yield of 5.79% is expected in 2028.
Trading strategy: Reloading

You’ll enjoy owning shares of Prysmian (ticker symbol: BG AT). The company forecasts an increase in book value per share from EUR 12.98 to EUR 36.34 between 2023 and 2028. A record dividend payout of EUR 1.296 per share is projected for 2028, with a total dividend payout of EUR 43.94 billion. The EBIT margin could reach a record high of 11.28% in 2028.
Trading strategy: Reloading

US/CAN

In my view, the American technology stock Micron Technology (ticker symbol: MU, US) has great potential: Earnings before interest and taxes (EBIT) could improve from -4.819 billion USD to 151.197 billion USD between 2023 and 2028.
Trading Strategy: Add to Position

Right now, I’m impressed by the tech stock Astera Labs (ticker symbol: CASY US), which is performing very strongly on the stock market. Operating profit (EBIT) is expected to grow from USD 119.6 million to USD 1.1 billion between 2024 and 2028.
Trading strategy: Reloading

May I introduce you to Qnity Electronics (ticker symbol: Q US)? The operating profit (EBIT) of this new top-tier technology specialist is expected to rise from USD 1.026 to USD 1.632 billion between 2025 and 2028. The EBIT margin could reach a record high of 26.43% by 2028.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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