“The Week”: Interest Rate Concerns Eased

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  François Bloch
  Experte

Switzerland

Things are slowly coming together with the paperwork from Kühne + Nagel (ticker symbol: KNIN SW) are slowly showing signs of recovery. Since the start of the year, the stock has risen by +22.04%, driven by an improved global economic situation and more stable transportation routes. Operating profit (EBIT) could rise from CHF 1.242 billion to CHF 1.574 billion between 2025 and 2028, suggesting that the upward trend may not yet be over.
Trading Strategy: Reloading

Finally, the stock of Lonza (ticker symbol: LONN SW) have finally started to rise. Since the start of the year, the stock has gained +6.77%, and this positive trend could continue. Operating profit (EBIT) could rise from CHF 939 million to CHF 2.268 billion between 2023 and 2028, and consistently reinvesting dividends is expected to further improve the total return.
Trading Strategy: Reloading

The stock market performance of the VAT Group (ticker symbol: VACN SW) has gained significant momentum again in recent weeks:+83.83% since the start of the year. Operating profit (EBIT) could rise from CHF 228.6 million to CHF 617.7 million between 2023 and 2028, which should provide further fundamental support for the strong stock price performance. Consistent reinvestment of dividends could potentially further increase the long-term return.
Trading Strategy: Reloading

Accelleron (ticker symbol: ACLN SW) has clearly broken out of its consolidation phase with a gain of +35.09% since the start of the year. Earnings before interest and taxes (EBIT) could rise from USD 141.3 million to USD 420.8 million between 2023 and 2028, while the dividend per share could also increase from USD 0.9627 to USD 2.464.
Trading Strategy: Reloading

After a prolonged period of weakness, Sika (ticker symbol: SIKN SW) is once again on an upward trend, with a gain of +7.41% since the start of the year. Operating profit (EBIT) could rise from CHF 1.549 billion to CHF 2.016 billion between 2023 and 2028, while the dividend per share is expected to increase from CHF 3.30 to CHF 4.38.
Trading Strategy: Reloading

Europe

Out of nowhere, Bayer (ticker symbol: BAYN GY) is performing surprisingly well. Since the beginning of the year, the stock has risen by +44.18%. Earnings per share could improve from EUR -2.99 to EUR +3.572 between 2023 and 2028. The dividend could also recover gradually, helping to stabilize the overall investment profile.
Trading strategy: Reloading

Knorr-Bremse is in a very strong position Knorr-Bremse (ticker symbol: KBX GY). Book value per share could rise from EUR 15.89 to EUR 24.96 between 2023 and 2028, while the EBIT margin is expected to be 14.68% in 2028. Consistent reinvestment of dividends could potentially further support the long-term total return.
Trading strategy: Reloading

The French variety is particularly attractive Safran (ticker symbol: SAF FP).Book value per share could rise from EUR 26.84 to EUR 50.17 between 2023 and 2028, while an EBIT margin of 18.07% in 2028 would reflect a very robust operating profile. A dividend yield of around 1.53% in 2028 could also further stabilize the investment.
Trading strategy: Reloading

Argenx continues to show positive development Argenx (ticker symbol: ARGX BB) continues to show positive momentum. The stock could continue to move toward new record highs, thereby reinforcing a market capitalization of approximately EUR 51.67 billion. Book value per share could rise from EUR 63.75 to EUR 212.30 between 2023 and 2028, while the EBIT margin is expected to reach 37.9% in 2028, which would be a very strong level.
Trading strategy: Reloading

Also of interest is the BAWAG Group (ticker symbol: BG AT). This positive trend could continue through 2028. Earnings per share could rise from EUR 3.64 to EUR 14.60 between 2023 and 2028, which would represent a significant improvement in earnings for the stock, which has a market capitalization of approximately EUR 13.78 billion.
Trading strategy: Reloading

US/CAN

In the technology segment, Palo Alto Networks (ticker symbol: PANW US) continues to be an exciting prospect. Earnings before interest and taxes (EBIT) could rise from USD 1.667 billion to USD 4.845 billion between 2023 and 2028, reflecting significant operational scaling.
Trading Strategy: Reloading

Making an Impact in the Pharmaceutical Sector Vertex Pharmaceuticals (ticker symbol: VRTX US). Operating profit (EBIT) could rise from USD 4.375 billion to USD 7.333 billion between 2023 and 2028, while an EBIT margin of around 46.29% in 2028 would represent a very strong level.
Trading Strategy: Add to Position

The Industrial Value GE Aerospace (ticker symbol: GE US) continues to show very robust performance. Earnings before interest and taxes (EBIT) could rise from USD 6.126 billion to USD 13.207 billion between 2023 and 2028, reflecting a significant improvement in operational strength.
Trading Strategy: Reloading

In the pharmaceutical sector, Jazz Pharmaceuticals (ticker symbol: JAZZ US) is performing well. Earnings before interest and taxes (EBIT) could rise from USD 1.650 billion to USD 2.297 billion between 2023 and 2028, while the return on equity is expected to be around 43.34% in 2028.
Trading Strategy: Add to Position

In the fertilizer sector, CF Industries (ticker symbol: CF US) remains an attractive investment. Book value per share could rise from USD 29.58 to USD 54.19 between 2023 and 2028, while the EBIT margin could reach around 26.06% in 2028.
Trading Strategy: Reloading

In the aerospace and industrial sectors, Teledyne Technologies (ticker symbol: TDY US) is performing steadily. Book value per share could rise from USD 192.90 to USD 291.70 between 2023 and 2028, while the operating margin is expected to reach a solid level in 2028.
Trading Strategy: Reloading

Yours sincerely,
François Bloch

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