“The Week”: Japan inspires

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  François Bloch
  Experte

Switzerland

At last, the shares of the Basel-based dental company Straumann (ticker symbol: STMN SW) are finally showing a slight recovery trend. The operating result (EBIT) could rise from CHF 60.26 million to CHF 83.9 million between 2022 and 2027, which would cause the price/earnings ratio to fall below the 40-point mark. It is important to consistently reinvest the annual dividend distributions in new securities.
Trading strategy: Buy

The assessment of the securities of Winterthur-based Sulzer (ticker symbol: SUN SW) remains clearly positive. The operating result (EBIT) should improve significantly between 2022 and 2027 from CHF 111.4 million to CHF 521.3 million. The dividend per share could rise from CHF 3.50 to CHF 5.326 over the same period; I would also reinvest this immediately in new shares.
Trading strategy: Reloading

The shares of Swisscom (ticker symbol: SCMN SW) remain stable; existing positions should therefore be maintained. A continuous increase in operating profit (EBIT) could still be on the cards – from CHF 2.040 billion in 2022 to CHF 2.229 billion in 2027. The expected dividend yield for 2026 is 3.96%.
Trading strategy: Hold

For the securities of Bank Julius Baer (ticker symbol: BAER SW) currently still offer an entry opportunity. According to my models, the book value per share could increase from CHF 30.43 to CHF 38.83 between 2022 and 2027, which would be a real exclamation mark. The dividend per share could rise from CHF 2.60 to CHF 3.071 over the same period, which would also significantly strengthen the positive trend in the share price.
Trading strategy: Buy

I am particularly enthusiastic about the securities of Swiss Prime Site (ticker symbol: SPSN SW), which are performing strongly this year with a gain of 9.50% on the Swiss stock exchange. The operating result (EBIT) could increase from CHF 559.4 million to CHF 572.4 million between 2022 and 2027. The EBIT margin could be around 91.15% by 2027.
Trading strategy: Buy

Europe

More than convincing for dividend hunters is the French infrastructure specialist Vinci (ticker symbol: DG FP). Now, for the first time, the share price performance on the stock exchange has also been positive with +11.79% since the turn of the year. The operating result (EBIT) could improve from EUR 6,824 billion to EUR 10,193 billion between 2022 and 2027. An EBIT margin of around 13% is expected for 2027, which could set a new record.
Trading strategy: Buy

The German specialist manufacturer Knorr-Bremse (ticker symbol: KBX GY) is one of the world’s leading producers of braking systems and has more than full order books. As a result, the operating result (EBIT) is expected to rise from 721.3 million euros to 1.281 billion euros between 2022 and 2027. In my view, the dividend payout per share also appears to be enormous, increasing from 1.45 euros to 2.397 euros in the same period, which is extraordinary.
Trading strategy: Buy

The shares of the French Eiffage S.A. (ticker symbol: FGR FP) are continuing their upward trend and have recorded +9.72 % since the beginning of the year. The operating result (EBIT) should grow from EUR 2,212 billion to EUR 2,794 billion between 2022 and 2027, which would be more than convincing. The dividend should be consistently reinvested in new shares every year.
Trading strategy: Buy

Excitement at the Danish Danske Bank (ticker symbol: DANSKE DC). The improvement in the operating result (EBIT) could rise from DKK 4,725 billion to DKK 34,578 billion between 2022 and 2027. Should the EBIT margin reach 55.72% in 2027, the overall picture would be coherent.
Trading strategy: Buy

For me, the Spanish airport operator Aena (ticker symbol: AENA SM). The operating result (EBIT) should improve from EUR 1.284 billion to EUR 3.286 billion between 2022 and 2027, which would be remarkable for a stock with a market capitalization of around EUR 41.49 billion.
Trading strategy: Reload

I find the Italian steel tube specialist really interesting Tenaris (ticker symbol: TEN IM). The book value per share could rise from EUR 14.29 to EUR 17.39 between 2023 and 2027. A possible P/E ratio development to 12.9 points in 2027 would make the share appear attractive in a pan-European comparison.
Trading strategy: Buy

The shares of Siemens Energy (ticker symbol: ENR GY), which are facing bright times. The operating result (EBIT) could improve from EUR 3.45 million to EUR 8.330 billion between 2024 and 2028, which would be a real sensation in the current market environment. Under no circumstances should you sell prematurely, but show patience and reinvest the dividend annually in new securities.
Trading strategy: Buy

The shares of BE Semiconductor Industries (ticker symbol: BESI NA). The operating result (EBIT) is expected to rise from EUR 294.1 million to EUR 469.8 million between 2022 and 2027, which would be sensational by global standards. The aim here is to consistently reinvest the annual dividend in new shares.
Trading strategy: Reloading

The shares of the French group Schneider Electric have become the new power stock in Europe. Schneider Electric (ticker symbol: SU FP). The book value per share could jump from EUR 43.63 to EUR 63.187 between 2022 and 2027, which would be extraordinary. Here, too, the annual reinvestment of the dividend in new shares is recommended.
Trading strategy: Buy

I am fascinated by the shares of the Italian Poste Italiane (ticker symbol: PST IM), which hardly anyone has had on their radar so far, despite an annual performance of 7.64% in 2026. The operating result (EBIT) could increase from EUR 2,291 billion to EUR 3,510 billion between 2023 and 2028. If this scenario can be realized in reality, the share price is likely to gain even more momentum in the future than in the past. An EBIT margin of 25.73% expected for 2027 would further underline the share’s potential.
Trading strategy: Buy

US/CAN

For growth-oriented investors, we recommend investing in the shares of Woodward (ticker symbol: WWD US). The operating result (EBIT) of the technology stock could improve from USD 355.8 million to an incredible USD 921.8 million between 2023 and 2028, which would represent a quantum leap.
Trading strategy: Buy

The technology value seems extremely exciting Teradyne (ticker symbol: TER US), which is showing real power in the truest sense of the word. The operating result (EBIT) could rise from USD 868.4 million to USD 1.491 billion between 2022 and 2027. Only the dividend yield of 0.18% as at 2026 would not be convincing.
Trading strategy: Buy

In the current market environment, the shares of Ball Corporation (ticker symbol: BALL US) are performing excellently and reaching new highs. The operating result (EBIT) could increase from USD 1,420 billion to USD 1,756 billion between 2022 and 2027, which would represent a strong development. The expected return on equity in 2027 would be 12.23%.
Trading strategy: Buy

The shares of Johnson Controls (ticker: JCI US) on the New York Stock Exchange. This stock is currently still under the radar and, with a market capitalization of USD 84.25 billion, is more than surprising. The operating result (EBIT) could rise from USD 3,279 billion to USD 4,815 billion between 2023 and 2028.
Trading strategy: Buy

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 Julius Baer, Straumann and VAT Group pronounced.

A Barrier Reverse Convertible with ISIN CH1473756364 on the three shares offers an attractive coupon of 15.91%, 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.