“The Week”: Market Remains Cautious

• 

  François Bloch
  Experte

Switzerland

Swiss Prime Site (ticker symbol: SPSN SW) is developing increasingly dynamically, and for the first time an investment appears attractive. The book value per share could rise to CHF 95.52 by 2027. At the same time, the EBIT margin could improve to 82.95%, which would further strengthen the investment profile. The dividend per share could increase to CHF 3.53 in the same period.
Trading strategy: Reload.

Sandoz (ticker symbol: SDZ SW) is performing well on the stock market. The operating result (EBIT) could rise to CHF 253.5 million by 2027 – a clear indication of the share’s growing potential. In my opinion, the dividend should be consistently reinvested in new shares in order to take advantage of the compound interest effect.
Trading strategy: Reload.

Swiss Life (ticker symbol: SLHN SW) is increasingly coming into focus, especially for security-oriented investors. The EBIT margin could grow to a strong 20.06% in 2027. The dividend per share could rise to CHF 41.58 in the same period. Free cash flow should also develop strongly – to CHF 1.389 billion.
Trading strategy: Reload.

BKW (ticker symbol: BKW SW) is increasingly attracting the interest of international financial investors. The price/earnings ratio could fall to below 16 by 2027 – a strong valuation level. The book value per share could increase to CHF 120.30 by 2027. The dividend should then rise to CHF 4.25.
Trading strategy: Reload.

Swisscom (ticker symbol: SCMN SW) remains a reliable stock with solid future potential. EBIT could grow to CHF 2.457 billion in 2027 – a strong impetus for demand for the share.
Trading strategy: Reload.

PSP Swiss Property (ticker symbol: PSPN SW) has shown a convincing performance of +14.51% since the beginning of 2025. The book value per share could rise to CHF 131.30 by 2027. Important in my view: consistent reinvestment of dividends. With a market value of CHF 6.77 billion, the company is increasingly appreciated by top international investors.
Trading strategy: Reload.

Europe

MTU Aero Engines (ticker symbol: MTU GY) is finally making an impression on the stock market. The share price has risen by 15.84% since the beginning of the year – a strong performance compared to the rest of the industry. According to current forecasts, the operating result (EBIT) should more than double to EUR 1.459 billion by 2027 – an excellent signal for the Munich-based aerospace technology group.
Trading strategy: Reload.

BT Group (ticker symbol: BT LN) is increasingly coming into focus: operating profit could rise to GBP 3.576 billion in 2027. The forecast dividend yield of 4.7% for 2027 is attractive for me – a clear plus compared to traditional money market yields.
Trading strategy: Reload.

Siemens Energy (ticker symbol: ENR GY) remains a speculative stock, but shows potential. EBIT could rise to EUR 4.892 bn in 2027 – a strong increase. The expected EBIT margin of 8.85% would be a record for the company. The dividend could increase by over 722% in four years.
Trading strategy: Reload.

Standard Chartered (ticker symbol: STAN LN) currently presents itself as an attractive choice among the major international banks. EBIT is expected to rise to USD 9.084 bn. (2027). With an EBIT margin of 41.14%, the bank could reach a new record level here. A dividend yield of 3.33% is expected for 2027.
Trading strategy: Reload.

Euronext (ticker symbol: ENX FP) is extremely dynamic and is heading for new highs. The market capitalization currently stands at EUR 14.84 billion. The book value per share could rise to EUR 51.91 by 2027. At the same time, the EBIT margin could reach a record level of 56.17%.
Trading strategy: Reload.

USA

Jabil (ticker symbol: JBL US) offers interesting prospects for technology investors. The operating result (EBIT) of the US technology group could improve to USD 1.913 billion by 2027. At the same time, the book value per share should rise to USD 21.12, according to my models.
Trading strategy: Reload.

Robinhood Markets (ticker symbol: HOOD US) is currently causing a lot of movement on the markets. The dynamic broker could increase its EBIT to USD 2.308 billion by 2027. The forecast EBIT margin of 49.32% in 2027 could attract new investor groups.
Trading strategy: Reload.

Tapestry (ticker symbol: TPR US) is proving resilient on the US stock markets. The lifestyle specialist is expected to post a significantly improved financial result. EBIT could increase from USD 1.219 bn. (2022) to USD 1.560 bn. (2027).
Trading strategy: Reload.

EQT Corporation (ticker symbol: EQT US), the leading US natural gas producer, scores with impressive growth figures. EBIT could rise to USD 3.882 billion by 2027. I expect the return on equity for 2027 to be 43.35% – a strong figure in the industry.
Trading strategy: Reload.

Cloudflare (ticker symbol: NET US) is on the verge of a potential breakthrough. EBIT could rise to USD 568.2m by 2027. The EBITDA margin could grow to 16.73% by 2027, while book value per share could increase by 1,238% in this period.
Trading strategy: Reload.

Darden Restaurants (ticker symbol: DRI US) is one of the most promising new discoveries for me. The restaurant group’s EBIT could rise to USD 1.7 bn by 2027 – with an expected EBIT margin of 12.50%. With a market capitalization of USD 26.42 billion and a convincing business model, Darden is still largely under the radar of large investors.
Trading strategy: Reload.

Antero Resources (ticker symbol: AR US) convinces me as a strong commodity stock. EBIT could increase to USD 3.959 bn by 2027 according to the forecast. The company specializes in natural gas – contrary to a confusing description in the original text. The price/earnings ratio could fall to an attractive 22.2 by 2026.
Trading strategy: Reload.

Yours sincerely,
François Bloch

____

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