Trading Desk
The Week: Nervousness
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François Bloch
Experte
Switzerland
Thanks to a sensational financial result in 2025, the former ABB subsidiary Accelleron (ticker symbol: ACLN SW) continues its success story on the Swiss stock exchange: +21.04% since the turn of the year 2025/2026. According to my latest model estimates, the operating result (EBIT) could increase from USD 157 million to around USD 385 million between 2022 and 2027, which would mean new record territory for the stock, which is currently worth around USD 8.86 billion. This would reduce the price/earnings ratio to around 30.3 by 2027. It would make sense to consistently reinvest the dividend in new securities on an annual basis.
Trading strategy: Reloading
I like the shares of the retailer specializing in the travel world Avolta (ticker symbol: AVOL SW), which specializes in the world of travel, continue to appeal to me and I see great potential across the board. The operating result (EBIT) could improve from CHF 817.6 million to CHF 1.220 billion between 2023 and 2028. This would mean a whole new dimension for the share with a market value of CHF 6.8 billion. This would reduce the price/earnings ratio to below 25 by 2028, which in turn could represent a new opportunity.
Trading strategy: Reloading
The securities of Winterthur Sulzer (ticker symbol: SUN SW) are increasingly being targeted by foreign financial investors: At 14.7 points, the expected price/earnings ratio as at 2027 is at a very low level, which could additionally boost demand on the buyer side. This can also be seen in the potential development of the operating result (EBIT). A possible increase between 2023 and 2028 from CHF 329.7 million to CHF 563.9 million would bring the price/earnings ratio down to below 14 points by 2028, making the share particularly attractive.
Trading strategy: Reloading
I have the buy signal for the Zurich ABB (ticker symbol: ABBN SW) at the right moment. Operating profit (EBIT) could rise from USD 4.871 billion to USD 8.387 billion between 2023 and 2028, which would be extremely spectacular. It would make sense to reinvest the dividend annually in new shares.
Trading strategy: Reload
Europe
Looking at the share price of Repsol (ticker symbol: REP SA), it becomes clear that things are really taking off here. Despite an increase of 44.43% since the turn of the year 2025/2026, it is still worth betting on this stock. The book value per share could rise from EUR 21.53 to EUR 27.71 between 2023 and 2028. At the same time, the dividend yield could reach the 5.23% mark in 2028.
Trading strategy: Reloading
The Dutch Shell (ticker symbol: SHEL NA) is excellently positioned. The book value per share could improve from USD 28.60 to USD 36.12 between 2023 and 2028. The expected EBIT margin would be 12.36% by 2028, which would be excellent by historical standards . Here it would make sense to reinvest the dividend in new securities.
Trading strategy: Reloading
You could enjoy the shares of the French energy group Engie (ticker symbol: ENGI FP). The book value per share could improve from EUR 14.74 to EUR 15.84 between 2023 and 2028. An EBIT margin of 14.28% would be on the cards for the approximately EUR 67.22 billion stock by 2028. The expected dividend yield could be around 5.15%.
Trading strategy: Reloading
I find the papers of the French aircraft manufacturer Dassault Aviation (ticker symbol: AM FP) are attractive. There is great hope that the upward trend could continue until the end of 2028. The operating result (EBIT) could increase significantly from EUR 349.2 million to around EUR 1.239 billion in the aforementioned period.
Trading strategy: Reloading
US/CAN
On the speculative side, this security could be very interesting for you: CF Industries (ticker symbol: CF US). In my opinion, this share offers great potential. The book value per share could improve from USD 25.82 to USD 35.17 between 2022 and 2027, while the current share price is USD 129.57.
Trading strategy: Reloading
Future-oriented investors could focus on the shares of Micron Technology (ticker symbol: MU US). At the technology group, the operating result (EBIT) could improve from USD 4.819 billion to around USD 70.021 billion between 2023 and 2028. The EBIT margin could reach the long-term peak of 65.87% in 2028.
Trading strategy: Reloading
At the moment I am extremely impressed by the rather unknown US company Comfort Systems (ticker symbol: FIX US), which is performing very strongly on the stock market. The book value per share could grow from USD 35.81 to USD 177.80 between 2023 and 2028, which is extraordinary.
Trading strategy: Reload
The shares of the chip manufacturer Applied Materials (ticker symbol: AMAT US) could go through the roof. The operating result (EBIT) could rise from USD 7,719 billion to USD 13,670 billion between 2023 and 2028. The return on equity could be 37.93% in 2028, which would be a very good figure in this sector.
Trading strategy: Reloading
May I introduce ATI Inc. (ticker symbol: ATI US)? The operating result (EBIT) of the component manufacturer for the aerospace industry could increase from USD 88.5 million to around USD 1.093 billion between 2023 and 2028. The return on equity could reach 32.01% by 2028. The book value per share would probably grow by 124% during this period.
Trading strategy: Reloading
In my opinion, the papers of the KLA Corporation (ticker symbol: KLAC US) are a real gem: The operating result (EBIT) could rise from USD 4.3 billion to USD 8.1 billion between 2023 and 2028 for this stock worth around USD 186 billion. With an expected EBIT margin of 45.01% in 2028, everything is just right.
Trading strategy: Reloading
Yours sincerely,
François Bloch
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Investment idea of the week
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