“The Week”: Nvidia in the spotlight

Switzerland

For the shareholders of Richemont (ticker symbol: CFR SW) have been doing extremely well since the publication of the quarterly figures last week: +10.33% within just one week reflects the strong performance of the Geneva-based luxury goods group. My models expect operating profit (EBIT) to rise from EUR 5.031bn to EUR 5.588bn between 2022 and 2027 – a trend that could support the long-term positive development of the share. Under these conditions, it would make sense to continue reinvesting the annual dividend in new shares.
Trading strategy: Reloading

Despite all the prophecies of doom, the Swiss beacon of hope Ypsomed (ticker symbol: YPSN SW) impressed with its quarterly figures and caught analysts off guard. The operating result (EBIT) could multiply from CHF 60.59 million to CHF 241.5 million between 2023 and 2028. With a value of CHF 4.52 billion, the stock may therefore appear to be a real stock market bargain for the future.
Trading strategy: Reloading

The shares of the duty-free specialist Avolta (ticker symbol: AVOL SW) are developing into an exciting turnaround story and the recent upswing on the Swiss stock exchange is probably only just beginning. If everything can be realized as expected, the operating result (EBIT) could rise from CHF 676.3 million to CHF 1.155 billion between 2022 and 2027. This would result in an expected return on equity of 18.47% for 2027.
Trading strategy: Reloading

The securities of the Zurich-based asset manager EFG International (ticker symbol: EFGN SW) really took off in 2025. With an increase of 27.81%, an outstanding result was achieved. The book value per share could increase from CHF 6.669 to CHF 9.001 between 2022 and 2027 – a strong performance in the current market environment. The expected dividend yield in 2026 is 4.16% and is likely to rise further in subsequent years.
Trading strategy: Reloading

With a share price increase of 48.55% since the beginning of 2025, the Zug-based dermatology specialist Galderma (ticker symbol: GALD SW) is becoming a major success story on the Swiss stock exchange. The operating result (EBIT) could rise from USD 738 million to USD 1.766 billion between 2024 and 2027. The EBIT margin could reach a peak value of 23.84% in 2027.
Trading strategy: Reloading

Investors in the Basel-based Sandoz (ticker symbol: SNDZ SW) are enthusiastic: in 2025 alone, the increase amounts to 47.54%. The operating result (EBIT) could rise from USD 1.488 billion to USD 2.718 billion between 2023 and 2027. The price/earnings ratio could fall to 18.3 in 2027 and would therefore be very attractive by international standards. The EBIT margin could reach an impressive 21.62% in 2027.
Trading strategy: Reloading

The shares of Zurich Airport (ticker symbol: FHZN SW) have proven to be extremely stable on the stock market: They have gained 70.1% in five years. The operating result (EBIT) could rise from CHF 260.2 million to CHF 483.7 million between 2022 and 2027. Over the same period, the dividend per share is expected to increase from CHF 3.50 to CHF 8.332.
Trading strategy: Reloading

Europe

The securities of the Italian Banca Monte dei Paschi di Siena (ticker symbol: BMPS IT) are on a record course: they have risen by 27.59% since the beginning of 2025. My models see a very positive future: the operating result (EBIT) could rise from EUR 989.3 million to EUR 4.892 billion between 2022 and 2027. With a record EBIT margin of 58.32% in 2027, everything could just fall into place. A particular highlight could be the expected dividend yield of 11.1% in 2027.
Trading strategy: Reloading

I am from the German Siemens Energy (ticker symbol: ENR GY), which has hardly been on the radar of many investors so far. The prospects are exciting: the operating result (EBIT) could increase from EUR 379 million to EUR 5.609 billion between 2022 and 2027. If this result is realized, the share price is likely to rise significantly. With a possible dividend yield of 1.72% in 2027, everything would fit – provided that the distributions are reinvested in new shares each year.
Trading strategy: Reloading

From a fundamental perspective, it is worth taking a look at the securities of Heidelberg Materials (ticker symbol: HEI GY): Between 2022 and 2027, the book value per share could rise from EUR 88.82 to EUR 125.50 – providing investors with a solid foundation of security. Bear in mind that the focus here is on the long term, which is crucial for your investment success over the years.
Trading strategy: Reloading

The shares of the French group Kering (ticker symbol: KER FP) have taken off: They gained 34.5% in 2025 alone. The prospects for the European hidden champion, which is experiencing a new boom, remain excellent. The book value per share could rise from EUR 114.58 to EUR 136.60 between 2022 and 2027, which could speak in favor of the EUR 39.31 billion stock. The dividend would be 1.85% in 2027 – convincing, but not outstanding in a pan-European comparison.
Trading strategy: Reloading

The Irish Bank of Ireland (ticker symbol: BIRG IR) seems extremely attractive to me, but is hardly known to anyone in this country. The expected development of the operating result (EBIT) is particularly impressive. It could rise from EUR 1.345 billion in 2022 to a possible EUR 2.213 billion in 2027. The dividend per share could rise from EUR 0.21 to EUR 0.772 in the same period. As usual, I recommend reinvesting the annual distributions.
Trading strategy: Reloading

The German insurance group Talanx (ticker symbol: MNG LN) is showing remarkable strength. Earnings per share could grow to EUR 10.48 by 2027. Here too, dividends should be reinvested. I expect a dividend yield of 3.77% for 2027.
Trading strategy: Reloading

My models remain positive for the shares of the major French bank Société Générale (ticker symbol: GLE FP). The book value per share could rise to EUR 65.85 by 2027. The forecast EBIT margin of 17.09% in 2027 underlines the strong position of this EuroStoxx 50 stock. Dividends should be reinvested annually to increase the total return.
Trading strategy: Reloading

I continue to find the shares of the German construction group Hochtief (ticker symbol: HOT GY). EBIT could rise to EUR 11.955 billion in 2027. With an expected EBIT margin of 47.34% in 2027.
Trading strategy: Reloading

USA/CAN

For growth-oriented investors, it is worth taking a look at BeOne Medicines (ticker symbol: ONC US). The Swiss-based biotechnology company could improve its operating result (EBIT) to USD 1.265 billion by 2027. The expected price/earnings ratio of 35.6 in 2027 looks attractive and opens up long-term upside potential.
Trading strategy: Reloading

The US pharmaceutical company Eli Lilly (ticker symbol: LLY US) remains extremely exciting. The company is showing impressive momentum. EBIT could rise to USD 40.591 billion in 2027. At the same time, the book value could increase to USD 78.73.
Trading strategy: Reloading

Shares in the pharmaceutical company Amgen (ticker symbol: AMGN US) are celebrating a strong comeback on the US stock markets: +29.20% since the turn of the year. The expected EBIT could rise to USD 16.337 billion by 2027. This strong set of figures is complemented by an EBIT margin of 43.4% in 2027.
Trading strategy: Reloading

In the current market environment, the shares of United Therapeutics (ticker symbol: UTHR US) are also performing well in the current market environment. After a long dry spell, they are now back on the road to success. Particularly noteworthy from my perspective is the expected EBIT development to USD 1.698 billion in 2027. I expect an EBIT margin of 46.33% for 2027.
Trading strategy: Reloading

I consider the technology provider Micron Technology (ticker symbol: MU US) as highly attractive. EBIT could rise to USD 27.780 billion by 2028. My expected return on equity of 19.64% in 2027 further strengthens the long-term outlook.
Trading strategy: Reloading

I am impressed by the natural gas producer EQT Corporation (ticker symbol: EQT US). Operating profit could rise to USD 4.455 billion by 2027. At the same time, the book value could increase to USD 47.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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