“The Week”: Oil in focus

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  François Bloch
  Experte

Switzerland

The shares of Swiss Prime Site AG (stock exchange symbol: SPSN SW) are doing really well in 2026: +19.07% since the turn of the year. According to my quantitative models, the operating result (EBIT) would improve from CHF 403 million to CHF 523.5 million between 2023 and 2028. With an expected EBIT margin of 77.7% in 2028, everything would simply fall into place. It would be important to reinvest the dividend annually in new securities.
Trading strategy: Buy

The shares of Siegfried Holding (stock market symbol: SFZN SW) have made a top-class stock market comeback: +14.88% since the turn of the year 2025/2026. In my view, the CHF 3.75 billion stock is convincing across the board. The operating result (EBIT) would increase from CHF 191.9 million to CHF 290.9 million between 2023 and 2028. With an expected record EBIT margin of 17.75% in 2028, everything would be right here too.
Trading strategy: Buy

The Mobimo Holding AG (stock market symbol: MOBN SW) is also in top form, exceeding the CHF 3 billion mark in terms of market capitalization for the first time. The operating result (EBIT) would rise from CHF 77 million to CHF 76.7 million in the period from 2023 to 2028, which would be a remarkable development for this sector. It would make sense to reinvest the dividend in new shares year after year.
Trading strategy: Buy

The Banque Cantonale Vaudoise (stock exchange symbol: BCVN SW) has strengthened in the current market environment. A key point would be the dividend per share: this would improve from CHF 3.8 to CHF 4.7 between 2022 and 2027. The expected dividend yield for this year would be 3.9%. Here, too, it would be advisable to consistently reinvest the dividend annually in new securities.
Trading strategy: Buy

New on my recommendation list are the securities of Huber+Suhner (stock market symbol: HUBN SW), which promise considerable potential. In the period between 2022 and 2027, the operating result (EBIT) would increase from CHF 103.2 million to CHF 161.1 million. If my models were correct, the price/earnings ratio would fall to 26.5 in 2027, making the share interesting for value investors for the first time.
Trading strategy: Buy

Europe

I am very keen on the papers from Enel (stock market symbol: ENEL IM): Between 2022 and 2027, the operating result (EBIT) would increase from EUR 11.193 billion to EUR 15.691 billion. With an expected dividend yield of 5.21% in 2027, everything would simply fit for this 102-billion-euro stock. It would be crucial to reinvest the dividends annually in new securities.
Trading strategy: Buy

The shares of Schneider Electric (stock market symbol: SU FP) have staged an impressive comeback: +17.79% since the turn of the year 2025/2026 for the EUR 156 billion stock. The operating result (EBIT) would rise from EUR 6.017 billion to EUR 9.908 billion between 2022 and 2027, and the dividend per share would increase from EUR 3.15 to EUR 5.059 over the same period.
Trading strategy: Buy

The securities of E.ON (stock exchange symbol: EOAN GY) are more than convincing, because for the first time the share price performance is also right with an increase of +22.05% since the turn of the year 2025/2026. The operating result (EBIT) could rise from EUR 5.197 billion to EUR 6.891 billion between 2022 and 2027, and the EBIT margin could possibly reach 7.59% in 2027.
Trading strategy: Buy

The Dutch SBM Offshore (stock exchange symbol: SBMO NA) is a leading specialist in maritime systems for oil production and has extremely well-filled order books. The operating result (EBIT) would increase from EUR 788 million to EUR 914.4 million between 2023 and 2028, and the dividend per share would increase from EUR 0.83 to EUR 1,107 over the same period; in my view, this would be exceptional and would further increase the attractiveness.
Trading strategy: Buy

The stock market lights are green for Prysmian (stock market symbol: PRY IM): +18.66% since the turn of the year 2025/2026. The operating result (EBIT) would increase from EUR 1,119 billion to EUR 2,366 billion between 2022 and 2027. In order to fully exploit the long-term effect, the dividend should be reinvested annually in new shares.
Trading strategy: Buy

The development of EDP – Energias de Portugal (stock exchange symbol: EDP LI) remains exciting: The operating result (EBIT) would increase from EUR 2.530 billion to EUR 3.036 billion between 2022 and 2027. The EBIT margin is expected to reach 20.35% in 2027 and earnings per share would increase from EUR 0.1712 to EUR 0.2887.
Trading strategy: Buy

The oncology specialist Ipsen (stock exchange symbol: IPN FP) impresses with strong momentum. Operating profit (EBIT) would increase from EUR 1,001 billion to EUR 1,400 billion between 2023 and 2028, and earnings per share would improve from EUR 7.73 to EUR 11.09 over the same period; this would be exceptional and could open up considerable potential for you.
Trading strategy: Buy

The development at Saipem (stock market symbol: SPM IM): +47.26% in 2026 alone. According to my models, the operating result (EBIT) would increase from EUR 150 million to EUR 1.023 billion between 2022 and 2027, and the EBITDA margin would probably reach 6.54% in 2027; this would mean a new record value in the company’s history.
Trading strategy: Buy

The shares of Veolia Environnement (stock market symbol: VIE FP) remain clearly on an upward trend. The operating result (EBIT) would increase from EUR 3,062 billion to EUR 4,288 billion between 2022 and 2027, and the price/earnings ratio would be around 15 in 2027, which could be considered extremely attractive for this sector by global standards.
Trading strategy: Buy

The securities of Eiffage (stock market symbol: FGR FP): The operating result (EBIT) would increase from EUR 2,212 billion to EUR 2,806 billion between 2022 and 2027. Consistent reinvestment of the annual dividend in new securities could further increase long-term earnings.
Trading strategy: Buy

The shares of TotalEnergies (stock exchange symbol: TTE FP) are developing into a new powerhouse in Europe: The book value per share would increase from EUR 45.01 to EUR 57.03 between 2022 and 2027. Consistent annual reinvestment of the dividend in new securities would make optimum use of the compound interest effect and increase the return in the long term.
Trading strategy: Buy

The shares of BE Semiconductor Industries (stock market symbol: BEAN NA), and the key financial figures clearly indicate further potential. The operating result (EBIT) would rise from EUR 294.1 million to EUR 490.6 million between 2022 and 2027, which would give the stock a solid downside buffer.
Trading strategy: Buy

US/CAN

For growth-oriented investors, it is worth taking a look at Southern Copper Corporation (stock market symbol: SCCO US): The copper producer’s operating result (EBIT) could rise from USD 4,436 billion to an impressive USD 7,860 billion between 2022 and 2027. This would put the stock on the highway to success on the stock market and offer considerable growth potential.
Trading strategy: Buy

The technology value seems extremely exciting Corning Incorporated (stock market symbol: GLW US): Operating income could show tremendous momentum between 2023 and 2028, rising from USD 2,243 billion to USD 5,861 billion. For a USD 129 billion stock, this would further underline the strong management and growth prospects.
Trading strategy: Buy

In the current market environment, the shares of The Hershey Company (stock market symbol: HSY US) are performing excellently and marking new highs. Between 2023 and 2028, the book value per share could improve from USD 19.96 to USD 31.9, while the dividend per share could rise from USD 4,456 to USD 6,378.
Trading strategy: Buy

I am also fascinated by MasTec Inc. (stock market symbol: MTZ US): +37.10% since the beginning of the year. If everything goes according to plan, the operating result (EBIT) could increase from USD 80.11 million to USD 1.263 billion between 2023 and 2028, which would open up a massive growth scenario.
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 Shell, Siemens Energy and TotalEnergies pronounced.

A Barrier Reverse Convertible with ISIN CH1473760325 on the three shares offers an attractive coupon of 16.10%, 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.