Trading Desk
“The Week”: Oil shock?
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François Bloch
Experte
On the offensive at St. Galler Kantonalbank – ENI with a sensational comeback – Quanta Services’ share price rises sharply
Switzerland
The shares of the Zug-based dermatology specialist Galderma (stock market symbol: GALD SW) are performing really well: over the last twelve months they have risen by 56.88%. Operating profit (EBIT) could rise from USD 738 million to USD 2.136 billion between 2024 and 2028, which would be exceptional in the current market environment. The dividend is also likely to increase from USD 0.16696 to USD 1.04 over the same period, which could further increase the attractiveness of the approximately USD 47.02 billion stock.
Trading strategy: Reload.
New on the recommendation list are the shares of Luzerner Kantonalbank (stock exchange symbol: LUKN SW): Between 2022 and 2027, the operating result (EBIT) could improve from CHF 284.6 million to CHF 354 million for the CHF 5.25 billion stock. The expected dividend yield in 2026 is likely to be 2.63%, which would be good for the Swiss market average. It would make sense to reinvest the dividend annually in new securities.
Trading strategy: Reload.
“On the offensive” is the motto for the securities of the St. Galler Kantonalbank (stock exchange symbol: SGKN SW): The book value per share could improve from CHF 463.1 to CHF 561.9 between 2022 and 2027 for the CHF 3.87 billion stock. The current dividend yield is likely to be 3.09% this year. This could be a good time to set the tone for the first time.
Trading strategy: Reload.
The food manufacturer Emmi (stock exchange symbol: EMMN SW) is performing excellently across the board and should now be looked at more closely. The operating result (EBIT) could rise from CHF 258.2 million to CHF 383.6 million between 2023 and 2028, which would be a clear exclamation mark. The return on equity should reach the 18.28% mark in 2028. It is advisable to reinvest the dividends annually in new securities.
Trading strategy: Reload.
Europe
I am very bullish on the shares of Central Europe’s largest oil and gas group, OMV AG. OMV AG (stock market symbol: OMV AT). The dividend strength of the EUR 18.79 billion stock is particularly important. The distribution per share could increase from EUR 2.80 to EUR 4.567 between 2022 and 2027. The expected dividend yield is likely to be 7.95% in 2028. It is advisable to reinvest the dividends annually in new securities.
Trading strategy: Reloading
The shares of the Italian ENI (stock exchange symbol: ENI IM) have staged a sensational comeback: since the turn of the year 2025/2026, the EUR 60.37 billion stock has risen by 27.17%. The book value per share should improve from EUR 15.72 to EUR 17.22 between 2022 and 2027. Over the same period, the dividend per share could increase from EUR 0.88 to EUR 1.129.
Trading strategy: Reloading
The Swedish Telia Company (stock exchange symbol: TELIA SS) is a leading telecommunications provider in Scandinavia with a strong product offering. Operating profit (EBIT) could rise from SEK 113.32 billion to SEK 155.27 billion between 2022 and 2027. The dividend payout per share would also be particularly impressive in my view, which could rise from SEK 2 to SEK 2,275 over the same period.
Trading strategy: Reloading
US/CAN
On the New York Stock Exchange, the shares of Quanta Services (stock market symbol: PWR US) are soaring. The operating result (EBIT) is expected to rise from USD 1,128 billion to USD 2,853 billion in the period from 2023 to 2028 . In any case, the dividend should be reinvested annually in new shares.
Trading strategy: Reload
Yours sincerely,
François Bloch
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