“The Week”: Peace plan

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  François Bloch
  Experte

Switzerland

The signs at Sonova Holding AG (stock market symbol: SOON SW) are finally green: +1.01 %. However, this is probably just the beginning. If my models are correct, the operating result (EBIT) could improve from CHF 669.2 million to CHF 952.2 million between 2024 and 2029. The dividend per share could also rise from CHF 4.30 to CHF 5.575 over the same period. If these distributions were consistently reinvested each year, this could result in an additional return effect in the long term.
Trading strategy: Reloading

The shares of Roche Holding AG (stock exchange symbol: ROP SW) are gaining momentum on the stock market. This is partly due to the company’s improved financial situation. The expected increase in book value per share is particularly noteworthy: this is likely to rise from CHF 41.37 to CHF 69.94 between 2023 and 2028. This could be seen as a clear signal that the company may have achieved a turnaround after several challenging years.
Trading strategy: Reloading

ABB (stock exchange symbol: ABBN SW) is becoming increasingly impressive. In 2026 alone, the share price has risen by a strong 41.51%. According to my models, the operating result (EBIT) could increase from USD 4.871 billion to USD 8.883 billion between 2023 and 2028. If the dividend per share increases from USD 1.013 to USD 1.414 at the same time, it could be worth reinvesting these distributions in additional shares.
Trading strategy: Reloading

The shares of Belimo Holding AG (stock exchange symbol: BEAN SW) are recovering: +1.09% in 2026, the share is clearly moving back towards a positive annual result. My analysis tools forecast an increase in the operating result (EBIT) from CHF 152.5 million in 2023 toCHF 358.7 million in 2028. If this development is confirmed, the share should continue to have additional upside potential.
Trading strategy: Reloading

The shares of Novartis AG (stock exchange symbol: NOVN SW) are currently in excellent shape and could develop further potential on the stock market. According to my model estimates, there are signs of a significant improvement in cash flow per share in particular. This could rise from USD 6.911 to USD 12.49 between 2023 and 2028. This means that the CHF 227.2 billion stock should continue to have additional upside potential.
Trading strategy: Reloading

For some time now I have been enthusiastic about Siegfried Holding AG (stock market symbol: SFZN SW). Since the turn of the year, the share has already gained 7.57%. The operating result (EBIT) could improve from CHF 191.9 million to CHF 288.5 million between 2023 and 2028. At the same time, the dividend per share is likely to increase from CHF 0.36 to CHF 0.508. If these distributions were consistently reinvested annually, this could result in an additional return effect in the long term.
Trading strategy: Reloading

For the shares of DKSH Holding AG (stock exchange symbol: DKSH SW) are currently on the “full offensive”. Since the turn of the year, the share price has already risen by a strong 8.89%. The operating performance also speaks in favor of the share: the operating result (EBIT) could improve from CHF 329.9 million to CHF 408.5 million between 2023 and 2028.
Trading strategy: Reloading

Europe

The shares of Infineon Technologies AG (stock exchange symbol: IFX GY) have taken off like a rocket these days: since the beginning of the year, the share price has risen by 103.37%. According to my analyses, the book value per share could increase from EUR 13.05 to EUR 18.41 between 2023 and 2028, which would reflect a clear fundamental improvement. The potentially rising dividend payments in particular should also be of interest to investors in the coming years.
Trading strategy: Reloading

Investors of ABN AMRO Bank N.V. (stock exchange symbol: ABN NA) could be pleased in the future. According to my model assumptions, the book value per share should improve from EUR 25.63 to EUR 33.53 between 2023 and 2028. For 2028, an EBIT margin of around 45.37% for the stock with a value of EUR 28.54 billion would also be within the realm of possibility. This picture would be rounded off by a potential dividend yield of around 6.06% in 2028.
Trading strategy: Reloading

The shares of the French Schneider Electric SE (stock exchange symbol: SU FP) are rising steadily and could continue to move towards new record highs on the stock exchange. According to my model assumptions, earnings per share could rise from EUR 7.07 to EUR 12.74 between 2023 and 2028. At the same time, an increase in profitability would also be conceivable: The EBIT margin could reach a level of around 20.32% in 2028, which would represent a significant period of strength for the company by historical standards.
Trading strategy: Reloading

US/CAN

On the more speculative side, the shares of Dell Technologies Inc. (stock market symbol: DELL US) could continue to prove exciting. According to my model assumptions, the operating result (EBIT) could improve from USD 7.678 billion to USD 14.422 billion between 2023 and 2028. This would indicate a significant increase in operating potential.
Trading strategy: Reloading

Forward-looking investors are increasingly turning their attention to Lattice Semiconductor Corporation (stock market symbol: LSCC US), a technology stock with further development potential. According to my model assumptions, the operating result (EBIT) could improve from USD 293.6 million to USD 425 million between 2023 and 2028. The EBIT margin could reach a level of around 37.69% in 2028, a potential new high for the company.
Trading strategy: Reloading

The US technology company Teradyne Inc. (stock market symbol: TER US) is also extremely strong at the moment. According to my model assumptions, the operating result (EBIT) could increase significantly from USD 547.3 million to USD 2.253 billion between 2023 and 2028. This would indicate a strong acceleration in operating growth.
Trading strategy: Reloading

The shares of Lam Research Corporation (stock market symbol: LRCX, US) are up significantly on the stock market. According to my model assumptions, the operating result (EBIT) could increase significantly from USD 5.355 billion to USD 12.771 billion between 2023 and 2028. At the same time, the return on equity would be around 62.794% in 2028, which would be a very high figure compared to the semiconductor sector.
Trading strategy: Reloading

Another look at Ross Stores Inc. (stock market symbol: ROST US) is particularly worthwhile from an operational perspective. According to my model assumptions, the operating result (EBIT) could increase from USD 2.3 billion to USD 3.7 billion between 2023 and 2028. At the same time, a further improvement in profitability would also be conceivable. The EBIT margin could rise to around 13.07% in 2028, setting a new record for the off-price discount sector.
Trading strategy: Reloading

Also NXP Semiconductors N.V. (stock market symbol: NXPI US) is also considered a high-quality semiconductor stock with continued solid operating prospects. According to my model assumptions, the operating result (EBIT) would increase from USD 4.662 billion to USD 6.339 billion between 2023 and 2028. At the same time, the EBIT margin would be around 37.82% in 2028, which would be a very strong level for a stock of this size in the semiconductor sector and could underline the positioning as a high-quality industry player.
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.