“The Week”: Progress in the Trade Dispute

• 

  François Bloch
  Experte

Switzerland

The shares of ALSO Holding (ticker symbol: ALSN SW) have gained significant ground again since the turn of the year 2024/2025 – a price increase of 19.2% is impressive proof of this. Worth mentioning is the expected increase in operating profit (EBIT) to CHF 342.7 million by 2027 – remarkable progress. Reinvesting the dividend in new shares is recommended in order to make the most of the compound interest effect.
Trading strategy: Reload.

Investors with a focus on distributions should take a closer look at the shares of Banque Cantonale Vaudoise (ticker symbol: BCVN SW). An attractive dividend yield of 4.6% is forecast for 2026. The possible development of the book value per share to CHF 47.44 in 2027 further boosts confidence. An annual reinvestment of the dividend is also recommended here.
Trading strategy: Reload.

After a difficult phase, the shares of Cembra Money Bank (ticker symbol: CMBN SW) have made an impressive comeback. Despite a valuation discount of 10.6% according to my models, the CHF 2.95 billion stock offers attractive potential. The forecast dividend yield of 4.95% in 2026 is also attractive in the current low interest rate environment. In addition, the book value per share could rise to CHF 47.21 in 2027. The management’s clear strategy is convincing and strengthens investor confidence in the long term.
Trading strategy: Reload.

The securities of Thurgauer Kantonalbank (ticker symbol: TKBP SW) are currently still flying under the radar of many investors. However, a look at the figures shows enormous potential. The book value per share could rise to CHF 158.70 by 2027.
Trading strategy: New.

Richemont‘s share (ticker symbol: CFR SW) have risen by 5.18% since the beginning of the year, making them one of the most exciting stocks in the SMI. One reason: the luxury goods group’s EBIT could rise to a strong CHF 5.692 billion in 2027 – a development that underpins the share price upswing. Here too, reinvesting the dividend on an annual basis is crucial for investment success.
Trading strategy: Reload.

Europe

The Spanish Bankinter (ticker symbol: BKA SM) is one to watch. The share price has risen by 43.52% since the beginning of the year. According to my current calculations, the operating result (EBIT) could improve to EUR 2.001 billion by 2027. What I find particularly attractive is the steadily rising dividend payout, which fits in perfectly with my investment strategy.
Trading strategy: Reload.

I came across a new gem in Italy: Unipol Assicurazioni (ticker symbol: UNI IM), an insurer without a life division. Despite a price increase of 40.65% since the turn of the year, the share remains interesting. EBIT could rise to EUR 1.760 billion by 2027. The expected dividend of EUR 1.138 in 2027 should be emphasized. The annual reinvestment of the dividend is also key here.
Trading strategy: New.

The shares of Lloyds Banking Group (ticker symbol: LLOY LN) are rising sharply. The operating result (EBIT) could grow to GBP 10.350 billion by 2027. With a forecast EBIT margin of 47.05% in 2027, the valuation environment is attractive. It is worth making targeted investments here.
Trading strategy: Reload.

The Deutsch Börse AG (ticker symbol: DB1 GY) is excellently positioned. Profit before tax could increase to EUR 3.492 billion in 2027. A temporary EBIT margin of 51.62% is expected for 2027 – a strong signal for the potential of this EUR 53.13 billion heavyweight. The forecast dividend yield should be a solid 1.59% in 2026.
Trading strategy: Reload.

The focus is once again on Banco BPM (ticker symbol: BAMI IM). The share is currently heading for new highs. The operating result (EBIT) could rise to EUR 3.338 billion by 2026. An EBIT margin of 53.35% in 2026 would send a strong signal.
Trading strategy: Reload.

The French cosmetics icon L’Oréal (ticker symbol: OR FP) remains a perennial favorite. The hope that the upward trend will continue until the end of 2026 is justified. EBIT could rise to EUR 10.293 billion by 2027 – a strong signal for the sustainable growth story.
Trading strategy: Reload.

USA

The shares of Zscaler (ticker symbol: ZS US) have the potential to become one of the big names in security software. EBIT is expected to increase to USD 911.4 million by 2027. At the same time, the book value per share could rise to USD 16.02.
Trading strategy: Reload.

The shares of the CME Group (ticker symbol: CME US) are currently enjoying strong demand – and rightly so. The US exchange operator’s EBIT could increase to USD 5.150 billion by 2027. The expected EBIT margin of 71.36% in 2027 is impressive, which would indicate stability and high profitability.
Trading strategy: Reload.

Also Intercontinental Exchange (ticker symbol: ICE US) also has strong prospects for the future. EBIT could rise to USD 6.984 billion by 2027. Even more impressive is the potential development of earnings per share: from USD 2.58 in 2022 to an expected USD 6.91 in 2027 – a significant leap in growth.
Trading strategy: New.

It’s worth taking a look at the pest control specialist Rollins (ticker symbol: ROL US). EBIT could rise to USD 928 million by 2027. The return on equity could reach 32.12% by 2027.
Trading strategy: New.

The US healthcare group Cigna (ticker symbol: CI US) impresses with its continuously positive development. EBIT could rise to USD 10.728 billion by 2027. This is coupled with an expected return on equity of 18.34% in 2027.
Trading strategy: Reload.

I wish you an exciting trading week.

Yours sincerely,
François Bloch

____

«Bloch live» morgen Dienstag um 17:00 Uhr

Don’t miss it, it’s worth it! Being there is almost a must. 👇👇

____

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