“The Week”: Record highs in the USA

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  François Bloch
  Experte

Switzerland

All course fears at the Zug dermatology specialist Galderma (stock market symbol: GALD SW) should be off the table following the publication of the latest financial results. Operating profit (EBIT) could rise from USD 738 million to USD 2.363 billion in the period from 2024 to 2028, which would demonstrate the company’s strength.
Trading strategy: Reload

All price targets for the Zurich technology stock ABB (stock exchange symbol: ABBN SW) have been pulverized. Now there is a real need for large investors who track so-called index trackers to catch up. The operating result (EBIT) could increase from USD 4.871 billion to USD 8.709 billion in the period from 2023 to 2028, which would demonstrate the company’s sustainable strength.
Trading strategy: Reload

Europe

Like a rocket, the shares of STMicroelectronics (stock exchange symbol: STM FP) have taken off like a rocket on the Paris stock exchange these days: since the beginning of the year, the share price has risen by 93.27% – an almost sensational development by European standards. According to my analysis, the book value per share could increase from EUR 17.72 to EUR 25.32 between 2023 and 2028, which would be considered more than significant. In particular, the rising dividend payments could potentially continue to inspire investors in the coming years.
Trading strategy: Reload

The shares of the German wind power specialist Siemens Energy (stock market symbol: ENR GY) appear very attractive: The operating result (EBIT) is expected to improve from EUR -2.776 billion to EUR 8.605 billion between 2023 and 2028. With an expected EBIT margin of 13.51% in 2028, the operating base would be significantly strengthened, meaning that corresponding investments would be appropriate. In addition, an expected dividend yield of 1.81% for 2028 must be taken into account.
Trading strategy: Reload

You are likely to enjoy the shares of the French cosmetics group L’Oréal (stock market symbol: OR FP). Earnings per share are forecast to increase from EUR 11.52 to EUR 15.53 in the period from 2023 to 2028. An EBIT margin of 20.91% is also expected for the approximately EUR 201 billion stock in 2028. The expected dividend yield is likely to be 2.32%.
Trading strategy: Reload

The shares of the Italian energy group Eni (stock exchange symbol: ENI IM) are rising steadily: the approximately EUR 67.5 billion stock is heading for new record highs on the stock exchange. The dividend could rise from EUR 0.94 to EUR 1.179 between 2023 and 2028. In 2028, the EBIT margin is likely to reach a new record of 12.427%.
Trading strategy: Reload

The shares of the French energy group TotalEnergies (stock market symbol: TTE FP) appear attractive. Expectations are high that the positive upward trend could continue until the end of 2028. The book value per share is expected to increase from EUR 49.65 to EUR 66.38 in the period from 2023 to 2028, which would represent a clear and significant improvement.
Trading strategy: Reload

US/CAN

Forward-looking investors are increasingly focusing on the shares of Amkor Technology (stock market symbol: AMKR US).The operating result (EBIT) for the technology value, which tends to receive less attention, could improve from USD 470.3 million to USD 792.8 million between 2023 and 2028. The EBIT margin is expected to reach a new high of 9.04% in 2028.
Trading strategy: Reload

At present, many investors in the US chip manufacturer Texas Instruments (stock market symbol: TXN US), which is performing very strongly on the stock market. The operating result (EBIT) could grow from USD 7.331 billion to USD 10.883 billion in the period from 2023 to 2028. This would be a significant increase that would underline the company’s operational strength.
Trading strategy: Reload

The shares of the US semiconductor company Monolithic Power Systems (stock market symbol: MPWR US) are rising sharply: The operating result (EBIT) could increase significantly from USD 641.1 million to USD 1.752 billion in the period from 2023 to 2028. The return on equity (ROE) is expected to be 27.38% in 2028.
Trading strategy: Reload

May I introduce the US energy company Coterra Energy (stock market symbol: CTRA US)? The share from the “XXL class” in the energy sector shows a moderate but steady operating performance. The operating result (EBIT) could increase from USD 2.178 billion to USD 2.662 billion in the period from 2023 to 2028. The EBIT margin is expected to be 12.69% by 2028, which indicates solid profitability compared to the industry as a whole.
Trading strategy: Reload

In my view, the shares of the US energy company Diamondback Energy (stock market symbol: FANG US) are a special kind of pearl: the approximately USD 54.8 billion stock shows a clear operational expansion. The operating result (EBIT) could rise from USD 4.570 billion to USD 6.037 billion in the period from 2023 to 2028. With an expected EBIT margin of 38.59% in 2028, this would result in a very high level of profitability.
Trading strategy: Reload

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 Adecco, Bachem and Stadler Rail pronounced.

A barrier reverse convertible with the ISIN CH1530884332 on the three shares offers an attractive coupon of 16.50%, 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.