“The Week”: recovery boost

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  François Bloch
  Experte

Switzerland

The shares of Basler Roche Holding (ticker symbol: ROG SW) are currently experiencing an impressive comeback. They have gained 23.53% since the turn of the year 2024/2025. In the background, hopes are growing that a new breast cancer drug will become the next blockbuster. The operating result (EBIT) could rise to CHF 23.653 billion in 2027. For shareholders, who have seen their share price fall by over 35% since its peak, this could be the first sign of a silver lining on the horizon. Expected dividend yield 2026: 3.26%.
Trading strategy: Reloading

Also at Nestlé (ticker symbol: NESN SW) is also showing a slight glimmer of hope following the recent announcement of a comprehensive job reduction program with 16,500 cuts. The book value per share could rise to CHF 16.94 by 2027, halting the downward trend of recent years – a signal that inspires new confidence for the future.
Trading strategy: Reloading

The shares of PSP Swiss Property Ltd (ticker symbol: PSPN SW), whose success story has continued for decades. The book value per share will rise to CHF 130.30 in 2027. This strengthens the position of the CHF 6.42 billion company among investors.
Trading strategy: Reloading

Europe

The shares of the Belgian immunotherapy specialist Argenx (ticker symbol: ARGX BB) are on a record course. Since the turn of the year 2024/2025, the gain is an impressive 33.40%. My models predict a strong future for the company. The operating result (EBIT) could rise to EUR 2,495 billion in 2027. With an expected EBIT margin of 41.14% in 2027, the signs point to long-term growth.
Trading strategy: Reloading

I am fascinated by the Italian Italgas (ticker symbol: ENR GY), which has been underestimated by many investors to date. There is good news to report here. The operating result (EBIT) could rise to EUR 1.463 billion by 2027. If this proves to be the case, the share price should gain further momentum. With an expected dividend yield of 5.62% in 2027, the prospects are attractive.
Trading strategy: Reloading

From a fundamental perspective, it is also worth taking a look at the securities of the Italian Terna S.p.A. (ticker symbol: TRN IM). The operating result (EBIT) could rise to EUR 2,029 billion in 2027. At the same time, the book value per share could rise to EUR 4,385.
Trading strategy: Reloading

The shares of the German company E.ON (ticker symbol: EOAN GY) are also experiencing a strong recovery. The share price is up 37.84% in 2025 alone. In my view, the future prospects for this European “hidden champion” remain excellent. The book value per share could rise to EUR 8.20 (2027). The expected dividend yield should be 3.99% in 2027 – solid, if not outstanding in a pan-European comparison.
Trading strategy: Reloading

The shares of the French electrical engineering specialist Rexel (ticker symbol: RXL FP), which hardly attracts any attention in Switzerland. The book value per share could rise to EUR 21.22 by 2027. Long-term commitment is the key to success here.
Trading strategy: Reloading

I really like the Danish cancer drug manufacturer Genmab A/S (ticker symbol: GMAB DC). The future prospects are strong. The operating result (EBIT) is expected to grow from DKK 6.537 billion in 2022 to DKK 11.690 billion in 2027. At the same time, the price/earnings ratio is expected to fall below the 16 mark – a strong signal. The DKK 15 billion stock belongs in every smart portfolio.
Trading strategy: Reloading

In the field of natural gas storage, the Italian company Snam S.p.A. (ticker symbol: SRG IM). EBIT could rise to EUR 2,040 billion by 2027. The expected dividend yield should be 5.72% in 2027.
Trading strategy: Reloading

After a summer lull in 2025, the shares of Spanish airport operator Aena S.M.E. SA (ticker symbol: AENA SM) are making an impressive comeback. EBIT could rise to EUR 3.246 billion by 2027 – clear evidence of the company’s strong market position.
Trading strategy: Reloading

The shares of the Scandinavian telecommunications provider Telia Company AB (ticker symbol: TELIA SS). EBIT could rise to SEK 14.914 billion by 2027. With an expected dividend yield of 5.91% in 2026, the general conditions are right.
Trading strategy: Reloading

The French construction and infrastructure group Eiffage (ticker symbol: FGR FP) is also in top form. EBIT could rise to EUR 2,795 billion by 2027 – which further underpins the attractiveness of the share.
Trading strategy: Reloading

The Norwegian telecommunications stock Telenor ASA also offers great potential. Telenor ASA (ticker symbol: TEL NO), particularly due to the attractive dividend payouts. The operating result (EBIT) could rise to NOK 21.929 billion by 2027. Expected dividend yield 2027: 6.82%.
Trading strategy: Reloading

USA/CAN

The long-awaited takeover bid for Exact Sciences Corporation (ticker symbol: EXAS US) has finally arrived – and the share price has risen by 79.57% since the turn of the year 2024/2025. The operating result (EBIT) could improve to USD 224 million by 2027. Now it’s time to keep calm and wait and see whether a counter-offer follows.
Trading strategy: Reloading

For growth-oriented investors, an investment in Alphabet (ticker symbol: GOOGL US). The search engine giant’s EBIT could improve to USD 176.796 billion by 2027. With an expected price/earnings ratio of 23.4 in 2027, the stock appears attractively valued and offers long-term price potential – provided you are patient enough to hold on.
Trading strategy: Reloading

In the current market environment, the shares of the retail company Casey’s General Stores (ticker symbol: CASY US) are convincing. They are clearly back on course for success. EBIT could rise to USD 1,132 billion by 2027. My expected EBIT margin for 2027 is 5.89%.
Trading strategy: Reloading

The pharmaceutical giant also promises attractiveness Johnson & Johnson (ticker symbol: JNJ US) also promises to be attractive. EBIT could rise to an impressive USD 35.093 billion in 2027. The expected return on equity in 2027 is a strong 34.02%, which will also boost the stock in the long term.
Trading strategy: Reloading

I am impressed by the residential real estate specialist Welltower (ticker symbol: WELL US), which focuses on senior housing. EBIT could increase to a strong USD 3.005 billion by 2027. At the same time, the book value per share should rise to USD 64.92.
Trading strategy: Reloading

On the slightly more speculative side, I see the US medical technology stock Penumbra (ticker symbol: PEN US). My models forecast EBIT growth to USD 326.3 million in 2027 – extraordinary for a company with a market capitalization of USD 11.3 billion.
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.