“The Week”: The Recovery Goes On

• 

  François Bloch
  Experte

Switzerland

The shares of Belimo (ticker symbol: BEAN SW) are performing excellently in the current challenging market phase. Since the turn of the year 2024/2025, the share price has risen by 21.52%. Earnings per share could increase to CHF 18.47 in 2027 – a new high would be reached. With an estimated price/earnings ratio of less than 40 in 2027, bargain hunters in particular are likely to further increase their positions.
Trading strategy: Reload.

The shareholders of Basler Lonza (ticker symbol: LONN SW) can once again look forward to pleasing share price developments. The operating result (EBIT) could improve to CHF 2.186 billion by 2027. This would bring the price/earnings ratio back below the 30 mark for the first time in a long time – well below the historical average.
Trading strategy: Reload.

The shares of Sulzer (ticker symbol: SUN SW) are literally inviting investors to buy in. The book value per share could rise to CHF 52.95 in 2027. A forecast EBIT margin of over 22% in 2027 (comparative figure for 2022: 18.6%) speaks for sustainable, profitable growth. This development is the result of a clear strategic focus.
Trading strategy: Reload.

One of the most exciting turnaround stocks of the year are currently the shares of Avolta (ticker symbol: AVOL SW), with a price increase of 8.04% since the turn of the year 2024/2025. EBIT could almost double to CHF 1.157 billion by 2027 – a key driver of the recent share price performance. Reinvest the dividends in new shares. The new passenger record at Zurich Airport should give the company an additional tailwind.
Trading strategy: Reload.

Europe

The Greece-based Coca-Cola Hellenic (ticker symbol: CCH LN) is performing excellently. The operating result (EBIT) could rise to EUR 1.588 billion in 2027 – an impressive development. The EBIT margin of 11.89% expected for 2027 is remarkable, which is considered strong compared to the industry benchmark. Reinvest the dividends in new shares.
Trading strategy: Reload.

The shares of Rolls-Royce (ticker symbol: RR LN) are experiencing a rapid upward trend. EBIT could rise to a strong GBP 3.472 billion in 2027. With an expected EBIT margin of 15.67% in 2027, the company would reach new heights – a sign of operational strength.
Trading strategy: Reload.

The Dutch ABN AMRO Bank (ticker symbol: ABN NA) is currently valued at around EUR 15.73 billion on the stock exchange and is on its way to new highs. EBIT could rise to EUR 3.418 billion by 2027. The EBIT margin could develop impressively.
Trading strategy: Reload, could also be a potentially attractive takeover candidate.

The shares of the German concert organizer CTS Eventim (ticker symbol: EVD GY) currently offer exciting prospects. There are high hopes that the positive trend will continue until at least the end of 2026. EBIT could rise to EUR 607.1 million by 2027 – a leap upwards.
Trading strategy: Reload.

USA

Spotify (ticker symbol: SPOT US) is very popular with investors. The operating result (EBIT) could increase to USD 4.032 billion by 2027. The return on equity could reach a new high of 25.27% in 2027.
Trading strategy: Reload.

The shares of Howmet Aerospace (ticker symbol: HWM US) are currently trading at a temporary high. EBIT could rise to USD 2.612 billion by 2027 – a strong performance given the market environment. At the same time, earnings per share could more than quadruple.
Trading strategy: Reload.

A look at MercadoLibre (ticker symbol: MELI US) is worthwhile. EBIT could rise to USD 6 bn. (2027) – driven by booming e-commerce and the successful fintech division. The EBIT margin could reach 15.77% in 2027.
Trading strategy: Reload.

The forecasts for Cencora, formerly AmerisourceBergen, (ticker symbol: COR US) are positive. EBIT could rise to USD 4.729 billion by 2027. Earnings per share could double in this period.
Trading strategy: Reload.

Carvana (ticker symbol: CVNA US) is on the verge of an impressive operational turnaround. EBIT could improve from USD -1.490 bn in 2022 to USD +2.394 bn in 2027. The return on equity is estimated at 39.2% for 2027.
Trading strategy: New.

Palantir (ticker symbol: PLTR US) impresses with strong growth figures. EBIT could rise to USD 2.754 billion by 2027. An EBIT margin of 22.56% is expected for 2028 – a strong figure in the technology sector.
Trading strategy: Reload.

I wish you an exciting trading week.

Yours sincerely,
François Bloch

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