“The Week”: Resilience rally

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  François Bloch
  Experte

Switzerland

Another significant increase Inficon (stock exchange symbol: IFCN SW): with +7.06% within just seven days. The book value per share could increase from CHF 13.91 to CHF 26.22 between 2022 and 2027. At the same time, the dividend payout is likely to increase from CHF 2.264 to CHF 2.924 over the same period. It would be advisable to reinvest the dividend annually in new shares.
Trading strategy: Reloading

With Sandoz (stock exchange symbol: SNDZ SW) is currently doing a lot of things right: the biosimilars business in particular is developing very dynamically. The operating result (EBIT) could rise from USD 1,488 billion to around USD 2,993 billion between 2023 and 2028, meaning that this share would appear significantly undervalued from today’s perspective. It would be advisable to reinvest the dividend annually in new shares.
Trading strategy: Reloading

Accelleron (stock market symbol: ACLN SW) is currently in excellent shape and, in my opinion, should have further potential on the stock market. According to model estimates, the operating result (EBIT) could rise from USD 141.3 million to around USD 482.9 million in the period from 2023 to 2028. From today’s perspective, there would therefore still be significant upward scope, especially with a valuation of around CHF 8.23 billion.
Trading strategy: Reloading

At the vacuum valve specialist VAT Group (stock exchange symbol: VAT SW) is currently experiencing an impressive development. Since the turn of the year, the share price has risen by 58.49%. For the period between 2023 and 2028, the operating result (EBIT) could increase from CHF 228.6 million to around CHF 588.4 million. At the same time, the dividend per share would probably increase from CHF 6.25 to around CHF 10.46. It would be advisable to reinvest the dividend annually in new shares.
Trading strategy: Reloading

At the Vontobel (stock exchange symbol: VONN SW) is currently showing interesting potential. The book value per share could rise from CHF 37.85 to CHF 49.91 in the period between 2023 and 2028. The dividend per share could rise from CHF 3.00 to around CHF 3.312 in the same period. In order to fully exploit the potential long-term compound interest effect, it would be advisable to reinvest the distributed dividends annually in new shares.
Trading strategy: Reloading

The shares of SFS Group (stock exchange symbol: SFSN SW) are not yet in the focus of value investors. The operating result (EBIT) could improve from CHF 358.6 million to around CHF 431.8 million in the period from 2023 to 2028. This would make this share particularly interesting for patient investors who are looking for long-term, steady value growth. It might also make sense here to consistently reinvest the dividends received in new shares in order to provide additional support for long-term wealth accumulation.
Trading strategy: Reloading

Europe

The papers of Prysmian (stock market symbol: PRY IT) have currently taken off like a rocket: since the beginning of the year, the share price has risen by a remarkable 76.02%. The book value per share could increase significantly from EUR 12.98 to EUR 35.91 between 2023 and 2028. The expected increase in dividend distributions could be particularly attractive for long-term investors and potentially provide sustained income for years to come.
Trading strategy: Reloading

The share price of the Dutch ASML Holding (stock exchange symbol: ASML NA) is currently showing strong movement: Despite an increase of 43.20% since the turn of the year, this share remains a central position in my view. Cash flow per share could increase significantly from EUR 13.81 to around EUR 50.42 in the period from 2023 to 2028. This would underline the company’s fundamental growth momentum.
Trading strategy: Reloading

In my view, the shares of BE Semiconductor Industries (stock exchange symbol: BESI NA) are very attractive. The book value per share could increase from EUR 5.09 to EUR 11.68 between 2023 and 2028. With an assumed EBIT margin of 46.37% in 2028, a highly profitable business model could potentially emerge. Although the dividend payout would be rather modest in comparison, this would not be a priority for a technology stock, as the focus here is on growth and reinvestment in the company’s development.
Trading strategy: Reloading

In my view, you could continue to enjoy the shares of ASM International (stock exchange symbol: ASM NA) in the future. The book value per share could increase significantly from EUR 65.58 to EUR 143.14 in the period between 2023 and 2028. A potential record EBIT margin of 32.79% is also forecast for 2028. With a company valuation of around EUR 43.14 billion, this would indicate continued very strong operating performance. The only weak point is likely to remain the comparatively low expected dividend yield of around 0.54% in 2027.
Trading strategy: Reloading

In my view, the shares of the Luxembourg-based steel group ArcelorMittal (stock market symbol: MT NA) is steadily moving upwards. The stock, with a market value of around EUR 39.62 billion, seems to be heading for new record highs. Earnings per share could increase significantly from EUR 1.09 to EUR 6.945 in the period between 2023 and 2028. In addition, an EBT margin of 9.5% is expected for 2028, which would represent a strong level for the company by historical standards.
Trading strategy: Reloading

In my view, the shares of the French electronics group Legrand (stock market symbol: LR FP) are attractive. The expectation is that the positive trend could continue until the end of 2028. The book value per share would increase significantly from EUR 25.19 to EUR 37.92 in the period between 2023 and 2028. This would indicate a solid and steady performance overall.
Trading strategy: Reloading

US/CAN

In my opinion, forward-looking investors should focus on the shares of Advanced Micro Devices (stock market symbol: AMD US).With the “technology value of the future”, the operating result (EBIT) could improve significantly from USD 4.854 billion to around USD 34.6 billion in the period between 2023 and 2028. The EBIT margin could also rise to around 34.57% in 2028, possibly reaching a new internal company record.
Trading strategy: Reloading

In my view, the development of Corning Incorporated (stock market symbol: GLW US) is currently performing extremely well. The company is currently performing very strongly on the stock market. The operating result (EBIT) could rise from USD 2.243 billion to around USD 6.693 billion in the period between 2022 and 2027, which would indicate an exceptionally dynamic operating performance.
Trading strategy: Reloading

In my view, the shares of Lam Research (stock market symbol: LRCX US) are performing very well. The operating result (EBIT) could increase significantly from USD 5.335 billion to around USD 12.674 billion in the period between 2023 and 2028. The return on equity (ROE) would be around 36.12% in 2028.
Trading strategy: Reloading

The share of Howmet Aerospace (stock market symbol: HWM US) show a strong picture of the future in my view. The operating result (EBIT) could increase significantly from USD 1.203 billion to around USD 3.728 billion in the period between 2023 and 2028. The EBIT margin would increase to around 30.78% by 2028, underlining the operational strength in the aerospace segment.
Trading strategy: Reloading

In my view, the shares of Applied Materials (stock market symbol: AMAT US) are a real “pearl” in the technology sector. The operating result (EBIT) could increase from USD 7.719 billion to around USD 14.153 billion in the period between 2023 and 2028. With an assumed EBIT margin of 32.64% in 2028, this would result in an extremely profitable overall picture, especially with a current valuation of around USD 346 billion. Overall, from today’s perspective, the share therefore potentially appears to be a high-quality technology stock with long-term growth potential.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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