“The Week”: Rising uncertainty

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  François Bloch
  Experte

Switzerland

The shares of the Basel airport shopping specialist Avolta (tracker symbol: AVOL SW) are once again taking off on the Swiss stock exchange this year: +9.46 %. The operating result (EBIT) could rise from CHF 676.3 million to CHF 1.123 billion in the period from 2022 to 2027. With a return on equity of 18.74% in 2027, everything could fall into place for you. It would be important to reinvest the dividend in new securities.
Trading strategy: Buy

Everything is going right for you at the former ABB subsidiary Accelleron (tracker symbol: ACLN SW), although the stock is shooting straight up. Operating profit (EBIT) could rise from USD 157 million to USD 369.8 million between 2022 and 2027, underlining the potential of the CHF 7.02 billion stock for years to come.
Trading strategy: Buy

I am really enthusiastic about the papers of Belimo Holding (tracker symbol: BEAN SW), which have performed strongly on the Swiss stock exchange this year with a gain of +17.29 %. The operating result (EBIT) could climb from CHF 152.4 million to CHF 331.6 million between 2022 and 2027. The EBIT margin could be 22.67% by 2027.
Trading strategy: Reloading

At last there is a slight recovery trend in the shares of Flughafen Zürich AG (tracker symbol: FHZN SW). The operating result (EBIT) could rise from CHF 260.2 million to CHF 454 million between 2022 and 2027 , which could cause the price/earnings ratio to fall below 25 points in 2027. It would make sense to reinvest the dividend payment annually in new shares.
Trading strategy: Buy

Full attack is still the motto for the securities of Basler Roche (tracker symbol: ROG SW). Between 2023 and 2028, the operating result (EBIT) could fall from CHF 19.240 billion to CHF 25.861 billion. The dividend per share could increase in the same period from CHF 9.6 to CHF 10.62, which I would immediately reinvest in new securities.
Trading strategy: Buy

Europe

The shares of the major French bank Société Générale have made a sensational comeback. Société Générale (tracker symbol: GLE FP) have staged a sensational comeback: +7.33 % since the turn of the year 2025/2026 for the 55.11 billion euro share. The operating result (EBIT) could improve from EUR 9.429 billion to EUR 12.023 billion between 2022 and 2027. The dividend per share could rise from EUR 1.7 to EUR 2,236 in the same period.
Trading strategy: Reloading

The German Hochtief AG (tracker symbol: HOT GY) is a leading specialist for building construction and civil engineering worldwide and has bulging order books. Between 2023 and 2028, the operating result (EBIT) could increase from EUR 909.6 million to EUR 2.307 billion. The dividend per share could increase in the same period from EUR 4.4 to EUR 11,437.
Trading strategy: Buy

The stock market arrows are pointing to green for the Belgian Ackermans & Van Haaren (tracker symbol: ACKB BB): +24.57 % since the turn of the year 2025/2026. The operating result (EBIT) could grow from EUR 292.3 million to EUR 617.5 million between 2022 and 2027 . It would make sense to reinvest the dividend annually in new shares.
Trading strategy: Buy

Excitement is the order of the day with the shares of the Spanish Repsol (tracker symbol: REP SM). Between 2023 and 2028, the book value per share could rise from EUR 21.53 to EUR 26.98. The expected dividend yield could be 6.63% in 2027, which is why it would make sense to reinvest the dividends.
Trading strategy: Buy

Things are hotting up at the French Dassault Aviation (tracker symbol: AM FP): +29.07 % in 2026 alone. The operating result (EBIT) could increase from EUR 572.3 million in 2022 to EUR improve to 968.7 million. At 12.56%, the EBITDA margin could reach a new record in the company’s history in 2027.
Trading strategy: Buy

The shares of the major French bank BNP Paribas (tracker symbol: BNP FP) remain interesting. The operating result (EBIT) could improve from EUR 16.717 billion to EUR 23.168 billion between 2022 and 2027. The expected dividend yield could be 6.85% in 2027, which is why it would make sense to reinvest the annual dividend in new shares.
Trading strategy: Buy

The share of the Dutch technology stock ASML (tracker symbol: ASML NA). The book value per share could rise from EUR 22.15 to EUR 79 between 2022 and 2027. The price/earnings ratio could be 33 points in 2027, which can be considered extremely attractive for this sector in a global comparison.
Trading strategy: Reloading

The shares of French technology specialist Safran (tracker symbol: SAF FP), although the upward trend is far from over. The book value per share could rise from EUR 26.84 to EUR 45.81 between 2022 and 2027, which would give the stock a solid downside buffer.
Trading strategy: Buy

US/CAN

For growth-oriented investors, it is important to look at the map of Texas Pacific Land (tracker symbol: TPL US). The operating result (EBIT) of the land exploration specialist could increase from USD 562.3 million to a whopping USD 775 million, which would represent a huge leap. The stock could stay on the highway to stock market success for you.
Trading strategy: Buy

The technology value is extremely exciting Ciena Corporation (tracker symbol: CIEN US): The company is showing real power! The operating result (EBIT) could increase from USD 573.3 million in 2023 to USD 1.616 billion. The USD 47.18 billion stock has not yet paid a dividend, which is not necessarily a disadvantage for growth investors.
Trading strategy: Buy

In the current market environment, the shares of Deere & Company (tracker symbol: DER US) are performing excellently and reaching new highs. Between 2023 and 2028, the book value per share could increase from USD 74.56 to USD 112.7. The dividend per share could increase in the same period from USD 4.83 to USD 6,906.
Trading strategy: Buy

The shares of Quanta Services (tracker symbol: PWR US) on the New York Stock Exchange. The operating result (EBIT) could rise from USD 1,128 billion to USD 2,853 billion between 2023 and 2028 . The dividend should be reinvested in new shares on an annual basis.
Trading strategy: Buy

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 Accelleron, Avolta and VAT pronounced.

A Barrier Reverse Convertible with ISIN CH1473758857 on the three shares offers an attractive coupon of 13.20%, 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.