“The Week”: Switzerland Is Resilient

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  François Bloch
  Experte

Switzerland

An investment in the shares of Galderma (ticker symbol: GLD SW) would have already paid off for you. Since the turn of the year 2024/2025, the stock has gained 15.16%. My models expect that the operating result (EBIT) could rise from USD 738 million to CHF 1.572 billion between 2024 and 2027. In addition, up to three new drugs are ready for licensing. Against this backdrop, the share still seems undervalued to me.
Trading strategy: Reload.

A new high is currently being reached by turbocharger specialist Accelleron Industries (ticker symbol: ACLN SW) has reached a new high with a performance of +6.34% since the beginning of the year. The price/earnings ratio could fall below the 24 mark by 2027. EBIT could rise to CHF 300.9 million in this period – a plus that underpins the recent share price increase.
Trading strategy: Reload.

Joy is also provided by Holcim (ticker symbol: HOLN SW) – particularly in the run-up to the announced spin-off of the US business. The operating result (EBIT) could grow to CHF 5.746 billion by 2027. This growth potential could further stimulate demand for the share.
Trading strategy: Reload.

Attention should also be paid to VZ Holding (ticker symbol: VZN SW) also deserves attention. Valued at CHF 6.94 billion, the stock is convincing across the board: EBIT could rise to CHF 318.8 million by 2027. I also find it attractive that the dividend could rise to CHF 3.478 in the same period.
Trading strategy: Reload.

Europe

At last, the German chip manufacturer Infineon (ticker symbol: IFX GY) is finally showing an upward trend. Since the beginning of the year, the share has gained 15.97%. According to my current calculations, the operating result (EBIT) could increase to EUR 3.687 billion by 2027. In view of the recent rather mixed performance, this increase would be remarkable.
Trading strategy: Reload.

The shares of the Danish enzyme specialist Novonesis A/S (ticker symbol: NSIS B DC). EBIT could increase to DKK 10.524 bn by 2027. With a forecast EBIT margin of 24.87% in 2027, the overall picture would be right for me. Also worth highlighting from my point of view: the expected dividend yield could be a strong 6.98% in 2027.
Trading strategy: Reload.

The shares of the Austrian Erste Group Bank (ticker symbol: EBS AT) are likely to provide increasing pleasure. Profit before taxes could rise to EUR 6.687 billion by 2027 – a strong boost for the stock, which is valued at EUR 28.43 billion. An EBIT margin of 28.02% is also expected for 2027. Although a dividend yield of 5.72% is also on the cards, this is not the focus here.
Trading strategy: Reload.

Green show my models at the Italian fintech bank Finecobank (ticker symbol: FBK IM). I am convinced that the positive trend will continue with the same momentum. The operating result (EBIT) could rise to EUR 1.031 bn by 2027.
Trading strategy: New on the list.

USA

Pinterest (ticker symbol: PINS US) is interesting for me again. In my view, the technology stock offers potential. Pre-tax profit could rise to USD 813m by 2027. At the same time, the book value per share could rise to USD 11.13.
Trading strategy: Reload again.

Investors with foresight back Zscaler (ticker symbol: ZS US). The group, which specializes in cybersecurity, could increase its operating result (EBIT) to USD 910.8m by 2027. According to my models, an EBIT margin of 22.38% is forecast for 2027 – a figure that would make the company stand out among technology stocks.
Trading strategy: Reload.

The Vistra Corporation (ticker symbol: VST US) – a US electricity producer with clear prospects. EBIT could grow to USD 4.706 billion by 2027. This is coupled with an expected return on equity of 20.33%.
Trading strategy: New on the list.

Now is the right time to take a closer look at the KLA Corporation (ticker symbol: KLAC US) – a Nasdaq 100 stock with profitability. EBIT could rise to USD 5.740 bn by 2027. The projected return on equity could reach 78.67% in 2027, while the book value per share would increase by 472% over the same period.
Trading strategy: Reload.

The shares of MasTec (ticker symbol: MTZ US), a US infrastructure provider in the construction industry with a market capitalization of around USD 12.6 billion, are considered a promising discovery. EBIT could rise to USD 902.1m by 2027. According to my models, an EBIT margin of 5.64% is forecast for 2027.
Trading strategy: New on the list.

Yours sincerely,
François Bloch

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