“The Week”: Tailwind

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  François Bloch
  Experte

Switzerland

The shares of Belimo (ticker symbol: BEAN SW) are currently experiencing an impressive comeback after emerging from a brief period of pressure. According to my models, the operating result (EBIT) should more than double from CHF 152.4 million to CHF 325.6 million between 2022 and 2027. The EBIT margin should reach a record level of 22.65% in 2027, up from 18% in 2022.
Trading strategy: Reloading

The shares of Swissquote (ticker symbol: SQN SW) have gained further momentum on the Swiss stock exchange, rising by an impressive +43.56% since the turn of the year 2024/2025. According to my models, the operating result (EBIT) should rise from CHF 193.2 million to CHF 457 million. The current market capitalization is around CHF 7.46 billion. The company’s future prospects are promising.
Trading strategy: Reloading

Things are going extremely well this year for the real estate developer Swiss Prime Site (ticker symbol: SPSN SW) on the Swiss stock exchange: the share is up +16.60% since the beginning of the year – and there is no end in sight to the upward trend. The book value per share is expected to rise from CHF 85.64 to CHF 98.02 between 2022 and 2027. At the same time, the dividend per share will increase from CHF 3.40 to CHF 3.55 over the same period, which will further support the positive share price performance.
Trading strategy: Reloading

Europe

The shares of the French eyewear specialist EssilorLuxottica (ticker symbol: EL FP) have regained their former strength, gaining an impressive +44.60% since the turn of the year 2024/2025. The operating result (EBIT) can be increased from EUR 1,962 billion to EUR 3,056 billion between 2022 and 2027. With a possible EBIT margin of 10.44% in 2027, the signs are clearly pointing to growth. The prospects for investors appear extremely positive.
Trading strategy: Reloading

The Spanish raw materials company Repsol (e symbol: REP SM) is fascinating. The outlook is particularly exciting: the book value per share is expected to rise from EUR 19.06 to EUR 26.77 between 2022 and 2027. If this development materializes, the share price should gain significant momentum. In addition, there is an expected dividend yield of 6.72% in 2026. It is particularly advantageous to reinvest the distributions annually in additional shares in order to make the most of the compound interest effect.
Trading strategy: Reloading

From a fundamental perspective, it is worth investing in the securities of ENI (ticker symbol: ENI IM) are worth investing in. Between 2022 and 2027, the share’s book value could rise from EUR 15.72 to EUR 16.88, which would offer investors security. With a potential record dividend yield of 7.09% in 2027, everything would fall into place. It is advisable to reinvest the dividends annually in new shares. Please note: We are focusing on the long term here.
Trading strategy: Reloading

The share of Italgas (ticker symbol: IG IM) is exciting as it is hardly on the radar of investors in Switzerland and Germany. The expected increase in operating profit (EBIT) from EUR 622.8 million in 2022 to EUR 1.407 billion in 2027 is particularly impressive. From a dividend perspective, this could develop into a new, extremely attractive story. The dividend per share could rise from EUR 0.317 to EUR 0.5126 in the same period. Here, too, it is advisable to reinvest the dividends annually in new shares in order to make the most of the long-term effect.
Trading strategy: Reloading

The Swedish telecommunications provider Telia Company (ticker symbol: TELIA SS) is showing clear strength. Operating profit (EBIT) could rise from SEK 11.332 billion to SEK 14.960 billion between 2022 and 2027. Reinvesting the dividend annually in new shares is also crucial here. With an expected dividend yield of 5.83% in 2027, you can achieve excellent results in the long term if you apply this strategy consistently.
Trading strategy: Reloading

My models are positive for the shares of the German engine manufacturer MTU Aero Engines (ticker symbol: MTX GY). The book value per share is expected to rise from EUR 56.85 to EUR 106.50 between 2022 and 2027. The potential EBIT margin of 14.05 % in 2027 would also clearly speak in favor of this high-flyer in the DAX segment.
Trading strategy: Reloading

The shares of the Italian building materials specialist Buzzi Spa (ticker symbol: BZU IM) are exciting: the performance of the previously rather unknown stock with a market value of EUR 9.01 billion speaks for itself. The operating result (EBIT) could rise from EUR 503.5 million to EUR 992.7 million between 2022 and 2027. With a possible record EBIT margin of 20.37% in 2027, an investment would be worthwhile.
Trading strategy: Reloading

USA

The share of Intuitive Surgical (ticker symbol: ISRG US) is interesting for growth-oriented investors. The operating result (EBIT) of the surgical robot specialist could improve from USD 2.149 billion to USD 4.879 billion between 2022 and 2027. Although the expected price/earnings ratio for 2027 remains high at 54.7, it offers considerable upside potential if you remain invested in this share for long enough.
Trading strategy: Reloading

The NASDAQ stock Coherent (ticker symbol: COHR US) is exciting: the company is literally showing power! This could also be reflected in the development of the operating result (EBIT). This could increase from USD 966.5 million to USD 1.637 billion between 2023 and 2028. At the same time, the book value per share could rise from USD 36.25 to USD 54.96 in the same period – an excellent development.
Trading strategy: Reloading

The shares of CrowdStrike (ticker symbol: CRWD US) are increasingly becoming the top stock on the NASDAQ with a gain of 54.12% since the beginning of 2024/25. This becomes even clearer when looking at the operating result (EBIT), which could rise from USD 355.6 million to USD 1.859 billion between 2023 and 2028. This set of figures is rounded off by a possible EBIT margin of 26.14% in 2028.
Trading strategy: Reloading

In such a market environment, the shares of Marathon Petroleum (ticker symbol: MPC US) are performing excellently and are returning to their long-awaited success on the stock market. The dividend could rise from USD 2.49 to USD 4.125 between 2022 and 2027, providing investors with an attractive yield.
Trading strategy: Reloading

I find the shares of LAM Research (ticker symbol: LRCX US), which are far outperforming their competitors. The operating result (EBIT) shows remarkable consistency over a longer period of time. Between 2023 and 2028, it could rise from USD 5.335 billion to USD 8.845 billion. The only fly in the ointment is the expected rather low dividend yield of 0.74% in 2027.
Trading strategy: Reloading

I am personally convinced by the USD 99.72 billion stock McKesson (ticker symbol: MCK US). The operating result (EBIT) is expected to rise from USD 4.985 billion to USD 7.474 billion between 2023 and 2028, which is an impressive development. Cash flow per share is also expected to increase significantly from USD 36.28 to USD 65.04 during this period.

Yours sincerely,
François Bloch

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