“The Week”: Tenacious Hope

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  François Bloch
  Experte

Switzerland

I like the shares of Swisscom (ticker symbol: SCMN SW) extremely well. The development of the dividend per share is particularly important: An increase from CHF 22 to CHF 28 is expected between 2023 and 2028. To take full advantage of this, the dividend should be reinvested in new shares to make the most of the compound interest effect.
Trading strategy: Reloading

It is still worth investing in the shares of Sulzer (ticker symbol: SUN SW). The operating result (EBIT) is expected to increase from CHF 329.7 million to CHF 563.9 million in the period between 2023 and 2028. By definition, this would be considered extremely dynamic growth. With sales of around CHF 5 billion, the company would thus be well on the way to seamlessly continuing its successful course on the Swiss stock exchange.
Trading strategy: Reloading

I’m a big fan of the Zurich-based technology company ABB (ticker symbol: ABBN SW) and see great potential. The operating result (EBIT) is expected to improve from USD 4.871 billion to USD 8.3061 billion between 2023 and 2028. This would be a completely new dimension for a stock with a market capitalization of around USD 150 billion. This would reduce the price/earnings ratio to below 24 by 2028.
Trading strategy: Reloading

The transportation giant Kühne & Nagel (ticker symbol: KNIN SW) is on a new record course with a share price increase of 9.34% since the turn of the year. The development of earnings per share is particularly interesting: this is likely to rise from CHF 7.42 to CHF 9.05 between 2025 and 2027. It would be important to consistently reinvest the dividend in new shares.
Trading strategy: Reloading

The securities of PSP Swiss Property (ticker symbol: PSPN SW) are increasingly being targeted by foreign financial investors. This can also be seen in the expected development of the operating result (EBIT). This could rise from CHF 296.6 million to CHF 321.1 million between 2023 and 2028. This would reduce the price/earnings ratio to below 22 by 2028, which would make the share appear correspondingly attractive.
Trading strategy: Reloading

Europe

The papers of Prysmian (ticker symbol: PRY IM) have taken off on the Milan stock exchange: the share price has risen by 21.21% since the beginning of the year. According to my analysis, the operating result (EBIT) should improve from EUR 1,270 billion to EUR 2,533 billion between 2023 and 2028. This would represent a remarkable development and the rising dividend payouts in particular could delight investors for years to come.
Trading strategy: Reloading

A closer look at the share price of BE Semiconductor (ticker symbol: BEAS NA) shows: Things are really taking off here at the moment. Despite an increase of 42.17% since the turn of the year, the share remains interesting. Cash flow per share should increase significantly from EUR 2,519 to EUR 6,804 between 2023 and 2028. In my opinion, this is a potential takeover candidate that we should not lose sight of.
Trading strategy: Reloading

You could always enjoy the shares of Telecom Italia (ticker symbol: TIT IM). An increase in the book value per share from EUR 0.6422 to EUR 0.699 is expected between 2023 and 2028. An EBIT margin of 13.22% is also expected for the approximately EUR 13.92 billion share in 2028. The forecast dividend yield in 2028 is around 4.28%.
Trading strategy: Reloading

The shares of the Italian energy group Enel (ticker symbol: ENEL IM) are showing a continuous upward trend: the stock, which is worth around EUR 97.85 billion, is heading for new record highs on the stock exchange. The dividend could rise from EUR 0.40 to EUR 0.532 between 2022 and 2027. In addition, the EBIT margin is likely to reach a new record of 19.17% in 2027, which would be very strong in a historical context.
Trading strategy: Reloading

The shares of the French telecommunications provider Orange (ticker symbol: ORA FP) are attractive. There is justified hope that the upward trend will continue until the end of 2028. The operating result (EBIT) is expected to increase significantly from EUR 5,610 billion to EUR 7,019 billion in the same period.
Trading strategy: Reloading

USA / CAN

On the speculative side, the shares of Western Digital (ticker symbol: WDC US) could become particularly interesting as they offer great potential. The book value per share could improve from USD 33.69 to USD 48.84 between 2023 and 2028 – at a current share price of USD 304.15.
Trading strategy: Reloading

Future-oriented investors are betting on the shares of Micron Technology (ticker symbol: MU US): The technology group’s operating result (EBIT) could improve from USD -4.819 billion to USD 114.387 billion between 2023 and 2028. The EBIT margin could peak at 62.25% in 2028.
Trading strategy: Reloading

I am currently extremely enthusiastic about the rather unknown US stock Planet Labs (ticker symbol: PL US), which is making a very strong showing on the stock market. The operating result (EBIT) could grow from USD -99.18 million to USD 35.51 million between 2024 and 2029. In my opinion, this would be an extremely remarkable development.
Trading strategy: Reloading

The papers from Monolithic Power (ticker symbol: MPWR US) are rising sharply: The operating result (EBIT) is expected to rise from USD 641.1 million to USD 1.726 billion between 2023 and 2028. The return on equity could be 27.38% in 2028, which is a very good figure in this sector.
Trading strategy: Reloading

May I introduce Ubiquiti (ticker symbol: UI US)? The operating result (EBIT) is expected to increase from USD 544.6 million to USD 1.275 billion between 2023 and 2027. The EBIT margin could reach 35.75% by 2027 and the book value per share is expected to increase by 182% during this period.
Trading strategy: Reloading

In my opinion, the shares of BWX Technologies (ticker symbol: BWXT US) are a real gem: The operating result (EBIT) is expected to rise from USD 393 million to USD 677.9 million between 2023 and 2028 – and that with a market capitalization of USD 19.79 billion. With an expected EBIT margin of 14.92% in 2028, everything would be just right here.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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Information on “Bloch live” and the investment idea of the week

As announced, Bloch Live is taking a break today due to the vacations. The product idea of the week will also not be presented this time.

We’ll be back next week with new ideas and a fresh video.

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Disclaimer
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