“The Week”: Tense

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  François Bloch
  Experte

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Switzerland

The Dottikon Holding (ticker symbol: DESN SW) is performing very well. The share price has risen by 29.86% since the turn of the year 2024/2025. The operating result (EBIT) could rise to CHF 114.9 million in 2027. Earnings per share could also increase to CHF 6.99 in this period. With a current market capitalization of CHF 3.97 billion, there is further growth potential.
Trading strategy: Reload.

The VAT Group (ticker symbol: VACN SW) is increasingly gaining momentum. The current share price loss since the beginning of the year is only 2.57%. EBIT could rise to CHF 440.4m by 2027 – a clear sign for me that the share is becoming increasingly attractive. In my view, the dividends should be reinvested.
Trading strategy: Reload – especially for investors with an affinity for technology.

ABB (ticker symbol: ABBN SW) is noticeably picking up speed. The operating result (EBIT) could rise to USD 6.914 billion by 2027. Earnings per share could also more than double to USD 2.85. According to my models, the dividend should also rise to USD 1.14 in the same period.
Trading strategy: Reload.

Roche (ticker symbol: ROG SW) is increasingly attracting the attention of international investors. The price/earnings ratio could fall to below 13 by 2027, which would be a remarkable valuation in my view. EBIT could rise to CHF 24.5 billion by 2027. This development should also be viewed positively in an international comparison.
Trading strategy: Reload.

Also Novartis (ticker symbol: NOVN SW) is also convincing. The share remains stable and offers long-term growth potential. EBIT could rise to USD 22.054 bn by 2027, which should boost demand for this security.
Trading strategy: Reload.

Europe

The Eurofins Scientific (ticker symbol: ERF FP) is making strong gains. The share price has risen by 22.33% since the beginning of the year. According to my calculations, the operating result (EBIT) could grow to EUR 1.275 bn by 2027 – a significant increase for this technology stock.
Trading strategy: Reload.

The Elia Group (ticker symbol: ELI BB), the Belgian grid operator, is also convincing. EBIT could rise to EUR 1.28 billion in 2027. The EBIT margin of 28.97% in 2027 that I forecast is considered strong for the infrastructure sector. In my view, the dividends should be reinvested.
Trading strategy: New on the recommendation list.

The Commerzbank (ticker symbol: CBK GY) is also performing excellently. Profit before tax could more than double to EUR 6.429bn by 2027. I also expect an EBIT margin of 45.99% for 2027 – a strong performance for a stock with a market capitalization of EUR 33.17 bn. The forecast dividend yield of 5.15% is also convincing in my view.
Trading strategy: New on the recommendation list!

Endesa (ticker symbol: ELE SM), the Spanish energy supplier, is soaring. The share, with a market capitalization of EUR 28.81 billion, is heading for new highs. The book value per share could rise to EUR 9.40 (2027). The EBIT margin could reach a new high of 13.67% in 2027 – a strong sign by historical standards.
Trading strategy: Reload.

Daimler Truck (ticker symbol: DTG GY) is convincing in my models. The upward trend could continue. EBIT could probably rise to EUR 5.626 bn in 2027.
Trading strategy: New on the list.

USA

For investors, in my view Oracle (ticker symbol: ORCL US) is becoming increasingly interesting. The operating result (EBIT) could improve to USD 33.123 bn by 2027. Remarkably, I expect book value per share to rise to USD 20.67 in the same period.
Trading strategy: Reload.

Casey’s General Stores (ticker symbol: CASY, US) is suitable for patient investors with a long-term horizon. The retailer could almost double its EBIT to USD 986.9m in 2027. An EBIT margin of 5.37% is expected for 2027 – a strong signal.
Trading strategy: Reload.

Palantir Technologies (ticker symbol: PLTR US) is a technology stock that is set for continued strong development. EBIT could improve to USD 2.991 billion by 2027. The return on equity could reach 45.38% in 2027.
Trading strategy: Reload.

Micron Technology (ticker symbol: MU, US) offers a good entry opportunity. EBIT could rise to USD 14.676 bn by 2027. The EBITDA margin could probably reach 56.01% in 2027. The book value per share could increase by 122% during this period.
Trading strategy: Reload.

BWX Technologies (ticker symbol: MTZ US) is a new pearl for me. The specialist for nuclear components could increase its EBIT to USD 581.9m in 2027 – with an expected EBIT margin of 15.99% in 2027. The market capitalization currently stands at USD 12.61bn.
Trading strategy: New on the list.

L3Harris Technologies (ticker symbol: LHX US) shows solid growth figures. EBIT could probably rise to USD 3.959 bn. (2027). The company specializes in information and communication systems. The forecast falling price/earnings ratio of 22.2 by 2026 is particularly attractive.
Trading strategy: New on the list.

Canada

Dollarama (ticker symbol: DOL CN), the Canadian convenience store chain, is showing increasing strength on the stock market. The key financial figures point to a strong future. The book value per share could rise to CAD 9.04 (2027).
Trading strategy: Reload.

Yours sincerely,
François Bloch

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