“The Week”: Treasure hunt for pearls

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  François Bloch
  Experte

Switzerland

The titles of Swiss Re (ticker symbol: SREN SW) have picked up strong momentum on the Swiss stock exchange. Since the turn of the year 2024/2025, they have gained +10.82%. According to my models, the operating result (EBIT) could multiply to USD 6.969 bn by 2027. At the same time, the book value per share could rise to USD 100.6 – a remarkable leap. The annual reinvestment of the dividend remains important.
Trading strategy: Reload.

After a short breather, the electricity supplier BKW (ticker symbol: BKW SW) continues its upward trend: +11.38% since 1 January 2025. The market capitalization currently amounts to CHF 8.83 billion. The book value per share could improve to CHF 118.3 by 2027 – a strong signal. Here too, dividends should be consistently reinvested.
Trading strategy: Reload.

Long-term investors will find Zurich Airport (ticker symbol: FHZN SW) has enormous potential. The operating result (EBIT) could increase to CHF 484.7 million by 2027. A dividend yield of 3.41% is expected for 2026 – extremely attractive given the low Swiss interest rates.
Trading strategy: Reload.

Swisscom (ticker symbol: SCMN SW) remains the first choice for investors with a focus on strong dividend distributions. The operating result (EBIT) could rise to CHF 2.337 billion by 2027. The reinvestment of dividends is crucial for an attractive total return.
Trading strategy: Reload.

At Galenica (ticker symbol: GALN SW) is showing a clear improvement. EBIT could increase to CHF 258.8 million by 2027. A dividend yield of 2.87% is expected for 2026 – a strong figure for this stock.
Trading strategy: Reload.

The new product range from Geberit (ticker symbol: GEBN SW) is becoming increasingly popular. EBIT could increase to CHF 879.3 million by 2027 – a remarkable achievement in a highly competitive market environment. Here, too, the dividend should be reinvested regularly.
Trading strategy: Reload.

Europe

The Irish Ryanair (ticker symbol: RYA LN) is once again showing its old strength. Since the turn of the year 2024/2025, the shares have gained +25.89%. The outlook for operating profit (EBIT), which could increase to EUR 2.864 billion by 2028, is particularly exciting. If this forecast becomes reality, there is much to suggest that the low-cost airline’s share price will continue to rise significantly.
Trading strategy: Reload.

The shares of Raiffeisen Bank International (ticker symbol: RBI AT). The book value per share could improve to EUR 67.96 by 2027 – a strong signal for the EUR 9.68 billion stock. Expected dividend yield in 2027: 5.78%.
Trading strategy: Reload.

MTU Aero Engines (ticker symbol: MTU GY) is excellently positioned for the coming years. In my view, the prospects are bright. EBIT could rise to EUR 1.491 billion by 2027 – a real high for the EUR 20 billion group.
Trading strategy: Reload.

The major Dutch bank ING (ticker symbol: INGA NA) currently has a market capitalization of EUR 62.54 billion. The book value per share could improve to EUR 18.83 by 2027. In my view, the consistent reinvestment of the dividend is important. Expected dividend yield 2027: 5.42%.
Trading strategy: Reload.

USA

For growth-oriented investors, the EQT Corporation (ticker symbol: EQT US) is a hot idea. The leading natural gas producer could increase its operating result (EBIT) to USD 4.291 billion by 2027. Although the dividend payout remains low, this plays a subordinate role in the investment decision.
Trading strategy: Reload.

The Nasdaq 100 stock McKesson (ticker symbol: MCK US) impresses with its impressive growth momentum. EBIT could improve to USD 7.541 billion by 2028. At the same time, the book value per share could rise to USD 40.58.
Trading strategy: Reload.

The refinery and petroleum products specialist Valero Energy (ticker symbol: VLO US) shows strong fundamentals. The book value per share could rise to USD 86.08 by 2027. The dividend per share could also increase to USD 4,786 – a clear plus point for the total return.
Trading strategy: Reload.

Marathon Petroleum (ticker symbol: MPC US) presents itself as a particularly attractive commodity stock. The dividend per share could rise to USD 4,054 by 2027. At the same time, the return on equity could reach an impressive 22.53% in 2027, which underlines the company’s long-term potential.
Trading strategy: Reload.

Southern Copper (ticker symbol: SCCO US) is returning to its former strength. EBIT could grow to USD 6.445 billion by 2027. The EBIT margin could reach 30.37% by 2027 – a clear signal for the “hidden champion”.
Trading strategy: Reload.

The pharmaceutical distributor Cencora (ticker symbol: COR US) impresses with high consistency. EBIT could rise to USD 4.880 billion by 2027. Earnings per share could almost double in the same period – to USD 16.45.
Trading strategy: Reload.

The US cosmetics distributor Ulta Beauty (ticker symbol: ULTA US) is showing strong growth. The book value could increase to USD 94.49 by 2028. Although no dividend will be paid for the foreseeable future, the potential remains impressive.
Trading strategy: Reload.

The specialist for nuclear components and technologies BWX Technologies (tickersymbol: BWXT US) impresses with robust growth. EBIT could rise to USD 592.2 million by 2027 – an impressive increase in a challenging market environment.
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.