“The Week”: US macro figures in focus

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  François Bloch
  Experte

Switzerland

The securities of Sandoz (ticker symbol: SNDZ SW) are off to a strong start on the Swiss stock exchange this year: +13.49 % in 2026 alone. The operating result (EBIT) could rise from USD 1.488 billion to USD 2.708 billion in the period between 2023 and 2027. With a return on equity of 18.42% in 2027, the overall picture would appear coherent to me. It would be important to reinvest the dividend in new shares.
Trading strategy: Buy

The shares of ABB (ticker symbol: ABBN SW) should not be let out of your hands, even if the share price is moving almost straight up. In my view, it is still a top-class stock market bargain: the book value per share could improve from USD 6.851 to USD 12.06 between 2022 and 2027, underlining the potential for years to come.
Trading strategy: Reloading

Also convincing Novartis (ticker symbol: NOVN SW). An end to the positive trend is currently not in sight. The operating result (EBIT) could increase from USD 16.372 billion to USD 24.916 billion between 2023 and 2028. which would make the strong performance of the share on the stock market much more understandable. The expected dividend yield for 2027 would be 2.78%.
Trading strategy: Reloading

The VAT Group (ticker symbol: VACN SW) from Eastern Switzerland has recently done a lot of things right on the stock market: +31.95 % in 2026 alone. Operating profit (EBIT) could rise from CHF 359.4 million to CHF 452.3 million between 2022 and 2027, impressively underlining the strength of the stock. It is advisable to reinvest the dividend annually in new shares.
Trading strategy: Buy

With the papers from Lindt & Sprüngli (ticker symbol: LISP SW) are finally showing a slight recovery trend again. The operating result (EBIT) could rise from CHF 744.6 million to CHF 1.1119 million between 2022 and 2027, which would reduce the price/earnings ratio to below 35 points in 2027. Here, too, you should reinvest the dividend distribution annually in new shares.
Trading strategy: Buy

Europe

Things are going more than convincingly for you with your positions at ASM International (ticker symbol: ASM NA). For the first time, the share price performance on the stock exchange is now also in your favor with a gain of +34.31% since the turn of the year 2025/2026. The operating result (EBIT) could improve from EUR 632 million to EUR 1.271 billion between 2022 and 2027. The EBIT margin could reach the 30.41% mark in 2027, which would mean new record territory for this stock.
Trading strategy: Buy

The shares of Dutch company Ahold Delhaize (ticker symbol: AD NA): The book value per share could rise from EUR 15.48 to EUR 18.26 between 2022 and 2027, which is considerable. With an expected return on equity of 16.34% in 2027, everything could fall into place for you. The dividends should be reinvested in new shares on an annual basis.
Trading strategy: Buy

Back and forth at InPost S.A. (ticker symbol: INPST NA): +45.75% in 2026 alone. If my models are correct, the operating result (EBIT) could increase from EUR 989.1 million to EUR 3.112 billion between 2022 and 2027. The only weak point in this EUR 7.76 billion stock. A dividend distribution is not yet planned.
Trading strategy: Buy

The shares of Vonovia (matickerket symbol: VNA GY) could be of interest to you: The operating result (EBIT) could improve from EUR 1.484 billion to EUR 2.698 billion between 2022 and 2027, which would be more than excellent. Another exciting aspect of this stock is the expected dividend yield of 4.98% in 2026, which would justify everything. In any case, the annual dividend should be reinvested in new shares.
Trading strategy: Buy

The Italian steel tube specialist Tenaris (ticker symbol: TEN IM). The book value per share could rise from EUR 14.29 to EUR 17.39 between 2023 and 2027. The price/earnings ratio could be 12.9 points in 2027, which is likely to be considered extremely attractive in a pan-European comparison.
Trading strategy: Reloading

In my opinion, the papers of the Spanish company Indra Sistemas (ticker symbol: IDR SM) seem to be really exciting: The operating result (EBIT) could rise from EUR 300.5 million to EUR 703.5 million between 2022 and 2027, which would be a sensation from a global perspective. The annual dividend should be consistently reinvested in new shares.
Trading strategy: Buy

The shares of the German company Bilfinger could become a new power stock in Europe. Bilfinger (ticker symbol: GBF GY) could mutate into a new power stock in Europe: The book value per share could jump from EUR 31.33 to EUR 41.79 between 2023 and 2027, which would be extraordinary. Here, too, the dividend should be reinvested annually in new shares.
Trading strategy: Buy

USA/CAN

For growth-oriented investors, it may be worthwhile to invest in Applied Materials (ticker symbol: AMAT US). The technology stock’s operating result (EBIT) could increase from USD 7.719 billion to a staggering USD 13.043 billion between 2023 and 2028, which would represent a quantum leap.
Trading strategy: Buy

The technology value seems extremely exciting Macom Technology (ticker symbol: MTSI US). The company is showing real power. The operating result (EBIT) could rise from USD 189.6 million to USD 471.1 million between 2022 and 2027. One drawback is that the USD 18.31 billion stock does not pay a dividend.
Trading strategy: Buy

In the current market environment, the shares of Aercap Holding (ticker symbol: AERUS) are performing excellently and reaching new highs. The operating result (EBIT) could improve from USD 3.879 billion to USD 4.222 billion between 2023 and 2028. The EBIT margin could be 51.37% in 2028.
Trading strategy: Buy

I am fascinated by the specialist for digital infrastructure technologies Vertiv Holding (ticker symbol: VRT US): +44.76% since January 1, 2026. If everything goes according to plan, the operating result (EBIT) could increase from USD 439.2 million to USD 3.411 billion between 2022 and 2027.
Trading strategy: Reload

Extreme upward trend for the shares of Targa Resources (ticker symbol: TRGP US) on the New York Stock Exchange. The operating result (EBIT) could rise from USD 1.729 billion to USD 4.062 billion between 2023 and 2028. With a market capitalization of USD 48.06 billion, this stock was more than surprisingly under the radar.
Trading strategy: Buy

Yours sincerely,
François Bloch

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Investment idea of the week

It is important to us to provide you with a concrete investment idea. This week, François Bloch has opted for a realization with ASML Holding NV, Schneider Electric SE and Siemens Energy AG pronounced.

A Barrier Reverse Convertible with ISIN CH1473757545 on the three shares offers an attractive coupon of 19.10%, with a barrier at 59.00% and a term of 12 months as a stabilizer in any portfolio.

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