{"id":1445072,"date":"2026-04-27T10:21:07","date_gmt":"2026-04-27T08:21:07","guid":{"rendered":"https:\/\/www.payoff.ch\/news\/the-week-record-highs-in-the-usa"},"modified":"2026-04-27T10:34:07","modified_gmt":"2026-04-27T08:34:07","slug":"the-week-record-highs-in-the-usa","status":"publish","type":"post","link":"https:\/\/www.payoff.ch\/en\/news\/the-week-record-highs-in-the-usa","title":{"rendered":"&#8220;The Week&#8221;: Record highs in the USA"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Switzerland<\/h3>\n\n\n\n<p>All course fears at the Zug dermatology specialist <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/CH1335392721\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.payoff.ch\/basiswerte\/CH1335392721\" rel=\"noreferrer noopener\">Galderma<\/a><\/strong> (stock market symbol: GALD SW) should be off the table following the publication of the latest financial results. <em>Operating profit (EBIT) could rise from USD 738 million to <em>USD <\/em>2.363 billion in the period from 2024 to 2028, which would demonstrate the company&#8217;s strength.<\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>All price targets for the Zurich technology stock <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/CH0012221716\" target=\"_blank\" rel=\"noreferrer noopener\">ABB<\/a><\/strong> (stock exchange symbol: ABBN SW) have been pulverized. Now there is a real need for large investors who track so-called index trackers to catch up. <em>The operating result (EBIT) could increase from USD 4.871 billion to USD 8.709 billion in the period from 2023 to 2028, which would demonstrate the company&#8217;s sustainable strength.<\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Europe<\/h3>\n\n\n\n<p>Like a rocket, the shares of <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/US8610121027\" target=\"_blank\" rel=\"noreferrer noopener\">STMicroelectronics<\/a><\/strong> (stock exchange symbol: STM FP) have taken off like a rocket on the Paris stock exchange these days: since the beginning of the year, the share price has risen by 93.27% &#8211; an almost sensational development by European standards. <em>According to my analysis, the book value per share could increase from EUR 17.72 to EUR 25.32 between 2023 and 2028, which would be considered more than significant. In particular, the rising dividend payments could potentially continue to inspire investors in the coming years. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>The shares of the German wind power specialist <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/DE000ENER6Y0\" target=\"_blank\" rel=\"noreferrer noopener\">Siemens Energy<\/a><\/strong> (stock market symbol: ENR GY) appear very attractive: <em>The operating result (EBIT) is expected to improve from EUR -2.776 billion to EUR 8.605 billion between 2023 and 2028. With an expected EBIT margin of 13.51% in 2028, the operating base would be significantly strengthened, meaning that corresponding investments would be appropriate. In addition, an expected dividend yield of 1.81% for 2028 must be taken into account. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>You are likely to enjoy the shares of the French cosmetics group <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/FR0000120321\" target=\"_blank\" rel=\"noreferrer noopener\">L&#8217;Or\u00e9al<\/a><\/strong> (stock market symbol: OR FP). <em>Earnings per share are forecast to increase from EUR 11.52 to EUR 15.53 in the period from 2023 to 2028. An EBIT margin of 20.91% is also expected for the approximately EUR 201 billion stock in 2028. The expected dividend yield is likely to be 2.32%. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>The shares of the Italian energy group <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/IT0003132476\" target=\"_blank\" rel=\"noreferrer noopener\">Eni<\/a><\/strong> (stock exchange symbol: ENI IM) are rising steadily: the approximately EUR 67.5 billion stock is heading for new record highs on the stock exchange. <em>The dividend could rise from EUR 0.94 to EUR 1.179 between 2023 and 2028. In 2028, the EBIT margin is likely to reach a new record of 12.427%. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>The shares of the French energy group <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/FR0000120271\" target=\"_blank\" rel=\"noreferrer noopener\">TotalEnergies<\/a><\/strong> (stock market symbol: TTE FP) appear attractive. Expectations are high that the positive upward trend could continue until the end of 2028. <em>The book value per share is expected to increase from EUR 49.65 to EUR 66.38 in the period from 2023 to 2028, which would represent a clear and significant improvement.<\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">US\/CAN<\/h3>\n\n\n\n<p>Forward-looking investors are increasingly focusing on the shares of <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/US0316521006\" target=\"_blank\" rel=\"noreferrer noopener\">Amkor Technology<\/a><\/strong> (stock market symbol: AMKR US).<em>The operating result (EBIT) for the technology value, which tends to receive less attention, could improve from USD 470.3 million to USD 792.8 million between 2023 and 2028. The EBIT margin is expected to reach a new high of 9.04% in 2028. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>At present, many investors in the US chip manufacturer <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/US8825081040\" target=\"_blank\" rel=\"noreferrer noopener\">Texas Instruments<\/a><\/strong> (stock market symbol: TXN US), which is performing very strongly on the stock market. The operating result (EBIT) could grow from USD 7.331 billion to USD 10.883 billion in the period from 2023 to 2028. This would be a significant increase that would underline the company&#8217;s operational strength. <br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>The shares of the US semiconductor company <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/US6098391054\" target=\"_blank\" rel=\"noreferrer noopener\">Monolithic Power Systems<\/a><\/strong> (stock market symbol: MPWR US) are rising sharply: <em>The operating result (EBIT) could increase significantly from USD 641.1 million to USD 1.752 billion in the period from 2023 to 2028. The return on equity (ROE) is expected to be 27.38% in 2028. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>May I introduce the US energy company <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/US1270971039\">Coterra Energy<\/a><\/strong> (stock market symbol: CTRA US)? The share from the &#8220;XXL class&#8221; in the energy sector shows a moderate but steady operating performance. <em>The operating result (EBIT) could increase from USD 2.178 billion to USD 2.662 billion in the period from 2023 to 2028. The EBIT margin is expected to be 12.69% by 2028, which indicates solid profitability compared to the industry as a whole. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p>In my view, the shares of the US energy company <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/US25278X1090\" target=\"_blank\" rel=\"noreferrer noopener\">Diamondback Energy<\/a><\/strong> (stock market symbol: FANG US) are a special kind of pearl: the approximately USD 54.8 billion stock shows a clear operational expansion. <em>The operating result (EBIT) could rise from USD 4.570 billion to USD 6.037 billion in the period from 2023 to 2028. With an expected EBIT margin of 38.59% in 2028, this would result in a very high level of profitability. <\/em><br><strong>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Yours sincerely,<br><strong>Fran\u00e7ois Bloch<\/strong><\/p>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-small-font-size\">____<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Investment idea of the week<\/h3>\n\n\n\n<p class=\"wp-embed-aspect-4-3 wp-has-aspect-ratio\">It is important to us to provide you with a concrete investment idea. This week, Fran\u00e7ois Bloch has opted for an implementation with <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/CH0012138605\" target=\"_blank\" rel=\"noreferrer noopener\">Adecco<\/a><\/strong>, <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/CH1176493729\" target=\"_blank\" rel=\"noreferrer noopener\">Bachem<\/a><\/strong> and <strong><a href=\"https:\/\/www.payoff.ch\/en\/basiswerte\/CH0002178181\" target=\"_blank\" rel=\"noreferrer noopener\">Stadler Rail<\/a><\/strong> pronounced.<\/p>\n\n\n\n<p class=\"wp-embed-aspect-4-3 wp-has-aspect-ratio\">A <strong>barrier reverse convertible with the <a href=\"https:\/\/structuredproducts.lukb.ch\/product\/detail\/isin\/ch1530884332\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">ISIN CH1530884332<\/a><\/strong> on the three shares offers an <strong>attractive coupon of 16.50%<\/strong>, with a barrier at 59.00% and a term of 12 months as a stabilizer in any portfolio.<\/p>\n\n\n\n<div class=\"_df_book df-lite\" id=\"df_1445061\"  _slug=\"autocallable-multi-barrier-reverse-convertible-on-adecco-bachem-stadler-rail\" data-title=\"autocallable-multi-barrier-reverse-convertible-on-adecco-bachem-stadler-rail\" wpoptions=\"true\" thumbtype=\"\" ><\/div><script class=\"df-shortcode-script\" nowprocket type=\"application\/javascript\">window.option_df_1445061 = {\"outline\":[],\"autoEnableOutline\":\"false\",\"autoEnableThumbnail\":\"false\",\"overwritePDFOutline\":\"false\",\"direction\":\"1\",\"pageSize\":\"0\",\"source\":\"https:\\\/\\\/www.payoff.ch\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/Termsheet-en-153088433.pdf\",\"wpOptions\":\"true\"}; if(window.DFLIP && window.DFLIP.parseBooks){window.DFLIP.parseBooks();}<\/script>\n\n\n\n<p class=\"wp-embed-aspect-4-3 wp-has-aspect-ratio has-small-font-size\"><\/p>\n\n\n\n<p class=\"has-small-font-size\">____<\/p>\n\n\n\n<p class=\"wp-embed-aspect-4-3 wp-has-aspect-ratio has-small-font-size\"><strong>Disclaimer<\/strong><br>payoff Media AG and Fran\u00e7ois Bloch receive neither payments nor commissions from the products mentioned.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>STMicroelectronics takes off &#8211; Continuous rise at Eni &#8211; Strong picture at Texas Instruments<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[222],"tags":[229],"class_list":["post-1445072","post","type-post","status-publish","format-standard","hentry","category-trading-desk-en","tag-the-week"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts\/1445072","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/comments?post=1445072"}],"version-history":[{"count":4,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts\/1445072\/revisions"}],"predecessor-version":[{"id":1445078,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts\/1445072\/revisions\/1445078"}],"wp:attachment":[{"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/media?parent=1445072"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/categories?post=1445072"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/tags?post=1445072"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}