{"id":1446234,"date":"2026-06-22T10:58:22","date_gmt":"2026-06-22T08:58:22","guid":{"rendered":"https:\/\/www.payoff.ch\/news\/the-week-inspired"},"modified":"2026-06-22T14:05:16","modified_gmt":"2026-06-22T12:05:16","slug":"the-week-inspired","status":"publish","type":"post","link":"https:\/\/www.payoff.ch\/en\/news\/the-week-inspired","title":{"rendered":"“The Week”: Inspired"},"content":{"rendered":"\n

Switzerland<\/h3>\n\n\n\n

Thanks to the prospect of higher margins, shares of Straumann<\/a><\/strong> (ticker symbol: STMN SW) are once again in demand among investors. Operating profit (EBIT) is expected to rise from CHF 606.4 million to CHF 859 million between 2023 and 2028.<\/em>
Trading Strategy:<\/strong> Reloading<\/p>\n\n\n\n

Shares of the SMI-listed company ABB<\/a><\/strong> (ticker symbol: ABBN SW) have risen by 47.08% since the start of the year. Operating profit (EBIT) could grow from USD 4.871 billion to USD 8.938 billion between 2023 and 2028, which would clearly explain the stock\u2019s upward momentum. Particularly impressive would be the potential growth in the dividend over the same period, from USD 1.013 to USD 1.3. <\/em>
Trading Strategy:<\/strong> Reloading<\/p>\n\n\n\n

After a long wait, it\u2019s now \u201cfull steam ahead\u201d at Bachem<\/a><\/strong> (ticker symbol: BANB SW): +13.44% since the start of the year. Operating profit (EBIT) could increase from CHF 129.4 million to CHF 314.9 million between 2023 and 2028. The increasing dividend payout per share, from CHF 0.80 to CHF 1.123, should be reinvested annually over this period. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The SFS Group<\/strong><\/a> (ticker symbol: SFSN SW) has posted an impressive return of +22.47% since the start of the year. The operating profit (EBIT) of this CHF 5.17 billion company could rise from CHF 358 million to a robust CHF 430.1 million between 2023 and 2028. It would be beneficial if the annual dividend were likely to be reinvested in new shares.
<\/em>Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The securities of Sandoz<\/a><\/strong> (ticker symbol: SNDZ SW) are surging on the stock market. This is due, in part, to the company\u2019s improved financial situation. As a result, operating profit (EBIT) is expected to rise from USD 1.488 to USD 2.986 billion between 2023 and 2028. This is a clear sign that a market leader may be emerging here. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

Swatch<\/a><\/strong> (Stock symbol: UHR SW) is performing increasingly well on the Swiss Stock Exchange: In 2026 alone, its stock rose by 25.23%. Operating profit (EBIT) is expected to increase from CHF 135 million to CHF 667.5 million between 2025 and 2028. Assuming that the dividend per share increases from CHF 4.50 to CHF 5.52 over the same period, these distributions should be reinvested annually in new shares. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The securities of Ypsomed<\/a><\/strong> (ticker symbol: YPSN SW) are rebounding: In 2026 alone, they posted a gain of 7.01%. Operating profit (EBIT) is expected to rise from CHF 86.22 million to CHF 282.1 million between 2024 and 2029.<\/em>
Trading Strategy:<\/strong> Reloading<\/p>\n\n\n\n

For quite some time now, I’ve been impressed by Galderma<\/a><\/strong> (ticker symbol: GALD SW): +6.35% year-to-date. For the period between 2024 and 2028, operating income (EBIT) is projected to increase from USD 738 million to USD 2.37 billion. The dividend per share is expected to rise by the same margin, from USD 0.1696 to USD 1.193.
<\/em>Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

Europe<\/h3>\n\n\n\n

The stock of Legrand<\/a><\/strong> (ticker symbol: ASM NA) have risen by 19.06% since the beginning of the year, marking a strong performance by European standards. Book value per share is expected to increase from EUR 25.19 to EUR 37.91 between 2023 and 2028. There are also changes on the horizon for the dividend per share: it is expected to rise from EUR 1.90 to EUR 3.209. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The Development of German Siemens Energy<\/a><\/strong> (ticker symbol: ENR GY) is almost unbelievable: Although the stock has risen 40.31% since the start of the year, it\u2019s still worth betting on this stock. Operating profit (EBIT) is expected to rise from EUR -2.776 billion to EUR 9.085 billion between 2023 and 2028. It might be worth reinvesting the dividend annually. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

Schneider<\/strong> Electric<\/strong><\/a> (ticker symbol: SU FP) is exceptionally well-positioned. The book value per share could rise from EUR 46.79 to EUR 59.19 between 2023 and 2028. The expected EBIT margin for 2028 is 20.13%. It is advisable to reinvest the dividend in new shares, as this has proven to be very successful in the past.
<\/em>Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

I think the shares of the Dutch ING Groep<\/strong><\/a> (ticker symbol: INGA NA) are attractive: Book value per share is expected to rise from EUR 15.32 to EUR 20.34 between 2023 and 2028. With a potential EBIT margin of 49.74% in 2028, everything looks promising, and it\u2019s time to make a move. In addition, a dividend yield of 5.79% is expected in 2028. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

You’ll enjoy owning shares of Prysmian<\/a><\/strong> (ticker symbol: BG AT). The company forecasts an increase in book value per share from EUR 12.98 to EUR 36.34 between 2023 and 2028. A record dividend payout of EUR 1.296 per share is projected for 2028, with a total dividend payout of EUR 43.94 billion. The EBIT margin could reach a record high of 11.28% in 2028. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

US\/CAN<\/h3>\n\n\n\n

In my view, the American technology stock Micron<\/strong> Technology<\/strong><\/a> (ticker symbol: MU, US) has great potential: Earnings before interest and taxes (EBIT) could improve from -4.819 billion USD to 151.197 billion USD between 2023 and 2028.<\/em>
Trading Strategy:<\/strong> Add to Position<\/p>\n\n\n\n

Right now, I’m impressed by the tech stock Astera<\/strong> Labs<\/strong><\/a> (ticker symbol: CASY US), which is performing very strongly on the stock market. Operating profit (EBIT) is expected to grow from USD 119.6 million to USD 1.1 billion between 2024 and 2028.<\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

May I introduce you to Qnity Electronics<\/strong> (ticker symbol: Q US)? The operating profit (EBIT) of this new top-tier technology specialist is expected to rise from USD 1.026 to USD 1.632 billion between 2025 and 2028. The EBIT margin could reach a record high of 26.43% by 2028. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

<\/p>\n\n\n\n

Yours sincerely,
Fran\u00e7ois Bloch<\/strong><\/p>\n\n\n\n

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Investment idea of the week<\/h3>\n\n\n\n
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It is important to us to provide you with a concrete investment idea. This week, Fran\u00e7ois Bloch has chosen to implement it with ABB<\/a><\/strong>, Straumann<\/a><\/strong>, Swatch<\/a><\/strong> and Ypsomed<\/a><\/strong> pronounced.<\/p>\n\n\n\n

An autocallable multi-barrier reverse convertible with the <\/strong>ISIN <\/strong><\/a>CH1530891923<\/a><\/strong> basedon<\/strong> the four stocks offers an attractive 15.00% coupon<\/strong>, a barrier of 59.00%, and a 12-month term, making it a solid stabilizer in any portfolio.<\/p>\n\n\n\n

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Final terms<\/strong><\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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____<\/p>\n\n\n\n

It’s that time again today. It starts at 5:00 p.m. <\/strong>with:<\/strong><\/p>\n\n\n\n

Bloch live<\/h3>\n\n\n\n

You can look forward to a lively discussion between two experts, exciting topics and honest opinions. Be part of it!<\/strong><\/p>\n\n\n\n

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