{"id":1446957,"date":"2026-07-27T10:28:51","date_gmt":"2026-07-27T08:28:51","guid":{"rendered":"https:\/\/www.payoff.ch\/news\/the-week-ceasefire"},"modified":"2026-07-28T14:24:34","modified_gmt":"2026-07-28T12:24:34","slug":"the-week-ceasefire","status":"publish","type":"post","link":"https:\/\/www.payoff.ch\/en\/news\/the-week-ceasefire","title":{"rendered":"“The Week”: Ceasefire"},"content":{"rendered":"\n

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

Roche<\/a><\/strong> (ticker symbol: ROG SW) has finally achieved a breakthrough in investment returns. Since the start of the year, the stock has risen 8.20% on the Swiss Stock Exchange. This surge is being fueled by very successful trial results for novel cancer drugs. Operating income (EBIT) could increase from USD 19.240 billion to USD 25.784 billion between 2023 and 2028.<\/em>
Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

Shares of Bachem<\/a><\/strong> (ticker symbol: BANB SW) have risen 25.29% since the start of the year, and a reversal of this trend is not in sight. Book value per share could rise from CHF 17.68 to CHF 25.56 between 2023 and 2028. During the same period, the dividend payout could rise from CHF 0.80 to CHF 1.249. It might be advisable to reinvest the dividend in new shares. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

The stock market rally of Accelleron<\/a><\/strong> (ticker symbol: ACLN SW) has picked up speed again in recent days: +25.10% since the start of the year. Book value per share could rise from CHF 3.06 to CHF 6.6 between 2023 and 2028. This would make the stock\u2019s price performance over the past few months \u2013 for a stock with a market capitalization of CHF 7.23 billion \u2013 much easier to understand. Over the same period, the potential dividend yield stands at 3.16%. It might be advisable to reinvest the dividend in new shares. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

The shares of Novartis<\/a><\/strong> (ticker symbol: NOVN SW) have risen by 15.78% since the start of the year. Here, operating profit (EBIT) could rise from USD 16.372 billion to USD 25.532 billion between 2023 and 2028. In particular, the potential increase in the dividend per share from USD 3.823 to USD 4.745 between 2023 and 2028 would be very encouraging. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

After a temporary dip, the SMI is now in “full-on rally” mode ABB<\/a><\/strong> (ticker symbol: ABBN SW): +35.09% since the start of the year. Operating income (EBIT) could rise from USD 4.871 billion to a new record high of USD 4.871 billion between 2023 and 2028. This would be remarkable given current market conditions. The growing dividend per share \u2013 from USD 1.013 to USD 1.364 \u2013 should be reinvested annually over this period.
<\/em>Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

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

Shares of the Norwegian company V\u00e5r Energi<\/strong> (ticker symbol: VAR NO) are performing strongly: Since the beginning of the year, the stock has risen by 47.61% \u2013 a strong result by European standards. Earnings per share could rise from USD 0.38 to USD 0.45 between 2023 and 2028. The dividend is also expected to increase gradually, which would make an investment in the company all the more sensible in the future. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The Spanish bank is exceptionally well-positioned CaixaBank<\/a><\/strong> (ticker symbol: CABK SM). Book value per share could rise from EUR 4.93 to EUR 6.31 between 2023 and 2028. The expected EBIT margin would be 64.33% as of 2028. It might be advisable to reinvest the dividend in new shares<\/em>. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The Raiffeisen Bank International<\/a><\/strong> (ticker symbol: RBI AT). Book value per share could rise from EUR 51.71 to an impressive EUR 75.42 between 2023 and 2028. With an EBIT margin of 45.92% by 2028 and an expected dividend yield of 4.65% in 2028, everything would be in order. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The shares of the French BNP<\/a><\/strong> (ticker symbol: BNP FP) look very promising. There is great hope that the upward trend will continue through the end of 2028. The book value per share of the stock, which has a market capitalization of EUR 116 billion, could rise from EUR 96 to EUR 125.7 between 2023 and 2028.<\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

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

The Technology Stock Digital Realty Trust<\/a><\/strong> (ticker symbol: DLR US) has great potential. Earnings before interest and taxes (EBIT) could improve from $542.5 million to $1.622 billion between 2023 and 2028.<\/em>
Trading Strategy:<\/strong> Add to Position<\/p>\n\n\n\n

Forward-thinking investors are betting on the stock of United Rentals<\/a><\/strong> (ticker symbol: URI US). For this construction equipment rental specialist, operating profit (EBIT) could improve from USD 3.287 billion to USD 5.626 billion between 2023 and 2028. The EBIT margin could reach a peak of 26.92% in 2028. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

I’m with the Packaging Corporation of America<\/a><\/strong> (ticker symbol: PKG US), which is performing very strongly on the stock market. Earnings before interest and taxes (EBIT) could grow from USD 1.101 billion to USD 1.744 billion between 2023 and 2028.<\/em>
Trading strategy:<\/strong> Add to position.<\/p>\n\n\n\n

The papers by Teradyne<\/a><\/strong> (ticker symbol: TER US) are rising sharply. Operating profit (EBIT) could rise from USD 547.3 million to USD 2.349 billion between 2023 and 2028. The return on equity would be 33.47% in 2028, which would be a very good figure for this sector. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

May I introduce you to the medical technology specialist Quest Diagnostics<\/a><\/strong> (ticker symbol: DGX US)? Book value per share could rise from USD 56.82 to USD 85.64 between 2023 and 2028. This would reinforce the company’s strategic direction. A record dividend payout is also expected in 2028. <\/em>
Trading strategy:<\/strong> Reloading<\/p>\n\n\n\n

The papers by Woodward<\/a><\/strong> (ticker symbol: WWD US) are a real gem. The book value per share of this stock, which has a market capitalization of USD 24.97 billion, could rise from USD 33.68 to USD 49.32 between 2023 and 2028. With an EBIT margin of 19.58% in 2028, everything could fall into place. This could be a top stock for the coming years. <\/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 this idea with Holcim<\/a><\/strong>, Logitech<\/a><\/strong>, Nestl\u00e9<\/a><\/strong> and VAT Group<\/a><\/strong> were pronounced.<\/p>\n\n\n\n

An Autocallable Multi-Barrier Reverse Convertible with the ISIN CH1530896021<\/a><\/strong> linked to<\/strong> the four stocks offers an attractive 16.40% coupon<\/strong>, a barrier of 59.00%<\/strong>, 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

“Bloch Live” Takes a Summer Break<\/h3>\n\n\n\n

We\u2019re taking a short break and won\u2019t be on the air until mid-August. After that, we\u2019ll be back with lively conversations, exciting topics, and honest opinions. We look forward to welcoming you back then!
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___<\/p>\n\n\n\n

Disclaimer<\/strong>
Neither Lucht Probst Associates AG nor Fran\u00e7ois Bloch receive any payments or commissions from the products mentioned.<\/p>\n","protected":false},"excerpt":{"rendered":"

Breakthrough at Roche \u2013 Var Energi Shares Soar \u2013 ABB Hits New Heights<\/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-1446957","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\/1446957","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=1446957"}],"version-history":[{"count":5,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts\/1446957\/revisions"}],"predecessor-version":[{"id":1446971,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts\/1446957\/revisions\/1446971"}],"wp:attachment":[{"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/media?parent=1446957"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/categories?post=1446957"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/tags?post=1446957"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}