{"id":1447024,"date":"2026-08-03T10:41:58","date_gmt":"2026-08-03T08:41:58","guid":{"rendered":"https:\/\/www.payoff.ch\/news\/the-week-rotation-continues"},"modified":"2026-08-03T14:02:17","modified_gmt":"2026-08-03T12:02:17","slug":"the-week-rotation-continues","status":"publish","type":"post","link":"https:\/\/www.payoff.ch\/en\/news\/the-week-rotation-continues","title":{"rendered":"“The Week”: Rotation Continues"},"content":{"rendered":"\n

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

Sika<\/a><\/strong> (ticker symbol: SIKN SW) has finally achieved a breakthrough in investment returns: Since the start of the year, the stock has risen by 11.84% on the Swiss Stock Exchange. This surge is being driven by the company\u2019s consistent focus on its core competencies. Operating profit (EBIT) could increase from CHF 1.549 billion to CHF 2.028 billion between 2023 and 2028.<\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

The stock has surged Vontobel<\/a><\/strong> (ticker symbol: VONN SW): +34.21% since the start of the year. Book value per share could rise from CHF 37.85 to CHF 51.06 between 2023 and 2028. It would be advisable to reinvest the dividend annually in new shares<\/em>: The dividend payout could jump from CHF 3 to CHF 3.58 over the same period.<\/em>
Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

Given the significantly improved overall outlook, the investment community is regaining confidence in EMS-Chemie<\/a><\/strong> (ticker symbol: EMSN SW). Operating profit (EBIT) could rise from CHF 493 million to CHF 662.8 million between 2023 and 2028.<\/em> It would be advisable to reinvest the dividend in new shares annually.<\/em>
Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

The Stock Market Express at the SIG Group<\/a><\/strong> (ticker symbol: SIGN SW) has picked up speed again in recent days: +29.54% since the start of the year. This is reportedly due to an improvement in the expected book value per share between 2023 and 2028, from CHF 8.102 to CHF 8.469, which would make the stock\u2019s price performance over the past few months \u2013 for a company with a market capitalization of CHF 5.61 billion\u2013 <\/i>much easier to understand. <\/i>It would be advisable to reinvest the dividend annually in new shares, especially given an expected dividend yield of 2.28% in 2028.<\/em>
Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

Straumann<\/a><\/strong> (ticker symbol: STMN SW) has broken free: Here, operating profit (EBIT) could rise from CHF 606.4 million to CHF 876.4 million between 2023 and 2028, which would go a long way toward explaining the stock\u2019s upward momentum. In particular, the potential increase in the dividend per share from CHF 0.85 to CHF 1.391 between 2023 and 2028 would be very encouraging. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

I’m thrilled about Sandoz<\/a><\/strong> (ticker symbol: SNDZ SW): +13.69% since the start of the year. For the period between 2023 and 2028, the book value per share could rise from CHF 20.12 to CHF 29.84, which would put everything back on track. The dividend per share could rise from CHF 0.5127 to CHF 1.609 over the same period. This dividend should be reinvested annually in new shares. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

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

The papers by Schneider<\/strong> Electric<\/strong><\/a> (ticker symbol: SU FP) are performing strongly: Since the start of the year, the stock has risen by 23.29% \u2013 <\/i>an exceptionally strong result for this CAC 40 component by European standards. Earnings per share could rise from EUR 7.07 to EUR 13.16 between 2023 and 2028. The dividend is also expected to increase gradually, which would make an investment in the company all the more sensible for the future. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

The latest stock performance of the French investment specialist Amundi<\/a><\/strong> (ticker symbol: AMUN FP) is nothing short of remarkable: Despite a 33.64% increase since the turn of the year 2025\/2026, it\u2019s worth betting on this stock. The book value per share could rise from EUR 55.90 to EUR 69.78 between 2023 and 2028. It would be advisable to reinvest the dividend annually in new shares<\/em>:<\/em><\/em> The dividend yield could reach an impressive 5.29% in 2027.<\/em>
Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

The Spanish bank is exceptionally well-positioned BBVA<\/a><\/strong> (ticker symbol: BBVA SM).Book value per share could rise from EUR 8.86 to EUR 12.34 between 2023 and 2028. The expected EBIT margin as of 2028 would be 63.55%, which would be an excellent result for the company by historical standards. It would be advisable to reinvest the dividend in new securities each year<\/em><\/em><\/em><\/em>.
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

I find the shares of the French oncology specialist Ipsen<\/a><\/strong> (ticker symbol: IPN FP). Book value per share could rise from EUR 45.64 to an impressive EUR 83.96 between 2023 and 2028. With an EBIT margin of 31.64% by 2028, everything would look great for you. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

The Dutch stock has skyrocketed on the stock market ING<\/a><\/strong> (ticker symbol: INGA NA) has soared on the stock market: +26.78% since the start of the year. Earnings per share are projected to increase between 2023 and 2028\u2014from EUR 2.05 to EUR 3.243. By 2028, a record dividend payout per share of EUR 1.63 could be paid (dividend yield: 5.37%). The EBIT margin could reach a record high of 44.65% in 2028. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

The securities of Siemens<\/a><\/strong> (ticker symbol: SIE GY) are steadily rising: The stock, with a market capitalization of EUR 217 billion, is on track to reach new record highs on the stock market. The dividend per share could rise from EUR 4.7 to EUR 6.404 between 2023 and 2028. The EBIT margin could reach a new record high of 16.38% in 2028, which would be a strong performance for the company in a historical context. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

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

From a speculative standpoint, this stock could be interesting: The American specialty stock Monolithic<\/strong> Power<\/strong> Systems<\/strong><\/a> (ticker symbol: MPWR, US) has great potential. Earnings before interest and taxes (EBIT) could improve from USD 641.1 million to USD 2.310 billion between 2023 and 2028.<\/em>
Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

Forward-thinking investors are betting on Arista Networks<\/a><\/strong> (ticker symbol: ANET US). For the technology stock, operating profit (EBIT) could rise from USD 2.603 billion to USD 8.410 billion between 2023 and 2028. The EBIT margin could reach a peak of 48.12% in 2028. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

Right now, I’m extremely impressed by Fortinet<\/a><\/strong> (ticker symbol: FTNT US), which is performing very strongly on the stock market. Earnings before interest and taxes (EBIT) could grow from USD 1.507 billion to USD 3.697 billion between 2023 and 2028, which I believe would be extraordinary.<\/em>
Trading strategy:<\/strong> Reload<\/p>\n\n\n\n

Shares of Onto Innovation<\/a><\/strong> (ticker symbol: ONTO US). Operating profit (EBIT) could rise from USD 195.4 million to USD 671.4 million between 2023 and 2028. The return on equity would be 21.72% in 2028, which would be a very good figure for this sector. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

May I introduce you to the technology specialist NetApp<\/a><\/strong> (ticker symbol: NTAP US)? Book value per share could rise from USD 5.51 to USD 14.71 between 2024 and 2029, which would underscore the company\u2019s strategic direction. In 2030, a record dividend payout is also expected. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

The shares of Devon Energy<\/a><\/strong> (ticker symbol: DVN US) are a real gem. The book value per share of this stock, which has a market capitalization of USD 52.05 billion, could rise from USD 18.79 to USD 54.53 between 2023 and 2028. With an EBIT margin of 19.58% in 2028, everything would simply fall into place. <\/em>
Trading strategy: <\/strong>Reload<\/p>\n\n\n\n

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

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

<\/div>\n\n\n\n

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

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 with Sandoz<\/a><\/strong>, SIG<\/a><\/strong>, Sika<\/a><\/strong>, Straumann<\/a><\/strong> pronounced.<\/p>\n\n\n\n

An Autocallable Multi-Barrier Reverse Convertible with the ISIN CH1530897060<\/a><\/strong> linked to the four stocks offers an attractive 14.22% coupon<\/strong>, a barrier at 59.00%<\/strong>, and a 12-month term, making it a stabilizing component 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
<\/div>\n\n\n\n

____<\/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!
<\/p>\n\n\n\n

___<\/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 Sika \u2013 Stock Price Soars at EMS-Chemie \u2013 Amundi\u2019s Stock Price Skyrockets<\/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-1447024","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\/1447024","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=1447024"}],"version-history":[{"count":6,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts\/1447024\/revisions"}],"predecessor-version":[{"id":1447035,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/posts\/1447024\/revisions\/1447035"}],"wp:attachment":[{"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/media?parent=1447024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/categories?post=1447024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.payoff.ch\/en\/wp-json\/wp\/v2\/tags?post=1447024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}