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Francois Bloch
expert
Sandoz is very well positioned – PSP wanted by the institutional investors – Partners Group at its best
Switzerland
I am positive about the hearing aid specialist’s shares Sonova (stock exchange symbol: SOON SW). My quantitative models assume that operating profit (EBIT) will improve from CHF 760 million to CHF 933.3 million between 2022 and 2027. With an expected return on invested equity of 26.56% by 2027, this is a good starting position.
Trading Strategy: Reload.
Sandoz (stock exchange symbol: SDZ SW) is very well positioned in the area of pharmaceutical copycat products. My quantitative models assume that the return on equity invested will increase to 14.7% by 2026.
Trading Strategy: Reload.
The real estate specialist PSP Swiss Property (stock exchange symbol: PSPN SW) is increasingly in demand by institutional investors. According to my quantitative models, an improvement in the operating result (EBIT) between 2022 and 2027 from CHF 277.4 million to CHF 319.8 million should be possible.
Trading Strategy: Reload.
The share of the Partners Group (stock exchange symbol: PGHN SW) shows its best side. An increase in operating profit (EBIT) between 2021 and 2026 from CHF 1.650 billion to CHF 1.9540 billion should be feasible. Financial analysts expect the share price to rise in the next twelve months.
Trading Strategy: Reload.
Swissquote (Stock symbol: SQN SW) has reached a new all-time high. The operating result (EBIT) could make a huge jump to CHF 397 million by 2026. This with an EBT margin of 54.57% in 2026.
Trading Strategy: Reload.
Europa
I’m thrilled with it UCB (Stock symbol: UCB BB). My models predict an improvement in operating profit (EBIT) from EUR 1.318 billion to EUR 1.711 billion between 2021 and 2026. This is an exceptional increase in profits in the Belgian benchmark index. It is important that the dividends are reinvested in new stocks.
Trading Strategy: Reload.
The shares have performed strongly Deutsche Bank (stock exchange symbol: DBK GY) developed: +27.60% in 2024 alone. According to my models, an increase in operating profit (EBIT) from EUR 3.905 billion to EUR 10.059 billion from 2021 to 2026 should be possible. In my opinion, the company is excellently positioned.
Trading Strategy: Reload.
I continue to be convinced by the Belgian food manufacturer Lotus Bakeries (Stock symbol: LOTB BB). The operating result (EBIT) could improve here from EUR 123.8 million to a strong EUR 253.7 million.
Trading Strategy: Reload.
The Belgian immunology specialist Argenx (stock exchange symbol: ARGX BB) is developing splendidly. Here, the operating result (EBIT) should climb to EUR 918.3 million by 2026.
Trading Strategy: New on the recommendation list.
The Danish transport specialist is in top form DSV A/S (Stock symbol: DSV DC). The EUR 39.37 billion title is marching towards “new highs”. The book value per share is expected to improve from DKK 316.40 to DKK 394.70 between 2021 and 2026. The EBIT margin should improve to 16.61% by 2026.
Trading Strategy: Reload.
USA
The American energy specialist Constellation Energy (stock exchange symbol: CEG US) promises great potential for the future. According to my models, an increase in operating profit (EBIT) from USD 1.370 billion to USD 4.096 billion between 2022 and 2026 should be possible. With an expected EBIT margin of 23.29% in 2026, it should be correct.
Trading Strategy: Reload.
Investors should BWX Technologies (stock exchange symbol: BWXT US) in your field of vision. According to my models, the enterprise value (EV) should improve from USD 345.8 million (2021) to USD 492.2 million in 2026. The return on equity invested could reach an impressive 27.63% in 2026.
Trading Strategy: New on the recommendation list.
The web metrics specialist, Tradeweb Markets Inc. (stock exchange symbol: TW US), impresses me with its clever positioning. Here, the operating result (EBIT) should increase from USD 500.3 million to USD 1.121 billion between 2021 and 2026. This along with an expected EBIT margin of 42.78% in 2026.
Trading Strategy: New on the recommendation list.
Den US-Broker Interactive Brokers (ticker symbol: IBKR US) is one to keep an eye on. According to my model, an increase in operating profit (EBIT) from USD 1.854 billion to USD 3.802 billion between 2021 and 2026 should be feasible. This combined with an EBITDA margin of 68.25% in 2026.
Trading Strategy: Reload.
At Blue Owl Capital (stock exchange symbol: OWL US) things are going really well. According to my models, an increase in operating profit (EBIT) from USD 455 million to USD 1.894 billion in the years 2021 to 2026 should be feasible. Combined with an EBITDA margin of 80.78% in 2026, my models put the stock at green.
Trading Strategy: New on the recommendation list.
Technical favorite:
Capital One (Stock symbol: COF US): Breakout
Sincerely, yours
Francois Bloch
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payoff Media AG and François Bloch receive neither payments nor commissions from the products mentioned.
