Hermès shares fly into divine spheres on the stock exchange – and other stock tips of the week
In “Switzerland at the weekend”, our money columnist François Bloch writes why the manufacturer of luxury goods is a safe bet, how he is fighting for cheap mortgages and why he has to give Credit Suisse lots of praise.
The “interpretation dispute” in things Novo Nordisk (NOVOB DC) has reached a new high: A larger Swiss financial institution has “warmed up” its recommendation with “Sell” within a month. I take it easy, because on Monday US stock exchange giant JP Morgan (JPM US) repeatedly left its advice at “Overweight”. With an investment performance of +206.5% over the last five years, you have a trump card in your portfolio with the CHF 241 billion stock. Could I, with a clear conscience, allow myself to be swayed into a sell recommendation if, according to my models, a record return on equity of 80.5% is promised for 2023? (Keep)