Analysts at the Swiss banking giant UBS have recently identified five stocks with great potential that benefit from structural trends and offer exciting investment opportunities both in the short and long term. These recommendations are particularly relevant for private investors in the German-speaking area, as they include companies from various industries likely to benefit from current global developments.
Key Stocks with Potential According to UBS Analysts
- Shell (formerly Royal Dutch Shell): As a major energy company, Shell faces the challenge and opportunity to focus on more efficient resource use and clean energy production. This is a central trend in the energy sector, making Shell attractive in the long run.
- ASML: The Dutch company ASML is a leading supplier of lithography systems for the semiconductor industry. The ongoing AI revolution and technological advancements significantly drive the demand for semiconductor technology, making ASML a promising investment.
Other named companies include Hermès (luxury goods), Banco Santander (banking), and Sunrise Communications (telecommunications), showing that UBS covers various sectors.
Thematic Key Opportunities
UBS emphasizes that these stocks can benefit not only from short-term market developments (“tactically in the short term”) but especially from profound structural changes in their industries over the next decade (“structurally in the long term”). This includes:
- Technological innovations such as Artificial Intelligence
- Shift in the energy sector towards sustainability
- Changes in the financial sector and consumer behavior
These trends open up thematic opportunities for investors with high growth potential.
Additionally, UBS reaffirms buy recommendations for other energy companies like Cheniere Energy due to increased production capacities and attractive dividend policies—underscoring the focus on the energy sector as a key area for investments.
Conclusion
UBS particularly recommends stocks like Shell and ASML as top investments with great potential due to their positioning in promising structural trends. For private investors in the German-speaking area, these recommendations provide guidance in selecting promising values from various industries—ranging from the energy sector to technology to luxury goods.