RBC Highlights Investment Opportunities for 2026 with Focus on French Stocks
RBC includes Apotex Health, Canadian National Railway, and Lonza in its 2026 investment ideas, replacing Alcon, Boston Scientific, and DuPont. The selections emphasize undervalued stocks with strong operational fundamentals and growth potential, particularly in healthcare and transportation sectors.
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RBC has added Apotex Health, Canadian National Railway, and Lonza to its 2026 investment list, indicating more attractive opportunities compared to Alcon, Boston Scientific, and DuPont. Canadian National Railway is favored for its discounted valuation and improved operational fundamentals, including record transport volumes in grain.
Apotex leads in the Canadian generics market, benefiting from expiring patents, while Lonza is viewed as undervalued with potential for growth. Safran retains its position with a target price of 370 EUR, supported by strong fundamentals in aerospace aftermarket services.
AXA is highlighted for its transformation under Thomas Buberl, focusing on more profitable insurance activities. Schneider Electric is noted as a key beneficiary of trends in electrification and automation, with a target price of 320 EUR. The RBC selection has grown 11.1% in Q2, trailing behind major benchmarks but showing a favorable long-term performance since its inception in 2019.
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