Last week, ABB reported a strong set of results, with an excellent order growth driven primarily by its Electrification division.
Despite these encouraging fundamentals, the share price came under pressure as investors focused on a broader reset in sentiment towards the AI and electrification investment theme rather than on company-specific developments. In other words, while ABB's performance remained robust, the strong order intake was not sufficient to convince the market that the AI-driven rally still had significant room to extend.
Â
A similar dynamic can be observed across the broader sector. Accelleron and Huber+Suhner have all been beneficiaries of structural growth trends linked to data center infrastructure, electrification, and digitalization. These themes drove European industrial and infrastructure-related companies to multi-year highs during May and June 2026. The subsequent correction reflects a broader reassessment of valuations, as investors question whether share price performance had moved ahead of underlying fundamentals.
Â
In our view, and considering our price targets, today's levels from ABB, Accelleron and Huber+Suhner present an attractive opportunity to strike an Autocallable Reverse Convertible on favorable terms.
Based on this rationale, we present following trade idea:Â Autocallable Reverse Convertible on ABB, Accelleron and Huber+Suhner.Â
