Materials Swiss Community
Our community narratives are driven by numbers and valuation.
Materials Swiss Investing Ideas
Amrize
33.5% undervalued intrinsic discount
Long Duration Infrastructure And Data Center Demand Will Support A Stronger Margin Profile
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Updated 4 Sep
Sika
6.4% undervalued intrinsic discount
European And US Mandates Will Spark Sustainable Construction Trends
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Updated 6 Aug
Holcim
16.9% undervalued intrinsic discount
Recent Profit Margin Improvements Will Balance Softer Trends In Key Regions
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Updated 8 Jul
Givaudan
6.3% undervalued intrinsic discount
Analysts Weigh Givaudan’s Outlook Amid CEO Transition and Adjusted Growth Forecasts
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Updated 25 Jun
Amrize
Fairly Valued intrinsic discount
Updated
Data Center And Infrastructure Megatrends Will Support Materials Demand Despite Execution Risks
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Updated 18 Sep
SIG Group
22.1% undervalued intrinsic discount
Expansion Into New Markets And Leadership Changes Will Shape Future Performance
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Updated 9 Sep
Clariant
Fairly Valued intrinsic discount
Earnings Recovery Will Depend On Stabilization And Cost Improvements Amid Headwinds
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Updated 3 Sep
Gurit Holding
43.8% overvalued intrinsic discount
Reducing Wind Footprint And Investing In Niche Markets Will Strengthen Future Prospects
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Updated 26 Aug
Gurit Holding
26.7% undervalued intrinsic discount
Wind And Subsea Demand Will Drive A Stronger Future For This Composite Supplier
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Updated 9 Sep
