SWX:ZURN
SWX:ZURNInsurance

Zurich Insurance Group’s Valuation As Risk Warnings And Davos Seminar Spotlight Intensify Investor Focus

Why Zurich Insurance Group’s risk warnings are back in focus Zurich Insurance Group (SWX:ZURN) is back on investors’ radar after senior executives highlighted rising geopolitical, technological, and societal risks, ahead of the group’s upcoming presentation at the Octavian Seminar 2026 in Davos. See our latest analysis for Zurich Insurance Group. Zurich’s share price at CHF 578.8 has slipped over the year to date, yet a 90 day share price return of 4.25% sits alongside a 1 year total...
SWX:NOVN
SWX:NOVNPharmaceuticals

Assessing Novartis (SWX:NOVN) Valuation As Earnings Near And Radioligand Expansion Advances

Novartis (SWX:NOVN) is back in focus as investors look ahead to the 4 February 2026 earnings report and consider fresh capital allocation comments from the CEO on acquisitions and business development. See our latest analysis for Novartis. The recent flurry of business development deals, radioligand therapy investments and talk of further oncology focused acquisitions has gone hand in hand with a 6.51% 30 day share price return and a 30.89% 1 year total shareholder return, suggesting momentum...
SWX:BLKB
SWX:BLKBBanks

European Dividend Stocks To Consider In January 2026

As European markets continue to show optimism with major stock indexes rising, investors are increasingly focused on the strengthening eurozone economy and favorable interest rate conditions. In this environment, dividend stocks can offer a stable income stream, making them an attractive option for those looking to capitalize on the current economic momentum while potentially benefiting from regular payouts.
SWX:DKSH
SWX:DKSHTrade Distributors

Will SBTi-Validated Net-Zero Targets Redefine DKSH Holding's (SWX:DKSH) Long-Term Resilience Narrative?

DKSH Holding AG recently received official validation from the Science Based Targets initiative that its near-term and net-zero emissions targets align with climate science and the Paris Agreement, confirming deep reductions in Scope 1, 2, and 3 emissions and a commitment to net-zero across its value chain by 2050. This independent endorsement strengthens DKSH’s sustainability positioning, underscoring how its efforts in transport optimization, renewable electricity, fleet electrification,...
SWX:ROG
SWX:ROGPharmaceuticals

Is Roche Holding (SWX:ROG) Pricing Fully Reflects Strong Multi‑Year Share Performance

If you are wondering whether Roche Holding's current share price really reflects its quality and prospects, you are not alone; many investors are asking the same question. The stock last closed at CHF 345.70, with returns of 1.9% over 7 days, 7.9% over 30 days, 6.2% year to date, 33.0% over 1 year and 31.0% over 3 years. This naturally raises questions about how much of this performance is already priced in. Recent coverage has focused on Roche Holding's position as a major global...
SWX:UBSG
SWX:UBSGCapital Markets

How Investors Are Reacting To UBS Group (SWX:UBSG) Challenging Tighter Capital Rules After New Bond Issues

Earlier this month, UBS Group AG completed two US$1.50 billion fixed-coupon, perpetual, callable subordinated Eurobond issues, while simultaneously intensifying its public opposition to proposed tighter Swiss banking capital rules following the Credit Suisse collapse. By arguing that fully capitalizing foreign subsidiaries and raising capital buffers could add about US$1.70 billion in annual costs and threaten its business model, UBS has put the trade-off between financial stability and...
SWX:SIKA
SWX:SIKAChemicals

Sika (SWX:SIKA) Is Down 7.6% After Cutting 2025 Margin Outlook And Launching ‘Fast Forward’ Restructuring – Has The Bull Case Changed?

Sika AG recently reported preliminary 2025 results showing CHF 11.20 billion in sales, modest growth in local currencies but a reported sales decline due to a strong Swiss franc, softer construction demand in markets such as China and the US, and an earnings margin outlook now only slightly above 19% excluding one-off restructuring costs. Management launched the “Fast Forward” cost and investment program, including up to 1,500 job cuts and targeted annual savings of CHF 150–200 million by...
SWX:LISN
SWX:LISNFood

A Look At Lindt & Sprüngli (SWX:LISN) Valuation After Fresh Margin Improvement Guidance

Chocoladefabriken Lindt & Sprüngli (SWX:LISN) issued fresh earnings guidance, signaling a planned 20 to 40 basis point annual improvement in operating profit margin from a 16.2% base, beginning with a modest uplift in 2025. See our latest analysis for Chocoladefabriken Lindt & Sprüngli. The updated earnings guidance lands after a mixed year for the shares. The 1 year total shareholder return of 17.58% contrasts with a 90 day share price return decline of 11.76%, suggesting shorter term...
SWX:IMPN
SWX:IMPNConstruction

How Investors Are Reacting To Implenia (SWX:IMPN) Winning Major Role In Zurich–Winterthur Rail Expansion

In January 2026, Swiss Federal Railways (SBB) awarded a joint venture between Implenia and Marti five of six lots for the MehrSpur Zurich–Winterthur rail expansion, giving Implenia an approximately CHF 830 million share of a roughly CHF 1.70 billion, decade-long infrastructure program. This long-duration, technically complex tunneling and station-upgrade mandate aligns closely with Implenia’s focus on large infrastructure projects and could reinforce its positioning in higher-value,...
SWX:NOVN
SWX:NOVNPharmaceuticals

How Novartis' Alzheimer’s Antibody Deal And US Radioligand Expansion At Novartis (SWX:NOVN) Has Changed Its Investment Story

In recent days, Novartis and SciNeuro Pharmaceuticals announced a worldwide licensing and collaboration deal to develop an amyloid beta antibody program for Alzheimer’s disease, while Novartis also unveiled plans for a new radioligand therapy manufacturing facility in Winter Park, Florida, as part of its multi-billion-dollar US investment. Together, these moves highlight how Novartis is pairing early-stage neuroscience innovation with expanded US radioligand production to deepen its...
SWX:TECN
SWX:TECNLife Sciences

Tecan Group (SWX:TECN) Posts Flat H2 Local-Currency Sales Is Its Recovery Story Credible?

Tecan Group AG has released unaudited preliminary results for fiscal 2025, reporting second-half sales growth of 0.4% in local currencies but a 5.2% decline in Swiss francs to CHF 443.0 million, with full-year sales down 1.6% in local currencies and 5.5% in Swiss francs to CHF 882.5 million versus 2024. The return to modest second-half growth, despite a full-year sales contraction, highlights a possible turning point in demand momentum amid currency headwinds and lingering operational...
SWX:IDIA
SWX:IDIABiotechs

Assessing Idorsia (SWX:IDIA) Valuation After Lucerastat Phase 3 Fabry Disease Results

Why the lucerastat data matters for Idorsia shares Idorsia (SWX:IDIA) just put fresh Phase 3 and long term lucerastat data for Fabry disease into the public domain, with kidney and cardiac outcomes now in focus after the study missed its primary pain endpoint. For you as a shareholder or potential investor, this shifts attention to how lucerastat might fit into Idorsia's broader rare disease pipeline, future regulatory discussions, and the perceived value of its R&D portfolio. See our latest...