SWX:BOSN
SWX:BOSNTrade Distributors

Should Bossard Holding’s Rising 2025 Sales And Steady Margin Guidance Require Action From Bossard (SWX:BOSN) Investors?

In January 2026, Bossard Holding AG reported that group net sales rose to CHF 257.8 million in the fourth quarter and CHF 1,068.9 million for 2025, both higher than a year earlier. Alongside confirming an EBIT margin guidance of around 10% for 2025 and reiterating its Strategy 200 and medium-term goals, the company signaled continuity between recent trading performance and its longer-term ambitions. Next, we will examine how Bossard Holding’s combination of higher 2025 sales and reaffirmed...
SWX:SREN
SWX:SRENInsurance

Is Swiss Re’s (SWX:SREN) New Life Health Lead Hinting at a Sharper Income-Focused Strategy?

Swiss Re has promoted Christophe Heck to market head Life Health for France, BeNeLux and Switzerland, based in Zurich and leading the group’s regional life and health reinsurance team. While this leadership move refines Swiss Re’s regional life and health focus, current investor attention appears more closely tied to the stock’s income appeal and upcoming earnings catalysts. Next, we’ll examine how Swiss Re’s income appeal and upcoming earnings update could influence the company’s broader...
SWX:DOKA
SWX:DOKABuilding

Assessing Dormakaba Holding (SWX:DOKA) Valuation After Arctic Access Pilot At Sorrisniva Resort

Arctic pilot project puts dormakaba Holding (SWX:DOKA) in focus dormakaba Holding (SWX:DOKA) has started a pilot project at the Sorrisniva resort in Arctic Norway, testing its access systems in subzero conditions at the world’s northernmost ice hotel. The installation covers several parts of the resort and is intended to gather data on energy use and reliability, a development that has put the stock on some investors’ radars as they assess the business. See our latest analysis for dormakaba...
SWX:BAER
SWX:BAERCapital Markets

How New Operations And Communications Leadership At Julius Baer (SWX:BAER) Has Changed Its Investment Story

Julius Bär Gruppe recently announced major organisational and leadership changes, naming former HSBC executive Jean Nabaa as COO and creating a new Group Communications function to be led by experienced communicator Cindy Leggett-Flynn. The hires bring together deep wealth management operations expertise and high-profile crisis-tested communications experience, underscoring Julius Bär’s focus on executing its transformation agenda. Next, we examine how the appointments of Jean Nabaa and...
SWX:SIKA
SWX:SIKAChemicals

Will Sika’s (SWX:SIKA) Nordic Deal and U.S. Distribution Push Redefine Its Global Narrative?

Sika recently expanded its reach through the acquisition of Swedish dry mortar and facade specialist Finja and a new U.S. distribution partnership with Cain & Bultman, which will carry Sika’s floor covering installation products across several southeastern states. Together, these moves highlight how Sika is building out both its Nordic manufacturing base and its North American distribution channels to serve a wider mix of professional customers. Next, we will examine how this broadened...
SWX:PGHN
SWX:PGHNCapital Markets

Partners Group Launches Special Opportunities Strategy As Valuation Appears Supportive

Partners Group Holding (SWX:PGHN) has launched a new global special opportunities strategy. The strategy is designed to provide flexible capital solutions in private markets. A newly appointed partner will lead the standalone strategy. The launch responds to liquidity driven opportunities arising from current macro conditions. Partners Group, a global private markets investment manager, is expanding its tool kit with this dedicated special opportunities strategy. For you as an investor, it...
SWX:ALC
SWX:ALCMedical Equipment

Assessing Alcon (SWX:ALC) Valuation After Completing Its US$750 Million Share Buyback Program

What Alcon’s completed buyback could mean for shareholders Alcon (SWX:ALC) has completed its US$750 million share repurchase program, retiring 9,301,877 shares or about 1.9% of its share capital, a move that directly affects ownership concentration and future dilution. See our latest analysis for Alcon. Despite the completed buyback and earlier interest around Alcon’s upcoming earnings, recent trading has been subdued. The 90 day share price return is 3.37%, while the 1 year total shareholder...
SWX:LOGN
SWX:LOGNTech

Assessing Logitech International (SWX:LOGN) Valuation After Recent Share Price Weakness

Why Logitech International (SWX:LOGN) is on investors’ radar Logitech International (SWX:LOGN) has drawn attention after a period of weaker recent share returns, with the stock down over the past week, month, and past 3 months, prompting closer scrutiny of its fundamentals. For context, the shares show a negative 1 day return of 0.9%, a 7 day decline of 6.0%, and a month return of 12.2% in the red. Over the past 3 months, the stock is down 18.7%, and the year to date move sits at a 9.1%...
SWX:INRN
SWX:INRNMachinery

Evaluating Interroll Holding (SWX:INRN) After Leadership Changes And Recent Share Price Weakness

Leadership changes and why they matter for Interroll Holding (SWX:INRN) Interroll Holding (SWX:INRN) has seen rapid shifts in its top ranks, with the Chief Operating Officer and Chief Technology Officer leaving and a new CTO, Ulrich Engenhardt, stepping in as the company reshapes key leadership roles. See our latest analysis for Interroll Holding. Those leadership changes come as the 90 day share price return stands at a 14.66% decline and the year to date share price return is a 7.10%...
SWX:ABBN
SWX:ABBNElectrical

Did Earnings Focus on Electrification Margins and E.ON Deal Just Shift ABB's (SWX:ABBN) Investment Narrative?

ABB is preparing to report earnings on 29 January 2026, with investors closely watching margin commentary and order trends in its Electrification and Robotics segments. At the same time, ABB’s recent energy-efficiency partnership with E.ON has highlighted growing interest in its electrification solutions across European markets. With recent attention on ABB’s Electrification margins, we will explore how these developments could shape the company’s broader investment narrative. Trump's oil...
SWX:NESN
SWX:NESNFood

Assessing Nestlé (SWX:NESN) Valuation As Earnings Near And Recall And Water Business Stake Talks Draw Focus

Nestlé (SWX:NESN) is drawing fresh attention as investors look ahead to its 19 February 2026 earnings release, while also weighing the recent infant nutrition recall and progress on a potential water business stake sale. See our latest analysis for Nestlé. After the recent recall headlines and the potential water business stake sale, short term sentiment has softened, with a 30 day share price return of 6.89% and a 90 day share price return of 9.54%. The 1 year total shareholder return is...
SWX:BEAN
SWX:BEANBuilding

Is BELIMO’s 23.3% 2025 Sales Surge Altering The Investment Case For BELIMO Holding (SWX:BEAN)?

In January 2026, BELIMO Holding AG reported its 2025 revenue results, revealing accelerated sales growth of 23.3% in local currencies and total sales of CHF 1,121 million. This sharp step-up in growth compared with 2024 signals a meaningful strengthening in demand for BELIMO’s HVAC solutions across its end markets. We’ll explore how BELIMO’s sharply accelerating 2025 sales growth shapes the company’s investment narrative and future business positioning. These 9 companies survived and...
SWX:GALD
SWX:GALDPharmaceuticals

Does Galderma Group’s (SWX:GALD) Ipsen Exit Quietly Reinforce Its Neuromodulator Edge?

In January 2026, Galderma announced an arbitral tribunal confirmed the termination of its 2014 early-stage neuromodulator R&D partnership with Ipsen, while affirming that commercialization of Dysport/Azzalure, Alluzience, and Relfydess remains unaffected. At the same time, Galderma used major industry meetings such as TOXINS 2026 and IMCAS 2026 to highlight data underscoring the clinical strength and breadth of its neuromodulator portfolio, reinforcing its position in injectable...
SWX:SREN
SWX:SRENInsurance

Assessing Swiss Re (SWX:SREN) Valuation As Earnings Anticipation And Dividend Focus Drive Trading Interest

Why Swiss Re is on watchlists ahead of earnings Swiss Re (SWX:SREN) is drawing increased attention as investors look ahead to its 27 February 2026 earnings release, focusing on the stock’s 4.75% dividend yield and recent trading activity. See our latest analysis for Swiss Re. Recent trading has been choppy, with a 30 day share price return of 7.39% and a 90 day share price return of an 18.66% decline. The 5 year total shareholder return of 111.08% points to momentum that has built over a...
SWX:SENS
SWX:SENSElectronic

Assessing Sensirion Holding (SWX:SENS) Valuation After India Energy Week Gas Metering Showcase

India Energy Week debut puts Sensirion Holding (SWX:SENS) gas metering in focus Sensirion Holding (SWX:SENS) is drawing attention after announcing its first participation at India Energy Week 2026, where it will showcase its thermal mass gas metering technology and newly introduced SGM5304 gas meter module. The event spotlights Sensirion's role in gas metering, with more than 11 million meters installed globally and certification under harmonized standard EN 17526, as investors consider the...
SWX:BARN
SWX:BARNFood

Steep Cocoa Volume Decline And CEO Uncertainty Might Change The Case For Investing In Barry Callebaut (SWX:BARN)

Barry Callebaut recently reported a 22% fall in cocoa division sales volume for the quarter ended 30 November, citing weak global cocoa demand and a shift toward higher-return segments amid subdued grindings in Europe and Asia. At the same time, favorable growing conditions in West Africa and uncertainty around a CEO transition have sharpened questions about how the company balances sourcing, pricing and leadership stability in a soft cocoa market. Next, we will examine how the steep cocoa...
SWX:LOGN
SWX:LOGNTech

Is Logitech (SWX:LOGN) Quietly Redefining Its Moat With AI-Powered Room Analytics?

Earlier this week, Logitech unveiled its Rally AI Camera and Rally AI Camera Pro, AI-enabled conference cameras for large rooms that offer flexible mounting options, privacy shutters, workspace analytics via Logitech Sync, and prices starting at US$2,499, with availability planned from Spring and Summer 2026. By combining AI-powered room usage insights, automated scheduling relief from “ghost meetings,” and sustainability-focused design, these cameras position Logitech deeper inside how...
SWX:BKW
SWX:BKWElectric Utilities

BKW (SWX:B9W) Is Down 11.2% After Cutting 2025 EBIT Outlook and Setting 2026 Targets

In January 2026, BKW AG held a special call to lower its 2025 EBIT guidance to CHF 540 million–CHF 560 million and introduce a 2026 EBIT range of CHF 650 million–CHF 750 million. This shift in near-term expectations versus a higher 2026 outlook highlights how BKW is recalibrating its earnings profile over the next two years. Next, we will examine how BKW’s reduced 2025 EBIT guidance shapes the company’s investment narrative and risk-reward profile for investors. Trump has pledged to...
SWX:HOLN
SWX:HOLNBasic Materials

Holcim (SWX:HOLN) Valuation Check As Goldman Sachs Downgrades After Strong Share Price Rally

Holcim (SWX:HOLN) came into focus after Goldman Sachs shifted its view on the shares from Buy to Neutral, following a strong rally that left the valuation looking full. See our latest analysis for Holcim. The latest CHF78.0 share price comes after a small 1 day share price decline, but that follows an 11.65% 90 day share price return and a very strong 1 year total shareholder return of 73.76%, pointing to momentum that has been building over a longer horizon. That performance also aligns with...