SWX:PGHN
SWX:PGHNCapital Markets

European Value Stock Picks Including Partners Group Holding And 2 More Estimated To Be Trading Below Fair Value

As European markets experience mixed returns, with the STOXX Europe 600 Index inching higher amid hopes for interest rate cuts, investors are increasingly focused on identifying value opportunities in this uncertain economic environment. In such conditions, stocks trading below their fair value can present attractive prospects for those seeking to capitalize on potential market inefficiencies and long-term growth potential.
SWX:PGHN
SWX:PGHNCapital Markets

European Growth Companies With High Insider Ownership In December 2025

As European markets navigate mixed returns amid hopes for interest rate cuts in the U.S. and UK, growth companies with high insider ownership are gaining attention for their potential resilience and alignment of interests between management and shareholders. In this environment, stocks that exhibit strong growth prospects coupled with significant insider ownership may offer a compelling combination of strategic vision and vested interest in long-term success.
SWX:ABBN
SWX:ABBNElectrical

Assessing ABB (SWX:ABBN) Valuation After Its Latest Share Buyback Move

ABB (SWX:ABBN) just bought back nearly 300,000 shares as part of its ongoing 2025 repurchase program, a steady signal that management prefers returning cash to investors instead of chasing every acquisition opportunity. See our latest analysis for ABB. That steady buying has come alongside firm price momentum, with the share price at CHF 58.68 and a robust year to date share price return of 19.37 percent. The five year total shareholder return of 191.81 percent shows that ABB’s long term...
SWX:COPN
SWX:COPNPharmaceuticals

Cosmo Pharmaceuticals (SWX:COPN) Is Up 46.9% After Clascoterone Hair-Loss Win And EU Nod For Winlevi

Cosmo Pharmaceuticals has reported strong top-line Phase III results for clascoterone 5% topical solution in male androgenetic alopecia and, together with Glenmark Pharmaceuticals, secured European Commission marketing authorization for Winlevi (clascoterone 10 mg/g cream) to treat acne vulgaris in 17 countries. These developments highlight clascoterone’s potential as a versatile, first-in-class topical androgen receptor inhibitor across both hair loss and acne, expanding Cosmo’s...
SWX:TEMN
SWX:TEMNSoftware

Temenos (SWX:TEMN): Assessing Valuation After a Strong Three-Month Share Price Rebound

Temenos (SWX:TEMN) has quietly climbed about 6% over the past week and more than 30% in the past 3 months, putting fresh attention on whether this banking software specialist’s rebound still has room to run. See our latest analysis for Temenos. That recent momentum builds on a solid recovery trend, with a strong 90 day share price return helping push year to date gains higher. A 1 year total shareholder return above 35% suggests confidence is slowly coming back after a tougher multi year...
SWX:ADEN
SWX:ADENProfessional Services

Adecco Group (SWX:ADEN): Revisiting Valuation After A Quiet Share Price Drift And Earnings Recovery Signs

Adecco Group (SWX:ADEN) has been drifting lower over the past month, and that quiet slide is exactly why the stock is interesting now, especially given its improving earnings backdrop and deep valuation discount. See our latest analysis for Adecco Group. At around CHF 21.96 per share, Adecco’s roughly 6 percent 3 month share price decline contrasts with stabilising year to date performance, while a 5 year total shareholder return near minus 48 percent shows how heavily sentiment has reset...
SWX:NESN
SWX:NESNFood

Nestlé (SWX:NESN): Reassessing Valuation After a Quiet Share Price Grind Higher

Nestlé (SWX:NESN) has been quietly grinding higher this year, and that slow, steady move is starting to catch investors attention as they reassess what they are paying for its global food empire. See our latest analysis for Nestlé. After a soft patch in prior years, Nestlé’s roughly mid single digit year to date share price return has been backed by improving sales and earnings, hinting that investors are slowly rebuilding confidence after a weaker three year total shareholder return. If...
SWX:HOLN
SWX:HOLNBasic Materials

Holcim (SWX:HOLN) Valuation Check After New European Circular Construction Recycling Acquisitions

Holcim (SWX:HOLN) just doubled down on circular construction by completing two acquisitions and agreeing a third in demolition materials recycling across the UK, Germany, and France, adding meaningful processing capacity to its ECOCycle ecosystem. See our latest analysis for Holcim. Those circular moves come as Holcim’s shares trade around CHF 75.20, with a solid 3 month share price return of 12.47% and an impressive 1 year total shareholder return of 67.09%, suggesting momentum is still...
SWX:ROG
SWX:ROGPharmaceuticals

Roche (SWX:ROG): Revisiting Valuation After a Strong 30-Day Share Price Rally

Roche Holding (SWX:ROG) has quietly outperformed the broader market over the past month, and that steady climb is catching investor attention as they reassess what they are paying for its earnings power. See our latest analysis for Roche Holding. That steady run has pushed Roche Holding to a share price of $310.1, with a 30 day share price return of 17.46 percent and a 1 year total shareholder return of 24.99 percent. This suggests that momentum is building as investors grow more comfortable...
SWX:ALC
SWX:ALCMedical Equipment

Is The Market Missing Alcon’s Rebound After Recent Product Expansion News?

If you are wondering whether Alcon is quietly becoming a bargain, or if the recent noise around the stock is just that, noise, this section will walk you through what the market might be missing. After a choppy year that still leaves the share price down around 17.8% over 12 months and 16.3% year to date, the stock has shown signs of life with an 8.4% gain over the last month, despite being flat over the past week. Recent headlines have focused on Alcon expanding its portfolio of vision care...
SWX:COPN
SWX:COPNPharmaceuticals

Cosmo Pharmaceuticals (SWX:COPN): Valuation Check After Clascoterone Phase III Win and EU Nod for Winlevi

Cosmo Pharmaceuticals (SWX:COPN) is back on investor radar after two key catalysts: strong Phase III data for its Clascoterone 5% male hair loss treatment and European approval of Winlevi for acne across 17 countries. See our latest analysis for Cosmo Pharmaceuticals. The market has taken notice, with the share price jumping to about CHF 78.3 and a strong 1 day share price return of roughly 19 percent, reinforcing an already solid one year total shareholder return near 30 percent and...
SWX:BAER
SWX:BAERCapital Markets

Should Julius Bär’s ADGM Push and Compliance Revamp Reshape the Risk Lens for (SWX:BAER) Investors?

Julius Baer Gruppe AG recently received in-principle approval to open Julius Baer (Abu Dhabi) Ltd. in ADGM to serve ultra-high-net-worth clients and appointed long-time Goldman Sachs compliance leader Victoria McLean as its future Chief Compliance Officer and Executive Board member, completing a revamped risk and compliance structure. These moves point to a simultaneous push into a growing Middle Eastern wealth hub and a material strengthening of governance through a more independent, senior...
SWX:LLBN
SWX:LLBNBanks

Top European Dividend Stocks To Consider In December 2025

As European markets continue to show resilience, with the STOXX Europe 600 Index climbing 2.35% and major single-country indexes also posting gains, investors are increasingly looking toward dividend stocks as a stable income source amid subdued inflation rates across the eurozone. In this environment, selecting stocks that offer reliable dividend yields can be an effective strategy for those seeking consistent returns while navigating the current economic landscape.