SWX:KNIN
SWX:KNINShipping

Kuehne + Nagel International (SWX:KNIN) Valuation Check After Recent Share Price Momentum

Why Kuehne + Nagel International Is On Investors’ Radar Today Kuehne + Nagel International (SWX:KNIN) has drawn attention after recent share performance, with the stock showing mixed returns across different time frames and fresh financial figures that give investors more to work with. The shares are up around 0.6% over the past day and roughly 4.4% over the past month, while the past 3 months show a gain of about 16%. Over 1 year, however, the total return sits near a 9.9% decline, and over...
SWX:NOVN
SWX:NOVNPharmaceuticals

How Novartis’ AI Health Partnerships and NFL Campaign Will Impact Novartis (SWX:NOVN) Investors

At the 2026 World Economic Forum in Davos, Novartis Chairman Dr. Giovanni Caforio announced a past AI- and data-driven national cardiovascular disease prevention partnership with Brunei’s Ministry of Health and EVYD Technology, while Novartis also unveiled a prostate cancer awareness campaign with the NFL built around a “Relax, it’s a blood test” Super Bowl commercial. Together, these initiatives position Novartis as a healthcare innovator using large-scale data, artificial intelligence and...
SWX:BKW
SWX:BKWElectric Utilities

Assessing BKW (SWX:BKW) Valuation After Updated 2025 And 2026 EBIT Guidance

Why BKW’s new guidance matters now BKW (SWX:BKW) updated investors with two key signals: a lowered EBIT range of CHF 540 million to CHF 560 million for 2025, and a new 2026 EBIT outlook of CHF 650 million to CHF 750 million. See our latest analysis for BKW. The revised guidance appears to have weighed on sentiment, with the share price at CHF145.9 after a 1 day share price return of 1.15% decline and a 30 day share price return of 13.36% decline. The 5 year total shareholder return of 49.78%...
SWX:GIVN
SWX:GIVNChemicals

Givaudan (SWX:GIVN) Margin Slippage To 14.3% Tests Long Term Bullish Narratives

How Givaudan's FY 2025 Results Line Up With the Market Narrative Givaudan (SWX:GIVN) has wrapped up FY 2025 with second half revenue of CHF 3.6b and basic EPS of CHF 51.90, alongside net income of CHF 479m, setting a clear marker for how the year finished operationally. The company has seen revenue move from CHF 3.7b and EPS of CHF 54.41 in the second half of 2024 to CHF 3.9b and EPS of CHF 64.18 in the first half of 2025, before landing at CHF 3.6b and EPS of CHF 51.90 in the latest period,...
SWX:BAER
SWX:BAERCapital Markets

Assessing Julius Bär Gruppe (SWX:BAER) Valuation As Client Shocks And Regulation Test Investor Confidence

Why Julius Bär Gruppe (SWX:BAER) Is Back in Focus Julius Bär Gruppe (SWX:BAER) is under fresh investor scrutiny after client related shocks, tighter risk controls, and higher regulatory pressure started to weigh on sentiment and day to day operations. See our latest analysis for Julius Bär Gruppe. Against this backdrop of client shocks and tighter risk controls, Julius Bär Gruppe’s share price has settled at CHF64.62, with a 90 day share price return of 19.23% contrasting with a slightly...
SWX:UHR
SWX:UHRLuxury

Is Swatch Group (SWX:UHR) Pricing Look Stretched After Recent Share Price Rebound

If you are wondering whether Swatch Group shares still offer value after recent moves, this article walks through what the current price could be saying about the stock. The share price last closed at CHF 183.00, with returns of 10.2% over 7 days, 8.8% over 30 days, 6.4% year to date, 11.4% over 1 year, and longer term returns of 38.7% decline over 3 years and 23.1% decline over 5 years. Recent news around Swatch Group has largely focused on the broader watch and luxury goods sector,...
SWX:LONN
SWX:LONNLife Sciences

Lonza Group (SWX:LONN) Margin Expansion Challenges Cautious Earnings Narratives

Lonza Group (SWX:LONN) opened FY 2025 with first half revenue of CHF3.6b and basic EPS of CHF6.08, anchored by net income of CHF426m, setting the tone for how investors will read the rest of the year’s earnings story. The company has seen revenue move from CHF3.1b and EPS of CHF4.61 in the first half of 2024 to CHF3.5b and CHF4.32 in the second half of 2024, before reaching CHF3.6b and CHF6.08 in the first half of 2025. This progression gives investors a clear view of how the top line and EPS...
SWX:NESN
SWX:NESNFood

Did Nestlé’s (SWX:NESN) Contaminated Baby Formula Recall Just Shift Its Supplier Risk Narrative?

Nestlé has recalled multiple batches of its SMA baby formula after regulators confirmed contamination with the food poisoning toxin cereulide traced to a shared third-party ingredient supplier, prompting investigations in France into possible links with two infant deaths. Beyond the immediate product recall, the episode highlights how dependence on external suppliers can expose even large food companies to heightened operational and reputational risk. We will now examine how these food...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Group (SWX:UBSG) Valuation Check After Choppy Trading And Ongoing Recovery In Returns

What UBS Group’s recent performance data tells you UBS Group (SWX:UBSG) has drawn investor attention after a mixed spell, with a small 1 day decline and a negative move over the past week, while the past 3 months show a positive total return. Over the past year, UBS Group’s total return stands at 16.6%, with a 3 year total return around 2x and a 5 year total return a little over 3x. This highlights a longer term recovery profile for shareholders. See our latest analysis for UBS Group. Recent...
SWX:ADEN
SWX:ADENProfessional Services

Adecco Expands Healthcare Reach With Advantis Deal And Valuation Discount

Adecco Group (SWX:ADEN) has agreed to acquire Advantis Medical Staffing. The deal expands Adecco’s presence in North American healthcare staffing. Advantis adds travel nursing and allied health capabilities to Adecco’s portfolio. The acquisition focuses Adecco more on healthcare as a critical talent segment. Adecco Group, a global provider of HR and workforce solutions, is deepening its focus on healthcare staffing through the purchase of Advantis Medical Staffing. Advantis brings a...
SWX:ABBN
SWX:ABBNElectrical

Assessing ABB (SWX:ABBN) Valuation After Earnings Beat And AI Data Centre Tailwinds

Why ABB’s latest earnings and AI exposure matter now ABB (SWX:ABBN) has jumped onto many watchlists after reporting fourth quarter 2025 results ahead of forecasts, winning more than US$10b in new orders, and highlighting benefits from rising AI driven data centre demand. See our latest analysis for ABB. The 8.46% 1 day share price return and 11.56% 7 day share price return at CHF66.38 suggest momentum has picked up quickly around the earnings beat and new US$2b buyback. At the same time, the...
SWX:ROG
SWX:ROGPharmaceuticals

Did Roche’s Strong 2025 Results and CT-388 Obesity Data Just Shift Its (SWX:ROG) Investment Narrative?

Roche Holding AG recently reported 2025 results showing sales of CHF 61,516 million and net income of CHF 12,880 million, while also advancing its obesity pipeline with strong Phase II data for CT-388 indicating significant placebo-adjusted weight loss and a generally tolerable safety profile. Alongside proposing a higher CHF 9.80 dividend for what would be a 39th consecutive increase, Roche issued 2026 guidance for mid single digit Group sales growth and high single digit core EPS growth at...
SWX:BARN
SWX:BARNFood

A Look At Barry Callebaut’s Valuation As Cocoa Volumes Drop And Harvest Prospects Improve

March ICE London cocoa prices recently hit a 2.25 year low as supplies increased and demand softened, while Barry Callebaut (SWX:BARN) reported a 22% sales volume decline in its cocoa division for the latest quarter. See our latest analysis for Barry Callebaut. The cocoa volume drop and softer market backdrop sit against a share price that has risen 22.85% over the past 90 days and a 1 year total shareholder return of 32.74%, although the 3 and 5 year total shareholder returns remain...