SWX:NOVN
SWX:NOVNPharmaceuticals

Will FDA Breakthrough Status For Ianalumab In Sjögren’s Disease Change Novartis' (SWX:NOVN) Narrative

In mid-January 2026, Novartis reported that the US FDA granted Breakthrough Therapy designation to ianalumab for Sjögren’s disease, a fully human monoclonal antibody with a dual B‑cell and BAFF‑R blockade mechanism supported by positive replicate Phase III data. This move positions ianalumab as a potential first targeted therapy in a condition with no approved targeted treatments, highlighting Novartis’s growing focus on complex autoimmune diseases and late-stage specialty medicines. We’ll...
SWX:LISN
SWX:LISNFood

How Lindt & Sprüngli’s Margin-Guidance Shift At Chocoladefabriken (SWX:LISN) Has Changed Its Investment Story

In January 2026, Chocoladefabriken Lindt & Sprüngli AG issued earnings guidance indicating it expects its 2025 operating profit margin to rise at the lower end of a 20–40 basis point improvement range from the previous year’s 16.2%. The company also projected ongoing annual operating margin improvements of 20–40 basis points from 2026 onwards, underscoring a clear emphasis on gradual profitability enhancement. We will now examine how Lindt & Sprüngli’s focus on steady operating margin...
SWX:LOGN
SWX:LOGNTech

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

If you are wondering whether Logitech International's current share price still lines up with its fundamentals, you are not alone. The stock recently closed at US$72.48, with returns of a 6.0% decline over 7 days, a 12.7% decline over 30 days, an 8.8% decline year to date, a 9.6% decline over 1 year, a 40.9% return over 3 years, and a 13.7% decline over 5 years, which can change how investors think about both opportunity and risk. Recent coverage has highlighted Logitech International in...
SWX:SDZ
SWX:SDZPharmaceuticals

Sandoz Group (SWX:SDZ) Valuation Check After EU Approval For Ondibta Biosimilar Insulin

Sandoz Group (SWX:SDZ) is back in focus after the European Commission granted marketing authorization for Ondibta, a biosimilar insulin glargine that could widen diabetes treatment options across Europe from early 2027. See our latest analysis for Sandoz Group. The Ondibta news lands after a strong 90 day share price return of 27.17% and a 1 year total shareholder return of 49.84%, suggesting momentum has been building around Sandoz Group, despite a 1 day share price return decline of 0.75%...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Leadership Shift And Credit Suisse Integration Shape Valuation Outlook

UBS Group (SWX:UBSG) is reviewing potential successors to CEO Sergio Ermotti as he prepares to step down around 2026 or 2027. Ermotti is being considered for a possible move to chairman after a cooling off period, subject to governance requirements. The bank reports that work to integrate Credit Suisse is close to completion, following its acquisition of the rival group. UBS Group is a global wealth manager and investment bank, and the combination with Credit Suisse is one of the largest...
SWX:AVOL
SWX:AVOLSpecialty Retail

A Look At Avolta (SWX:AVOL) Valuation After New Geneva And Palm Beach Airport Concession Wins

Why the Geneva and Palm Beach airport projects matter for Avolta (SWX:AVOL) Avolta (SWX:AVOL) is in focus after announcing a multi-year redevelopment of its food and beverage footprint at Geneva Airport, alongside two 10-year contracts to expand travel retail and dining at Palm Beach International Airport. Together, these projects highlight how the company is leaning into long-duration airport concessions, refreshed concepts, and a broader mix of proprietary and local brands, giving investors...
SWX:VAHN
SWX:VAHNInsurance

European Dividend Stocks To Enhance Your Portfolio

As the European market shows resilience with the STOXX Europe 600 Index rising by 0.77% amid solid economic data and earnings results, investors are increasingly focusing on dividend stocks to bolster their portfolios. In a climate where stability and income generation are highly valued, selecting dividend stocks that align with robust financial performance and consistent payout histories can be a prudent strategy for enhancing investment portfolios.
SWX:VACN
SWX:VACNMachinery

VAT Group (SWX:VACN) Is Up 14.1% After Q4 Order Rebound Signals Renewed Demand Momentum

In January 2026, VAT Group AG reported preliminary results showing fourth-quarter 2025 net sales of CHF 257 million versus CHF 283.2 million a year earlier, and full-year 2025 net sales of CHF 1.07 billion compared with CHF 942.2 million. Despite the softer quarterly sales, fourth-quarter 2025 orders climbed to about CHF 305 million, rising both sequentially and year on year, highlighting a renewed pickup in demand that contrasts with the more muted full-year order trend. We will now...
SWX:SIKA
SWX:SIKAChemicals

A Look At Sika (SWX:SIKA) Valuation After 2025 Sales Miss And Margin Guidance Cut

Sika (SWX:SIKA) is back in focus after its 2025 trading update showed weaker sales, a lower profit margin outlook, and a sharp share price reaction as investors reassess regional and currency risks. See our latest analysis for Sika. The recent 2025 trading update and guidance cut come on top of a weaker share price trend, with a 90 day share price return of 14.17% and a 1 year total shareholder return of 32.05%. This points to fading momentum as investors reassess regional and currency...