Swiss Building Stock News

In recent days, Swiss lawmakers proposed a compromise to ease some of the post–Credit Suisse capital requirements for UBS, including allowing the bank to count Additional Tier 1 instruments toward foreign-subsidiary capital needs and introducing a cap on investment banking risk. This regulatory shift could materially influence how UBS allocates capital between safety buffers, growth initiatives, and shareholder distributions, with longer-term consequences for its global competitiveness and...

Swiss Re (SWX:SREN) has provided medium-term guidance, targeting net income above USD 4.4 billion in 2025 and around USD 4.5 billion in 2026, giving investors clearer earnings visibility. See our latest analysis for Swiss Re. The guidance lands after a busy stretch for Swiss Re, with leadership changes and shifting sentiment around reinsurance risk. The stock’s 30 day share price return of minus 14.33 percent contrasts with its robust five year total shareholder return of 112.19 percent,...

Alcon stock performance in focus Alcon (SWX:ALC) has slipped over the past week and month, extending a rough year for shareholders, even as revenue and net income keep growing. This raises questions about whether the current valuation is overly cautious. See our latest analysis for Alcon. With the share price down 18.2 percent year to date at about CHF 62.50, the recent weekly pullback suggests momentum is still fading even though multi year total shareholder returns remain modestly positive...

Recent Share Performance and Context Kuehne + Nagel International (SWX:KNIN) has quietly staged a rebound, with the stock up about 9% over the past month even as its year to date and 1 year returns remain negative. See our latest analysis for Kuehne + Nagel International. That rebound sits against a tougher backdrop, with the share price still showing a negative year to date return and a 1 year total shareholder return of around minus 12 percent. This suggests sentiment may be stabilising...

Key Insights Significant control over Givaudan by retail investors implies that the general public has more power to...

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

Novartis (SWX:NOVN) just ticked several boxes for long term investors, pairing strong Phase III data for ianalumab and a broader Itvisma approval with a fresh AI discovery tie up with Relation Therapeutics. See our latest analysis for Novartis. These updates land on top of a strong run, with Novartis delivering a roughly 19% year to date share price return and a 24.7% one year total shareholder return. This suggests momentum is still building as clinical and AI driven catalysts stack up. If...

UBS Fund Management has recently disclosed that it acquired 10.3% of the voting rights in SIG Group, following a period that saw a profit warning in September and the appointment of new chief executive Mikko Keto in November. This combination of a large institutional investor increasing its influence and fresh leadership at the top could meaningfully reshape expectations for how SIG Group is governed and positioned within global packaging markets. We’ll now examine how UBS Fund Management’s...

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.8x right now seems quite...

With its stock down 10% over the past three months, it is easy to disregard EMS-CHEMIE HOLDING (VTX:EMSN). But if you...

As the European markets navigate a landscape marked by hopes of interest rate cuts and mixed economic signals, investors are closely watching for opportunities amid fluctuating indices. With the STOXX Europe 600 Index showing modest gains and inflationary pressures persisting, identifying potentially undervalued stocks could offer strategic entry points for those seeking value in a complex market environment.

As the European market navigates mixed returns and inflationary pressures, investors are keenly observing opportunities that align with potential interest rate adjustments in the U.S. and UK. In this context, dividend stocks can offer a compelling option for those looking to balance income generation with market stability.

There wouldn't be many who think Feintool International Holding AG's ( VTX:FTON ) price-to-sales (or "P/S") ratio of...

Italian regulators have opened a competition probe into Swatch Group (SWX:UHR) over alleged price fixing with online distributors, putting fresh attention on how the Swiss watchmaker’s pricing power and margins might evolve from here. See our latest analysis for Swatch Group. The regulatory probe lands at a delicate moment for investors, with Swatch Group’s share price at CHF 161.85 after a weak recent stretch that includes a 1 month share price return of minus 8.4 percent. This sits...

Newron Pharmaceuticals (SWX:NWRN) just hit a key milestone by kicking off its ENIGMA TRS 2 Phase III trial in the US to test Evenamide as an add on therapy for treatment resistant schizophrenia. See our latest analysis for Newron Pharmaceuticals. That backdrop helps explain why momentum in Newron’s shares has been building, with a 30 day share price return of 39.41 percent and a 1 year total shareholder return of 157.51 percent, while the 3 year total shareholder return sits above 1,300...

Genentech, part of Roche, recently reported that its experimental breast cancer pill giredestrant cut the risk of invasive disease recurrence or death by 30% versus standard endocrine therapy in a large Phase III trial in early-stage ER-positive disease. This is the first time in more than 20 years that an oral endocrine therapy has outperformed the long-standing standard in this setting, highlighting Roche’s ongoing strength in developing practice-changing oncology medicines. We’ll now...

Temenos AG recently authorized a new share repurchase program of up to CHF 100 million, running until December 30, 2026, with repurchased shares earmarked for general corporate uses such as employee equity plans and potential acquisitions. On the governance side, the Board’s decision to appoint former CFO and interim chief Takis Spiliopoulos as permanent CEO reinforces leadership continuity at a time of capital allocation moves. Next, we’ll examine how the CHF 100 million buyback...

Idorsia recently reported new Phase 3 PRECISION data showing that aprocitentan, the first approved endothelin‑pathway antihypertensive, not only lowered office and nighttime blood pressure but also reduced albuminuria and signs of kidney damage in high‑risk chronic kidney disease patients with difficult‑to‑control hypertension. These findings, alongside acclaim for Idorsia’s dual orexin receptor antagonist as a pioneering insomnia therapy in Europe, sharpen the company’s profile in...

As European markets show mixed returns, with the STOXX Europe 600 Index edging higher on hopes of interest rate cuts, investors are keenly analyzing opportunities in value stocks trading below their estimated worth. In this environment, identifying undervalued stocks involves assessing companies that demonstrate strong fundamentals and potential for growth despite broader economic uncertainties.

Nestlé has reportedly hired Morgan Stanley to review options for its Blue Bottle Coffee chain, including a potential sale of the business it first backed in 2017 for about US$700 million, while also facing consumer scrutiny after recipe changes mean Toffee Crisp and Blue Riband can no longer be labeled as chocolate. The Blue Bottle review underscores new CEO Philipp Navratil’s push to reshape Nestlé’s portfolio quickly, just months after announcing 16,000 job cuts and a renewed focus on only...

Georg Fischer (SWX:GF) just picked up an upgrade from Kepler Cheuvreux, a vote of confidence that leans heavily on its recent clean up of the portfolio and stronger balance sheet. See our latest analysis for Georg Fischer. That upgrade lands after a tough stretch, with the share price down sharply over the past quarter and a weaker one year total shareholder return, but it hints that sentiment may be turning as portfolio reshaping and integration synergies start to come through. If this kind...

In late 2025, Sika AG launched its “Fast Forward” investment and efficiency program, committing CHF 80–100 million in one-off 2025 costs and CHF 120–150 million in digitalization capex through 2028, while also opening a new fully automated plant in Palmira, Colombia to lift local capacity by up to a very large amount. The company aims to unlock CHF 150–200 million in annual cost savings from 2028 by reshaping its global production network and fully digitalizing its value chain, including a...

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...