SWX:ALC
SWX:ALCMedical Equipment

Assessing Alcon (SWX:ALC)’s Valuation After a Challenging Year for the Share Price

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...
SWX:KNIN
SWX:KNINShipping

Reassessing Kuehne + Nagel International (SWX:KNIN)’s Valuation After Its Recent Share Price Rebound

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...
SWX:NOVN
SWX:NOVNPharmaceuticals

Novartis (SWX:NOVN) Valuation Check After Late-Stage Pipeline Wins and New AI Drug Discovery Deal

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...
SWX:SIGN
SWX:SIGNPackaging

SIG Group (SWX:SIGN) Is Up 5.0% After UBS Takes 10.3% Stake And New CEO Installed

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...
SWX:ZEHN
SWX:ZEHNBuilding

European Stocks That May Be Undervalued In December 2025

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.
SWX:BEKN
SWX:BEKNBanks

3 European Dividend Stocks With Up To 9.5% Yield

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.
SWX:UHR
SWX:UHRLuxury

Assessing Swatch Group (SWX:UHR)’s Valuation as Italian Regulators Probe Alleged Price-Fixing Practices

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...
SWX:NWRN
SWX:NWRNPharmaceuticals

Newron Pharmaceuticals (SWX:NWRN): Evaluating Valuation After Launching ENIGMA-TRS 2 Phase III Evenamide Trial

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...
SWX:ROG
SWX:ROGPharmaceuticals

The Bull Case For Roche Holding (SWX:ROG) Could Change Following Breakthrough Giredestrant Breast Cancer Data

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...
SWX:TEMN
SWX:TEMNSoftware

How Investors May Respond To Temenos (SWX:TEMN) CEO Appointment And CHF 100 Million Buyback Plan

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...
SWX:IDIA
SWX:IDIABiotechs

Idorsia (SWX:IDIA) Is Up 19.1% After Kidney Data Bolster Its Hypertension And Insomnia Pipeline Narrative

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...
SWX:SKAN
SWX:SKANLife Sciences

European Value Stocks Trading Below Estimated Worth December 2025

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.
SWX:NESN
SWX:NESNFood

The Bull Case For Nestlé (SWX:NESN) Could Change Following Blue Bottle Review And Chocolate Recipe Shift

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...
SWX:GF
SWX:GFMachinery

Georg Fischer (SWX:GF) Valuation Check After Kepler Cheuvreux Upgrade and Portfolio Reshaping

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...
SWX:SIKA
SWX:SIKAChemicals

How Sika’s “Fast Forward” Automation and Digitalization Drive At Sika (SWX:SIKA) Has Changed Its Investment Story

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...
SWX:SDZ
SWX:SDZPharmaceuticals

Assessing Sandoz (SWX:SDZ) Valuation After European Launch of Wyost and Jubbonti Biosimilars

Sandoz Group (SWX:SDZ) just kicked off a major European rollout of its Wyost and Jubbonti denosumab biosimilars, opening fresh exposure to a multibillion dollar cancer bone disease and osteoporosis market. See our latest analysis for Sandoz Group. The denosumab rollout lands at a strong moment for Sandoz, with a 30 day share price return of 9.77% and a 90 day share price return of 22.49% helping drive a 1 year total shareholder return of 60.6%. This suggests momentum is building as investors...