SWX:NESN
SWX:NESNFood

Nestlé (SWX:NESN): A Fresh Look at Valuation Following Recent Share Price Pullback

Shares of Nestlé (SWX:NESN) have attracted renewed interest lately, as investors dig deeper into how the company’s fundamentals measure up. The recent price movements provide an opportunity to reassess where things stand for the Swiss food giant. See our latest analysis for Nestlé. While Nestlé shares recently pulled back, giving up ground over the past week, the stock has actually gained some positive momentum in the last month and quarter. Despite this, its 1-year total shareholder return...
SWX:STMN
SWX:STMNMedical Equipment

Could Straumann Holding (SWX:STMN) Redefine Its Digital Edge Through the Smartee Partnership?

Smartee Denti-Technology and Straumann Group recently announced a partnership to jointly develop next-generation orthodontics platforms, co-innovate clear aligner technologies, and involve a single-digit equity investment by Smartee. This collaboration combines Smartee's manufacturing and technology expertise in China's clear aligner market with Straumann's global brand and distribution network, aiming to meet rising global demand for high-quality orthodontic solutions more...
SWX:AMRZ
SWX:AMRZBasic Materials

Amrize (SWX:AMRZ) Is Up 10.4% After Raising 2025 Guidance and Doubling Down on M&A Ambitions

Amrize AG in late October reported third quarter 2025 results showing US$3.68 billion in sales and raised its full-year 2025 revenue guidance to between US$11.7 billion and US$12.0 billion. The company also signaled a continued appetite for mergers and acquisitions, with leadership emphasizing a robust pipeline of potential deals alongside increased investment in organic growth. With a reinforced revenue outlook and active acquisition plans, we’ll explore how Amrize’s growth ambitions shape...
SWX:ABBN
SWX:ABBNElectrical

Did ABB’s (SWX:ABBN) Climate Satellite Contract Just Signal a New Phase in Infrared Innovation?

Earlier this month, the Canadian Space Agency awarded ABB a contract to develop the conceptual design of the Thin Ice Clouds and Far InfraRed Emissions (TICFIRE) instrument, a critical part of Canada's High-altitude Aerosols, Water Vapour and Clouds (HAWC) satellite mission for climate monitoring. This initiative highlights the importance of advanced infrared sensing technologies in addressing pressing climate science questions that traditional observation methods cannot resolve from Earth’s...
SWX:AVOL
SWX:AVOLSpecialty Retail

European Market Gems 3 Stocks Estimated To Be Trading Below Intrinsic Value

As European markets experience a notable upswing, with the STOXX Europe 600 Index and major stock indexes like Germany’s DAX and the UK’s FTSE 100 showing strong gains, investors are increasingly interested in identifying stocks that may be trading below their intrinsic value. In this environment of rising business activity and improving consumer confidence, finding undervalued stocks can offer potential opportunities for those looking to capitalize on market inefficiencies.
SWX:LUKN
SWX:LUKNBanks

How Investors Are Reacting To Luzerner Kantonalbank (SWX:LUKN) Rising Net Income and Interest Revenue

Luzerner Kantonalbank AG announced earnings results for the nine months ended September 30, 2025, posting net interest income of CHF 353.17 million and net income of CHF 223.34 million, both higher than the same period last year. This steady rise in both key profit and revenue measures underscores the bank's consistent financial performance over the ongoing period. We'll examine how robust growth in net interest income shapes Luzerner Kantonalbank's investment narrative going...
SWX:GALD
SWX:GALDPharmaceuticals

Why Galderma Group (SWX:GALD) Is Up 5.6% After Lifting 2025 Sales Growth Outlook on Nemluvio Surge

Galderma Group AG recently raised its full-year 2025 net sales growth guidance to 17.0-17.7% at constant currency, reflecting especially strong contributions from Nemluvio and Injectable Aesthetics segments. This guidance increase underscores the momentum in Therapeutic Dermatology and the company's ongoing ability to outperform the broader aesthetics market with its key innovations. We'll examine how this raised guidance, particularly from the rapid ramp-up of Nemluvio, could influence...
SWX:UBSG
SWX:UBSGCapital Markets

UBS (SWX:UBSG) Profit Margin Surge Reinforces Bullish Narratives Despite $4.2B One-Off Loss

UBS Group (SWX:UBSG) reported net profit margins of 15.2%, a leap from 8.5% a year ago, and posted 81.8% earnings growth over the past year, substantially higher than its five-year average growth of 6.8% per year. Investors are weighing these strong results and an earnings growth forecast of 17.8% per year, which outpaces the Swiss market's 10.6% expectation, against the reality of a large, non-recurring $4.2 billion loss that affected recent results and ongoing concerns about dividend...
SWX:SCMN
SWX:SCMNTelecom

Will Swisscom's (SWX:SCMN) Bet on eSIM Technology Reshape Its Enterprise Strategy?

RiPSIM Technologies recently announced that Swisscom Ventures, the venture capital arm of Swisscom AG, led a strategic investment round to accelerate the growth of RiPSIM's eSIM-as-a-Service management platform. This move is expected to modernize the way eSIMs are generated and delivered, potentially broadening Swisscom's enterprise reach in the evolving telecommunications landscape. With Swisscom Ventures supporting the expansion of eSIM services for enterprise clients, we'll explore the...
SWX:AMRZ
SWX:AMRZBasic Materials

Amrize (SWX:AMRZ) Profit Margin Tops Expectations, Challenging Market Valuation Concerns

Amrize (SWX:AMRZ) reported its net profit margin at 10%, edging higher than last year’s 9.5%, a clear sign of better profitability. Over the past five years, the company’s earnings have grown at an annual rate of 8.1%, but the latest twelve months saw a slower 4.9% rise. With analysts forecasting earnings growth of 15.4% per year, comfortably ahead of both the Swiss market and industry peers, investors are now weighing the implications of robust growth expectations against a share price that...
SWX:NOVN
SWX:NOVNPharmaceuticals

Novartis (SWX:NOVN) Profit Growth Surges 22.4%, Reinforcing Bullish Margin Expansion Narrative

Novartis (SWX:NOVN) posted strong earnings for the period, with profits rising 22.4% year over year, well above its 5-year average annual growth of just 0.09%. Net profit margin climbed to 25.5% from 23.6% a year ago, signaling improved profitability. While revenue growth is forecast at 3.4% per year, trailing the Swiss market average of 4%, ongoing momentum and a current share price of CHF98.5, which is below estimated fair value, give investors plenty to analyze as they look ahead. See our...
SWX:GF
SWX:GFMachinery

Is Harrington’s Expanded Access to Georg Fischer's Flow Controls Shifting the Investment Outlook for SWX:GF?

Harrington Process Solutions recently announced an expansion of its partnership with Georg Fischer, granting Harrington full-line access to Georg Fischer's flow control products for corrosive waste and high purity applications across the United States. This expanded collaboration strengthens both companies' capabilities and market reach, particularly in mission-critical industries such as data centers, life sciences, and biopharmaceuticals. We'll examine how broader national distribution of...
SWX:SDZ
SWX:SDZPharmaceuticals

Why Sandoz Group (SWX:SDZ) Is Up 5.2% After Record Biosimilar Sales and Margin Upgrade – And What's Next

Sandoz Group AG recently presented at CPhI Worldwide Frankfurt 2025, highlighting new developments with key presentations from its Chief Commercial Officer and Chief Scientific Officer at Messe Frankfurt in Germany. For the first nine months of 2025, Sandoz reported a 5% net sales increase at constant currencies, with biosimilars making up over 30% of total net sales for the first time and an upgraded full-year margin outlook reflecting successful infrastructure expansion. We will consider...
SWX:SOON
SWX:SOONMedical Equipment

Sonova (SWX:SOON) Valuation in Focus Following Launch of Infinio Ultra Hearing Tech Lineup

Sonova Holding (SWX:SOON) just introduced its Infinio Ultra product lineup, expanding on last year’s Sphere Infinio release. The latest launch features the DEEPSONIC AI chip, which is designed to deliver clearer speech in noisy environments. See our latest analysis for Sonova Holding. Despite Sonova’s leadership in hearing tech and its bold move with the Infinio Ultra launch, the company’s share price has felt the pressure this year. The stock recently closed at CHF 223.10 and delivered a...
SWX:SIGN
SWX:SIGNPackaging

SIG Group (SWX:SIGN): Assessing Valuation After 2025 Revenue Growth Guidance Reaffirmed

SIG Group (SWX:SIGN) has confirmed its full-year 2025 earnings guidance, expecting revenue growth to be slightly negative or flat when adjusting for constant currency and resin costs. This update provides investors with a clear view of management’s outlook for the coming year. See our latest analysis for SIG Group. Despite reaffirming its outlook, SIG Group’s share price has faced ongoing pressure, with a 51.46% decline year-to-date and a similarly steep one-year total shareholder return of...
SWX:BANB
SWX:BANBLife Sciences

Bachem Holding (SWX:BANB) Is Up 9.9% After Building K Expansion Clears Major Regulatory Hurdle Has the Bull Case Changed?

Deutsche Bank upgraded Bachem Holding AG to “buy” from “hold” after a successful site inspection by local authorities confirmed no further delays are expected for the company’s Building K expansion project. This progress clears two of the last three significant hurdles to Bachem’s mid-term goals and reinforces confidence in the company’s plan to scale up sales by 2026. We'll examine how authorities signaling no further delays at Building K might reshape Bachem's outlook and investment...
SWX:ABBN
SWX:ABBNElectrical

ABB (SWX:ABBN): Evaluating Valuation After New Data Centre and Space Tech Initiatives

ABB (SWX:ABBN) has been making waves with two distinct developments. The company has rolled out its ultra-low harmonic drives targeting the data centre boom, and it has secured a new contract with the Canadian Space Agency focused on climate monitoring innovation. See our latest analysis for ABB. ABB’s share price has steadily climbed to CHF 59.6, reflecting renewed optimism after its strong Q3 earnings, active share buybacks, and recent leadership transition announcements. Over the past...
SWX:STMN
SWX:STMNMedical Equipment

Straumann (SWX:STMN): Exploring Valuation After Strategic Collaboration With Smartee Denti-Technology

Straumann Holding (SWX:STMN) has just announced a strategic partnership with Smartee Denti-Technology, aiming to co-develop advanced orthodontics platforms and innovate in clear aligner technologies. The collaboration also involves Straumann taking an equity stake in Smartee. See our latest analysis for Straumann Holding. The Smartee partnership comes at a time when Straumann Holding’s share price has shown sharp contrasts, with an 8% gain over the past month following the announcement, but a...