SWX:ROG
SWX:ROGPharmaceuticals

Roche (SWX:ROG) Valuation After FDA Expansion of PATHWAY and VENTANA HER2 Diagnostic Test Uses

Roche Holding (SWX:ROG) just picked up an FDA win for expanded use of its PATHWAY anti HER2 and VENTANA HER2 tests, widening the pool of metastatic breast cancer patients eligible for ENHERTU based on more granular HER2 profiling. See our latest analysis for Roche Holding. That FDA nod slots into a busy few weeks for Roche, with new oncology and diagnostics data out of major conferences and fresh European approvals helping underpin a roughly 24.6% 3 month share price return and 29.8% 1 year...
SWX:GIVN
SWX:GIVNChemicals

Givaudan (SWX:GIVN): Reassessing Valuation After Cautious Outlook and Softer Q4 Performance

Givaudan (SWX:GIVN) is back in focus after its shares slid more than 5% when management stopped short of reaffirming full year sales growth guidance and flagged tougher market conditions alongside softer than expected Q4 growth. See our latest analysis for Givaudan. That cautious tone has landed on a stock that was already under pressure, with a 1 month share price return of minus 9.63% and a 1 year total shareholder return of minus 22.53%, even though the 3 year total shareholder return is...
SWX:BCHN
SWX:BCHNMachinery

European Dividend Stocks To Enhance Your Income Portfolio

As the pan-European STOXX Europe 600 Index experienced a slight decline, with mixed performances across major stock indexes such as Germany's DAX and France's CAC 40, investors are closely watching the European Central Bank's potential policy moves amid resilient economic indicators. In this environment of cautious optimism and potential rate hikes, dividend stocks can offer a reliable income stream for investors seeking stability and growth in their portfolios.
SWX:SREN
SWX:SRENInsurance

Swiss Re (SWX:SREN): Reassessing Valuation After New 2025–2026 Net Income Targets

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,...
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: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: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...
SWX:NOVN
SWX:NOVNPharmaceuticals

Does Novartis’ AI‑Driven Immuno‑Dermatology Push With Relation Therapeutics Reshape The Bull Case For Novartis (SWX:NOVN)?

Recently, Relation Therapeutics announced a multi-program collaboration with Novartis in immuno-dermatology, combining US$55 million of upfront, equity and R&D funding with up to US$1.70 billion in potential milestones and royalties, alongside Novartis’s latest US FDA approval for Itvisma and strong Phase III trial results in immune thrombocytopenia and breast cancer. Together, these developments spotlight how Novartis is pairing AI-enabled target discovery with late-stage pipeline execution...