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...
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...
SWX:NESN
SWX:NESNFood

Is Nestlé Becoming Attractive Again After Portfolio Reshaping And Weak Multi Year Share Performance?

If you are wondering whether Nestlé is quietly becoming good value again, or if it is still priced for safety rather than upside, you are not alone. Plenty of long term investors are asking the same question. The stock is up 4.9% year to date and 7.3% over the last year, but those gains sit against a 21.5% slide over 3 years and a 9.5% drop over 5 years, suggesting the market is still recalibrating its expectations. Recent months have seen Nestlé in the headlines for portfolio reshaping and...
SWX:NWRN
SWX:NWRNPharmaceuticals

Did Launching the ENIGMA-TRS 2 Phase III Trial Just Shift Newron Pharmaceuticals' (SWX:NWRN) Investment Narrative?

Newron Pharmaceuticals has initiated its ENIGMA-TRS 2 global Phase III trial of evenamide as an add-on therapy for treatment-resistant schizophrenia, following US FDA and IRB approvals, with the first site at UCLA’s Semel Translational Research Center for Neuropsychiatry. The study’s focus on rigorously defined treatment-resistant patients and evenamide’s targeted sodium-channel mechanism highlights its potential differentiation from existing antipsychotic options. Next, we’ll explore how...
SWX:BYS
SWX:BYSMachinery

European Stocks Estimated Below Fair Value In December 2025

As European markets show mixed returns with the STOXX Europe 600 Index inching higher on hopes of interest rate cuts, investors are keenly observing economic indicators such as inflation and GDP revisions. In this environment, identifying undervalued stocks can be a strategic move, as these equities may offer potential for growth when market conditions stabilize.
SWX:SIKA
SWX:SIKAChemicals

Assessing Sika (SWX:SIKA) Valuation After Launching Its Ambitious Fast Forward Efficiency and Digitalization Program

Sika (SWX:SIKA) just pulled back the curtain on its Fast Forward program, a multi year push to digitize its value chain, streamline operations, and reshape its footprint, especially in China. See our latest analysis for Sika. The Fast Forward announcement lands after a tough stretch, with the share price down sharply on a year to date basis and the one year total shareholder return also deeply negative. This suggests sentiment has cooled even as management signals a profitability reset. If...
SWX:COPN
SWX:COPNPharmaceuticals

Cosmo Pharmaceuticals (SWX:COPN) Is Up 46.9% After Clascoterone Hair-Loss Win And EU Nod For Winlevi

Cosmo Pharmaceuticals has reported strong top-line Phase III results for clascoterone 5% topical solution in male androgenetic alopecia and, together with Glenmark Pharmaceuticals, secured European Commission marketing authorization for Winlevi (clascoterone 10 mg/g cream) to treat acne vulgaris in 17 countries. These developments highlight clascoterone’s potential as a versatile, first-in-class topical androgen receptor inhibitor across both hair loss and acne, expanding Cosmo’s...
SWX:TEMN
SWX:TEMNSoftware

Temenos (SWX:TEMN): Assessing Valuation After a Strong Three-Month Share Price Rebound

Temenos (SWX:TEMN) has quietly climbed about 6% over the past week and more than 30% in the past 3 months, putting fresh attention on whether this banking software specialist’s rebound still has room to run. See our latest analysis for Temenos. That recent momentum builds on a solid recovery trend, with a strong 90 day share price return helping push year to date gains higher. A 1 year total shareholder return above 35% suggests confidence is slowly coming back after a tougher multi year...
SWX:ADEN
SWX:ADENProfessional Services

Adecco Group (SWX:ADEN): Revisiting Valuation After A Quiet Share Price Drift And Earnings Recovery Signs

Adecco Group (SWX:ADEN) has been drifting lower over the past month, and that quiet slide is exactly why the stock is interesting now, especially given its improving earnings backdrop and deep valuation discount. See our latest analysis for Adecco Group. At around CHF 21.96 per share, Adecco’s roughly 6 percent 3 month share price decline contrasts with stabilising year to date performance, while a 5 year total shareholder return near minus 48 percent shows how heavily sentiment has reset...
SWX:NESN
SWX:NESNFood

Nestlé (SWX:NESN): Reassessing Valuation After a Quiet Share Price Grind Higher

Nestlé (SWX:NESN) has been quietly grinding higher this year, and that slow, steady move is starting to catch investors attention as they reassess what they are paying for its global food empire. See our latest analysis for Nestlé. After a soft patch in prior years, Nestlé’s roughly mid single digit year to date share price return has been backed by improving sales and earnings, hinting that investors are slowly rebuilding confidence after a weaker three year total shareholder return. If...