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:SPSN
SWX:SPSNReal Estate

Is Zurich West Acquisition And Capital Deployment Altering The Investment Case For Swiss Prime Site (SWX:SPSN)?

Swiss Prime Site has acquired a modern, fully let 19,000 m² office property on Pfingstweidstrasse in Zurich West, occupied entirely by SIX Group Services AG and benefiting from strong transport links and sustainable design features. This deal completes the deployment of the CHF 300 million raised in February for growth initiatives, adding higher-yielding assets that are expected to lift NAV and FFO per share while supporting recurring rental income of nearly CHF 20 million annually. We...
SWX:ABBN
SWX:ABBNElectrical

Is ABB Still Attractive After Its 190% Five Year Surge And Mixed Valuation Signals?

If you are wondering whether ABB is still a smart consideration after its strong multi year run, or if you might be late to the party, this breakdown is for you. ABB's share price has climbed 2.2% over the last week, 4.6% over the last month, and 19.4% year to date, adding to gains of 16.7% over 1 year, 112.4% over 3 years, and 190.1% over 5 years. Behind those moves, ABB has remained in the spotlight for its push into electrification and automation solutions, as well as strategic portfolio...
SWX:UBSG
SWX:UBSGCapital Markets

UBS (SWX:UBSG) Valuation Check as Switzerland Considers Softer Capital Rules After Reuters Report

UBS Group (SWX:UBSG) is back in focus after a Reuters report suggested Switzerland might soften proposed capital rules that would have forced the bank to fully fund key foreign subsidiaries with over $20 billion. See our latest analysis for UBS Group. The latest talk of softer capital rules has arrived alongside firm momentum in UBS Group, with a roughly 9.5 percent 1 month share price return and a powerful 5 year total shareholder return above 200 percent. This suggests investors are...
SWX:SREN
SWX:SRENInsurance

Swiss Re (SWX:SREN) Is Down 9.2% After Trimming Profit Targets And Unveiling Conditional Buyback Plans

In early December 2025, Swiss Re AG set net income targets of more than US$4.40 billion for 2025 and US$4.50 billion for 2026, alongside confirming plans for a conditional share buyback program and ongoing business portfolio reviews. Investors are scrutinizing how these profit goals, seen as below prior market hopes, and the planned but modest share repurchases balance against Swiss Re’s AI-led transformation and cost-efficiency ambitions. We’ll now examine how Swiss Re’s below-expectation...
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:HOLN
SWX:HOLNBasic Materials

Should Holcim’s Expanded European Recycling Network Reshape Its Circular Strategy For Holcim (SWX:HOLN) Investors?

In early December 2025, Holcim completed acquisitions of Thames Materials in West London and a majority stake in A&S Recycling in Germany, and agreed to buy a demolition materials recycler in Northwest France, adding around 1.3 million tons of annual permitted processing capacity to its European network. By integrating these recycling businesses into its ECOCycle® circular construction platform, Holcim is materially expanding access to low‑carbon, recycled construction solutions across...
SWX:EPIC
SWX:EPICReal Estate

EPIC Suisse (SWX:EPIC): Reassessing Valuation After Its CHF 70 Million Follow-On Equity Offering

EPIC Suisse (SWX:EPIC) has just wrapped up a CHF 70 million follow on equity offering at about CHF 80 a share. This deal could subtly reset how investors think about its valuation. See our latest analysis for EPIC Suisse. Despite the modest discount to the CHF 80 offer price, the current CHF 81.8 share price and flat year to date share price return sit alongside a much stronger 1 year total shareholder return of 9.7 percent and robust 3 year total shareholder return of 53.9 percent. This...
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:ABBN
SWX:ABBNElectrical

Assessing ABB (SWX:ABBN) Valuation After Its Latest Share Buyback Move

ABB (SWX:ABBN) just bought back nearly 300,000 shares as part of its ongoing 2025 repurchase program, a steady signal that management prefers returning cash to investors instead of chasing every acquisition opportunity. See our latest analysis for ABB. That steady buying has come alongside firm price momentum, with the share price at CHF 58.68 and a robust year to date share price return of 19.37 percent. The five year total shareholder return of 191.81 percent shows that ABB’s long term...
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...