SWX:UHR
SWX:UHRLuxury

Is Swatch Group (SWX:UHR) Pricing Look Stretched After Recent Share Price Rebound

If you are wondering whether Swatch Group shares still offer value after recent moves, this article walks through what the current price could be saying about the stock. The share price last closed at CHF 183.00, with returns of 10.2% over 7 days, 8.8% over 30 days, 6.4% year to date, 11.4% over 1 year, and longer term returns of 38.7% decline over 3 years and 23.1% decline over 5 years. Recent news around Swatch Group has largely focused on the broader watch and luxury goods sector,...
SWX:LONN
SWX:LONNLife Sciences

Lonza Group (SWX:LONN) Margin Expansion Challenges Cautious Earnings Narratives

Lonza Group (SWX:LONN) opened FY 2025 with first half revenue of CHF3.6b and basic EPS of CHF6.08, anchored by net income of CHF426m, setting the tone for how investors will read the rest of the year’s earnings story. The company has seen revenue move from CHF3.1b and EPS of CHF4.61 in the first half of 2024 to CHF3.5b and CHF4.32 in the second half of 2024, before reaching CHF3.6b and CHF6.08 in the first half of 2025. This progression gives investors a clear view of how the top line and EPS...
SWX:NESN
SWX:NESNFood

Did Nestlé’s (SWX:NESN) Contaminated Baby Formula Recall Just Shift Its Supplier Risk Narrative?

Nestlé has recalled multiple batches of its SMA baby formula after regulators confirmed contamination with the food poisoning toxin cereulide traced to a shared third-party ingredient supplier, prompting investigations in France into possible links with two infant deaths. Beyond the immediate product recall, the episode highlights how dependence on external suppliers can expose even large food companies to heightened operational and reputational risk. We will now examine how these food...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Group (SWX:UBSG) Valuation Check After Choppy Trading And Ongoing Recovery In Returns

What UBS Group’s recent performance data tells you UBS Group (SWX:UBSG) has drawn investor attention after a mixed spell, with a small 1 day decline and a negative move over the past week, while the past 3 months show a positive total return. Over the past year, UBS Group’s total return stands at 16.6%, with a 3 year total return around 2x and a 5 year total return a little over 3x. This highlights a longer term recovery profile for shareholders. See our latest analysis for UBS Group. Recent...
SWX:ADEN
SWX:ADENProfessional Services

Adecco Expands Healthcare Reach With Advantis Deal And Valuation Discount

Adecco Group (SWX:ADEN) has agreed to acquire Advantis Medical Staffing. The deal expands Adecco’s presence in North American healthcare staffing. Advantis adds travel nursing and allied health capabilities to Adecco’s portfolio. The acquisition focuses Adecco more on healthcare as a critical talent segment. Adecco Group, a global provider of HR and workforce solutions, is deepening its focus on healthcare staffing through the purchase of Advantis Medical Staffing. Advantis brings a...
SWX:ABBN
SWX:ABBNElectrical

Assessing ABB (SWX:ABBN) Valuation After Earnings Beat And AI Data Centre Tailwinds

Why ABB’s latest earnings and AI exposure matter now ABB (SWX:ABBN) has jumped onto many watchlists after reporting fourth quarter 2025 results ahead of forecasts, winning more than US$10b in new orders, and highlighting benefits from rising AI driven data centre demand. See our latest analysis for ABB. The 8.46% 1 day share price return and 11.56% 7 day share price return at CHF66.38 suggest momentum has picked up quickly around the earnings beat and new US$2b buyback. At the same time, the...
SWX:ROG
SWX:ROGPharmaceuticals

Did Roche’s Strong 2025 Results and CT-388 Obesity Data Just Shift Its (SWX:ROG) Investment Narrative?

Roche Holding AG recently reported 2025 results showing sales of CHF 61,516 million and net income of CHF 12,880 million, while also advancing its obesity pipeline with strong Phase II data for CT-388 indicating significant placebo-adjusted weight loss and a generally tolerable safety profile. Alongside proposing a higher CHF 9.80 dividend for what would be a 39th consecutive increase, Roche issued 2026 guidance for mid single digit Group sales growth and high single digit core EPS growth at...
SWX:BARN
SWX:BARNFood

A Look At Barry Callebaut’s Valuation As Cocoa Volumes Drop And Harvest Prospects Improve

March ICE London cocoa prices recently hit a 2.25 year low as supplies increased and demand softened, while Barry Callebaut (SWX:BARN) reported a 22% sales volume decline in its cocoa division for the latest quarter. See our latest analysis for Barry Callebaut. The cocoa volume drop and softer market backdrop sit against a share price that has risen 22.85% over the past 90 days and a 1 year total shareholder return of 32.74%, although the 3 and 5 year total shareholder returns remain...
SWX:IDIA
SWX:IDIABiotechs

Assessing Idorsia (SWX:IDIA) Valuation After Recent Share Price Swings And Ongoing Losses

Idorsia (SWX:IDIA) has been drawing attention after a mixed set of recent returns. The stock is down about 17% over the past month but up roughly 10% over the past 3 months. See our latest analysis for Idorsia. At a share price of CHF3.645, Idorsia is coming off a 1 day share price return of about a 1% decline and a 30 day share price return of roughly a 17% decline. Its 1 year total shareholder return is very large, while the 3 and 5 year total shareholder returns remain deeply negative...
SWX:ALSN
SWX:ALSNElectronic

European Stocks That May Be Undervalued In January 2026

As the European markets navigate renewed trade and geopolitical uncertainties, with major indices like France's CAC 40 and Germany's DAX experiencing declines, investors are increasingly focused on identifying opportunities within this challenging environment. Amidst these fluctuations, finding undervalued stocks can be a strategic approach to potentially benefit from market inefficiencies and capitalize on businesses that may not fully reflect their intrinsic value due to current market...
SWX:YPSN
SWX:YPSNMedical Equipment

Is Ypsomed (SWX:YPSN) Quietly Redefining Its Drug-Delivery Edge With BD’s Large-Volume Collaboration?

In January 2026, BD (Becton, Dickinson and Company) and Ypsomed Holding AG expanded their partnership to develop a 5.5 mL BD Neopak XtraFlow Glass Prefillable Syringe fully compatible with Ypsomed’s YpsoMate 5.5 autoinjector platform, targeting large-volume subcutaneous biologic injections. This move highlights how device and syringe co-development can help pharmaceutical companies address rising drug volumes and viscosities while aiming to shorten combination-product development...
SWX:HIAG
SWX:HIAGReal Estate

How Investors May Respond To HIAG Immobilien Holding (SWX:HIAG) Profit Upgrade and CHF 100m Green Bond

In January 2026, HIAG Immobilien Holding AG announced that it expects consolidated net profit for 2025 to be 50% to 55% higher than the 2024 figure of CHF 75.2 million, meaning earnings should clearly exceed both last year’s result and prior market expectations. A few days earlier, the company had successfully placed a CHF 100 million green bond with a seven-year term and a 1.34% coupon, extending its average financing maturity while earmarking proceeds for sustainable buildings and projects...
SWX:COTN
SWX:COTNElectronic

High Growth Tech Stocks To Watch In Europe January 2026

As European markets navigate renewed trade and geopolitical uncertainty, with the pan-European STOXX Europe 600 Index ending 0.98% lower, investors are keenly observing high-growth tech stocks that could potentially thrive in this environment. In such a climate, a good stock is often characterized by its ability to adapt to changing market conditions and leverage technological advancements to maintain robust growth trajectories amidst broader economic challenges.
SWX:UBSG
SWX:UBSGCapital Markets

UBS Wealth Focus Highlighted By Forbes Honors And New Swiss Appointment

UBS Group (SWX:UBSG) saw four of its Southeast U.S. financial advisor teams ranked #1 in their respective cities by Forbes. The recognition focuses on UBS wealth management teams that serve high net worth and ultra high net worth clients. UBS also appointed Nicholas Hinnen as head of premium advisory specialists APAC Switzerland. Both developments relate to the firm’s focus on wealth management and premium advisory services. For you as an investor, these updates relate to the core of UBS...
SWX:LOGN
SWX:LOGNTech

Logitech International (SWX:LOGN) Q3 EPS Jump Reinforces Bullish Profitability Narratives

Logitech International (SWX:LOGN) has put up a solid Q3 2026 scorecard, with revenue of about US$1.4b and basic EPS of US$1.71 anchoring its latest quarterly update. The company has seen quarterly revenue move from US$1.01b in Q4 2025 to US$1.42b in Q3 2026, while basic EPS has ranged from roughly US$0.97 to US$1.71 over the same stretch. This gives you a clear sense of how the top and bottom line have tracked together. With trailing 12 month net profit margin sitting near the mid teens and...