SWX:ROG
SWX:ROGPharmaceuticals

The Bull Case For Roche Holding (SWX:ROG) Could Change Following Major US Biomanufacturing Expansion

In recent days, Genentech, a member of the Roche Group, announced it will more than double its planned investment in a new Holly Springs, North Carolina biomanufacturing facility to about US$2.00 billion, aiming to produce next-generation treatments for metabolic conditions such as obesity by 2029 and support more than 2,000 jobs. This expanded commitment also forms part of Roche and Genentech’s broader US$50.00 billion U.S. manufacturing pledge, highlighting how scale in advanced production...
SWX:NOVN
SWX:NOVNPharmaceuticals

Will FDA Breakthrough Status For Ianalumab In Sjögren’s Disease Change Novartis' (SWX:NOVN) Narrative

In mid-January 2026, Novartis reported that the US FDA granted Breakthrough Therapy designation to ianalumab for Sjögren’s disease, a fully human monoclonal antibody with a dual B‑cell and BAFF‑R blockade mechanism supported by positive replicate Phase III data. This move positions ianalumab as a potential first targeted therapy in a condition with no approved targeted treatments, highlighting Novartis’s growing focus on complex autoimmune diseases and late-stage specialty medicines. We’ll...
SWX:LISN
SWX:LISNFood

How Lindt & Sprüngli’s Margin-Guidance Shift At Chocoladefabriken (SWX:LISN) Has Changed Its Investment Story

In January 2026, Chocoladefabriken Lindt & Sprüngli AG issued earnings guidance indicating it expects its 2025 operating profit margin to rise at the lower end of a 20–40 basis point improvement range from the previous year’s 16.2%. The company also projected ongoing annual operating margin improvements of 20–40 basis points from 2026 onwards, underscoring a clear emphasis on gradual profitability enhancement. We will now examine how Lindt & Sprüngli’s focus on steady operating margin...
SWX:LOGN
SWX:LOGNTech

Reassessing Logitech International (SWX:LOGN) After Recent Share Price Weakness

If you are wondering whether Logitech International's current share price still lines up with its fundamentals, you are not alone. The stock recently closed at US$72.48, with returns of a 6.0% decline over 7 days, a 12.7% decline over 30 days, an 8.8% decline year to date, a 9.6% decline over 1 year, a 40.9% return over 3 years, and a 13.7% decline over 5 years, which can change how investors think about both opportunity and risk. Recent coverage has highlighted Logitech International in...
SWX:SDZ
SWX:SDZPharmaceuticals

Sandoz Group (SWX:SDZ) Valuation Check After EU Approval For Ondibta Biosimilar Insulin

Sandoz Group (SWX:SDZ) is back in focus after the European Commission granted marketing authorization for Ondibta, a biosimilar insulin glargine that could widen diabetes treatment options across Europe from early 2027. See our latest analysis for Sandoz Group. The Ondibta news lands after a strong 90 day share price return of 27.17% and a 1 year total shareholder return of 49.84%, suggesting momentum has been building around Sandoz Group, despite a 1 day share price return decline of 0.75%...
SWX:VAHN
SWX:VAHNInsurance

European Dividend Stocks To Enhance Your Portfolio

As the European market shows resilience with the STOXX Europe 600 Index rising by 0.77% amid solid economic data and earnings results, investors are increasingly focusing on dividend stocks to bolster their portfolios. In a climate where stability and income generation are highly valued, selecting dividend stocks that align with robust financial performance and consistent payout histories can be a prudent strategy for enhancing investment portfolios.
SWX:COPN
SWX:COPNPharmaceuticals

Assessing Cosmo Pharmaceuticals (SWX:COPN) Valuation After Vision 2030 Scale Up And AI Healthtech Expansion

Why Cosmo Pharmaceuticals is Back on Investors’ Radars Cosmo Pharmaceuticals (SWX:COPN) is drawing fresh attention after management detailed a scale up phase under its Vision 2030 plan, highlighting solid finances, expanding GI Genius and Winlevi franchises, and a maturing dermatology and gastroenterology pipeline. See our latest analysis for Cosmo Pharmaceuticals. That story around Vision 2030 seems to be resonating with the market, with a 90 day share price return of 75.23% and a 1 year...
SWX:ZURN
SWX:ZURNInsurance

Zurich Insurance Group’s Valuation As Risk Warnings And Davos Seminar Spotlight Intensify Investor Focus

Why Zurich Insurance Group’s risk warnings are back in focus Zurich Insurance Group (SWX:ZURN) is back on investors’ radar after senior executives highlighted rising geopolitical, technological, and societal risks, ahead of the group’s upcoming presentation at the Octavian Seminar 2026 in Davos. See our latest analysis for Zurich Insurance Group. Zurich’s share price at CHF 578.8 has slipped over the year to date, yet a 90 day share price return of 4.25% sits alongside a 1 year total...
SWX:BLKB
SWX:BLKBBanks

European Dividend Stocks To Consider In January 2026

As European markets continue to show optimism with major stock indexes rising, investors are increasingly focused on the strengthening eurozone economy and favorable interest rate conditions. In this environment, dividend stocks can offer a stable income stream, making them an attractive option for those looking to capitalize on the current economic momentum while potentially benefiting from regular payouts.