SWX:NESN
SWX:NESNFood

How Investors Are Reacting To Nestlé (SWX:NESN) U.S. Brand Shake-Up And Blue Bottle Review

Nestlé USA’s CEO Marty Thompson has recently intensified a review of the U.S. portfolio, using blind taste tests, product reformulations and packaging changes while weighing divestments and options for Blue Bottle coffee to better match shifting consumer preferences and spending. This sharper focus on core brands and willingness to shed underperformers hints at a leaner, more responsive U.S. business that could influence how investors view Nestlé’s broader growth ambitions and execution...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is It Too Late to Consider Novartis After Strong Multi Year Share Price Gains?

If you are wondering whether Novartis is still attractively priced today, or if most of the upside has already gone to earlier investors, you are in the right place to unpack what the current market is really pricing in. Novartis has quietly been rewarding patient shareholders, with the stock up 1.7% over the last week, 5.6% over the past month, and 21.0% year to date, adding to a 28.2% gain over 1 year, 50.6% over 3 years, and 75.4% over 5 years. Those gains sit against a backdrop of...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Group (SWX:UBSG) Valuation After Leadership Shake-Up and Potential Swiss Capital Rule Easing

UBS Group (SWX:UBSG) is back in focus after a shake up in its operations and technology leadership, just as Swiss lawmakers debate looser capital rules that could reshape the bank’s balance sheet and strategic flexibility. See our latest analysis for UBS Group. Those leadership changes and potential capital rule relief are landing against a strong backdrop, with UBS’s share price at about $36.7 after a 1 month share price return of 21.20 percent and a 5 year total shareholder return of 235.08...
SWX:ROG
SWX:ROGPharmaceuticals

Is Roche Still Attractive After Its 34% Surge And Pipeline Optimism In 2025

Wondering if Roche Holding is still a smart buy after its strong run, or if the upside is already priced in? This breakdown is designed to give you a clear, valuation-driven view. The stock has climbed 0.5% over the last week, 4.2% over the past month, and is now up 24.5% year to date and 33.8% over the last year. This naturally raises the question of whether the current price fully reflects its prospects. Recent gains have come as investors refocus on Roche's late-stage pipeline, strategic...
SWX:ABBN
SWX:ABBNElectrical

How Investors May Respond To ABB (SWX:ABBN) Winning Canada’s Lunar Rover Spectrometer Concept Contract

In mid-December 2025, the Canadian Space Agency awarded ABB a contract to develop the concept for the Autonomous Lunar Exploration Infrared Spectrometer (ALExIS) for Canada’s Lunar Utility Rover, adapting its industrial Fourier Transform Infrared Spectrometer technology to analyze the Moon’s soil chemistry. This project highlights ABB’s space instrumentation expertise and extends its optical payload footprint from Earth-orbiting satellites to future lunar surface exploration, deepening its...
SWX:NESN
SWX:NESNFood

Nestlé (SWX:NESN): Valuation Check as U.S. Portfolio Overhaul Targets Core Brands and New Growth Paths

Nestlé (SWX:NESN) is back in the spotlight after Nestlé USA chief Marty Thompson kicked off a sweeping review of the U.S. portfolio, doubling down on core brands while weighing divestments and fresh product and packaging ideas. See our latest analysis for Nestlé. That U.S. shake-up comes as investors warm back up to Nestlé, with a roughly 10% 90 day share price return and a 12 month total shareholder return near 11% hinting that sentiment and momentum are rebuilding after weaker multi year...
SWX:TEMN
SWX:TEMNSoftware

Temenos (SWX:TEMN): Evaluating Valuation After New CHF 100 Million Share Buyback Authorization

Temenos (SWX:TEMN) just rolled out a new share buyback, authorizing up to CHF 100 million of repurchases through 2026. For investors, this is a clear signal about how management views the current valuation. See our latest analysis for Temenos. The new buyback lands after a strong run, with Temenos posting a 17.97% 3 month share price return and a 60.26% 3 year total shareholder return. This suggests momentum is building as investors reassess its growth profile and risk. If this kind of...
SWX:UBSG
SWX:UBSGCapital Markets

Is It Too Late To Consider UBS After Credit Suisse Integration And Recent Share Price Surge

If you are wondering whether UBS Group still looks attractive after its recent strong performance, or whether you may be arriving late to the party, this breakdown can help you consider whether the current share price aligns with the underlying value. The stock has climbed 8.3% over the last week, 16.0% over the past month, and is now sitting on a 32.9% gain over the last year, with a 125.6% return over 3 years and 227.0% over 5 years reshaping expectations around its long term potential and...
SWX:ABBN
SWX:ABBNElectrical

Assessing ABB (SWX:ABBN)’s Valuation After New Space and Green Marine Technology Deals

ABB (SWX:ABBN) has caught fresh attention after winning a Canadian Space Agency contract for lunar spectrometry work and teaming up with HDF Energy on megawatt scale hydrogen fuel cells for ships. See our latest analysis for ABB. These space and hydrogen milestones come after a steady run in the stock, with the latest share price at CHF 58.4, a solid year to date share price return of 18.8 percent and a powerful five year total shareholder return of 186.46 percent. This suggests momentum is...
SWX:EPIC
SWX:EPICReal Estate

EPIC Suisse (SWX:EPIC): Valuation Check After CHF 70m Follow-On Equity Offering

EPIC Suisse (SWX:EPIC) has just raised CHF 70 million through a follow on equity offering at CHF 80 per share, a move that directly affects both its growth options and shareholder dilution. See our latest analysis for EPIC Suisse. The fresh capital raise comes on the back of a steady share price return so far this year and a much stronger 1 year total shareholder return of 11.57 percent, suggesting confidence in EPIC Suisse’s long term real estate strategy. If this equity deal has you...
SWX:HOLN
SWX:HOLNBasic Materials

Will Expanding ECOCycle® Recycling Capacity Across Europe Change Holcim's (SWX:HOLN) Narrative?

Holcim recently completed two acquisitions and agreed a third in demolition materials recycling across the UK, Germany and France, adding around 1.3 million tons of annual permitted processing capacity to accelerate its ECOCycle® circular construction platform in Europe. By linking these recycling businesses into its existing network, including prior UK and continental European deals, Holcim is deepening local access to circular construction services in major urban and infrastructure...
SWX:LEON
SWX:LEONCapital Markets

European Stocks Possibly Trading Below Estimated Value In December 2025

As the European market navigates mixed performances, with Germany's DAX seeing gains while France's CAC 40 and the UK's FTSE 100 experienced declines, investors are keenly observing economic indicators and central bank policies for cues on future movements. In this climate, identifying stocks that may be trading below their estimated value can offer potential opportunities for those looking to capitalize on market inefficiencies.
SWX:KNIN
SWX:KNINShipping

Is Kuehne and Nagel Fairly Priced After Recent 13.4% Share Price Rebound?

Wondering if Kuehne + Nagel International is quietly turning into a value opportunity, or if the recent interest is just noise? Let us unpack what the current share price is really telling you. After a rough stretch that still leaves the stock down 15.3% year to date and 10.5% over the last year, the shares have bounced with gains of 6.5% in the last week and 13.4% over the past month. Those moves come as investors refocus on global trade normalising, ongoing supply chain recalibration after...