SWX:ROG
SWX:ROGPharmaceuticals

Roche Shares Rally as Generics Excluded From US Tariff Plan — What Does Valuation Say?

If you find yourself wondering what to do next with Roche Holding, you are not alone. The stock has been on a bit of a ride lately, with a strong 8.9% pop over the last month that has turned heads and reignited conversations about its longer-term potential. While there was a slight dip this past week at -2.2%, Roche is still up 10.6% year-to-date and 7.2% over the past year, which highlights its staying power in a changing pharmaceutical landscape. Much of the recent attention can be traced...
SWX:ARYN
SWX:ARYNFood

ARYZTA (SWX:ARYN) Valuation in Focus After Sudden CEO Exit and Steady 2025 Guidance

ARYZTA (SWX:ARYN) saw a major boardroom update as CEO Michael Schai stepped down with immediate effect. Chairman Urs Jordi has taken over as interim CEO. The company also reaffirmed its 2025 earnings and organic growth guidance. See our latest analysis for ARYZTA. ARYZTA’s announcement of a new interim CEO arrives as the share price faces pressure, down nearly 28% over the past month and off 35% in the last three months. This signals fading momentum despite stable long-term direction. Still,...
SWX:SUN
SWX:SUNMachinery

Can Sulzer’s (SWX:SUN) Services Momentum Balance Chemtech and China Weakness?

Earlier this week, Sulzer reported a 1.2% year-to-date order intake decline, with strong services growth offset by delayed projects and weaker demand, especially in Chemtech and China. This mixed performance highlights significant divergence between Sulzer's business units, suggesting the company faces ongoing sector- and region-specific challenges even as it reaffirms growth guidance. To understand how Sulzer's strong services division growth affects its investment outlook, we will explore...
SWX:LOGN
SWX:LOGNTech

What Do Logitech’s Recent Gains Signal for Investors in 2025?

If you have been following Logitech International or are considering adding it to your portfolio, you are not alone in wondering what comes next for this long-standing tech player. Logitech’s stock recently closed at $86.02, and although the past month brought a modest pullback of -2.8%, the year-to-date gain stands strong at 14.8%. If you widen the lens, the stock is up an impressive 102.7% over the last three years, a testament to market confidence as Logitech adapts to shifting workplace...
SWX:ABBN
SWX:ABBNElectrical

ABB (SWX:ABBN) Margin Expansion Reinforces Bullish Narrative Despite Slower Earnings Growth

ABB (SWX:ABBN) posted net profit margins of 12.5%, up from last year’s 11.8%, and has delivered average annual earnings growth of 22% over the past five years. However, the most recent year-over-year earnings growth trimmed to 9.8%, with future earnings now forecast to rise at 6.99% per year, which is notably trailing the Swiss market’s 10.8% average growth outlook. While investors can point to ABB’s strong ongoing profit and revenue growth as key rewards, the combination of moderating growth...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is Novartis Set for Growth After Three-Year 60% Share Price Surge?

If you are debating what to do with your Novartis shares or considering jumping in, you are not alone. The stock has been a topic of conversation among investors thanks to its impressive mix of stability and recent upward momentum. Just look at the numbers, and you will see Novartis is up 16.9% for the year to date and a striking 60.2% over three years. Shorter-term movement can be choppier, as seen in the last week’s modest 2.3% dip. This is hardly surprising given some pockets of cautious...
SWX:MOZN
SWX:MOZNSpecialty Retail

European Stocks Trading Below Estimated Value In October 2025

As European markets experience a pullback from recent record highs, driven by political turmoil in France and renewed global trade tensions, investors are keenly observing the region for potential opportunities. In this environment of uncertainty, identifying undervalued stocks becomes crucial as these may offer attractive entry points for those looking to capitalize on discrepancies between market price and intrinsic value.
SWX:GIVN
SWX:GIVNChemicals

How J.P. Morgan's Downgrade and Fragrance Market Headwinds Have Changed Givaudan's (SWX:GIVN) Investment Story

J.P. Morgan recently downgraded Givaudan, expressing concerns about a projected slowdown in the fine fragrance market and anticipating weaker earnings growth for the company in 2026. The downgrade highlights ongoing uncertainty in consumer demand for prestige fragrances, which could place additional pressure on Givaudan's top-line performance despite its diversified business portfolio. Let's explore how J.P. Morgan's downgrade and fine fragrance market headwinds may challenge certain...
SWX:YPSN
SWX:YPSNMedical Equipment

Ypsomed Holding (SWX:YPSN) Valuation in Focus as Company Unveils First US Manufacturing Expansion

Ypsomed Holding (SWX:YPSN) has announced plans to set up its first manufacturing facility in the United States, choosing Holly Springs, North Carolina as the site. This move highlights a meaningful step in the company’s strategy for US market expansion. See our latest analysis for Ypsomed Holding. Ypsomed Holding’s announcement comes after a challenging period for the stock, with a 1-year total shareholder return of -20.15% and a recent 30-day share price return of -21.34%, reflecting...
SWX:SPSN
SWX:SPSNReal Estate

Swiss Prime Site (SWX:SPSN): Valuation Insights After Barclays Upgrade and Growth Guidance

Barclays has upgraded Swiss Prime Site (SWX:SPSN), citing the company’s guidance for 10% FFO per share growth through 2028 and continued expansion in its asset management business. The upgrade signals increased investor confidence. See our latest analysis for Swiss Prime Site. Investor sentiment around Swiss Prime Site appears to be gaining strength, with the latest analyst upgrade coming alongside a solid year-to-date share price return of 12.4%. Notably, the company’s one-year total...
SWX:CFR
SWX:CFRLuxury

Will New Leadership Shift Richemont's (SWX:CFR) Strategic Narrative?

In recent weeks, Compagnie Financière Richemont has attracted close investor attention following executive appointments at the group level and at key subsidiaries. Mixed analyst opinions on Richemont's valuation, has intensified market interest and contributed to a re-examination of the company's long-term prospects.
SWX:BARN
SWX:BARNFood

Barry Callebaut (SWX:BARN): Evaluating Valuation Following Cocoa Price Drop and New Sales Guidance

Barry Callebaut (SWX:BARN) shares drew investor attention this week as cocoa prices hit their lowest point in nearly two years, due to better crop conditions and higher farmer payments across West Africa. See our latest analysis for Barry Callebaut. The share price has been on a roller coaster lately, with enthusiasm returning after a sharp slump. Barry Callebaut’s shares climbed 29% over the last 90 days but are still down 22% on a 1-year total shareholder return basis. Momentum has picked...
SWX:IDIA
SWX:IDIABiotechs

Why Idorsia (SWX:IDIA) Is Down 14.1% After Raising CHF 65.6M in Upsized Share Offering and What's Next

Earlier this week, Idorsia announced the completion of an upsized follow-on equity offering, raising CHF 65.6 million by issuing 16.4 million new and treasury shares at CHF 4 each through a direct listing. This successful capital raise, supported by strong investor demand and founding shareholder participation, aims to strengthen the balance sheet and extend funding for commercial and pipeline growth initiatives. We'll explore how the infusion of capital from the equity offering could help...
SWX:AVOL
SWX:AVOLSpecialty Retail

Avolta (SWX:AVOL): Exploring Valuation After Loyalty Partnership With King Power Expands Global Rewards Network

Avolta (SWX:AVOL) has announced a new partnership with King Power. This collaboration will enable members of both companies’ loyalty programs to enjoy reciprocal benefits and exclusive experiences at a range of global travel and retail locations. See our latest analysis for Avolta. Fresh off the announcement with King Power, Avolta’s share price has eased back 7.9% over the past month but remains up 17.2% for the year to date. Long-term shareholders have done even better, earning a 25.9%...
SWX:GIVN
SWX:GIVNChemicals

Assessing Givaudan's (SWX:GIVN) Valuation Following J.P. Morgan Downgrade on Prestige Fragrance Slowdown

J.P. Morgan’s recent downgrade of Givaudan (SWX:GIVN) has sparked discussion among investors. The move comes as the fine fragrance segment, especially prestige fragrances, faces a slowdown. This slowdown is likely to weigh on growth projections for 2026. See our latest analysis for Givaudan. While Givaudan’s participation at recent industry conferences has kept it in the spotlight, the market hasn’t been kind this year. After a tough stretch, the stock shows a year-to-date share price return...
SWX:CLN
SWX:CLNChemicals

Clariant (SWX:CLN) Is Down 5.0% After €2 Billion Legal Claims From BP and ExxonMobil – Has The Bull Case Changed?

Clariant recently announced it received two significant legal claims from BP Europe SE and ExxonMobil Petroleum & Chemical B.V., amounting to around €1.10 billion and €860 million respectively, following competition law infringement proceedings on the ethylene purchasing market in Germany that were sanctioned by the European Commission in 2020. This development highlights a substantial legal and financial risk for Clariant, as the company firmly rejects the claims and intends to contest the...
SWX:PSPN
SWX:PSPNReal Estate

PSP Swiss Property (SWX:PSPN): Exploring Value After Barclays' Downgrade Reflects Shifting Investor Preferences

Barclays has shifted its rating on PSP Swiss Property (SWX:PSPN) from Overweight to Equalweight, citing the company’s modest earnings growth outlook and changing investor preferences for real estate firms with higher growth potential. See our latest analysis for PSP Swiss Property. PSP Swiss Property’s share price is holding up, trading at CHF 136.2 after a modest year-to-date gain. The real story is its impressive 13.2% total shareholder return over the past year and nearly 50% total return...