SWX:PPGN
SWX:PPGNLife Sciences

Does PolyPeptide’s 2025 Margin Outlook From Metabolic Therapies Shift The Bull Case For PolyPeptide Group (SWX:PPGN)?

PolyPeptide Group AG recently reported preliminary 2025 figures pointing to about €389 million in revenue and an EBITDA margin of 11.0%–12.0%, supported by demand for metabolic therapeutics and ongoing capital spending. This early look at revenue and profitability offers investors an insight into how exposure to metabolic therapies may be reshaping PolyPeptide’s business mix ahead of its full audited 2025 results on 12 March 2026. Next, we’ll explore how this improved EBITDA margin guidance...
SWX:GALE
SWX:GALEHealthcare

How Investors Are Reacting To Galenica (SWX:GALE) Upgraded EBIT Outlook And Steady Dividend Guidance

Galenica AG reported that group sales for the year ended December 2025 rose to CHF 4,135.6 million from CHF 3,921.1 million, while confirming higher EBIT guidance linked to the Labor Team acquisition and indicating the 2025 dividend should be at least in line with the prior year. This combination of stronger sales, an improved earnings outlook and maintained dividend expectations highlights how Galenica is integrating acquisitions while supporting shareholder returns. We will now examine how...
SWX:GEBN
SWX:GEBNBuilding

The Bull Case For Geberit (SWX:GEBN) Could Change Following Above-Market 2025 Sales Growth - Learn Why

In January 2026, Geberit AG reported its full-year 2025 results, with currency-adjusted net sales up 4.8% and Swiss franc net sales rising 2.5% to CHF 3,163 million, clearly outpacing overall market development. This performance indicates that Geberit gained ground against competitors, as its sales growth meaningfully exceeded the broader market’s expansion in 2025. We will now examine how Geberit’s above-market 4.8% currency-adjusted sales growth shapes its investment narrative and future...
SWX:HIAG
SWX:HIAGReal Estate

A Look At HIAG Immobilien Holding (SWX:HIAG) Valuation After Its Strong 2025 Profit Upgrade

HIAG Immobilien Holding (SWX:HIAG) has drawn attention after guiding for 2025 consolidated net profit to be 50% to 55% above the 2024 figure of CHF 75.2 million, indicating a marked uplift versus prior expectations. See our latest analysis for HIAG Immobilien Holding. The stronger 2025 earnings guidance has arrived after a solid run in the share price, with a 90 day share price return of 12.55% and a 1 year total shareholder return of 48.09%, suggesting momentum has been building rather than...
SWX:PGHN
SWX:PGHNCapital Markets

How Partners Group’s Private Wealth Push and Custom Accounts Expansion Will Impact Partners Group Holding (SWX:PGHN) Investors

Earlier this year, Partners Group CEO David Layton said private markets should be a core part of balanced portfolios, highlighting that the firm has raised US$9.40 billion from private wealth clients and expanded its custom account business to US$66.00 billion amid demand for bespoke solutions. Layton also pointed out that private market valuations sit below prior peak levels, suggesting investors may find current conditions comparatively attractive for allocating to alternatives within a...
SWX:IDIA
SWX:IDIABiotechs

Could Lucerastat’s Renal Signal Reframe Idorsia (SWX:IDIA)’s Rare-Disease Strategy And Risk Profile?

Idorsia Ltd. recently reported in Nature Communications the Phase 3 MODIFY and open-label extension results for lucerastat, an oral substrate reduction therapy in adults with Fabry disease, which did not meet its primary neuropathic pain endpoint but showed sustained biomarker reductions and encouraging renal outcomes. The data, including a slower rate of eGFR decline and stabilization of cardiac measures in patients with impaired kidney function, have guided the design of a new Phase 3...
SWX:KURN
SWX:KURNBiotechs

Does Pre‑Earnings Buzz Around Kuros’ Orthobiologics Data Shift The Bull Case For Kuros Biosciences (SWX:KURN)?

On 23 January 2026, Kuros Biosciences drew heightened investor attention as trading activity increased ahead of its 10 March 2026 earnings release and anticipated clinical updates in orthobiologics. The focus on MagnetOs and the fibrin/PTH spinal fusion and fracture programs highlights how upcoming medical data milestones may influence perceptions of the company’s pipeline progress. With a recent 7-day gain and interest in its fibrin/PTH program, we’ll examine how these developments shape...
SWX:DAE
SWX:DAEMachinery

Assessing Dätwyler Holding (SWX:DAE) Valuation After New Biologics Drug Delivery Partnership

Dätwyler Holding (SWX:DAE) has drawn fresh attention after announcing a collaboration with LTS Device Technologies and Stevanato Group, focused on large volume, on body subcutaneous drug delivery for self administered biologics. See our latest analysis for Dätwyler Holding. Dätwyler Holding’s collaboration news lands after a solid run in the share price, with a 90 day share price return of 14.89% and a 1 year total shareholder return of 25.23%. However, the 3 and 5 year total shareholder...
SWX:LLBN
SWX:LLBNBanks

A Look At Liechtensteinische Landesbank (SWX:LLBN) Valuation After New Covered Bond Platform With LGT

Lichtensteinische Landesbank (SWX:LLBN) and LGT have created the Liechtensteinisches Pfandbriefinstitut, giving the country a shared platform to issue covered bonds backed by first lien mortgages on local real estate. See our latest analysis for Liechtensteinische Landesbank. LLB’s recent role in setting up the Pfandbriefinstitut comes as momentum in the shares has been strong, with a 12.65% 1 month share price return and a 31.98% 1 year total shareholder return. This suggests investors are...
SWX:INRN
SWX:INRNMachinery

Should Interroll’s Leadership Overhaul in Operations and Technology Require Action From Interroll Holding (SWX:INRN) Investors?

In January 2026, Interroll announced the departure of Chief Operating Officer Ayan Demirel and Chief Technology Officer Dr. Johannes Van Der Beek, with CEO Markus Asch temporarily assuming operational leadership and industry veteran Ulrich Engenhardt joining as the new CTO. These simultaneous changes in operations and technology leadership highlight a pivotal moment for Interroll’s organisational direction, particularly around product platforms, regional capabilities and innovation...
SWX:BOSN
SWX:BOSNTrade Distributors

Should Bossard Holding’s Rising 2025 Sales And Steady Margin Guidance Require Action From Bossard (SWX:BOSN) Investors?

In January 2026, Bossard Holding AG reported that group net sales rose to CHF 257.8 million in the fourth quarter and CHF 1,068.9 million for 2025, both higher than a year earlier. Alongside confirming an EBIT margin guidance of around 10% for 2025 and reiterating its Strategy 200 and medium-term goals, the company signaled continuity between recent trading performance and its longer-term ambitions. Next, we will examine how Bossard Holding’s combination of higher 2025 sales and reaffirmed...
SWX:SREN
SWX:SRENInsurance

Is Swiss Re’s (SWX:SREN) New Life Health Lead Hinting at a Sharper Income-Focused Strategy?

Swiss Re has promoted Christophe Heck to market head Life Health for France, BeNeLux and Switzerland, based in Zurich and leading the group’s regional life and health reinsurance team. While this leadership move refines Swiss Re’s regional life and health focus, current investor attention appears more closely tied to the stock’s income appeal and upcoming earnings catalysts. Next, we’ll examine how Swiss Re’s income appeal and upcoming earnings update could influence the company’s broader...
SWX:DOKA
SWX:DOKABuilding

Assessing Dormakaba Holding (SWX:DOKA) Valuation After Arctic Access Pilot At Sorrisniva Resort

Arctic pilot project puts dormakaba Holding (SWX:DOKA) in focus dormakaba Holding (SWX:DOKA) has started a pilot project at the Sorrisniva resort in Arctic Norway, testing its access systems in subzero conditions at the world’s northernmost ice hotel. The installation covers several parts of the resort and is intended to gather data on energy use and reliability, a development that has put the stock on some investors’ radars as they assess the business. See our latest analysis for dormakaba...
SWX:BAER
SWX:BAERCapital Markets

How New Operations And Communications Leadership At Julius Baer (SWX:BAER) Has Changed Its Investment Story

Julius Bär Gruppe recently announced major organisational and leadership changes, naming former HSBC executive Jean Nabaa as COO and creating a new Group Communications function to be led by experienced communicator Cindy Leggett-Flynn. The hires bring together deep wealth management operations expertise and high-profile crisis-tested communications experience, underscoring Julius Bär’s focus on executing its transformation agenda. Next, we examine how the appointments of Jean Nabaa and...
SWX:SIKA
SWX:SIKAChemicals

Will Sika’s (SWX:SIKA) Nordic Deal and U.S. Distribution Push Redefine Its Global Narrative?

Sika recently expanded its reach through the acquisition of Swedish dry mortar and facade specialist Finja and a new U.S. distribution partnership with Cain & Bultman, which will carry Sika’s floor covering installation products across several southeastern states. Together, these moves highlight how Sika is building out both its Nordic manufacturing base and its North American distribution channels to serve a wider mix of professional customers. Next, we will examine how this broadened...
SWX:PGHN
SWX:PGHNCapital Markets

Partners Group Launches Special Opportunities Strategy As Valuation Appears Supportive

Partners Group Holding (SWX:PGHN) has launched a new global special opportunities strategy. The strategy is designed to provide flexible capital solutions in private markets. A newly appointed partner will lead the standalone strategy. The launch responds to liquidity driven opportunities arising from current macro conditions. Partners Group, a global private markets investment manager, is expanding its tool kit with this dedicated special opportunities strategy. For you as an investor, it...
SWX:ALC
SWX:ALCMedical Equipment

Assessing Alcon (SWX:ALC) Valuation After Completing Its US$750 Million Share Buyback Program

What Alcon’s completed buyback could mean for shareholders Alcon (SWX:ALC) has completed its US$750 million share repurchase program, retiring 9,301,877 shares or about 1.9% of its share capital, a move that directly affects ownership concentration and future dilution. See our latest analysis for Alcon. Despite the completed buyback and earlier interest around Alcon’s upcoming earnings, recent trading has been subdued. The 90 day share price return is 3.37%, while the 1 year total shareholder...
SWX:LOGN
SWX:LOGNTech

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

Why Logitech International (SWX:LOGN) is on investors’ radar Logitech International (SWX:LOGN) has drawn attention after a period of weaker recent share returns, with the stock down over the past week, month, and past 3 months, prompting closer scrutiny of its fundamentals. For context, the shares show a negative 1 day return of 0.9%, a 7 day decline of 6.0%, and a month return of 12.2% in the red. Over the past 3 months, the stock is down 18.7%, and the year to date move sits at a 9.1%...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Crypto Launch Tests Client Demand And Valuation Hopes

UBS Group is preparing to offer Bitcoin and Ethereum trading to select wealthy private banking clients in Switzerland. The move marks a shift in the bank's stance on cryptocurrencies, aligning UBS more closely with peers offering digital asset services. The service is initially targeted at Swiss clients, with potential for expansion to other markets if demand develops. UBS Group (SWX:UBSG) is making this move while its shares trade around CHF37.16, with a return of 20.5% over the past year...