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...
SWX:INRN
SWX:INRNMachinery

Evaluating Interroll Holding (SWX:INRN) After Leadership Changes And Recent Share Price Weakness

Leadership changes and why they matter for Interroll Holding (SWX:INRN) Interroll Holding (SWX:INRN) has seen rapid shifts in its top ranks, with the Chief Operating Officer and Chief Technology Officer leaving and a new CTO, Ulrich Engenhardt, stepping in as the company reshapes key leadership roles. See our latest analysis for Interroll Holding. Those leadership changes come as the 90 day share price return stands at a 14.66% decline and the year to date share price return is a 7.10%...
SWX:ABBN
SWX:ABBNElectrical

Did Earnings Focus on Electrification Margins and E.ON Deal Just Shift ABB's (SWX:ABBN) Investment Narrative?

ABB is preparing to report earnings on 29 January 2026, with investors closely watching margin commentary and order trends in its Electrification and Robotics segments. At the same time, ABB’s recent energy-efficiency partnership with E.ON has highlighted growing interest in its electrification solutions across European markets. With recent attention on ABB’s Electrification margins, we will explore how these developments could shape the company’s broader investment narrative. Trump's oil...
SWX:NESN
SWX:NESNFood

Assessing Nestlé (SWX:NESN) Valuation As Earnings Near And Recall And Water Business Stake Talks Draw Focus

Nestlé (SWX:NESN) is drawing fresh attention as investors look ahead to its 19 February 2026 earnings release, while also weighing the recent infant nutrition recall and progress on a potential water business stake sale. See our latest analysis for Nestlé. After the recent recall headlines and the potential water business stake sale, short term sentiment has softened, with a 30 day share price return of 6.89% and a 90 day share price return of 9.54%. The 1 year total shareholder return is...
SWX:BEAN
SWX:BEANBuilding

Is BELIMO’s 23.3% 2025 Sales Surge Altering The Investment Case For BELIMO Holding (SWX:BEAN)?

In January 2026, BELIMO Holding AG reported its 2025 revenue results, revealing accelerated sales growth of 23.3% in local currencies and total sales of CHF 1,121 million. This sharp step-up in growth compared with 2024 signals a meaningful strengthening in demand for BELIMO’s HVAC solutions across its end markets. We’ll explore how BELIMO’s sharply accelerating 2025 sales growth shapes the company’s investment narrative and future business positioning. These 9 companies survived and...
SWX:ROG
SWX:ROGPharmaceuticals

Roche Holding (SWX:ROG) Valuation Check After Genentech’s US$2b Holly Springs Expansion Commitment

Roche Holding (SWX:ROG) has drawn fresh attention after Genentech, its U.S. subsidiary, committed about $2b to expand a Holly Springs, North Carolina biomanufacturing plant for metabolic and weight-loss therapies. See our latest analysis for Roche Holding. The Holly Springs commitment has arrived alongside a 28.36% 90 day share price return and a 30.82% one year total shareholder return. This suggests investors are responding to both near term news flow and a longer running shift in...
SWX:GALD
SWX:GALDPharmaceuticals

Does Galderma Group’s (SWX:GALD) Ipsen Exit Quietly Reinforce Its Neuromodulator Edge?

In January 2026, Galderma announced an arbitral tribunal confirmed the termination of its 2014 early-stage neuromodulator R&D partnership with Ipsen, while affirming that commercialization of Dysport/Azzalure, Alluzience, and Relfydess remains unaffected. At the same time, Galderma used major industry meetings such as TOXINS 2026 and IMCAS 2026 to highlight data underscoring the clinical strength and breadth of its neuromodulator portfolio, reinforcing its position in injectable...
SWX:SLHN
SWX:SLHNInsurance

Swiss Life Holding (SWX:SLHN) Valuation Check After New CHF 225 Million Bond Issue And Conference Spotlight

Financing move and conference spotlight Swiss Life Holding (SWX:SLHN) recently completed a CHF 225 million floating rate bond offering and presented at Citi's European Insurance Conference 2026. These events put its funding approach and investor messaging in focus. See our latest analysis for Swiss Life Holding. The new bond issue and conference appearance come after a softer patch for the shares, with a 1-month share price return of 9.98% and year to date share price return of 11.16%. Longer...
SWX:SREN
SWX:SRENInsurance

Assessing Swiss Re (SWX:SREN) Valuation As Earnings Anticipation And Dividend Focus Drive Trading Interest

Why Swiss Re is on watchlists ahead of earnings Swiss Re (SWX:SREN) is drawing increased attention as investors look ahead to its 27 February 2026 earnings release, focusing on the stock’s 4.75% dividend yield and recent trading activity. See our latest analysis for Swiss Re. Recent trading has been choppy, with a 30 day share price return of 7.39% and a 90 day share price return of an 18.66% decline. The 5 year total shareholder return of 111.08% points to momentum that has built over a...
SWX:VACN
SWX:VACNMachinery

Assessing VAT Group (SWX:VACN) Valuation After Strong Q4 Orders And Full Year Sales Growth

VAT Group (SWX:VACN) is back in focus after reporting preliminary 2025 figures, with Q4 net sales of CHF 257 million and orders of about CHF 305 million, alongside full year sales of CHF 1,073 million. See our latest analysis for VAT Group. The preliminary 2025 numbers arrive after a strong run in the shares, with the 30 day share price return of 32.99% and 90 day share price return of 48.48% contributing to a 1 year total shareholder return of 51.96%. This points to momentum building around...
SWX:SENS
SWX:SENSElectronic

Assessing Sensirion Holding (SWX:SENS) Valuation After India Energy Week Gas Metering Showcase

India Energy Week debut puts Sensirion Holding (SWX:SENS) gas metering in focus Sensirion Holding (SWX:SENS) is drawing attention after announcing its first participation at India Energy Week 2026, where it will showcase its thermal mass gas metering technology and newly introduced SGM5304 gas meter module. The event spotlights Sensirion's role in gas metering, with more than 11 million meters installed globally and certification under harmonized standard EN 17526, as investors consider the...
SWX:BARN
SWX:BARNFood

Steep Cocoa Volume Decline And CEO Uncertainty Might Change The Case For Investing In Barry Callebaut (SWX:BARN)

Barry Callebaut recently reported a 22% fall in cocoa division sales volume for the quarter ended 30 November, citing weak global cocoa demand and a shift toward higher-return segments amid subdued grindings in Europe and Asia. At the same time, favorable growing conditions in West Africa and uncertainty around a CEO transition have sharpened questions about how the company balances sourcing, pricing and leadership stability in a soft cocoa market. Next, we will examine how the steep cocoa...