SWX:ALC
SWX:ALCMedical Equipment

Alcon (SWX:ALC): Reassessing Valuation After Recent Share Price Stabilisation

Alcon (SWX:ALC) has quietly outperformed the broader healthcare space over the past month, with shares climbing about 4% even as the stock remains down sharply year to date. See our latest analysis for Alcon. That recent 30 day share price return of 3.84% looks more like a stabilisation than a full reversal. The year to date share price is still down 16.42%, and the one year total shareholder return is negative but modestly positive over three years. If Alcon’s move has you reassessing the...
SWX:CLN
SWX:CLNChemicals

Clariant (SWX:CLN): Assessing Valuation After a Steep Share Price Drop and Ongoing Earnings Growth

Clariant (SWX:CLN) has been grinding through a tricky stretch, with the share price down sharply this year even as revenue and net income inch higher. That disconnect is what matters for investors now. See our latest analysis for Clariant. With the share price now around CHF 7.12, a steep year to date share price loss contrasts with modest revenue and earnings growth. This suggests sentiment is still catching up to fundamentals and that momentum remains fragile rather than firmly...
SWX:UBSG
SWX:UBSGCapital Markets

Is UBS Group (SWX:UBSG) Turning Job Cuts And Tech Centralization Into A Sharper Efficiency Story?

UBS Group AG recently outlined further Credit Suisse integration steps, including multi-wave job cuts through 2026 and leadership changes in operations and technology, with Group Technology set to report to incoming Group Chief Operating Officer Beatriz Martin from January 2026. By consolidating technology under the Group COO and emphasizing artificial intelligence and IT migration, UBS is signaling a push to streamline operations while completing the complex Credit Suisse integration. We’ll...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is Novartis (SWX:NOVN) Still Undervalued After Its Recent Share Price Strength?

Novartis (SWX:NOVN) has been grinding higher, with shares up around 7 % over the past month and nearly 30 % over the past year, as investors lean into its steady earnings and pipeline story. See our latest analysis for Novartis. That move has been underpinned by solid execution rather than hype, with the roughly 30 % one year total shareholder return riding a clear uptrend in the share price as investors warm to its growth and defensiveness. If Novartis has you rethinking your healthcare...