SWX:HOLN
SWX:HOLNBasic Materials

Holcim (SWX:HOLN) Valuation Check After CDP A-List Recognition and Deutsche Bank ‘Top Pick’ Call

Holcim (SWX:HOLN) is back in the spotlight after landing yet another spot on CDP’s A List for climate and water, while also being tagged a top pick by Deutsche Bank. See our latest analysis for Holcim. Against that backdrop, Holcim’s 9.73% 90 day share price return and 70.34% one year total shareholder return suggest momentum is building again, even after a weaker year to date share price. If Holcim’s circular construction push has you thinking about the broader opportunity set, this could be...
SWX:SPSN
SWX:SPSNReal Estate

Swiss Prime Site (SWX:SPSN): Valuation Check After Fully Deploying CHF 300m Into Yield-Accretive Zurich Offices

Swiss Prime Site (SWX:SPSN) has just wrapped up its CHF 300 million growth push by buying a fully let, modern office property in Zurich West, locking in a 4% net yield with SIX Group as tenant. See our latest analysis for Swiss Prime Site. This latest Zurich West deal lands as the share price sits at CHF 117.9 and builds on solid momentum, with an 18.8% year to date share price return and a strong 3 year total shareholder return of 68.5%. This suggests investors are steadily rewarding the...
SWX:UHR
SWX:UHRLuxury

EU Antitrust Probe Into Online Watch Pricing Could Be A Game Changer For Swatch Group (SWX:UHR)

Italian competition authorities have opened an antitrust investigation into Swatch Group and Japan’s Citizen Watch over allegedly imposing online retail prices and retaliating against distributors who offered discounts, potentially breaching European Union rules. The probe highlights growing regulatory attention on how global watchmakers manage online distribution and pricing power across their authorized retail networks. We will now examine how this antitrust scrutiny of Swatch Group’s...
SWX:UBSG
SWX:UBSGCapital Markets

Why UBS Group (SWX:UBSG) Is Up 5.4% After Proposed Easing Of Swiss Capital Rules

In recent days, Swiss lawmakers proposed a compromise to ease some of the post–Credit Suisse capital requirements for UBS, including allowing the bank to count Additional Tier 1 instruments toward foreign-subsidiary capital needs and introducing a cap on investment banking risk. This regulatory shift could materially influence how UBS allocates capital between safety buffers, growth initiatives, and shareholder distributions, with longer-term consequences for its global competitiveness and...
SWX:SREN
SWX:SRENInsurance

Swiss Re (SWX:SREN): Reassessing Valuation After New 2025–2026 Net Income Targets

Swiss Re (SWX:SREN) has provided medium-term guidance, targeting net income above USD 4.4 billion in 2025 and around USD 4.5 billion in 2026, giving investors clearer earnings visibility. See our latest analysis for Swiss Re. The guidance lands after a busy stretch for Swiss Re, with leadership changes and shifting sentiment around reinsurance risk. The stock’s 30 day share price return of minus 14.33 percent contrasts with its robust five year total shareholder return of 112.19 percent,...
SWX:ALC
SWX:ALCMedical Equipment

Assessing Alcon (SWX:ALC)’s Valuation After a Challenging Year for the Share Price

Alcon stock performance in focus Alcon (SWX:ALC) has slipped over the past week and month, extending a rough year for shareholders, even as revenue and net income keep growing. This raises questions about whether the current valuation is overly cautious. See our latest analysis for Alcon. With the share price down 18.2 percent year to date at about CHF 62.50, the recent weekly pullback suggests momentum is still fading even though multi year total shareholder returns remain modestly positive...
SWX:KNIN
SWX:KNINShipping

Reassessing Kuehne + Nagel International (SWX:KNIN)’s Valuation After Its Recent Share Price Rebound

Recent Share Performance and Context Kuehne + Nagel International (SWX:KNIN) has quietly staged a rebound, with the stock up about 9% over the past month even as its year to date and 1 year returns remain negative. See our latest analysis for Kuehne + Nagel International. That rebound sits against a tougher backdrop, with the share price still showing a negative year to date return and a 1 year total shareholder return of around minus 12 percent. This suggests sentiment may be stabilising...
SWX:NOVN
SWX:NOVNPharmaceuticals

Novartis (SWX:NOVN) Valuation Check After Late-Stage Pipeline Wins and New AI Drug Discovery Deal

Novartis (SWX:NOVN) just ticked several boxes for long term investors, pairing strong Phase III data for ianalumab and a broader Itvisma approval with a fresh AI discovery tie up with Relation Therapeutics. See our latest analysis for Novartis. These updates land on top of a strong run, with Novartis delivering a roughly 19% year to date share price return and a 24.7% one year total shareholder return. This suggests momentum is still building as clinical and AI driven catalysts stack up. If...
SWX:SIGN
SWX:SIGNPackaging

SIG Group (SWX:SIGN) Is Up 5.0% After UBS Takes 10.3% Stake And New CEO Installed

UBS Fund Management has recently disclosed that it acquired 10.3% of the voting rights in SIG Group, following a period that saw a profit warning in September and the appointment of new chief executive Mikko Keto in November. This combination of a large institutional investor increasing its influence and fresh leadership at the top could meaningfully reshape expectations for how SIG Group is governed and positioned within global packaging markets. We’ll now examine how UBS Fund Management’s...
SWX:ZEHN
SWX:ZEHNBuilding

European Stocks That May Be Undervalued In December 2025

As the European markets navigate a landscape marked by hopes of interest rate cuts and mixed economic signals, investors are closely watching for opportunities amid fluctuating indices. With the STOXX Europe 600 Index showing modest gains and inflationary pressures persisting, identifying potentially undervalued stocks could offer strategic entry points for those seeking value in a complex market environment.
SWX:BEKN
SWX:BEKNBanks

3 European Dividend Stocks With Up To 9.5% Yield

As the European market navigates mixed returns and inflationary pressures, investors are keenly observing opportunities that align with potential interest rate adjustments in the U.S. and UK. In this context, dividend stocks can offer a compelling option for those looking to balance income generation with market stability.
SWX:UHR
SWX:UHRLuxury

Assessing Swatch Group (SWX:UHR)’s Valuation as Italian Regulators Probe Alleged Price-Fixing Practices

Italian regulators have opened a competition probe into Swatch Group (SWX:UHR) over alleged price fixing with online distributors, putting fresh attention on how the Swiss watchmaker’s pricing power and margins might evolve from here. See our latest analysis for Swatch Group. The regulatory probe lands at a delicate moment for investors, with Swatch Group’s share price at CHF 161.85 after a weak recent stretch that includes a 1 month share price return of minus 8.4 percent. This sits...
SWX:NWRN
SWX:NWRNPharmaceuticals

Newron Pharmaceuticals (SWX:NWRN): Evaluating Valuation After Launching ENIGMA-TRS 2 Phase III Evenamide Trial

Newron Pharmaceuticals (SWX:NWRN) just hit a key milestone by kicking off its ENIGMA TRS 2 Phase III trial in the US to test Evenamide as an add on therapy for treatment resistant schizophrenia. See our latest analysis for Newron Pharmaceuticals. That backdrop helps explain why momentum in Newron’s shares has been building, with a 30 day share price return of 39.41 percent and a 1 year total shareholder return of 157.51 percent, while the 3 year total shareholder return sits above 1,300...
SWX:ROG
SWX:ROGPharmaceuticals

The Bull Case For Roche Holding (SWX:ROG) Could Change Following Breakthrough Giredestrant Breast Cancer Data

Genentech, part of Roche, recently reported that its experimental breast cancer pill giredestrant cut the risk of invasive disease recurrence or death by 30% versus standard endocrine therapy in a large Phase III trial in early-stage ER-positive disease. This is the first time in more than 20 years that an oral endocrine therapy has outperformed the long-standing standard in this setting, highlighting Roche’s ongoing strength in developing practice-changing oncology medicines. We’ll now...
SWX:TEMN
SWX:TEMNSoftware

How Investors May Respond To Temenos (SWX:TEMN) CEO Appointment And CHF 100 Million Buyback Plan

Temenos AG recently authorized a new share repurchase program of up to CHF 100 million, running until December 30, 2026, with repurchased shares earmarked for general corporate uses such as employee equity plans and potential acquisitions. On the governance side, the Board’s decision to appoint former CFO and interim chief Takis Spiliopoulos as permanent CEO reinforces leadership continuity at a time of capital allocation moves. Next, we’ll examine how the CHF 100 million buyback...