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...
SWX:ALSN
SWX:ALSNElectronic

Will Management Restructuring and AI Focus Transform ALSO Holding's (SWX:ALSN) Investment Narrative?

ALSO Holding AG recently announced a major restructuring of its Group Management Board, reducing its size from eight to four members and appointing Wolfgang Krainz as CEO to lead the new team. This shift is aimed at streamlining decision-making, enhancing operational efficiency through increased use of AI, and empowering local subsidiaries for quicker market responses. We'll explore how this management overhaul and focus on digital platform expansion could shape ALSO Holding's investment...
SWX:ADEN
SWX:ADENProfessional Services

Adecco Group (SWX:ADEN): Evaluating Valuation as LHH Launches AI Leadership Transformation Program

Adecco Group (SWX:ADEN) has announced that its LHH unit is launching an AI Leadership Transformation Program. The new initiative is designed to help enterprise leaders adapt to a workforce increasingly shaped by artificial intelligence. The program addresses a skills gap that many organizations are still navigating. See our latest analysis for Adecco Group. This latest move from Adecco Group comes as the stock shows mixed momentum. While the 1-month share price return stands at a solid 7.6%,...
SWX:DKSH
SWX:DKSHTrade Distributors

DKSH Holding (SWX:DKSH): Evaluating Valuation Following Expansion of Own Brands and New Singapore Distribution Deal

DKSH Holding (SWX:DKSH) is making headlines with its latest moves in Southeast Asia, introducing new locally made pantry staples in Malaysia and forming a partnership to distribute Oriental Kopi's coffee sachets and spreads in Singapore. These efforts highlight the company's adaptability as it taps into evolving consumer preferences. See our latest analysis for DKSH Holding. Even with DKSH rolling out new pantry staples in Malaysia and striking a partnership to bring Oriental Kopi's coffee...
SWX:LOGN
SWX:LOGNTech

Can Logitech (SWX:LOGN) Sustain Its Innovation Edge with New Peripherals and Workplace Tech?

In September 2025, Logitech unveiled the MX Master 4 mouse, featuring customizable haptic feedback, improved connectivity, and sustainable materials aimed at creative professionals and business users. The company also gained wider recognition as its Logitech Spot workplace sensor was named a Best Invention of 2025 by TIME, highlighting Logitech’s expanding innovation beyond traditional peripherals. This dual focus on next-generation hardware and workplace technology signals a deeper...
SWX:BCGE
SWX:BCGEBanks

A Fresh Look at Banque Cantonale de Genève (SWX:BCGE) Valuation After Stock Split and Leadership Changes

Banque Cantonale de Genève (SWX:BCGE) has set October 15, 2025, as the date for a 10-to-1 stock split. This move is designed to draw more retail investors and boost share liquidity. In addition, new leadership appointments reflect the bank’s strategic push to modernize and expand its services. See our latest analysis for Banque Cantonale de Genève. The flurry of changes at Banque Cantonale de Genève, from the upcoming 10-to-1 stock split to new leadership at the helm, comes as the stock’s...
SWX:HELN
SWX:HELNInsurance

What Helvetia Holding (SWX:HELN)'s Top GRESB Ratings Mean for Its Sustainable Investing Strategy

Earlier this month, Helvetia Holding AG’s real estate investment vehicles achieved top results in the 2025 Global Real Estate Sustainability Benchmark (GRESB), with two vehicles earning the highest 5-star rating and one receiving a 4-star rating. This achievement highlights Helvetia’s commitment to sustainable investing and advancing climate protection by prioritizing building certification, energy management, and a net-zero emissions goal by 2050. With these GRESB recognitions emphasizing...
SWX:BARN
SWX:BARNFood

How Weak Cocoa Prices and Softer Sales Guidance at Barry Callebaut (SWX:BARN) Have Changed Its Investment Story

In recent days, cocoa prices have fallen sharply to a 20-month low as improved crop prospects and increased farmer payments in Ivory Coast and Ghana boosted global cocoa supplies. At the same time, Barry Callebaut and other major chocolate makers have lowered their sales volume guidance, reflecting softer global demand and adding further pressure on cocoa markets. We’ll explore how this combination of falling cocoa prices and reduced sales outlook repositions Barry Callebaut’s investment...
SWX:PSPN
SWX:PSPNReal Estate

Will Barclays' Downgrade Shift the Resilience Narrative for PSP Swiss Property (SWX:PSPN)?

In October 2025, Barclays downgraded PSP Swiss Property from Overweight to Equalweight, highlighting lower projected earnings growth and full valuation compared to peers with stronger growth prospects. Despite the downgrade, Barclays continues to see PSP Swiss Property as a preferable defensive option within real estate, underscoring the company's perceived resilience among investors prioritizing stability. We'll explore how Barclays' concerns around future earnings growth could influence...