SWX:TEMN
SWX:TEMNSoftware

Could Temenos' (SWX:TEMN) US Innovation Push Reveal Its Strategy for Long-Term Competitive Edge?

Temenos was recently named a Leader in the IDC MarketScape for North America Retail Digital Banking Solutions 2025–2026, highlighting the company’s flexible architecture, scale, reliability, and robust ecosystem integration. In addition, Temenos launched its Innovation Hub in Central Florida, aiming to advance US banking solutions with transformative technologies like Generative AI. We'll explore how Temenos’ industry leadership positioning and AI-driven US innovation focus shapes its...
SWX:PSPN
SWX:PSPNReal Estate

Taking Stock of PSP Swiss Property (SWX:PSPN) Valuation After Mixed Q3 and Nine-Month 2025 Earnings

PSP Swiss Property (SWX:PSPN) just released its third quarter and nine-month 2025 earnings, drawing attention with a blend of steady sales, a dip in quarterly profit, and higher net income over nine months. See our latest analysis for PSP Swiss Property. PSP Swiss Property’s latest results arrive with the stock up 7.6% year-to-date, and a notably strong total shareholder return of nearly 16% over the past twelve months. The steady sales and uptick in nine-month net income appear to be keeping...
SWX:TECN
SWX:TECNLife Sciences

Tecan Group (SWX:TECN): Assessing Valuation After CFO Departure Announcement and Shifting Investor Sentiment

Tecan Group (SWX:TECN) has revealed that CFO Tania Micki will be leaving the company to pursue an external opportunity, with her planned departure scheduled for May 2026. This kind of transition, especially in a key financial role, often prompts investors to consider what it could mean for future strategy and company performance. See our latest analysis for Tecan Group. Following news of CFO Tania Micki’s planned departure, Tecan’s share price has continued its recent downward momentum,...
SWX:SIKA
SWX:SIKAChemicals

Sika (SWX:SIKA) Valuation in Focus After New CHF 600 Million Bond Issue Boosts Financial Flexibility

Sika (SWX:SIKA) has completed a CHF 600 million bond issue across three tranches, attracting significant investor interest. The offering aims to bolster the company’s funding flexibility and assist in refinancing existing financial obligations. See our latest analysis for Sika. Amid the news of Sika’s successful bond placement, it is worth noting that momentum in the company’s shares has faded this year. The year-to-date share price return is -30.39%, and the 1-year total shareholder return...
SWX:DAE
SWX:DAEMachinery

Will Dätwyler Holding’s (SWX:DAE) Ambitious Margin Targets Reshape Its Long-Term Growth Narrative?

In a recent update, Dätwyler Holding AG announced new medium-term financial targets, projecting an EBIT margin above 17% and annual organic revenue growth in the higher single-digit percentage range. This guidance signals management’s increased confidence in both operational improvement and profitability, underlining the company's positive outlook for future performance. We'll examine how Dätwyler's ambitious margin target and growth expectations could influence the company's investment...
SWX:BARN
SWX:BARNFood

How Barry Callebaut's AI Collaboration With NotCo (SWX:BARN) Has Changed Its Investment Story

Barry Callebaut announced a collaboration with NotCo AI to integrate artificial intelligence into chocolate recipe development, combining Barry Callebaut’s expertise with NotCo’s proprietary AI platform to accelerate innovation and address sector challenges. This partnership signals a shift toward digital transformation in the chocolate industry, aiming to create more tailored, sustainable, and efficient solutions at scale. We’ll now explore how Barry Callebaut’s move into AI-powered...
SWX:YPSN
SWX:YPSNMedical Equipment

Will Surging Net Income Redefine Ypsomed Holding’s (SWX:YPSN) Investment Narrative?

Ypsomed Holding AG recently reported results for the half year ended September 30, 2025, revealing net income of CHF 139.09 million, up from CHF 32.6 million a year earlier, with basic and diluted earnings per share rising to CHF 10.19 from CHF 2.39. This sharp increase in profitability highlights the company's growing efficiency and operational momentum over the last year. With net income rising to CHF 139.09 million, we'll consider how this earnings surge influences Ypsomed Holding's...
SWX:SIGN
SWX:SIGNPackaging

Transformation Veteran Mikko Keto's Appointment Could Be a Game Changer for SIG Group (SWX:SIGN)

SIG Group AG recently announced the appointment of Mikko Keto as its new Chief Executive Officer, following a comprehensive global search, with Keto expected to begin in the first half of 2026. Keto brings a background in executing large-scale business transformations at industrial companies, which may influence SIG Group’s direction and operational priorities in the coming years. We'll now consider how the appointment of a CEO with extensive transformation experience may impact SIG Group's...
SWX:ADEN
SWX:ADENProfessional Services

Will Adecco Group's (SWX:ADEN) New CFO Shift Its Strategic Focus Amid Earnings Pressure?

Adecco Group AG recently reported its third quarter 2025 earnings, showing sales of €5.78 billion and net income of €89 million, alongside updated guidance for revenue growth and the announcement that Valentina Ficaio will become CFO in January 2026, succeeding Coram Williams. While Adecco experienced slightly improved sales year-on-year, continued pressure on net income and changes in financial leadership could influence its medium-term operational and strategic direction. We’ll explore how...
SWX:PGHN
SWX:PGHNCapital Markets

Could Nicholas Smith Wang's Appointment Signal a Shift in Partners Group (SWX:PGHN) Technology Ambitions?

Partners Group has appointed Nicholas Smith Wang as Partner and Co-Head of its Private Equity Technology Vertical, bringing his experience in technology investments from Warburg Pincus to its Baar-Zug, Switzerland headquarters. This leadership addition reflects the firm's continuing focus on growing its technology private equity platform by leveraging deep sector expertise and global reach. We’ll now consider how Nicholas Smith Wang’s expertise in global technology investments may influence...
SWX:SKAN
SWX:SKANLife Sciences

Why SKAN Group (SWX:SKAN) Is Down 6.9% After Cutting 2025 Guidance on Project Delays

Earlier this month, SKAN Group AG issued a profit warning for 2025 after a portfolio review revealed several project delays, resulting in lowered earnings and sales guidance for the current financial year. Despite the near-term challenges, SKAN reiterated its medium-term targets and highlighted a robust order intake that is expected to drive a strong rebound in 2026. We’ll examine how SKAN’s revised 2025 outlook and order backlog developments impact the longer-term investment case for the...
SWX:ROG
SWX:ROGPharmaceuticals

Is Now the Moment to Reassess Roche After Its Drug Pipeline Developments and 17% Stock Jump?

Ever wondered if Roche Holding is a hidden gem or if its recent buzz means it is already fully priced? You are in the right place to get a clearer read on whether now is the right moment to take a closer look. Roche’s stock has posted strong gains lately, with shares up 3.0% this week and showing a robust 17.0% return over the past year. This signals renewed industry interest and possibly shifting risk and reward dynamics. Recent headlines highlight Roche’s momentum with its new drug...