SWX:MOBN
SWX:MOBNReal Estate

How Mobimo’s Meggen Site Acquisition (SWX:MOBN) Is Shaping Its Central Switzerland Investment Story

On September 1, 2025, Mobimo Holding AG acquired a 12,000 m² site in Meggen near Lake Lucerne, with plans to develop approximately 70 condominium units valued at CHF 120 million. The development taps into one of Central Switzerland’s most sought-after residential markets, further building on Mobimo’s track record in the region. We’ll explore how this significant pipeline expansion in an attractive location could shape Mobimo’s broader investment narrative. These 9 companies survived and...
SWX:MOVE
SWX:MOVEMedical Equipment

Does Medacta Group’s Growth Guidance and Innovation Push Strengthen Analyst Confidence in SWX:MOVE?

Medacta Group SA recently reported strong half-year earnings, with sales reaching €344.14 million and net income rising to €60.04 million, while confirming 2025 guidance targeting 16% to 18% revenue growth in constant currency. Alongside these financial results, the company continued to expand its Personalized Sports Medicine Portfolio, launching the QuickStitch device at a major industry congress, highlighting ongoing investment in innovation and physician education. We'll examine how...
SWX:IDIA
SWX:IDIABiotechs

A Look at Idorsia (SWX:IDIA) Valuation Following New Daridorexant Clinical Results

If you have been watching Idorsia (SWX:IDIA) lately, you know the latest event is worth a second look. The company just shared new clinical and real-world analyses of daridorexant at World Sleep 2025, highlighting its safety and effectiveness for treating insomnia, especially for patients dealing with additional conditions like nocturia. One of the standout findings, especially for those eyeing risk, was the notably lower real-world abuse potential compared to other insomnia therapies. This...
SWX:RSGN
SWX:RSGNElectrical

R&S Group Holding (SWX:RSGN): Assessing Valuation Following Strong Half-Year Earnings Surge

R&S Group Holding (SWX:RSGN) has just revealed its latest half-year earnings, and the numbers are hard to ignore. With revenue up to CHF 206.34 million from CHF 109.93 million last year, and net income more than doubling, the company’s strong operational performance is front and center. For anyone eyeing R&S stock, this jump in profitability will almost certainly be a key talking point in re-evaluating where the business stands, especially as the company continues to invest heavily in its...
SWX:LOGN
SWX:LOGNTech

Logitech (SWX:LOGN) Valuation: Assessing the Stock After Board Changes and a Dividend Boost

Logitech International (SWX:LOGN) just wrapped up its annual general meeting, and it was anything but routine. The headlines? A new chairperson at the helm as Guy Gecht replaces Wendy Becker after her planned departure, and shareholders also approved a bigger dividend payout. For anyone considering what comes next for the stock, these decisions set a new tone for both governance and capital returns. Shares have been trending higher, gaining over 29% in the past three months and rising 24%...
SWX:ROG
SWX:ROGPharmaceuticals

Did New Long-term Vabysmo Data Just Shift Roche Holding's (SWX:ROG) Investment Narrative?

Roche recently presented new data from its AVONELLE-X and SALWEEN studies of Vabysmo at the Euretina Congress in Paris, highlighting the drug’s lasting efficacy and safety in treating neovascular age-related macular degeneration and polypoidal choroidal vasculopathy. With nearly 80% of patients benefitting from extended dosing and significant vision improvements among difficult-to-treat cases, these outcomes reinforce Vabysmo’s importance in retinal disease management and support its...
SWX:NESN
SWX:NESNFood

Will Boardroom Changes at Nestlé (SWX:NESN) Under Pablo Isla Shift Its Strategic Direction?

Nestlé S.A. announced that Pablo Isla has become Chairman effective October 1, following Paul Bulcke stepping down from the Board earlier than planned and being named Honorary Chairman, while Dick Boer and Marie-Gabrielle Ineichen-Fleisch have taken on new Vice Chair roles. This leadership transition marks a significant shift in board-level oversight for the company during a period of ongoing global transformation in its business model. We'll examine how Pablo Isla's appointment as Chairman...
SWX:GALD
SWX:GALDPharmaceuticals

Galderma (SWX:GALD): Evaluating Valuation in Light of New Sensitive Skin Research and Upcoming EADV Data Presentations

If you have been watching Galderma Group (SWX:GALD), the company’s latest research announcement may have caught your attention. Galderma just unveiled new real-world clinical data examining how modern lifestyles and environmental factors impact people with sensitive skin, and it is preparing to spotlight 12 fresh research presentations at Europe’s largest dermatology congress this month. For current and prospective investors, this move emphasizes Galderma’s determination to underpin its...
SWX:ABBN
SWX:ABBNElectrical

A Look at ABB (SWX:ABBN) Valuation After $110 Million US Electrification Expansion Announcement

ABB (SWX:ABBN) caught investor attention today by announcing a commitment to invest an additional $110 million in the United States through 2025. The company plans to expand its research, development, and advanced manufacturing for electrification solutions. This move aims to keep pace with surging electricity demand, particularly from fast-growing sectors like data centers and utilities, as well as persistent increases in US power prices. By ramping up capacity and opening new production...
SWX:ALC
SWX:ALCMedical Equipment

Should Efficiency Gains From UNITY VCS Prompt Action From Alcon (SWX:ALC) Investors?

Alcon recently announced results from time and motion studies showing that its UNITY® Vitreoretinal Cataract System (VCS) delivers measurable efficiency gains in vitreoretinal and cataract surgeries compared to established systems, with findings presented at major ophthalmology congresses in September 2025. The studies highlight Alcon’s commitment to addressing global challenges in eye care, particularly as the rising prevalence of conditions like age-related macular degeneration and...
SWX:CFR
SWX:CFRLuxury

A Look at Richemont's (SWX:CFR) Valuation Following Its Newly Approved Dividend at 2025 AGM

Compagnie Financière Richemont (SWX:CFR) just made headlines with its latest AGM decision: the approval of a fresh dividend for both its 'A' and 'B' shares. For many investors, dividend declarations are more than just routine statements. They often lead to a reassessment of a company’s outlook and can act as short-term catalysts for the stock price. With the payout dates locked in and investors eyeing their calendars, this move could shape sentiment around Richemont for the coming...
SWX:BALN
SWX:BALNInsurance

Is Improved Half-Year Profitability Altering the Investment Case for Baloise Holding (SWX:BALN)?

Baloise Holding AG announced its half-year 2025 results last week, reporting net income of CHF 275.9 million and basic earnings per share of CHF 6.08, both higher than the prior year. This earnings improvement highlights stronger operational performance and signals the company's ability to grow profitably despite a complex insurance market. We'll explore how this improved profitability adds a new dimension to Baloise's investment narrative in light of analysts' prior expectations. Find...
SWX:TECN
SWX:TECNLife Sciences

Will Tecan's Leadership Transition Reveal the Strength of Its Growth Strategy? (SWX:TECN)

Tecan Group recently announced that Ralf Griebel, Head of the Partnering Business division and Management Board member since April 2020, has left the company, with Monica Manotas stepping in as interim leader to drive closer business collaboration. This leadership change in a core division highlights both succession planning and the company's ongoing efforts to maintain operational stability during executive transitions. We will assess how the shift in leadership for the Partnering Business...
SWX:LONN
SWX:LONNLife Sciences

Lonza Group (SWX:LONN) Valuation in Focus Following Major Executive Appointments

A big shake-up is underway at Lonza Group (SWX:LONN). The company just announced two senior leadership appointments that could set the stage for its next chapter. Jason Berndt is stepping in as Head of Group Operations and Executive Vice President, while Maria Soler Nunez will become Chief Quality Officer. Both bring a wealth of pharmaceutical and operations expertise from global industry heavyweights. This signals that Lonza is doubling down on strengthening its execution and quality...
SWX:TEMN
SWX:TEMNSoftware

How Investors Are Reacting To Temenos (SWX:TEMN) CEO’s Abrupt Departure and Interim Leadership Appointment

Temenos announced that CFO Takis Spiliopoulos has been appointed as interim chief executive following the abrupt resignation of CEO Jean-Pierre Brulard on September 9, 2025, after just 16 months in the role. This sudden leadership transition places a spotlight on the company’s stability and the direction of its executive management going forward. We'll explore how the immediate CEO change and appointment of an interim leader could influence Temenos' investment narrative and outlook. Outshine...
SWX:CFT
SWX:CFTCapital Markets

Assessing Compagnie Financière Tradition (SWX:CFT): What Recent Gains Mean for Valuation

Compagnie Financière Tradition (SWX:CFT) has been moving lately, and if you follow the stock, you may be wondering what’s driving the shifts and whether there’s a signal to be found in the noise. Even without a headline-grabbing event this week, a move like this can still catch the attention of investors, especially those with an eye on value or growth opportunities. Whenever a stock starts to stray from its recent path, the big question looms: what are investors really pricing in? Over the...