SWX:PGHN
SWX:PGHNCapital Markets

What Do Recent Private Markets Shifts Mean for Partners Group Shareholders in 2025?

Are you sitting on the fence about what to do with Partners Group Holding stock? You are not alone. With shares at CHF 1057.5, recent market action has been a bag of mixed signals. The stock bounced up 2.0% in the past week, maybe reflecting some renewed optimism, but over the last month, it dipped by 1.0%, and the year-to-date story is even less cheerful, showing a 15.1% drop. While that might look concerning, it is important to zoom out. The 3-year and 5-year returns are still strongly...
SWX:CFR
SWX:CFRLuxury

Does Richemont’s Recent 18.9% Rally Signal Room for Further Growth in 2025?

If you are weighing your options with Compagnie Financière Richemont, you are not alone. This stock has steadily grabbed the market's attention, performing like a hidden gem that keeps rewarding patient investors. Over the past week alone, Richemont shares climbed 2.9%, and in the last month, they rallied 7.6%. Stretch that timeline further, and the impressive 15.9% gain year-to-date is matched by a striking 18.9% return over the last year. Looking even further back, the long-term gains stand...
SWX:PPGN
SWX:PPGNLife Sciences

3 European Stocks Estimated To Be Up To 45.4% Below Intrinsic Value

As European markets reach record highs, buoyed by a rally in technology stocks and expectations for lower U.S. borrowing costs, investors are keenly exploring opportunities that may be undervalued amidst the broader economic optimism. In this environment, identifying stocks trading below their intrinsic value can offer potential advantages as market sentiment continues to shift.
SWX:KURN
SWX:KURNBiotechs

European Growth Stocks Insiders Are Eager To Own

As European markets reach record highs, driven by a rally in technology stocks and optimism around potential U.S. rate cuts, investors are increasingly focusing on growth opportunities within the region. In this favorable environment, companies with high insider ownership often stand out as promising candidates, signaling confidence from those who know the business best.
SWX:AMRZ
SWX:AMRZBasic Materials

Does the Recent Amrize Partnership Signal a New Opportunity for Investors in 2025?

Deciding what to do with Amrize at this moment can feel a bit like standing at a crossroads. Maybe you have watched the price tick up 2.4% over the last week and wondered if this is the start of a comeback. At the same time, the stock is still down 9.0% for the past 30 days and has lost 16.4% so far this year, reflecting the market’s uncertainty and shifting appetite for risk in this sector. Some recent developments in the broader market seem to have nudged investors’ perception of Amrize,...
SWX:SDZ
SWX:SDZPharmaceuticals

Assessing Sandoz Group (SWX:SDZ) Valuation After Delivering a 33% Total Return Over the Past Year

Sandoz Group (SWX:SDZ) has attracted investor attention recently, delivering steady total returns of 33% in the past year. The stock’s performance stands out in a challenging environment and prompts a closer look at what’s driving sentiment. See our latest analysis for Sandoz Group. Sandoz Group’s share price has advanced steadily this year, with positive momentum building on the back of a strong 1-year total shareholder return of 33%. Recent, smaller share price moves have been relatively...
SWX:ALC
SWX:ALCMedical Equipment

Can Alcon’s Recent Rebound Signal Value After 4% Weekly Jump in 2025?

If you’ve been eyeing Alcon’s stock and wondering if now is the right time to make your move, you aren’t alone. After a rollercoaster year, Alcon is sitting at $61.34 a share, and the stock’s performance certainly gives investors something to talk about. Despite a tough year-to-date showing, with shares down nearly 20%, and a 1-year return of -25.9%, there’s a pulse of optimism; just last week, shares rebounded by 4.1%. Looking further back, the 3-year and 5-year returns are in positive...
SWX:CFR
SWX:CFRLuxury

Richemont (SWX:CFR): Assessing Valuation After Recent Share Price Momentum

Compagnie Financière Richemont (SWX:CFR) stock has shown steady momentum recently, gaining 1% over the past day and rising 10% in the past month. Investors are increasingly focusing on how the company’s fundamentals measure up. See our latest analysis for Compagnie Financière Richemont. Momentum for Compagnie Financière Richemont has picked up this year, with the share price sitting at CHF155.60 and its one-year total shareholder return reaching 21%. While recent gains point to renewed...
SWX:ABBN
SWX:ABBNElectrical

Does ABB’s New UK Lightning Protection Facility Signal a Strategic Shift for ABB (SWX:ABBN)?

In late September 2025, ABB opened a new US$35 million manufacturing and R&D facility in Nottingham, U.K., to expand production and research of advanced Furse® earthing and lightning protection solutions for critical infrastructure worldwide. This global center of excellence integrates sustainable technologies and highlights ABB’s commitment to supporting infrastructure safety, digitalization, and evolving customer needs across more than 60 countries. We'll explore how ABB's investment in...
SWX:AMRZ
SWX:AMRZBasic Materials

Assessing Amrize (SWX:AMRZ) Valuation as Shares Hold Steady in a Quiet Market Phase

Amrize (SWX:AMRZ) shares have been moving within a fairly narrow range this month, with the stock fluctuating modestly as investors evaluate recent company performance and broader market sentiment. The current setup offers a useful vantage point for revisiting Amrize's valuation and outlook. See our latest analysis for Amrize. Amrize’s share price has edged lower so far this year, reflecting broader market caution even as the company posts steady revenue and earnings growth. Momentum has...
SWX:CFT
SWX:CFTCapital Markets

Did S&P Global BMI Index Inclusion Just Shift Compagnie Financière Tradition's (SWX:CFT) Investment Narrative?

Compagnie Financière Tradition SA was recently added to the S&P Global BMI Index, elevating its status on the international investment stage. This kind of index inclusion can increase the company's visibility among institutional investors and portfolio managers who track the index. We'll examine how inclusion in a major global index influences the company's investment narrative and potential institutional interest. These 13 companies survived and thrived after COVID and have the right...
SWX:SRAIL
SWX:SRAILMachinery

How Declining Returns and Rising Short-Term Liabilities at Stadler Rail (SWX:SRAIL) Has Changed Its Investment Story

Stadler Rail recently reported a decline in return on capital employed over the past five years, falling to 6.3% and lagging the Machinery industry average of 16%, while capital employed remained largely unchanged. This drop in returns, combined with a current liabilities to total assets ratio of 69%, points to both a more mature business profile and heightened financial risk due to increased reliance on short-term funding. We'll now explore how the reduced return on capital employed alters...
SWX:PGHN
SWX:PGHNCapital Markets

Partners Group (SWX:PGHN): Is the Current Valuation an Opportunity for Investors?

Partners Group Holding (SWX:PGHN) shares have seen little movement this week, with the stock drifting amid a lack of clear news or major announcements. Investors appear to be watching the broader market for direction as fundamentals remain steady. See our latest analysis for Partners Group Holding. While Partners Group Holding’s share price has barely budged in recent weeks, that comes after a more subdued stretch overall. This year’s share price return is still in negative territory. Despite...