SWX:PGHN
SWX:PGHNCapital Markets

Assessing Partners Group (SWX:PGHN) Valuation After Naming Nicholas Smith Wang to Lead Tech Investments

Partners Group Holding (SWX:PGHN) has named Nicholas Smith Wang as Partner and Co-Head of its Private Equity Technology Vertical. This move underscores the firm's focus on expanding its technology investment capabilities with experienced senior leadership. See our latest analysis for Partners Group Holding. Partners Group's appointment of Nicholas Smith Wang comes at a time when momentum around the stock has been mixed. The company’s 1-year total shareholder return stands at -24.6%, signaling...
SWX:ROG
SWX:ROGPharmaceuticals

Roche Holding (SWX:ROG) Is Up 7.6% After Key Drug Approvals and Oncology Collaboration – What's Changed

In the past week, Roche announced a series of major developments, including the European Commission's conditional approval of Lunsumio subcutaneous for relapsed/refractory follicular lymphoma, positive phase III results for fenebrutinib in multiple sclerosis, and a new clinical trial collaboration with KaliVir Immunotherapeutics to advance novel combination immunotherapies in oncology. These milestones highlight Roche's continued expansion across oncology and neurology, with new treatment...
SWX:BARN
SWX:BARNFood

Barry Callebaut (SWX:BARN): Unpacking Valuation on Goldman Sachs Buy Rating and Turnaround Signals

Barry Callebaut (SWX:BARN) stock came into focus after Goldman Sachs initiated coverage with a Buy rating, signaling increased attention from market participants. This move suggests broader confidence in the company’s mid-term prospects and ongoing transformation. See our latest analysis for Barry Callebaut. Momentum has started to build for Barry Callebaut, with its strategic partnership with NotCo AI and a recently affirmed dividend highlighting its transformation agenda. While the 90-day...
SWX:UBXN
SWX:UBXNSemiconductor

Does u-blox Holding's (SWX:UBXN) Index Exit Reveal Shifts in Its Investor Appeal?

On November 18, 2025, u-blox Holding AG (SWX:UBXN) was removed from the S&P Global BMI Index, a widely tracked global benchmark for equities. This index exclusion can influence trading behavior, as passive funds often adjust their portfolios to align with index changes, potentially impacting liquidity. We'll now consider how the index removal and subsequent fund adjustments may shape u-blox Holding's broader investment narrative. We've found 15 US stocks that are forecast to pay a dividend...
SWX:GALD
SWX:GALDPharmaceuticals

Is Galderma's New Restylane Lyft Data and FDA Approval Reshaping Its Competitive Edge (SWX:GALD)?

Galderma recently presented new clinical data from its Restylane and Sculptra portfolios at the American Society for Dermatologic Surgery 2025 Annual Meeting in Chicago, including results that supported the recent FDA approval of Restylane Lyft for chin augmentation in adults. This new data not only highlights high patient satisfaction and durable results for the company’s injectable aesthetics but also addresses emerging needs among patients experiencing facial changes following...
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:GIVN
SWX:GIVNChemicals

What Givaudan (SWX:GIVN)'s Upgraded Growth Outlook and High-Growth Market Focus Means For Shareholders

In recent days, Barclays upgraded Givaudan SA from Equalweight to Overweight, citing an improved structural growth outlook as well as an expanded focus on local and regional customers and high-growth markets, while other major analysts updated their ratings as well. Barclays specifically pointed to multi-year opportunities in natural colors reformulation in North America and highlighted that concerns over a potential sharp slowdown in Fine Fragrance may be exaggerated, supporting the...