SWX:ABBN
SWX:ABBNElectrical

How Investors May Respond To ABB (SWX:ABBN) Winning Canada’s Lunar Rover Spectrometer Concept Contract

In mid-December 2025, the Canadian Space Agency awarded ABB a contract to develop the concept for the Autonomous Lunar Exploration Infrared Spectrometer (ALExIS) for Canada’s Lunar Utility Rover, adapting its industrial Fourier Transform Infrared Spectrometer technology to analyze the Moon’s soil chemistry. This project highlights ABB’s space instrumentation expertise and extends its optical payload footprint from Earth-orbiting satellites to future lunar surface exploration, deepening its...
SWX:NESN
SWX:NESNFood

Nestlé (SWX:NESN): Valuation Check as U.S. Portfolio Overhaul Targets Core Brands and New Growth Paths

Nestlé (SWX:NESN) is back in the spotlight after Nestlé USA chief Marty Thompson kicked off a sweeping review of the U.S. portfolio, doubling down on core brands while weighing divestments and fresh product and packaging ideas. See our latest analysis for Nestlé. That U.S. shake-up comes as investors warm back up to Nestlé, with a roughly 10% 90 day share price return and a 12 month total shareholder return near 11% hinting that sentiment and momentum are rebuilding after weaker multi year...
SWX:TEMN
SWX:TEMNSoftware

Temenos (SWX:TEMN): Evaluating Valuation After New CHF 100 Million Share Buyback Authorization

Temenos (SWX:TEMN) just rolled out a new share buyback, authorizing up to CHF 100 million of repurchases through 2026. For investors, this is a clear signal about how management views the current valuation. See our latest analysis for Temenos. The new buyback lands after a strong run, with Temenos posting a 17.97% 3 month share price return and a 60.26% 3 year total shareholder return. This suggests momentum is building as investors reassess its growth profile and risk. If this kind of...
SWX:UBSG
SWX:UBSGCapital Markets

Is It Too Late To Consider UBS After Credit Suisse Integration And Recent Share Price Surge

If you are wondering whether UBS Group still looks attractive after its recent strong performance, or whether you may be arriving late to the party, this breakdown can help you consider whether the current share price aligns with the underlying value. The stock has climbed 8.3% over the last week, 16.0% over the past month, and is now sitting on a 32.9% gain over the last year, with a 125.6% return over 3 years and 227.0% over 5 years reshaping expectations around its long term potential and...
SWX:ABBN
SWX:ABBNElectrical

Assessing ABB (SWX:ABBN)’s Valuation After New Space and Green Marine Technology Deals

ABB (SWX:ABBN) has caught fresh attention after winning a Canadian Space Agency contract for lunar spectrometry work and teaming up with HDF Energy on megawatt scale hydrogen fuel cells for ships. See our latest analysis for ABB. These space and hydrogen milestones come after a steady run in the stock, with the latest share price at CHF 58.4, a solid year to date share price return of 18.8 percent and a powerful five year total shareholder return of 186.46 percent. This suggests momentum is...
SWX:EPIC
SWX:EPICReal Estate

EPIC Suisse (SWX:EPIC): Valuation Check After CHF 70m Follow-On Equity Offering

EPIC Suisse (SWX:EPIC) has just raised CHF 70 million through a follow on equity offering at CHF 80 per share, a move that directly affects both its growth options and shareholder dilution. See our latest analysis for EPIC Suisse. The fresh capital raise comes on the back of a steady share price return so far this year and a much stronger 1 year total shareholder return of 11.57 percent, suggesting confidence in EPIC Suisse’s long term real estate strategy. If this equity deal has you...
SWX:HOLN
SWX:HOLNBasic Materials

Will Expanding ECOCycle® Recycling Capacity Across Europe Change Holcim's (SWX:HOLN) Narrative?

Holcim recently completed two acquisitions and agreed a third in demolition materials recycling across the UK, Germany and France, adding around 1.3 million tons of annual permitted processing capacity to accelerate its ECOCycle® circular construction platform in Europe. By linking these recycling businesses into its existing network, including prior UK and continental European deals, Holcim is deepening local access to circular construction services in major urban and infrastructure...
SWX:LEON
SWX:LEONCapital Markets

European Stocks Possibly Trading Below Estimated Value In December 2025

As the European market navigates mixed performances, with Germany's DAX seeing gains while France's CAC 40 and the UK's FTSE 100 experienced declines, investors are keenly observing economic indicators and central bank policies for cues on future movements. In this climate, identifying stocks that may be trading below their estimated value can offer potential opportunities for those looking to capitalize on market inefficiencies.
SWX:KNIN
SWX:KNINShipping

Is Kuehne and Nagel Fairly Priced After Recent 13.4% Share Price Rebound?

Wondering if Kuehne + Nagel International is quietly turning into a value opportunity, or if the recent interest is just noise? Let us unpack what the current share price is really telling you. After a rough stretch that still leaves the stock down 15.3% year to date and 10.5% over the last year, the shares have bounced with gains of 6.5% in the last week and 13.4% over the past month. Those moves come as investors refocus on global trade normalising, ongoing supply chain recalibration after...
SWX:PGHN
SWX:PGHNCapital Markets

Is Partners Group’s New AuM Data and 2026 Outlook Briefing Altering The Investment Case For Partners Group Holding (SWX:PGHN)?

Partners Group recently reported its Assets under Management as of 31 December 2025 and confirmed it will host a 2025 Business Update and 2026 Outlook presentation on 14 January 2026, offering fresh detail on its operations and plans. This combination of an AuM disclosure and upcoming outlook briefing gives investors a clearer window into how the firm is positioning its private-markets platform for the next phase of growth and product development. We’ll now explore how the latest AuM...
SWX:ALC
SWX:ALCMedical Equipment

Is Alcon Becoming a Bargain After Product Expansion and a 17.2% Year to Date Slide?

If you have been wondering whether Alcon is quietly turning into a bargain or just a value trap, you are not alone. This article is going to unpack what the current share price is really implying. The stock has slipped about 1.6% over the last week but is still up 2.5% over the past month, while longer term returns of about 2.1% over three years and 13.8% over five years show a much slower burn than many investors hoped for after a year to date drop of 17.2% and a 16.1% slide over the last...
SWX:ROG
SWX:ROGPharmaceuticals

Roche (SWX:ROG) Valuation After FDA Expansion of PATHWAY and VENTANA HER2 Diagnostic Test Uses

Roche Holding (SWX:ROG) just picked up an FDA win for expanded use of its PATHWAY anti HER2 and VENTANA HER2 tests, widening the pool of metastatic breast cancer patients eligible for ENHERTU based on more granular HER2 profiling. See our latest analysis for Roche Holding. That FDA nod slots into a busy few weeks for Roche, with new oncology and diagnostics data out of major conferences and fresh European approvals helping underpin a roughly 24.6% 3 month share price return and 29.8% 1 year...