Swiss Semiconductors Stock News

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

Novartis (SWX:NOVN) just ticked several boxes for long term investors, pairing strong Phase III data for ianalumab and a broader Itvisma approval with a fresh AI discovery tie up with Relation Therapeutics. See our latest analysis for Novartis. These updates land on top of a strong run, with Novartis delivering a roughly 19% year to date share price return and a 24.7% one year total shareholder return. This suggests momentum is still building as clinical and AI driven catalysts stack up. If...

UBS Fund Management has recently disclosed that it acquired 10.3% of the voting rights in SIG Group, following a period that saw a profit warning in September and the appointment of new chief executive Mikko Keto in November. This combination of a large institutional investor increasing its influence and fresh leadership at the top could meaningfully reshape expectations for how SIG Group is governed and positioned within global packaging markets. We’ll now examine how UBS Fund Management’s...

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.8x right now seems quite...

With its stock down 10% over the past three months, it is easy to disregard EMS-CHEMIE HOLDING (VTX:EMSN). But if you...

As the European markets navigate a landscape marked by hopes of interest rate cuts and mixed economic signals, investors are closely watching for opportunities amid fluctuating indices. With the STOXX Europe 600 Index showing modest gains and inflationary pressures persisting, identifying potentially undervalued stocks could offer strategic entry points for those seeking value in a complex market environment.

Newron Pharmaceuticals (SWX:NWRN) just hit a key milestone by kicking off its ENIGMA TRS 2 Phase III trial in the US to test Evenamide as an add on therapy for treatment resistant schizophrenia. See our latest analysis for Newron Pharmaceuticals. That backdrop helps explain why momentum in Newron’s shares has been building, with a 30 day share price return of 39.41 percent and a 1 year total shareholder return of 157.51 percent, while the 3 year total shareholder return sits above 1,300...

Genentech, part of Roche, recently reported that its experimental breast cancer pill giredestrant cut the risk of invasive disease recurrence or death by 30% versus standard endocrine therapy in a large Phase III trial in early-stage ER-positive disease. This is the first time in more than 20 years that an oral endocrine therapy has outperformed the long-standing standard in this setting, highlighting Roche’s ongoing strength in developing practice-changing oncology medicines. We’ll now...

Temenos AG recently authorized a new share repurchase program of up to CHF 100 million, running until December 30, 2026, with repurchased shares earmarked for general corporate uses such as employee equity plans and potential acquisitions. On the governance side, the Board’s decision to appoint former CFO and interim chief Takis Spiliopoulos as permanent CEO reinforces leadership continuity at a time of capital allocation moves. Next, we’ll examine how the CHF 100 million buyback...

Idorsia recently reported new Phase 3 PRECISION data showing that aprocitentan, the first approved endothelin‑pathway antihypertensive, not only lowered office and nighttime blood pressure but also reduced albuminuria and signs of kidney damage in high‑risk chronic kidney disease patients with difficult‑to‑control hypertension. These findings, alongside acclaim for Idorsia’s dual orexin receptor antagonist as a pioneering insomnia therapy in Europe, sharpen the company’s profile in...

Georg Fischer (SWX:GF) just picked up an upgrade from Kepler Cheuvreux, a vote of confidence that leans heavily on its recent clean up of the portfolio and stronger balance sheet. See our latest analysis for Georg Fischer. That upgrade lands after a tough stretch, with the share price down sharply over the past quarter and a weaker one year total shareholder return, but it hints that sentiment may be turning as portfolio reshaping and integration synergies start to come through. If this kind...

In late 2025, Sika AG launched its “Fast Forward” investment and efficiency program, committing CHF 80–100 million in one-off 2025 costs and CHF 120–150 million in digitalization capex through 2028, while also opening a new fully automated plant in Palmira, Colombia to lift local capacity by up to a very large amount. The company aims to unlock CHF 150–200 million in annual cost savings from 2028 by reshaping its global production network and fully digitalizing its value chain, including a...

Sandoz Group (SWX:SDZ) just kicked off a major European rollout of its Wyost and Jubbonti denosumab biosimilars, opening fresh exposure to a multibillion dollar cancer bone disease and osteoporosis market. See our latest analysis for Sandoz Group. The denosumab rollout lands at a strong moment for Sandoz, with a 30 day share price return of 9.77% and a 90 day share price return of 22.49% helping drive a 1 year total shareholder return of 60.6%. This suggests momentum is building as investors...

Key Insights The considerable ownership by individual investors in SoftwareOne Holding indicates that they collectively...

Recently, Relation Therapeutics announced a multi-program collaboration with Novartis in immuno-dermatology, combining US$55 million of upfront, equity and R&D funding with up to US$1.70 billion in potential milestones and royalties, alongside Novartis’s latest US FDA approval for Itvisma and strong Phase III trial results in immune thrombocytopenia and breast cancer. Together, these developments spotlight how Novartis is pairing AI-enabled target discovery with late-stage pipeline execution...

There wouldn't be many who think Sulzer Ltd's ( VTX:SUN ) price-to-earnings (or "P/E") ratio of 17.5x is worth a...

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...

It is doubtless a positive to see that the Bellevue Group AG ( VTX:BBN ) share price has gained some 37% in the last...

If you are wondering whether Nestlé is quietly becoming good value again, or if it is still priced for safety rather than upside, you are not alone. Plenty of long term investors are asking the same question. The stock is up 4.9% year to date and 7.3% over the last year, but those gains sit against a 21.5% slide over 3 years and a 9.5% drop over 5 years, suggesting the market is still recalibrating its expectations. Recent months have seen Nestlé in the headlines for portfolio reshaping and...

Newron Pharmaceuticals has initiated its ENIGMA-TRS 2 global Phase III trial of evenamide as an add-on therapy for treatment-resistant schizophrenia, following US FDA and IRB approvals, with the first site at UCLA’s Semel Translational Research Center for Neuropsychiatry. The study’s focus on rigorously defined treatment-resistant patients and evenamide’s targeted sodium-channel mechanism highlights its potential differentiation from existing antipsychotic options. Next, we’ll explore how...

As European markets show mixed returns with the STOXX Europe 600 Index inching higher on hopes of interest rate cuts, investors are keenly observing economic indicators such as inflation and GDP revisions. In this environment, identifying undervalued stocks can be a strategic move, as these equities may offer potential for growth when market conditions stabilize.

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Vetropack Holding AG's ( VTX:VETN ) price-to-earnings (or "P/E") ratio of 28.5x might make it look like a sell right...