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:ALC
SWX:ALCMedical Equipment

Alcon (SWX:ALC): Evaluating Valuation in Light of Upbeat Q3 Results and Positive Growth Signals

Alcon (SWX:ALC) delivered third-quarter earnings that surpassed estimates on non-GAAP EPS, while revenue came in slightly below forecasts. The company reaffirmed its 2025 outlook and pointed to ongoing growth in its Surgical and Vision Care segments. See our latest analysis for Alcon. Alcon’s share price rose sharply in after-hours trading following its upbeat Q3 report but remains down 19.2% for the year to date. While year-to-date momentum has been pressured by sector headwinds and margin...
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...
SWX:AERO
SWX:AEROAerospace & Defense

Why Montana Aerospace (SWX:AERO) Is Down 19.8% After Slashing 2025 Guidance Despite Operational Progress

Montana Aerospace reported third quarter and nine-month 2025 earnings, posting sales of €250.11 million and €718.79 million respectively, with a net loss for the period despite strong operational growth and the company's transition to a pure-play aerospace business following divestments. While the company showed increased revenue and a reduced net loss year-on-year, its significant downward revision of 2025 financial guidance stood out against positive business transformation and backlog...
SWX:SDZ
SWX:SDZPharmaceuticals

Did Sandoz Group's (SWX:SDZ) Global Biosimilar Deal Mark a Turning Point in Its Oncology Strategy?

Sandoz Group AG recently announced a global license agreement with EirGenix Inc. to commercialize a proposed biosimilar of pertuzumab, a key oncology medicine for HER2-positive breast cancer, granting Sandoz exclusive rights in most global markets with a total consideration of up to US$152 million in milestone payments. This agreement further deepens Sandoz’s existing collaboration with EirGenix, expanding its biosimilar oncology portfolio and enhancing its position to access an estimated...
SWX:AMS
SWX:AMSSemiconductor

How Investors Are Reacting To ams-OSRAM (SWX:AMS) Launching Next-Generation Automotive Lidar and Laser Technologies

ams-OSRAM recently unveiled a new generation of advanced laser and lighting technologies, including a 5-junction edge-emitting laser to enhance lidar systems for vehicles and the PLPM7 Vegalas™ laser for high-powered projection and industrial uses. By holding over 30% of the global automotive LED market and pioneering technologies like Mini LED flexible foils, ams-OSRAM continues to play a central role as a preferred supplier to leading automakers and high-end vehicle markets. We'll explore...
SWX:SREN
SWX:SRENInsurance

Will Surging Nine-Month Profits from Fewer Catastrophes Reshape Swiss Re's (SWX:SREN) Investment Narrative?

Swiss Re reported in November 2025 that its net profit for the first nine months rose by 85% year-on-year to US$4.04 billion, surpassing analyst forecasts, due primarily to lower claims related to natural disasters following a challenging first quarter. This result highlights Swiss Re's exposure to volatility from natural catastrophe events, but also its capacity to benefit when losses are subdued, reflecting the powerful impact of underwriting conditions on reinsurance operations. We'll now...
SWX:EFGN
SWX:EFGNCapital Markets

3 European Dividend Stocks Offering Yields Up To 4.2%

As European markets face a pullback, with the STOXX Europe 600 Index down 1.24% amid concerns over artificial intelligence stock valuations, investors are increasingly looking for stability in dividend stocks. In this environment, a good dividend stock is often characterized by its ability to offer consistent yields and financial resilience, providing potential income even when broader market sentiment is cautious.
SWX:UHR
SWX:UHRLuxury

Could Lower US Tariffs Reshape Swatch Group's (SWX:UHR) International Strategy for Long-Term Resilience?

In recent days, U.S. President Donald Trump announced that discussions are ongoing with Switzerland to potentially lower the 39% tariff on Swiss exports to the United States, which had been imposed in August. This prospective easing of trade barriers has brought renewed optimism to Swiss exporters, signaling possible relief for companies affected by the tariffs. We will explore how the prospect of reduced U.S. tariffs may recalibrate Swatch Group’s investment narrative around international...
SWX:OERL
SWX:OERLMachinery

Leadership Changes and Barmag Sale Might Change the Case for Investing in OC Oerlikon (SWX:OERL)

OC Oerlikon Management AG recently announced that Marco Freidl will take over as Chief Financial Officer and Dr. Andreas Weiss will join the Executive Committee as General Counsel, following the expected divestment of Barmag to Rieter in late 2025. The appointments introduce finance and legal leaders with deep company experience and capital markets backgrounds, reflecting OC Oerlikon's ongoing transformation and increased focus on core surface solutions. We'll examine how the addition of an...
SWX:COPN
SWX:COPNPharmaceuticals

Cosmo Pharmaceuticals (SWX:COPN): Evaluating Valuation as ESG Ratings and Sustainability Milestones Highlight Progress

Cosmo Pharmaceuticals (SWX:COPN) has strengthened its sustainability profile following an upgraded ESG rating from S&P Global as well as a Bronze Medal from EcoVadis for its Italian facility. These developments offer investors an updated lens on the company's governance and environmental integration. See our latest analysis for Cosmo Pharmaceuticals. Momentum has been building behind Cosmo Pharmaceuticals lately, with the share price returning 17.5% over the past three months following the...
SWX:BALN
SWX:BALNInsurance

How Investors May Respond To Baloise Holding (SWX:BALN) Winning Swiss Insurance Innovation Award for AI Concierge

Earlier this month, Baloise was awarded the top prize at the Swiss Insurance Innovation Award for its ‘AI Concierge’ project, which uses generative AI to analyze third-party contracts in real time and create personalized insurance policies for motor vehicle clients. This recognition underscores Baloise’s industry leadership and highlights the company’s ability to deliver tailored, efficient solutions through ongoing digital innovation efforts. We’ll now explore how Baloise’s achievement in...
SWX:GALE
SWX:GALEHealthcare

Galenica (SWX:GALE): Evaluating Valuation After CHF 250 Million Bond Strengthens Balance Sheet

Galenica (SWX:GALE) made headlines by issuing a CHF 250 million fixed rate bond with a 7-year maturity at a 1.08% coupon. This strategic move strengthens long-term financing and repays earlier acquisition-related bridge debt. See our latest analysis for Galenica. The recent bond issuance fits into a year that has seen Galenica focus on stability and longer-term growth, with refinancing efforts building confidence. While the past month’s share price return was a modest negative 2.65%, momentum...
SWX:AMS
SWX:AMSSemiconductor

A Look at ams-OSRAM (SWX:AMS) Valuation After Latest Laser and Automotive Lighting Innovations

ams-OSRAM (SWX:AMS) has rolled out new high-performance laser and LED technologies, including a 5-junction edge-emitting laser for lidar and the PLPM7 Vegalas laser for projection. These advancements bolster its leadership in automotive lighting. See our latest analysis for ams-OSRAM. ams-OSRAM’s recent rollout of advanced laser and LED technologies came at a time when momentum in its stock price has been noticeable. After a standout year-to-date share price return of 66.8%, the past month...