SWX:SENS
SWX:SENSElectronic

Assessing Sensirion Holding (SWX:SENS) Valuation After India Energy Week Gas Metering Showcase

India Energy Week debut puts Sensirion Holding (SWX:SENS) gas metering in focus Sensirion Holding (SWX:SENS) is drawing attention after announcing its first participation at India Energy Week 2026, where it will showcase its thermal mass gas metering technology and newly introduced SGM5304 gas meter module. The event spotlights Sensirion's role in gas metering, with more than 11 million meters installed globally and certification under harmonized standard EN 17526, as investors consider the...
SWX:BARN
SWX:BARNFood

Steep Cocoa Volume Decline And CEO Uncertainty Might Change The Case For Investing In Barry Callebaut (SWX:BARN)

Barry Callebaut recently reported a 22% fall in cocoa division sales volume for the quarter ended 30 November, citing weak global cocoa demand and a shift toward higher-return segments amid subdued grindings in Europe and Asia. At the same time, favorable growing conditions in West Africa and uncertainty around a CEO transition have sharpened questions about how the company balances sourcing, pricing and leadership stability in a soft cocoa market. Next, we will examine how the steep cocoa...
SWX:LOGN
SWX:LOGNTech

Is Logitech (SWX:LOGN) Quietly Redefining Its Moat With AI-Powered Room Analytics?

Earlier this week, Logitech unveiled its Rally AI Camera and Rally AI Camera Pro, AI-enabled conference cameras for large rooms that offer flexible mounting options, privacy shutters, workspace analytics via Logitech Sync, and prices starting at US$2,499, with availability planned from Spring and Summer 2026. By combining AI-powered room usage insights, automated scheduling relief from “ghost meetings,” and sustainability-focused design, these cameras position Logitech deeper inside how...
SWX:BKW
SWX:BKWElectric Utilities

BKW (SWX:B9W) Is Down 11.2% After Cutting 2025 EBIT Outlook and Setting 2026 Targets

In January 2026, BKW AG held a special call to lower its 2025 EBIT guidance to CHF 540 million–CHF 560 million and introduce a 2026 EBIT range of CHF 650 million–CHF 750 million. This shift in near-term expectations versus a higher 2026 outlook highlights how BKW is recalibrating its earnings profile over the next two years. Next, we will examine how BKW’s reduced 2025 EBIT guidance shapes the company’s investment narrative and risk-reward profile for investors. Trump has pledged to...
SWX:HOLN
SWX:HOLNBasic Materials

Holcim (SWX:HOLN) Valuation Check As Goldman Sachs Downgrades After Strong Share Price Rally

Holcim (SWX:HOLN) came into focus after Goldman Sachs shifted its view on the shares from Buy to Neutral, following a strong rally that left the valuation looking full. See our latest analysis for Holcim. The latest CHF78.0 share price comes after a small 1 day share price decline, but that follows an 11.65% 90 day share price return and a very strong 1 year total shareholder return of 73.76%, pointing to momentum that has been building over a longer horizon. That performance also aligns with...
SWX:KOMN
SWX:KOMNMachinery

3 European Stocks Possibly Trading At Up To 40.3% Below Intrinsic Value

As the European markets show resilience with the STOXX Europe 600 Index ending higher, supported by robust economic data and earnings results, investors are keenly observing opportunities for undervalued stocks amidst mixed performances across major indices. In this context, identifying stocks trading below their intrinsic value can be a strategic move for those looking to capitalize on potential market inefficiencies.
SWX:SDZ
SWX:SDZPharmaceuticals

How Investors May Respond To Sandoz Group (SWX:SDZ) Winning EU Approval For Ondibta Biosimilar Insulin

In January 2026, Sandoz confirmed that the European Commission had granted marketing authorization for Ondibta®, a biosimilar insulin glargine pre-filled pen for patients with diabetes aged two and above, matching Lantus® SoloStar® in safety, quality and efficacy. This approval, under Sandoz’s commercialization agreement with Gan & Lee, reinforces its biosimilar footprint in diabetes care and supports broader access to insulin across Europe. We will now examine how this European Commission...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is There Still Value In Novartis (SWX:NOVN) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Novartis shares offer solid value at today’s price, this article will walk through what the current market is actually paying for the business. Novartis recently closed at $115.10, with returns of 0.5% over 7 days, 4.5% over 30 days, 6.1% year to date, 32.1% over 1 year, 64.6% over 3 years and 77.8% over 5 years. This gives useful context before you weigh up the valuation. Recent attention on Novartis has been shaped by ongoing product pipeline developments and...
SWX:ROG
SWX:ROGPharmaceuticals

Roche’s US$2b Genentech Bet Expands Metabolic Capacity And Valuation Story

Genentech, part of Roche Holding, has expanded its planned investment in a new biomanufacturing facility in North Carolina to US$2b. The site is intended to increase production capacity for weight loss and metabolic condition treatments. The project is expected to support future demand in metabolic diseases and expand Roche's operational footprint in the U.S. Roche Holding (SWX:ROG) is drawing fresh attention as it commits US$2b to new U.S. manufacturing capacity while its shares trade...
SWX:SQN
SWX:SQNCapital Markets

Swissquote’s AI Automation And Resilient 2025 Results Might Change The Case For Investing In Swissquote Group Holding (SWX:SQN)

In mid-January 2026, analysts from Kepler Capital and Goldman Sachs reiterated Hold views on Swissquote Group Holding while independent Meyka AI issued a positive rating, citing the company’s AI-driven client automation and personalised trading tools alongside resilient 2025 preliminary results. The commentary underscores how Swissquote’s use of AI, combined with robust net income resilience and ongoing client flows into crypto and margin products, is shaping a differentiated growth story...
SWX:LOGN
SWX:LOGNTech

Logitech Rally AI Cameras Launch As Shares Screen Undervalued

Logitech International (SWX:LOGN) has introduced its Rally AI Camera and Rally AI Camera Pro, two AI-powered conference cameras. The new products focus on room usage detection, sustainability features, and integration into managed network environments. The launch marks an expansion of Logitech's video collaboration portfolio aimed at enterprise and education customers. For Logitech, known for its peripherals and video collaboration gear, the Rally AI Camera line extends its presence in...
SWX:PGHN
SWX:PGHNCapital Markets

Assessing Partners Group Holding (SWX:PGHN) Valuation After New Global Special Opportunities Strategy Launch

Partners Group’s new special opportunities push Partners Group Holding (SWX:PGHN) has launched a global special opportunities strategy targeting liquidity driven situations worldwide. The strategy is led by new partner Joshua Hartz and expands the firm’s existing multi strategy private markets platform. See our latest analysis for Partners Group Holding. Partners Group Holding’s CHF1,082.50 share price follows a 10.87% 30-day share price return and 8.55% 90-day share price return. However,...
SWX:SDZ
SWX:SDZPharmaceuticals

European Stocks That May Be Trading Below Estimated Value In January 2026

As of January 2026, European markets have shown resilience, with the pan-European STOXX Europe 600 Index rising by 0.77%, buoyed by strong economic data and earnings results. In this context of mixed performance across major indices like Germany's DAX and France's CAC 40, identifying stocks that may be trading below their estimated value involves looking for companies with solid fundamentals that could benefit from ongoing economic recovery and favorable trade conditions.
SWX:SGKN
SWX:SGKNBanks

Top European Dividend Stocks To Consider In January 2026

As the European market shows resilience with the STOXX Europe 600 Index ending higher, supported by robust economic data and earnings results, investors are increasingly drawn to dividend stocks for their potential to provide steady income in uncertain times. In this context, selecting a good dividend stock involves considering factors like consistent payout history and financial stability, which can offer a buffer against market volatility.
SWX:GALD
SWX:GALDPharmaceuticals

Assessing Galderma Group (SWX:GALD) Valuation As New Neuromodulator Data Reinforces Relfydess And Dysport

Galderma Group (SWX:GALD) is back in focus after announcing fresh clinical and real world data for its neuromodulators Relfydess and Dysport at the TOXINS 2026 International Conference in Madrid. See our latest analysis for Galderma Group. The fresh neuromodulator data arrives after a softer near term patch for the stock, with a 30 day share price return of 5.53% and a 7 day share price return of a 3.21% decline, even though the 90 day share price return is 12.84% and the 1 year total...
SWX:LISN
SWX:LISNFood

How Lindt & Sprüngli’s Margin-Guidance Shift At Chocoladefabriken (SWX:LISN) Has Changed Its Investment Story

In January 2026, Chocoladefabriken Lindt & Sprüngli AG issued earnings guidance indicating it expects its 2025 operating profit margin to rise at the lower end of a 20–40 basis point improvement range from the previous year’s 16.2%. The company also projected ongoing annual operating margin improvements of 20–40 basis points from 2026 onwards, underscoring a clear emphasis on gradual profitability enhancement. We will now examine how Lindt & Sprüngli’s focus on steady operating margin...
SWX:LOGN
SWX:LOGNTech

Reassessing Logitech International (SWX:LOGN) After Recent Share Price Weakness

If you are wondering whether Logitech International's current share price still lines up with its fundamentals, you are not alone. The stock recently closed at US$72.48, with returns of a 6.0% decline over 7 days, a 12.7% decline over 30 days, an 8.8% decline year to date, a 9.6% decline over 1 year, a 40.9% return over 3 years, and a 13.7% decline over 5 years, which can change how investors think about both opportunity and risk. Recent coverage has highlighted Logitech International in...
SWX:SDZ
SWX:SDZPharmaceuticals

Sandoz Group (SWX:SDZ) Valuation Check After EU Approval For Ondibta Biosimilar Insulin

Sandoz Group (SWX:SDZ) is back in focus after the European Commission granted marketing authorization for Ondibta, a biosimilar insulin glargine that could widen diabetes treatment options across Europe from early 2027. See our latest analysis for Sandoz Group. The Ondibta news lands after a strong 90 day share price return of 27.17% and a 1 year total shareholder return of 49.84%, suggesting momentum has been building around Sandoz Group, despite a 1 day share price return decline of 0.75%...