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:ROG
SWX:ROGPharmaceuticals

Is Now the Moment to Reassess Roche After Its Drug Pipeline Developments and 17% Stock Jump?

Ever wondered if Roche Holding is a hidden gem or if its recent buzz means it is already fully priced? You are in the right place to get a clearer read on whether now is the right moment to take a closer look. Roche’s stock has posted strong gains lately, with shares up 3.0% this week and showing a robust 17.0% return over the past year. This signals renewed industry interest and possibly shifting risk and reward dynamics. Recent headlines highlight Roche’s momentum with its new drug...
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:UBSG
SWX:UBSGCapital Markets

UBS (SWX:UBSG) Valuation in Focus as Investors Weigh Long-Term Prospects

UBS Group (SWX:UBSG) shares have seen a shift in recent sessions, catching the attention of investors curious about what is next for the Swiss banking giant. Amid subtle moves in performance, it is a good moment to take a closer look at the trends. See our latest analysis for UBS Group. UBS Group’s share price recently hovered around $31.34, with a steady year-to-date price return of 10.1%. While some near-term momentum faded over the past month and quarter, the stock’s 14.4% total return...