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:ROG
SWX:ROGPharmaceuticals

Why Roche Holding (SWX:ROG) Is Up 9.3% After Positive MS Trial Results for Fenebrutinib

In early November 2025, Roche announced positive outcomes from late-stage clinical studies of its investigational BTK inhibitor fenebrutinib in both relapsing and primary progressive multiple sclerosis, meeting key primary endpoints in pivotal trials compared to established treatments. This progress highlights Roche’s expanding leadership in neuroimmunology and could introduce a new treatment option for primary progressive multiple sclerosis, for which there are currently limited approved...
SWX:SIKA
SWX:SIKAChemicals

How Investors May Respond To Sika (SWX:SIKA) Completing CHF 600 Million Triple-Tranche Bond Placement

Sika recently completed the successful placement of a CHF 600 million triple-tranche bond, managed by BNP Paribas, UBS, and Zürcher Kantonalbank, which will be listed on the SIX Swiss Exchange. This move aims to optimize Sika's debt profile and reduce funding costs, with proceeds intended for general corporate purposes including refinancing existing debt. We'll explore how this large-scale bond refinancing effort could influence Sika's capital structure and support its future growth...
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:ZEHN
SWX:ZEHNBuilding

European Stocks That May Be Trading Below Fair Value In November 2025

Amidst concerns over valuations in artificial intelligence-related stocks, European markets have seen a pullback, with major indices like Germany's DAX and France's CAC 40 experiencing declines. As the Bank of England holds its interest rates steady while leaving room for potential cuts, investors are keenly observing opportunities where stocks may be trading below their fair value. In such an environment, identifying undervalued stocks involves looking at companies with strong fundamentals...
SWX:MTG
SWX:MTGBuilding

Undiscovered European Gems To Explore This November 2025

As European markets grapple with concerns over artificial intelligence-related stock valuations and a dip in major indexes, investors are keenly observing the evolving landscape for opportunities. In this environment, identifying promising stocks involves focusing on companies that demonstrate resilience and adaptability amid broader economic shifts.
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...
SWX:BANB
SWX:BANBLife Sciences

A Look at Bachem Holding (SWX:BANB) Valuation Following CEO Successor Announcement

Bachem Holding (SWX:BANB) has announced a CEO transition, with Anne-Kathrin Stoller set to take the helm from Thomas Meier at the start of 2026. Executive changes like this can prompt investors to reassess expectations for the company’s direction. See our latest analysis for Bachem Holding. Bachem’s leadership shake-up has arrived after a challenging period for shareholders. The stock is trading at CHF 51.9, and while the CEO transition could spark fresh optimism, market sentiment has yet to...
SWX:CLTN
SWX:CLTNMedical Equipment

Undiscovered Gems in Europe to Watch This November 2025

As European markets face a pullback, with the pan-European STOXX Europe 600 Index ending 1.24% lower and concerns about overvaluation in AI-related stocks weighing on sentiment, investors are increasingly looking for opportunities outside the mainstream sectors. In this environment, identifying promising small-cap stocks requires focusing on companies with strong fundamentals and potential for growth despite broader market volatility.
SWX:ALC
SWX:ALCMedical Equipment

Assessing Alcon’s Valuation After Healthcare Sector Rally and Recent Share Price Jump

Ever wondered if Alcon is a hidden gem that is flying under the radar, or if its stock price already reflects all the upside? You are not alone, and this article aims to clear things up. Alcon’s shares have gained 7.1% over the past week and 9.3% in the past month. However, they are still down 16.1% year-to-date and 16.8% over the last year. Recent news has highlighted renewed interest in the broader healthcare sector as investors look for stability amidst global market...
SWX:SDZ
SWX:SDZPharmaceuticals

Sandoz Group (SWX:SDZ): How the New Biosimilar Deal Shapes Its Valuation Prospects

Sandoz Group (SWX:SDZ) just signed a global licensing agreement worth up to USD 152 million for commercial rights to a proposed biosimilar of pertuzumab, a leading oncology drug for HER2-positive breast cancer. See our latest analysis for Sandoz Group. Building on the momentum from the new biosimilar agreement, Sandoz Group’s shares have climbed steadily, posting a 12.8% share price return over the last month and an impressive 47.2% return year-to-date. These recent gains come as the company...
SWX:CLN
SWX:CLNChemicals

Does Clariant's (SWX:CLN) Cautious 2025 Outlook Reflect a Shift in Its Margin Story?

Clariant AG recently confirmed its earnings guidance for 2025, forecasting local currency sales growth at the lower end of its previously outlined 1% to 3% range. This guidance update signals a degree of caution regarding near-term market conditions and could influence how investors view the company's immediate growth prospects. We’ll look at how Clariant’s updated sales outlook may affect confidence in its margin-focused investment narrative. The end of cancer? These 29 emerging AI stocks...
SWX:GALD
SWX:GALDPharmaceuticals

Should Restylane Lyft's New FDA Approval Reshape Growth Expectations for Galderma Group (SWX:GALD)?

Earlier this month, Galderma announced that the U.S. Food and Drug Administration (FDA) had approved Restylane Lyft with Lidocaine for chin augmentation in adults with mild-to-moderate chin retrusion, following positive clinical trial results showing sustained improvement and high satisfaction rates for up to 12 months. This regulatory milestone expands the Restylane portfolio’s approved uses in the U.S., potentially enhancing Galderma’s presence in the highly competitive aesthetic...
SWX:GEBN
SWX:GEBNBuilding

Will Geberit's (SWX:GEBN) Strong Q3 and 2025 Guidance Shift Its Sector Leadership Narrative?

Geberit AG recently announced its third-quarter 2025 results, reporting sales of CHF 782.5 million and net income of CHF 155.8 million, both higher than the previous year, and confirmed full-year guidance for 2025 with local currency net sales growth of around 4.5%. This combination of positive quarterly performance and reaffirmed outlook signals continued demand momentum and supports confidence in Geberit’s operational execution. We'll explore how Geberit's reaffirmed 2025 sales growth...
SWX:ROG
SWX:ROGPharmaceuticals

Roche (SWX:ROG) Valuation in Focus After Positive MS and Lupus Trial Results Energize Pipeline Prospects

Roche Holding (SWX:ROG) shares traded actively after the company announced that its experimental therapy, fenebrutinib, reached primary goals in Phase III trials for relapsing and primary progressive multiple sclerosis. This strengthens its neurology pipeline. At the same time, Roche reported that Gazyva achieved clinically meaningful success in a pivotal study for systemic lupus erythematosus. These milestones could open new market opportunities and elevate Roche's growth profile in the...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Group’s Debt Buyback Could Be a Game Changer for UBS Group (SWX:UBSG)

UBS Group AG recently completed an upsized multi-billion dollar debt tender offer, increasing its maximum purchase consideration from US$4 billion to US$8.6 billion and accepting US$7.67 billion in principal across several note series for buyback. This large-scale reduction of outstanding debt is an important move aimed at optimizing UBS's capital structure and potentially lowering future interest expenses. We'll explore how UBS Group’s sizeable debt buyback could influence its investment...