SWX:GALE
SWX:GALEHealthcare

A Look At Galenica (SWX:GALE) Valuation After 2025 Sales Growth And Earnings Guidance Update

Galenica (SWX:GALE) has drawn fresh attention after reporting 2025 group sales of CHF 4,135.6 million, reaffirming dividend guidance, and confirming EBIT is expected to rise 10 to 12% following the Labor Team acquisition. See our latest analysis for Galenica. Those full year sales and earnings updates have arrived alongside a CHF97.25 share price, with a 15.16% 90 day share price return and a 23.46% 1 year total shareholder return suggesting momentum has strengthened recently. If you are...
SWX:IFCN
SWX:IFCNElectronic

INFICON Holding (SWX:IFCN) Valuation Check After 2025 Guidance Signals Flat Sales And Softer Margins

INFICON Holding (SWX:IFCN) issued preliminary 2025 guidance that points to sales of about US$673.7 million and operating income of roughly US$112.3 million, indicating stable revenue but softer profitability expectations. See our latest analysis for INFICON Holding. The share price reaction to INFICON Holding's guidance has come on top of strong recent momentum, with a 31.84% 1 month share price return and a 38.92% 3 month share price return. The 1 year total shareholder return of 14.85% and...
SWX:VACN
SWX:VACNMachinery

How VAT Group’s Q4 Order Rebound Amid Softer Sales At VAT Group (SWX:VACN) Has Changed Its Investment Story

In January 2026, VAT Group AG reported preliminary results showing fourth-quarter 2025 net sales of CHF 257 million, down from CHF 283.2 million a year earlier, while full-year 2025 net sales rose to CHF 1,073 million from CHF 942.2 million. An interesting detail is that preliminary fourth-quarter orders climbed to about CHF 305 million, growing both sequentially and year on year, even though full-year 2025 orders stayed roughly flat at around CHF 1,033 million. We will now examine how the...
SWX:UBSG
SWX:UBSGCapital Markets

Is UBS Group (SWX:UBSG) Fairly Priced After The Credit Suisse Integration Progress?

If you have been wondering whether UBS Group at about CHF37.31 is priced attractively or already reflects a lot of good news, you are not alone. The stock has been fairly steady in the short term, with a 0.5% decline over the last 7 days and a 1.0% gain over the past month, while the 1 year return sits at 20.9% and the 3 year return is 104.5%, with a very large 5 year return of 226.6%. Recent months for UBS Group have featured ongoing integration work and balance sheet repositioning...
SWX:ABBN
SWX:ABBNElectrical

ABB Formula E AI Alliance With Google Cloud And Share Price Context

Formula E and Google Cloud have entered a multi year AI partnership for the ABB FIA Formula E World Championship. Google Cloud becomes the Principal Artificial Intelligence Partner, providing tools such as digital twins and AI modeling for race operations and sustainability objectives. The agreement links ABB more closely with advanced data and AI use cases in next generation motorsport and electrification. For ABB (SWX:ABBN), this new AI focused partnership around the ABB FIA Formula E...
SWX:ROG
SWX:ROGPharmaceuticals

Has Roche Holding (SWX:ROG) Run Too Far After Its Strong 1 Year Share Price Gain?

If you are wondering whether Roche Holding at CHF350.50 still offers value or if most of the upside is already priced in, you are in the right place. The stock has returned 1.1% over the last 7 days, 6.3% over 30 days, 7.7% year to date, 29.6% over 1 year, 35.7% over 3 years, and 32.7% over 5 years, which gives useful context before weighing up what you are paying today. Recent news around Roche has focused on its position in global pharmaceuticals and ongoing developments across its key...
SWX:SLHN
SWX:SLHNInsurance

How Swiss Life’s Leadership Messaging At Citi’s Insurance Conference (SWX:SLHN) Has Changed Its Investment Story

Swiss Life Holding AG recently presented at Citi's European Insurance Conference 2026 in London, offering investors fresh commentary from the insurer’s leadership on the sector and its positioning. This high-profile forum can give the market clearer visibility into management priorities and capital allocation thinking, potentially reshaping how Swiss Life’s long-term story is understood. We’ll now explore how Swiss Life’s appearance at Citi’s European Insurance Conference may influence its...
SWX:IMPN
SWX:IMPNConstruction

How Investors May Respond To Implenia (SWX:IMPN) Winning €350 Million in European Bridge and Tunnel Work

In January 2026, Implenia announced it had secured around €350 million of new bridge and tunnel contracts in Germany and Norway, covering major motorway links such as the Peene bridge at Wolgast, the Markbreit bridge on the A7 corridor, and the Riederwald tunnel in Frankfurt. These technically complex, long-duration projects underline Implenia’s focus on large-scale mobility infrastructure and expand its role in critical European transport corridors that support freight, tourism and regional...
SWX:PPGN
SWX:PPGNLife Sciences

Does PolyPeptide’s 2025 Margin Outlook From Metabolic Therapies Shift The Bull Case For PolyPeptide Group (SWX:PPGN)?

PolyPeptide Group AG recently reported preliminary 2025 figures pointing to about €389 million in revenue and an EBITDA margin of 11.0%–12.0%, supported by demand for metabolic therapeutics and ongoing capital spending. This early look at revenue and profitability offers investors an insight into how exposure to metabolic therapies may be reshaping PolyPeptide’s business mix ahead of its full audited 2025 results on 12 March 2026. Next, we’ll explore how this improved EBITDA margin guidance...
SWX:GALE
SWX:GALEHealthcare

How Investors Are Reacting To Galenica (SWX:GALE) Upgraded EBIT Outlook And Steady Dividend Guidance

Galenica AG reported that group sales for the year ended December 2025 rose to CHF 4,135.6 million from CHF 3,921.1 million, while confirming higher EBIT guidance linked to the Labor Team acquisition and indicating the 2025 dividend should be at least in line with the prior year. This combination of stronger sales, an improved earnings outlook and maintained dividend expectations highlights how Galenica is integrating acquisitions while supporting shareholder returns. We will now examine how...
SWX:GEBN
SWX:GEBNBuilding

The Bull Case For Geberit (SWX:GEBN) Could Change Following Above-Market 2025 Sales Growth - Learn Why

In January 2026, Geberit AG reported its full-year 2025 results, with currency-adjusted net sales up 4.8% and Swiss franc net sales rising 2.5% to CHF 3,163 million, clearly outpacing overall market development. This performance indicates that Geberit gained ground against competitors, as its sales growth meaningfully exceeded the broader market’s expansion in 2025. We will now examine how Geberit’s above-market 4.8% currency-adjusted sales growth shapes its investment narrative and future...
SWX:HIAG
SWX:HIAGReal Estate

A Look At HIAG Immobilien Holding (SWX:HIAG) Valuation After Its Strong 2025 Profit Upgrade

HIAG Immobilien Holding (SWX:HIAG) has drawn attention after guiding for 2025 consolidated net profit to be 50% to 55% above the 2024 figure of CHF 75.2 million, indicating a marked uplift versus prior expectations. See our latest analysis for HIAG Immobilien Holding. The stronger 2025 earnings guidance has arrived after a solid run in the share price, with a 90 day share price return of 12.55% and a 1 year total shareholder return of 48.09%, suggesting momentum has been building rather than...
SWX:PGHN
SWX:PGHNCapital Markets

How Partners Group’s Private Wealth Push and Custom Accounts Expansion Will Impact Partners Group Holding (SWX:PGHN) Investors

Earlier this year, Partners Group CEO David Layton said private markets should be a core part of balanced portfolios, highlighting that the firm has raised US$9.40 billion from private wealth clients and expanded its custom account business to US$66.00 billion amid demand for bespoke solutions. Layton also pointed out that private market valuations sit below prior peak levels, suggesting investors may find current conditions comparatively attractive for allocating to alternatives within a...
SWX:IDIA
SWX:IDIABiotechs

Could Lucerastat’s Renal Signal Reframe Idorsia (SWX:IDIA)’s Rare-Disease Strategy And Risk Profile?

Idorsia Ltd. recently reported in Nature Communications the Phase 3 MODIFY and open-label extension results for lucerastat, an oral substrate reduction therapy in adults with Fabry disease, which did not meet its primary neuropathic pain endpoint but showed sustained biomarker reductions and encouraging renal outcomes. The data, including a slower rate of eGFR decline and stabilization of cardiac measures in patients with impaired kidney function, have guided the design of a new Phase 3...
SWX:KURN
SWX:KURNBiotechs

Does Pre‑Earnings Buzz Around Kuros’ Orthobiologics Data Shift The Bull Case For Kuros Biosciences (SWX:KURN)?

On 23 January 2026, Kuros Biosciences drew heightened investor attention as trading activity increased ahead of its 10 March 2026 earnings release and anticipated clinical updates in orthobiologics. The focus on MagnetOs and the fibrin/PTH spinal fusion and fracture programs highlights how upcoming medical data milestones may influence perceptions of the company’s pipeline progress. With a recent 7-day gain and interest in its fibrin/PTH program, we’ll examine how these developments shape...
SWX:DAE
SWX:DAEMachinery

Assessing Dätwyler Holding (SWX:DAE) Valuation After New Biologics Drug Delivery Partnership

Dätwyler Holding (SWX:DAE) has drawn fresh attention after announcing a collaboration with LTS Device Technologies and Stevanato Group, focused on large volume, on body subcutaneous drug delivery for self administered biologics. See our latest analysis for Dätwyler Holding. Dätwyler Holding’s collaboration news lands after a solid run in the share price, with a 90 day share price return of 14.89% and a 1 year total shareholder return of 25.23%. However, the 3 and 5 year total shareholder...
SWX:LLBN
SWX:LLBNBanks

A Look At Liechtensteinische Landesbank (SWX:LLBN) Valuation After New Covered Bond Platform With LGT

Lichtensteinische Landesbank (SWX:LLBN) and LGT have created the Liechtensteinisches Pfandbriefinstitut, giving the country a shared platform to issue covered bonds backed by first lien mortgages on local real estate. See our latest analysis for Liechtensteinische Landesbank. LLB’s recent role in setting up the Pfandbriefinstitut comes as momentum in the shares has been strong, with a 12.65% 1 month share price return and a 31.98% 1 year total shareholder return. This suggests investors are...