Swiss Trade Distributors Stock News

SWX:BEAN
SWX:BEANBuilding

Belimo Holding (SWX:BEAN) Earnings Growth And 16.2% Margin Test Bullish Narratives

Belimo Holding (SWX:BEAN) has released its FY 2025 figures with second half revenue of CHF 559.3 million, basic EPS of CHF 6.54 and net income of CHF 80.4 million, while the trailing twelve month revenue sits at CHF 1.1 billion with EPS of CHF 14.77 and net income of CHF 181.6 million. The company has seen revenue move from CHF 470.3 million and EPS of CHF 5.65 in the second half of 2024 to CHF 561.5 million and EPS of CHF 8.23 in the first half of 2025, setting up this latest CHF 559.3...
SWX:PGHN
SWX:PGHNCapital Markets

Is Partners Group Holding (SWX:PGHN) Now An Opportunity After Recent Share Price Weakness?

If you are wondering whether Partners Group Holding is currently offering fair value or a potential opportunity, looking closely at its valuation can help put the recent share price in context. The stock closed at CHF 852.60, with returns of 9.6% decline over 7 days, 20.2% decline over 30 days, 17.2% decline year to date, 33.2% decline over 1 year, 7% return over 3 years and 11.2% decline over 5 years. These moves may have changed how the market views its risk and potential. Recent coverage...
SWX:NOVN
SWX:NOVNPharmaceuticals

Novartis India Exit And Remibrutinib Progress Reframe Growth And Valuation

Novartis has agreed to divest its majority stake in Novartis India Ltd. to a private equity led consortium, reshaping its footprint in the Indian market. • The company reported new late stage clinical results for remibrutinib in chronic urticaria and plans to present further data at a major allergy and immunology conference. These moves highlight a shift in focus toward its core medicines portfolio and immunology pipeline activity. For investors tracking SWX:NOVN, these updates come with...
SWX:PSPN
SWX:PSPNReal Estate

How Revaluation-Fueled Earnings And A Higher Dividend At PSP Swiss Property (SWX:PSPN) Has Changed Its Investment Story

PSP Swiss Property recently reported its 2025 results, with net income rising on property revaluations, a portfolio of about CHF 10.10 billion, and a proposed dividend increase to CHF 3.95 per share. An interesting angle is that the higher dividend comes even as underlying earnings softened, underscoring management’s reliance on revaluation gains and confidence in funding major redevelopment projects from a strong balance sheet. We’ll now examine how the higher dividend proposal, underpinned...
SWX:ROG
SWX:ROGPharmaceuticals

Assessing Roche Holding (SWX:ROG) Valuation After FDA Progress For Giredestrant And Genomics Tailwinds

FDA filing for breast cancer drug puts Roche Holding (SWX:ROG) in focus Roche Holding (SWX:ROG) is back on investors’ radar after the U.S. FDA accepted its New Drug Application for giredestrant in ER positive, HER2 negative, ESR1 mutated advanced breast cancer. The filing, supported by phase III evERA Breast Cancer data, comes alongside positive readouts for Gazyva in kidney disease and constructive industry views on next generation sequencing and genetic testing, areas where Roche is an...
SWX:NESN
SWX:NESNFood

Is Nestlé (SWX:NESN) Pricing Reflect Its Recent Multi‑Year Share Price Weakness

If you are wondering whether Nestlé shares still justify their price, you are not alone; the stock often attracts investors who care about what they are actually paying for each franc of underlying business. Nestlé shares last closed at CHF81.40, with returns of 1.5% over 7 days, 12.3% over 30 days, 6.5% year to date, and a 3.9% decline over 1 year, 17.8% decline over 3 years, and 3.3% decline over 5 years, hinting at changing views on its growth and risk profile. Recent headlines around...
SWX:ZUGN
SWX:ZUGNReal Estate

A Look At Zug Estates Holding (SWX:ZUGN) Valuation After Strong 2025 Results And Higher Dividend

Zug Estates Holding (SWX:ZUGN) drew fresh investor attention after reporting full year 2025 results, with revenue of CHF 91.5 million, net income of CHF 85.18 million, and an announced annual dividend of CHF 49 per share. See our latest analysis for Zug Estates Holding. The share price has climbed to CHF 2,400, with an 8.11% 1 month share price return and 11.63% 3 month share price return. The 1 year total shareholder return of 19.75% suggests momentum has been building over a longer...
SWX:COPN
SWX:COPNPharmaceuticals

Is Cosmo Pharmaceuticals (SWX:COPN) Still Attractive After 20% Pullback On 2025 Guidance?

If you are wondering whether Cosmo Pharmaceuticals at CHF116.20 is priced attractively or already baking in a lot of optimism, this article walks through what the numbers say about its value. The stock shows returns of 0.5% over 7 days, 1.8% over 30 days, 10.2% year to date, 76.5% over 1 year, 105.4% over 3 years and 53.4% over 5 years, which may prompt questions about how much of this performance is supported by fundamentals. Recent coverage has focused on Cosmo Pharmaceuticals' position...
SWX:SGSN
SWX:SGSNProfessional Services

Assessing SGS (SWX:SGSN) Valuation After Full Year 2025 Earnings Show Operational Improvement

SGS (SWX:SGSN) has just released full year 2025 results, reporting sales of CHF 6,945 million and net income of CHF 668 million, figures that suggest operational improvement compared with the prior year. See our latest analysis for SGS. SGS shares last closed at CHF94.2, and the stock has had a 90 day share price return of 4.88%, while the 1 year total shareholder return sits at 1.90%, with the 3 year total shareholder return at 20.65% and 5 year total shareholder return at 5.94%. This points...
SWX:STMN
SWX:STMNMedical Equipment

Straumann Dividend Rise Tests Earnings Resilience And Investor Confidence

Straumann Holding (SWX:STMN) announced an increase to its annual dividend alongside the release of its latest full year financial results. The new dividend level reflects the board's current capital allocation decision following the recent earnings announcement. This update adds a fresh data point for investors tracking the company's income profile and cash returns. Straumann Holding's latest dividend move comes after a challenging share price period, with the stock at CHF91.7 and showing a...
SWX:SIKA
SWX:SIKAChemicals

Assessing Sika (SWX:SIKA) Valuation After Mixed Share Price Performance And Perceived Undervaluation

Sika (SWX:SIKA) is back in focus after recent share price moves that left the stock about 4.7% lower year to date, despite a roughly 5.8% gain over the past month. See our latest analysis for Sika. The recent 5.8% 30 day share price return contrasts with a year to date share price decline of about 4.7%. At the same time, the 1 year total shareholder return of roughly 31.8% and 5 year total shareholder return of about 32.7% signal fading longer term momentum. If this mixed picture has you...
SWX:AMRZ
SWX:AMRZBasic Materials

Amrize (SWX:AMRZ) Valuation Check After 2026 Guidance Dividends And Supportive Analyst Commentary

Amrize (SWX:AMRZ) has drawn fresh attention after issuing upbeat 2026 revenue guidance, outlining both ordinary and special dividend proposals, and attracting supportive analyst commentary following its recent spin off. See our latest analysis for Amrize. After the guidance, dividend proposals and recent board and auditor changes, Amrize’s 7 day share price return of 9.34% and 90 day share price return of 20.79% suggest building positive momentum from a starting point of CHF49.15. If this has...
SWX:ALC
SWX:ALCMedical Equipment

Assessing Alcon (SWX:ALC) Valuation After TOTAL30 Multifocal For Astigmatism U.S. Launch

Alcon (SWX:ALC) is back in focus after the U.S. launch of its TOTAL30 Multifocal for Astigmatism contact lenses, a product aimed at presbyopic patients with astigmatism who have limited soft lens options. See our latest analysis for Alcon. The TOTAL30 Multifocal for Astigmatism launch comes as Alcon’s share price sits at CHF63.78, with a 7 day share price return of 6.1% but a 1 year total shareholder return decline of 20.6%, suggesting recent momentum contrasts with weaker longer term...
SWX:BEAN
SWX:BEANBuilding

Assessing Belimo (SWX:BEAN) Valuation After Record 2025 Results And Cautious 2026 Outlook

Belimo Holding (SWX:BEAN) reported full-year 2025 earnings with sales of CHF 1,120.81 million, net income of CHF 181.63 million, and basic EPS of CHF 14.77 from continuing operations. See our latest analysis for BELIMO Holding. The earnings release and cautious 2026 outlook have coincided with some pressure on the shares, with a 1-day share price return of a 10% decline and a 7-day share price return of a 6.3% decline. At the same time, the 1-year total shareholder return of 36.7% and 5-year...
SWX:PGHN
SWX:PGHNCapital Markets

Assessing Partners Group Holding (SWX:PGHN) Valuation After AI Infrastructure Shift And Record Fundraising Year

Event driven repositioning at Partners Group Holding Partners Group Holding (SWX:PGHN) is in focus after shifting capital away from technology and software toward AI linked infrastructure assets, while its open ended private credit funds avoided net redemptions during recent sector volatility. See our latest analysis for Partners Group Holding. The recent repositioning toward AI linked infrastructure comes after a mixed run for investors, with a 30 day share price return of 14.25% decline, a...
SWX:CMBN
SWX:CMBNConsumer Finance

How Investors Are Reacting To Cembra Money Bank (SWX:CMBN) Higher 2025 Net Income And Dividend

Cembra Money Bank AG has already reported its full-year 2025 results, with net interest income of CHF 372.16 million and net income of CHF 179.57 million, and announced an annual dividend of CHF 4.60 per share, ex-date April 28, 2026. While net interest income eased slightly from the prior year, higher net income and an increased dividend highlight the bank’s ability to convert its lending activities into growing shareholder distributions. Next, we’ll examine how the higher net income and...
SWX:NOVN
SWX:NOVNPharmaceuticals

Assessing Novartis (SWX:NOVN) Valuation After Recent Share Price Momentum And Mixed Fair Value Signals

Why Novartis Stock Is On Investors’ Radar Today Novartis (SWX:NOVN) has drawn fresh attention after recent performance data showed a 9.9% return over the past month and 23% over the past 3 months, prompting investors to reassess its current valuation profile. See our latest analysis for Novartis. Beyond the recent jump, Novartis’ 16.55% year to date share price return and 33.45% one year total shareholder return suggest momentum has been building around its CHF126.46 share price and ongoing...
SWX:NESN
SWX:NESNFood

Assessing Nestlé (SWX:NESN) Valuation As Portfolio Shakeup And Refocus On Core Brands Unfolds

Nestlé (SWX:NESN) has set out a company wide shakeup, moving to sell its remaining ice cream assets, explore exits from vitamins and waters, and concentrate on coffee, petcare, nutrition, and food and snacks. See our latest analysis for Nestlé. These portfolio moves and the recent earnings update have come alongside a 10.55% 1 month share price return to CHF80.91. The 1 year total shareholder return of a 1.51% decline shows momentum has only recently started to improve after weaker multi year...
SWX:SIKA
SWX:SIKAChemicals

Sika (SWX:SIKA) Net Margin Decline Tests Longstanding Profitability Narratives

Sika (SWX:SIKA) has wrapped up FY 2025 with Q4 revenue of CHF 2.6b and net income of CHF 174.1m, while Q4 basic EPS came in at CHF 1.09. Over the past few quarters, the company has reported revenue of CHF 2.8b and EPS of CHF 2.02 in Q4 2024, CHF 2.9b in Q3 2025, and CHF 2.6b in Q4 2025. This sets up a results season where investors are likely to focus on how these changes in revenue and EPS relate to margins. See our full analysis for Sika. With the latest figures on the table, the next step...
SWX:EFGN
SWX:EFGNCapital Markets

EFG International (SWX:EFGN) Margin Decline To 19.6% Tests Profitability Narrative

EFG International (SWX:EFGN) has reported its FY 2025 results with second half revenue of CHF 864.5 million and basic EPS of CHF 0.34, alongside net income excluding extra items of CHF 112.8 million. The group has seen revenue move from CHF 753.4 million and basic EPS of CHF 0.49 in the second half of 2024 to CHF 793.8 million and basic EPS of CHF 0.71 in the first half of 2025. Trailing twelve month revenue of CHF 1.66 billion and basic EPS of CHF 1.03 set the broader context for today’s...
SWX:CPHN
SWX:CPHNForestry

CPH Group (SWX:CPHN) Margin Surge And 402% EPS Jump Challenge Cautious Narratives

CPH Group (SWX:CPHN) has reported fresh numbers for FY 2025, with second half revenue of CHF158.1 million and basic EPS of CHF1.04, alongside trailing 12 month revenue of CHF334.1 million and EPS of CHF3.90 that reflect a very large 402.6% earnings jump over the last year and a net margin that has increased to 7% from 1%. The company has reported revenue rising from CHF146.4 million and EPS of CHF2.23 in the second half of 2024 to CHF175.9 million and EPS of CHF2.85 in the first half of...
SWX:NESN
SWX:NESNFood

Nestlé Reshapes Portfolio Under New CEO To Refocus Growth Pillars

Nestlé (SWX:NESN) is overhauling its business under new CEO Philipp Navratil. The company is selling its remaining ice cream operations to Froneri. Nestlé is reorganizing around four divisions: coffee, petcare, nutrition, and food & snacks. A potential sale process has started for its waters and premium beverages segment. Executive changes include Anna Mohl stepping down after Health Science was folded into the new Nutrition division. Nestlé is one of the largest global consumer packaged...
SWX:SUNN
SWX:SUNNTelecom

Sunrise Communications Q4 Losses Narrow Yet Still Test Bullish Turnaround Narrative

Sunrise Communications (SWX:SUNN) has wrapped up FY 2025 with Q4 revenue of CHF 788.8 million and a net income loss of CHF 50.1 million, while the trailing twelve months show revenue of CHF 2.98 billion alongside a loss of CHF 112.2 million. The company has seen quarterly revenue move in a tight band between CHF 722.1 million and CHF 788.8 million from Q1 to Q4 2025, with basic EPS ranging from a loss of CHF 0.022 in Q1 to a loss of CHF 0.075 in Q3. This keeps the spotlight squarely on when...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is It Too Late To Consider Novartis (SWX:NOVN) After A 1-Year 35% Rally?

If you are wondering whether Novartis shares still offer value at current levels, this article walks through what the numbers say about the price you are paying versus what you are getting. The stock last closed at $126.48, with returns of 2.2% over 7 days, 10.7% over 30 days, 16.6% year to date, 35.5% over 1 year, 85.7% over 3 years and 104.7% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent headlines around Novartis have...