SWX:ARYN
SWX:ARYNFood

A Look at ARYZTA (SWX:ARYN) Valuation Following CEO Change and 2025 Guidance Reaffirmation

ARYZTA (SWX:ARYN) is navigating a significant leadership transition, with Michael Schai stepping down as CEO and Urs Jordi taking over on an interim basis. The board reaffirmed its 2025 guidance and emphasized commitments to performance and stakeholder value. See our latest analysis for ARYZTA. ARYZTA’s leadership shake-up comes after a tough stretch for shareholders, with a 1-year total return of -16.5%. While this week’s 3.4% share price jump hints at renewed optimism following the CEO...
SWX:NOVN
SWX:NOVNPharmaceuticals

How Investors May Respond To Novartis (SWX:NOVN) FDA Nod for Rhapsido and Cosentyx Discount Strategy

Novartis recently received US FDA approval for Rhapsido (remibrutinib), the first oral Bruton's tyrosine kinase inhibitor for chronic spontaneous urticaria, and announced the launch of a US direct-to-patient platform offering Cosentyx at a 55% discount to cash-paying patients. These developments reflect both the company’s innovation in immune-mediated disease treatment and a move to new commercial models aimed at improving patient access and affordability. We'll examine how the approval of...
SWX:UBSG
SWX:UBSGCapital Markets

Is UBS Group’s Response to First Brands Fallout Reshaping Its Risk Strategy (SWX:UBSG)?

In recent days, UBS Group has come under scrutiny as it evaluates its exposure to the bankruptcy of auto-parts supplier First Brands, while simultaneously seeking to transfer credit risk from a US$1 billion corporate loan portfolio in response to tighter post-Credit Suisse capital requirements. This raises fresh questions about UBS's risk management approach and resilience amid evolving regulatory expectations and unforeseen credit events. We'll explore how concerns over UBS's financial...
SWX:EMSN
SWX:EMSNChemicals

EMS-CHEMIE HOLDING (SWX:EMSN): Evaluating Valuation After Recent Share Price Weakness

EMS-CHEMIE HOLDING (SWX:EMSN) shares have softened in recent trading, with the stock down 1% over the past day and 3% for the week. Looking at longer horizons, it has slipped 9% month-to-date and 14% in the past 3 months. See our latest analysis for EMS-CHEMIE HOLDING. The recent slip in EMS-CHEMIE HOLDING's share price caps off a year where sentiment has clearly faded, with a 1-year total shareholder return of -16.45% and losses accumulating over both short and long-term timeframes. Ongoing...
SWX:IDIA
SWX:IDIABiotechs

Assessing Idorsia (SWX:IDIA) Valuation Following Recent Surge in Investor Attention

Idorsia (SWX:IDIA) shares have caught investors’ interest recently as the company’s stock performance diverged over the past month. With some positive momentum behind it, the pharma firm’s value story has started to attract closer attention. See our latest analysis for Idorsia. Idorsia’s momentum this year has been remarkable, with its share price up 290% year-to-date and a 177% total shareholder return over the past twelve months, even as volatility picked up in recent weeks. Recent sharp...
SWX:SENS
SWX:SENSElectronic

Sensirion (SWX:SENS) Valuation in Focus After Kuva Camera Gains EPA Approval for Emissions Monitoring

Sensirion Holding (SWX:SENS) has received U.S. EPA approval for its Kuva camera as an Alternative Test Method under NSPS OOOOa/b regulations. This strengthens its foothold in emissions monitoring and compliance for the oil and gas sector. See our latest analysis for Sensirion Holding. Sensirion Holding’s momentum has been uneven, with the share price climbing 11.8% year-to-date but dipping 24.7% over the past three months as markets digest the latest catalysts, such as Avnet joining its...
SWX:SGKN
SWX:SGKNBanks

St. Galler Kantonalbank (SWX:SGKN): Is the Current Valuation Justified by Its Recent Steady Performance?

St. Galler Kantonalbank (SWX:SGKN) stock has kept investors curious this past month, returning just over 1%. The broader gains over the past year show steady interest as the Swiss bank continues to chart its growth story. See our latest analysis for St. Galler Kantonalbank. After a brief pullback last week, St. Galler Kantonalbank's 1-month share price return of 1.2% points to steady momentum. This has contributed to a robust 1-year total shareholder return of 26.3%. Investors appear to be...
SWX:LLBN
SWX:LLBNBanks

Liechtensteinische Landesbank (SWX:LLBN): Assessing Valuation Following CEO Succession Announcement

Liechtensteinische Landesbank (SWX:LLBN) has named Christoph Reich as its new Group Chief Executive Officer and Chairman of the Group Executive Board, effective September 29, 2025. The appointment follows the recent departure of the previous CEO and places a familiar leader at the helm. See our latest analysis for Liechtensteinische Landesbank. The CEO transition follows a healthy year for Liechtensteinische Landesbank, with steady total shareholder return of 11.5% over the past twelve months...
SWX:CLN
SWX:CLNChemicals

A Look at Clariant (SWX:CLN) Valuation Following EUR 2 Billion Legal Claims from BP and ExxonMobil

Clariant (SWX:CLN) revealed it faces new legal challenges after receiving nearly EUR 2 billion in damages claims from BP and ExxonMobil. These claims are tied to earlier competition law issues involving the ethylene purchasing market. See our latest analysis for Clariant. The arrival of these substantial legal claims has only added to a bruising year for Clariant shareholders. The share price is down 27.5% year-to-date and total shareholder return over the last twelve months sits at a steep...
SWX:ROG
SWX:ROGPharmaceuticals

Is FDA Approval for Tecentriq-Zepzelca Revolutionizing the Investment Case for Roche (SWX:ROG)?

In October 2025, Roche received FDA approval for Tecentriq in combination with Zepzelca as a first-of-its-kind maintenance therapy for extensive-stage small cell lung cancer, and secured a CE-mark for an AI-powered risk stratification tool for chronic kidney disease in partnership with KlinRisk Inc. These milestones signal Roche's continued expansion into digital health and reinforce its leadership in high-impact oncology solutions. We'll now explore how the FDA approval for...
SWX:YPSN
SWX:YPSNMedical Equipment

How Ypsomed’s First U.S. Plant Launch (SWX:YPSN) Has Changed Its Investment Story

Swiss medical technology firm Ypsomed Holding AG recently announced plans to open its first U.S. production site in Holly Springs, North Carolina, investing around CHF 200 million in the initial phase and aiming to start U.S. market production by the end of 2027. This move marks an important step in Ypsomed's international expansion and positions the company to offer more localized solutions within the significant American medtech market. We'll explore how Ypsomed's commitment to building...
SWX:AMS
SWX:AMSSemiconductor

The Bull Case For ams-OSRAM (SWX:AMS) Could Change Following Operational Gains and Upbeat Analyst Estimates

ams-OSRAM recently experienced a notable boost in business outlook, supported by operational gains from its Reestablish-the-Base program and strong traction in automotive and semiconductor product innovations. This development has also prompted analysts to raise their quarterly earnings estimates, reflecting growing confidence in the company’s new initiatives and markets. We'll take a closer look at how operational enhancements from the Reestablish-the-Base program shape ams-OSRAM's...
SWX:AERO
SWX:AEROAerospace & Defense

European Stocks Estimated Below Intrinsic Value In October 2025

As European markets reach record levels, buoyed by a rally in technology stocks and expectations of lower U.S. borrowing costs, investors are keenly assessing opportunities for undervalued stocks across the continent. In this environment, identifying stocks trading below their intrinsic value can offer potential for growth, particularly when supported by strong fundamentals and favorable market conditions.
SWX:CMBN
SWX:CMBNConsumer Finance

Top European Dividend Stocks Offering Up To 4.5% Yield

As European markets rally, with the STOXX Europe 600 Index reaching record levels and major indices like Germany’s DAX and France’s CAC 40 showing strong gains, investors are increasingly focusing on dividend stocks as a way to capitalize on favorable market conditions. In this environment, a good dividend stock is often characterized by its ability to offer consistent yields while benefiting from positive economic sentiment and expectations for lower borrowing costs.
SWX:ADEN
SWX:ADENProfessional Services

Is Adecco Group (SWX:ADEN) Reinventing Its Competitive Edge With New AI Leadership Program?

Recently, LHH, a global business unit of the Adecco Group, introduced the AI Leadership Transformation Program, which blends General Assembly's AI curriculum with EZRA's digital coaching to help enterprise leaders gain critical capabilities for an AI-first workforce. This initiative underscores the growing gap in AI-specific leadership training that exists today, with less than half of companies offering such programs, and highlights Adecco’s efforts to position itself at the forefront of...
SWX:ARYN
SWX:ARYNFood

Will ARYZTA’s (SWX:ARYN) Leadership Shuffle Reshape Its Long-Term Growth Narrative?

ARYZTA AG recently announced that CEO Michael Schai has stepped down with immediate effect, appointing Chairman Urs Jordi as interim CEO while reaffirming earnings guidance for 2025 with unchanged low to mid-single digit organic growth expectations. This leadership transition, coupled with the board's commitment to strong business performance and capital returns, has intensified investor focus on the company's execution and future outlook. We’ll examine how ARYZTA’s unexpected CEO change may...
SWX:DKSH
SWX:DKSHTrade Distributors

DKSH's New Regional Food Partnerships Could Be a Game Changer for DKSH Holding (SWX:DKSH)

In early October 2025, DKSH’s Consumer Goods unit announced a partnership with Oriental Kopi to distribute Malaysian coffee sachets and spreads in Singapore, while also launching locally made Eva Peanut Butter and Buttercup Luxury Spread Tub in Malaysia to address demand for authentic and affordable staples. This dual focus on regional partnerships and own-brand product innovation sets DKSH apart in responding to Southeast Asia's growing appetite for quality, convenient, and culturally...