Analysis: Stocks

Bossard: 1H26: Growth appears structural rather than one-off

Earnings/Sales releases Despite an uncertain macroeconomic backdrop, Bossard has delivered strong growth by capitalising on several high-growth sectors, notably semiconductors, data centres,...

Swatch: Sales recover, profits still lag

Earnings/Sales releases Swatch delivered a stronger than expected H1 sales performance, with revenue up 8.5% at cFx, comfortably ahead of expectations, driven by broad-based acceleration across...

Alfa Laval: Q2 orders raise execution certainty and support the narrative at current valuation

Earnings/Sales releases Alfa Laval posted a strong beat on orders as all three business units witnessed solid demand from their respective structural drivers . Revenues met expectations, but adjusted...

Boliden: Mixed Q2 results, but buying the weakness is recommended

Earnings/sales releasesQ2 results were a mixed bag. While this was first full quarter witnessing Garpenberg disruption impact, there were other challenges like higher costs, persistent smelting market...

Lindt & Sprüngli: Pricing weathered the storm; volumes must follow

Earnings/Sales releases Lindt's half-year results highlight the brand's strength while revealing the limitations of a price-driven model. Robust pricing safeguarded growth and margins; however,...

Schindler: Another weak revenue print offers an entry point for patient investors

Earnings/Sales releases Schindler’s Q2 orders slightly surpassed expectations, even as revenues missed them due to timing effects. Modernisation remained the mainstay for growth across orders and...

Novartis: Navigating well through the patent cliff

Earnings/Sales releasesThe Q2 results exceeded expectations, aided by the strong performance of cancer and neuroscience medicines, healthy growth in immunology offerings, and FX tailwinds. Massive...

Wärtsilä: 1H26: Energy equipment order intake up 120%

Earnings/Sales releases Wärtsilä has secured strong orders for off-grid data centre solutions. The focus now shifts to execution. From a valuation perspective, we see a significant discount compared...

Covivio: Sluggish office real estate market

Earnings/Sales releasesPortfolio rotation is continuing, though in our view it remains hampered by an unfavorable European office market. Full-year 2026 guidance is maintained. Fact Organic Growth...

Danske Bank: Q2: strong beat, 2026 guidance raised again

Earnings/Sales releases Danske Bank posted a strong Q2-26 beat , driven by broad-based revenue growth despite slightly soft NII and higher-than-expected LLPs . Cost discipline was maintained , and...

Julius Baer: Slowing inflows don't bode well

Significant newsWhile Julius Baer is delivering strong operational results and demonstrating resilience with a record net profit, softening AuM inflows and ongoing FINMA oversight regarding capital...

Angelalign Technology is Scaling Global Growth Beyond China

The market opportunity is expanding rapidly, but so are the expectations placed on Angelalign Technology Inc's next phase of growth.

Wereldhave: Lacking substantial momentum

Earnings/Sales releasesLooking ahead to the first half of 2026, Wereldhave remains a relatively highly leveraged play, with EPS growth appearing to have plateaued. Is that enough to support the share...

Can Waypoint REIT Justify Market Optimism?

Investors love certainty. However, the company's forward multiples suggest that the market has already priced it in to perfection.

Nokian Renkaat: Strong Q2 ahead of expectations, earnings recovery on track

Earnings/Sales releases Nokian reported a strong Q2, exceeding expectations due to increased volumes and a favourable price mix, driven by price hikes and portfolio premiumisation. Both the passenger...

Project Delays Dent MBC Group's Results

Advertising demand has softened, and earnings have come under pressure and the company's share price is reflecting this impact.

Can Capstone Copper Sustain Momentum Beyond the Copper Price Tailwind?

Capstone Copper Corp. may be benefiting from favorable pricing today, but its next test may come when the commodity tailwinds fade.

Belimo: From HVAC champion to AI cooling play

Earnings/Sales releases Belimo delivered a strong H1 2026, with sales 4.1% above consensus and EBIT 6.6% ahead. Data centres now account for 23–24% of sales and over half of local-currency growth,...

Apple Didn't Reclaim the Crown. Nvidia Dropped It.

For a few hours, Apple was once again the world's most valuable company without really going anywhere. Nvidia fell. Apple held its ground. That aborted handoff raises an increasingly pressing question...