Latest

Moving Lux Opes to Ghost

We need more flexibility

Soccer, chems and 'warnings'

Adyen, Georg Fischer, Borussia Dortmund, NORMA Group, Vicat, ALSO Holding, Coca-Cola Europacific Partners, DKSH, Enagás, Foncière INEA

Projectors, large asset sales and companies getting stolen

InPost, Barco, dsm-firmenich, X-FAB, TeamViewer, RENK, GN Store Nord, Coloplast, Novem, VINCI, Ørsted, Bénéteau, TUI

Ice cream, AI tailwinds and bombed out sectors reviving

Novo Nordisk, Tonies, ARM Holdings, Swiss Prime Site, The Magnum Ice Cream Company, ArcelorMittal, EU chemicals, SCOR, OMV, Siemens Healthineers, Infineon Technologies, Carlsberg, Novartis, Melexis

AI, paint and shoes

AkzoNobel, Adidas, Swatch Group, Scatec, SAP, 2CRSI, Julius Baer, ATOSS Software, Ermenegildo Zegna, Norma Group, Rémy Cointreau

Tech, quality companies and a lot of results

SAP, ASML, H&M, HighCo, Lonza, Logitech, Forsee Power, Givaudan, LVMH, Leonardo, Wacker Chemie, Compagnie des Alpes, KPN, ABB, STMicroelectronics

AI promises, rebound promises and take-outs

SAP, Sandvik, Sword Group, Sage Group, SRP Groupe, Ipsos, Azelis, Ericsson, Stabilus, Fnac Darty, Puma, Ryanair, ID Logistics, MBB, SFS

Parcel lockers, tires and potential multi-baggers

InPost, Sidetrade, Continental, Volkswagen, Burberry, Komax, Puma, Aryzta, Ubisoft, Deutsche Börse, Virbac

Jewelry, games and turnarounds

Richemont, Afyren, Gerresheimer, Swissquote Group, Thermador Groupe, PulluP Entertainment, Puig, Belimo, Zurich Insurance, Diagnostic Medical Systems, Neinor Homes, Komax Group

Cars, defence and strong rebounds

Porsche, Diageo, Abivax, Ipsos, Rosenbauer, Geberit, Ekinops, Tubacex, Partners Group, Rheinmetall, Cicor, Mercedes-Benz, VAT Group

Beer, drugs and busted stocks

TeamViewer, Brunello Cucinelli, Unite Group, BioNTech, ABB, Argenx, TFF, Soitec, Sodexo, Belimo, Tecan, Anheuser-Busch InBev, OVHcloud

Parcel lockers, pills and steel

Alcon, thyssenkrupp, InPost, Trigano, Pluxee, Redcare Pharmacy, Hoffmann Green, Argan, Saint-Gobain, Aperam, Séché Environnement, NEXT

Cash transport, energy and best wishes

Prosegur, Virbac, STMicroelectronics, thyssenkrupp nucera, EXEL Industries, La Française de l’Énergie, CIE Automotive, Hoffmann Green, DEUTZ

Wine, packaging and lots of divestments

AdVini, Carl Zeiss Meditec, Emeis, Nanobiotix, Sopra Steria, Sanofi, Wendel, Fraport, Vidrala, Sava Re, Schneider Electric