Märkte

Swiss Prime Site posts 5.1% EPS growth, portfolio value tops CHF 14bn
H1 2026 results show funds from operations per share at CHF 2.15, with full-year guidance raised to the upper end of CHF 4.25-4.30. Asset management AuM rose to CHF 14.8bn.

Swiss Market Index slips 0.26% as Logitech, Swiss Re lead declines
Logitech and Swiss Re shares drop nearly 3% each as SMI falls 0.26%, while Aryzta hits multi-year low after UBS downgrade. Oil near $94, Brent nears $100 as inflation concerns resurface.

Euro Stoxx 50 falls as yields, oil rise; Swiss SMI supported by China trade deal
Eurozone blue-chip index down 0.35% as bond yields climb and crude oil advances; Swiss SMI pares losses to 0.13% on China trade pact. JD Sports drops 14% on weak outlook; Eni, BP gain on higher oil.

Basilea shares hit eight-year high after strong H1 results
Swiss biopharma firm’s stock surges 3% to CHF 64.30 as first-half revenue beats expectations, driven by Cresemba’s global uptake. Patent cliff looms from late 2027.

Latitude Financial posts 39% H1 2026 profit rise, declares AUD 0.055 dividend
Half-year cash profit surged 39% to AUD 64.3 million as receivables topped AUD 7.3 billion. Interim dividend set at AUD 0.055 per share, fully franked.

Nordic Iron’s Blötberget project NPV rises to $325m on drilling results
Updated mineral resource estimate boosts Blötberget and Väsmanfältet deposits, lifting net present value and extending mine life to 23 years. Pre-feasibility study published as DFS work begins.

Morgan Stanley lifts semiconductor equipment outlook on stronger DRAM demand
Analysts raise 2026 and 2027 wafer fabrication equipment forecasts as DRAM investment accelerates. Advantest remains top pick after raising guidance.

Ascelia Pharma shares surge 8.2% after FDA setback on Orviglance
Swedish biotech advances despite Complete Response Letter on lead MRI contrast agent; cash runway extended into Q2 2027 after cost cuts.

Nanoform cuts Q2 2026 cash burn to EUR 1.5m as regulatory progress accelerates
Finnish drugmaker trims first-half spending by 33% year-on-year while securing $1m deal and advancing nanoenzalutamide toward market authorization.

Clavister verzeichnet 63% Umsatzwachstum, Rekordwert von 30% EBITDA-Marge im 2. Quartal 2026
Die schwedische Cybersecurity-Firma Clavister verzeichnete im vergangenen Jahr eine überproportionale Steigerung der Nettoverkäufe auf 89,2 Millionen schwedische Kronen sowie einen Rekordwert von 30 % bei der bereinigten EBITDA-Marge. Der Umsatz im Bereich Verteidigung stieg um 370 % auf 47 Millionen Kronen.

Gubra reports H1 2026 profit rebound, obesity pipeline progress
Danish biotech firm returns to profit in H1 2026 as CRO arm grows, while obesity pipeline advances with Phase 2 milestones and new drug candidates.

China warnt USA vor einer Eskalation der Sanktionen gegen den Iran nach Trumps Drohung
Peking warnt Washington, dass weitere Sanktionen gegen Teheran die diplomatischen Lösungen gefährden, nachdem Trump eine "Handelskrise" wegen des iranischen Atomprogramms angekündigt hat.

Switzerland secures gas supply option via France-Italy pipeline
Bund and gas industry arrange fallback gas access for winter 2026-27. Option covers about 10% of projected winter demand. Costs capped at low single-digit millions, shared across all gas users.

Swiss ETF savings plans surge 44.6% in H1 2026, led by global index funds
Broadly diversified world ETFs dominate Swiss savings plans despite AI and ESG hype, with monthly volume up 29% in Europe. Swiss adoption remains low at 9% of investors.

Accent Group posts A$13.8m loss, unveils FY2026 strategic reset
Australian footwear retailer Accent Group reported a statutory net loss of A$13.8m for FY2026 while outlining a multi-year portfolio overhaul targeting A$40m in cost savings and A$14m EBIT lift by 2030.

HKEX posts record profit on 19% revenue rise in first half of 2026
Hong Kong Exchanges and Clearing reported HK$16.7 billion in revenue and HK$10.6 billion in net profit for the first half of 2026, driven by strong trading volumes and derivatives activity. Interim dividend increased 24% to HK$7.43 per share.

Karnov shares surge 12.86% on Q2 2026 results, AI-driven margin gains
Karnov Group reported a 25% adjusted EBITA margin in Q2 2026, up from 23%, as its AI workflow launch boosted profitability. Shares jumped 12.86% in pre-market trading on the news.

Höegh Autoliners Q2 2026 profit falls 17% as fuel costs surge
Car carrier operator posts $86 million net profit despite 2.6% volume growth and $22 million fuel cost hit. Shares drop 12.6% after results.

Scatec Q2 2026 results: Obelisk project offsets revenue decline
Renewable energy developer reports 10% drop in EBITDA but cites Africa's largest hybrid project as key offset to flat revenues. Power production rises 21% year-over-year.

Nscale plans $3 bln US IPO as AI data center demand surges
London-based AI data center firm Nscale targets September listing to raise up to $3 billion, citing $51 bln in contracted revenue and 10 GW of planned power capacity.

HKEX posts record H1 2026 profit on trading surge, dividend hike
Hong Kong Exchanges and Clearing reported a 24% rise in H1 2026 profit as trading volumes hit records, with EPS beating estimates by 18%. First interim dividend raised to HKD 7.43 per share.

Karnov Group shares surge 12.9% on AI workflow rollout, Q2 profit beats
Swedish legal data provider Karnov Group posted a 2.4% organic sales increase in Q2 2026, with adjusted EBITA margin rising to 25% as its AI-driven workflow solution drove customer upgrades. Shares jumped 12.9% following the release.

U.S. stocks face midterm election jitters as 2018, 2022 patterns resurface
Historical midterm election years show S&P 500 volatility in late summer and fall, with sector rotations offering clues for 2026. RBC Capital Markets expects contained pullbacks unless recession or rate risks escalate.

Novonesis shares surge 9% after Q2 results, higher 2026 guidance and €1bn buyback
Danish biosolutions firm posts 9% organic sales growth in Q2, beats estimates, raises 2026 outlook and launches inaugural €1bn share repurchase program.

Panoro Energy shares drop 4% after H1 2026 update, CI-27 deal details emerge
Panoro Energy’s stock fell 4% in pre-market trading after releasing H1 2026 pro forma figures and confirming a $80 million acquisition in Ivory Coast. The CI-27 deal, funded via shares and debt, is expected to close by Q3.

