Märkte

Das schwedische Cyber-Sicherheitsunternehmen Clavister verzeichnete im 2. Quartal einen Umsatzsprung von 63 %
Die Clavister Holding AB verzeichnete einen starken Anstieg der Nettoerlöse auf 89 Millionen schwedische Kronen, was einen Gewinn aus dem vorausgegangenen Jahr mit 13 Millionen Kronen überstieg. Das Unternehmen verwies dabei auf einen starken Auftragsbestand und einen wachsenden Vertriebsprozess.

Swiss stocks rise as 19 of 20 SMI components gain; Roche leads, Aryzta slumps
The SMI advanced 0.12-0.16% with Roche up 0.52% as 19 of 20 index members gained. Aryzta tumbled over 6% after UBS downgraded it to sell amid broader market strength.

Die Aktivität im Ölfeld Nord-Dakota steigt, als die Rohölpreise auf 80 Dollar steigen
Im August steigt die Anzahl der Bohranlagen auf 33 von 27 im Juli, da Bakken-Raffineriegut um 4,39 US-Dollar höher gehandelt wird. Die Operatorn weisen auf eine anhaltende Preissteigerung und die Lieferrisiken aus dem Nahen Osten hin.

Swiss Prime Site posts 2.4% rise in H1 FFO I to CHF 2.15 per share
Swiss Prime Site reported a 2.4% increase in first-half funds from operations to CHF 2.15 per share, supported by higher rental income and asset management inflows. Full-year FFO I guidance maintained at upper end of CHF 4.25-4.30 range.

Südkorea testet Arktis-Route nach Europa, trotz EU-Sanktionsrisiko
Die erste Pilotfahrt von Containerschiffen durch die Nordostpassage Russlands soll die Fahrzeit um bis zu 35 % verkürzen, doch westliche Partner warnen vor einer Kooperation mit Moskau.

DAX rebounds above 26,000 after four-day losing streak
German blue-chip index gains 0.31% as investors reassess bond yields and corporate earnings. Fielmann, CTS Eventim, FMC shares slide on weak outlooks.

Norway's B2 Impact lifts 2026 profit target after Q2 earnings surge
Adjusted Q2 EPS rose 21% to NOK 0.66 as unsecured collections offset lower secured revenue. The firm raised its 2026 EPS forecast to NOK 2.25 and boosted investment plans to NOK 4 billion.

Starbreeze Q2 revenue falls 52% as third-party publishing exits
Swedish game developer posts SEK 25.6 million in revenue, missing estimates, as it shifts focus to the PAYDAY franchise following the end of third-party publishing.

Trader verliert 24 Millionen Dollar an Ether in 12 Sekunden nach einem Kryptokürzungsgeschäft von 49 Millionen Dollar
Eine Hyperliquid-Wallet liquidierte eine Kurzposition von 50.000 ETH, als der Ether-Preis rapide stieg und einen schnellen Verlust auslöste.

BizLink meldet Rekordumsatz und Margen im Q2 aufgrund der gestiegenen Nachfrage nach AI-gesteuerter Verbindungsverkäufe
Der taiwanische Anbieter von Kabeln und Verbindungen BizLink meldete einen Umsatz von NT$23,28 Milliarden im zweiten Quartal, der die Erwartungen um 1,7 % übertroffen hat. Die Margen stiegen auf Rekordhöhen, da die Nachfrage nach AI-gesteuerter Infrastruktur den Verkaufsboom ankurbelte. Halbleiter- und HPC-Segmente trieben das Wachstum an.

Akastor reports NOK 17.3/share NAV in Q2 2026, dividend declared
Norwegian investment firm's adjusted NAV fell 10% sequentially as portfolio rebalancing continued. Board approved NOK 0.50 per share cash dividend for Q2.

Rapala VMC H1 2026 profit jumps 57% on North America sales surge
Fishing gear maker Rapala VMC posted a 57% rise in first-half 2026 operating profit, driven by a 19% sales jump in North America, which now accounts for 57% of group revenue.

Die Aktien von Straumann fallen um 2,9 %, da die Deutsche Bank das Ziel senkt und Risiken zitiert
Der Schweizer Dentaltechnikkonzern Straumann fiel nach der Senkung der Bewertung von Deutsche Bank auf „Hold“ und einem Absenken des Kursziels um 17% aufgrund von Bewertungsangst und dem Risiko eines Wechselns des CEO.

Siegfried shares jump 6.7% after strong H1 2026 results
Swiss pharma services firm posts CHF 633 million in revenue, beats estimates on organic growth and drug substance sales. Stock nears 52-week high.

Swiss corporate earnings, economic data due next week
First-half results from Swiss firms and key macro releases are scheduled for Aug. 20-27, including UBS-CFA index, Swissmem tech data and SBB H1 outlook.

Global stocks rise as U.S. bond-buyback plan eases yields; Moderna soars 177%
Swiss SMI and U.S. Dow Jones advance modestly after U.S. Treasury doubles long-dated bond purchases to calm markets. Moderna surges on melanoma-vaccine study with Merck, while Brent crude edges up 0.3% to $91.87.

Ubtech Robotics shares drop 2.9% as robotics sector sell-off widens
Stock falls alongside broader China robotics sell-off after Unitree Robotics' Shanghai IPO. Ubtech faces dilution risks ahead of August 26 EGM.

IWC to cut 18 jobs in Schaffhausen restructuring
Swiss luxury watchmaker IWC will eliminate 18 positions at its Schaffhausen plant, part of a broader organizational adjustment aimed at long-term growth.

Swiss SMI posts second straight weekly loss as pharma, Partners Group slide
The Swiss Market Index falls 0.34% to 14,319.29 as Roche, Novartis and Partners Group weigh on blue chips. Brent crude holds above $93 a barrel amid Middle East tensions.

Analysis: US Treasury buybacks seen supporting softer dollar, risk appetite
Analysts argue the latest US Treasury intervention signals concern over high bond yields rather than a policy credibility crisis, potentially aiding high-beta and emerging market currencies.

Nebius prices $5 bln convertible notes offering, ups size from $4.5 bln
The Amsterdam-based AI infrastructure group raised $5 billion in convertible notes, split between 2030 and 2034 maturities, with proceeds earmarked for data centers and AI cloud expansion.

Solaris Energy Infrastructure shares drop 9% on Memphis data-center moratorium
Concerns over a municipal ban on new data centers and a lawsuit tied to temporary turbines pressured shares of the energy infrastructure firm. Analysts cite permit status and location as mitigating factors.

Australia jobless rate climbs to 4.5% as hiring declines in July
Unemployment unexpectedly rose to 4.5% last month, with employment falling by 15,800 jobs, reversing most of June’s gains. Markets trim rate-hike bets ahead of September RBA meeting.

EuroStoxx 50 slips 0.35% as yields, oil rise; Swiss SMI steadies on China trade deal
Eurozone blue-chips extended losses as bond yields and crude prices climbed, while Switzerland's SMI trimmed declines after a China trade pact lifted exporters including Swatch. JD Sports sank 14% on a profit warning.

Fortescue reports record iron ore shipments, AUD 3.5 bln FY26 profit
Australia’s Fortescue posts 9% revenue growth and AUD 3.2 bln free cash flow for FY26, while maintaining a 65% payout ratio. FY27 shipment guidance raised to 197-207 mln tonnes.

