Märkte

Santacruz Silver posts 55% revenue jump in Q2 2026, AISC falls 24%
Silver miner Santacruz Silver Mining reported $113.46 million in revenue for Q2 2026, up 55% year-over-year, while all-in sustaining costs dropped to $21.87 per ounce. Net income fell to $2 million amid non-cash charges tied to exchange-rate shifts in Bolivia.

ARK ETFs shift holdings: buys BWX Technologies, sells Roblox and Shopify
ARK Investment Management executed trades on Aug. 20, adding stakes in BWX Technologies and four other firms while trimming positions in Roblox, Shopify and 10X Genomics.

China’s tech trio diverges in Q2 2026: Tencent rises, Alibaba and Baidu miss
Tencent beats estimates for a fourth straight quarter, while Alibaba and Baidu miss margins. Earnings, margins and valuations highlight stark divergence among China’s largest internet stocks.

CHF: Schweizer Franken wird erneut zu sicheren Hafen
Die US-Regierung erhöht ihre Anleihenkäufe und die Wechselkurse ändern sich: Der Schweizer Franken zieht sich die Flügel des USD/CHF und fällt unter wichtige Unterstützung. Technische und fundamentale Indikatoren deuten auf weiteres Abwärtsdruck, wenn der Widerstand hält.

Graubündner Kantonalbank posts record H1 profit as revenue rises 11%
Swiss regional lender reports CHF 137.2 million net income for the first half of 2025, driven by broad-based growth in interest and fee income. CET1 ratio climbs to 20.2%.

Die Kosten für das Schweizer Kernkraftwerk liegen in einer neuen Studie zwischen 14 und 43 Milliarden Dollar
In einem Bericht der Schweizer Wissenschaftsakademien wird die Baukosten für einen neuen Kernreaktor auf zwischen 14 Milliarden und 43 Milliarden Franken geschätzt, einschliesslich Verzögerungen und Finanzierungsrisiken. Hierfür dürfte eine staatliche Förderung erforderlich sein.

Siegfried maintains 2026 outlook after 2H gains from U.S., Australia sites
Swiss pharma services group posts 2.2% H1 sales growth to 633M CHF; core EBITDA margin rises to 22.4%. Three newly acquired sites expected to add $100M in 2026 revenue.

Anthropic plant IPO, Nvidias Ergebnis prüft den Handel mit KI, als die Technologieaktien abrutschen
Anthropic bereitet sich auf eine Börsennotierung bis Ende des Monats vor und setzt dabei auf eine Bewertung, die über die 75 Milliarden US-Dollar des IPO von SpaceX liegen wird. Die Ergebnisse von Nvidia nächste Woche werden das sentiment im KI-Sektor weiter prägen.

Swiss economic calendar: Q2 earnings, macro data due Aug 21-28
Investors face a packed week of Swiss half-year results, Q2 earnings and key macro indicators including GDP, tourism and labor data.

Lifestyle Communities posts FY26 turnaround with AUD 186.8m debt cut
Net debt fell 40.6% to AUD 273.7m as operating cash flow swung to AUD 94.9m. Shares rose 1.7% after FY26 profit after tax reached AUD 46.9m.

Sika sells €1 billion hybrid bond in two tranches to European investors
Swiss specialty chemicals group places 30NC5.75 and 30NC8.75 bonds at 4.50% and 5.00% yields, respectively, with S&P assigning 50% equity credit.

MAAS Group posts 37% EBITDA rise, lifts buyback plan to 20% of shares
Underlying EBITDA surged 37% to AUD 300.3 million in H2 2026, while revenue climbed 27% to AUD 1.3 billion. The group expanded its buyback program to 20% of issued capital over 12 months.

CSL shares rise 3.3% after FY26 results, buyback announced
Australia’s CSL advanced for a second day as investors digested stronger-than-expected earnings and a A$1.1 billion buyback program. Brokerage firms upgraded price targets following the FY26 results.

Super Retail FY26 sales rise to $4.2bn as profit slips on transformation costs
Australia’s Super Retail Group posted record annual sales but normalized profit fell 7% as higher transformation costs weighed on margins. Shares surged 15.3% on the update.

Sonic Healthcare posts 13% revenue rise but shares drop on FY2026 outlook
Australia’s largest pathology provider reported A$10.9 billion in revenue for FY2026, up 13% year-over-year, but its stock fell 9.2% after missing earnings expectations and flagging margin pressures in key markets.

Emeco’s FY26 results show maintenance shift boosts returns, buyback approved
Emeco Holdings reported a 5% rise in FY26 net profit as maintenance services drove revenue growth, while the board greenlit a 10% share buyback. Net debt fell to $127.1 million.

ASP Isotopes outlines commercialization roadmap at Emerging Growth Conference
CEO Paul Mann details multi-phase expansion plans for helium, LNG, and medical isotopes, targeting $300 million EBITDA by 2031. Stock has fallen 73% from 52-week high.

Optimism shifts 546.9M OP tokens from airdrops to ecosystem fund
Governance proposal reallocates tokens to drive institutional adoption and network growth, despite opposition over unfulfilled user promises.

Emeco targets 20% ROC with $127.6m FY26 free cash flow
Australia’s largest mining equipment renter posts 16.9% return on capital, approves 10% buyback after FY26 results. Maintenance revenue now 50% of gross.

Codan posts 69% profit surge on defence, gold detector demand
ASX-listed Codan reported FY26 net profit of $175.2m, up 69% YoY, as defence and metal detection revenues surged. Shares rose 11.8% to $48.61.

Brambles FY26 profit hit by U.S. repair constraints, recovery plan outlined
Underlying profit rose 4% to $1.49 billion despite $90 million hit from U.S. repair bottlenecks, with a $25 million repair expansion plan set for FY28. Dividend maintained at 46.15 cents per share.

Goodman Group posts 10.1% FY2026 profit rise, targets 9% FY2027 EPS growth
Australia’s industrial and data center specialist Goodman Group reported a 10.1% jump in FY2026 operating profit to AUD 2.675 billion and set a 9% EPS growth target for FY2027. The group’s data center pipeline surged to AUD 19.7 billion.

Wolfspeed shares plunge 9% after weak earnings miss, guidance cut
Silicon carbide chipmaker reports adjusted loss of $2.26 per share, missing estimates by over 400%, as revenue falls 28% short of forecasts.

Novartis to present cardiovascular data at ESC Congress 2026
Ten abstracts across Novartis's cardiovascular portfolio will highlight Leqvio, abelacimab and Entresto, including late-breaking Phase IV trial results and Lp(a) testing strategies.

Merck, Moderna cancer vaccine trial shows 59% reduction in recurrence risk
Merck and Moderna’s mRNA cancer vaccine cut melanoma recurrence risk by 59% in late-stage trial, signaling a potential shift in oncology treatment. Data released Wednesday underscores the promise of personalized mRNA therapies.

