Equities

Investis reports 6.8% rise in H1 rental income, LTV falls to 27.3%
Swiss real estate firm posts CHF 41.5 million in rental income for the half-year, while loan-to-value ratio declines to 27.3%. Portfolio value reaches CHF 2.3 billion.

European stocks fall despite Nvidia gains as Jackson Hole looms
Euro Stoxx 50, FTSE 100 and SMI decline after Nvidia's strong outlook fails to lift broader European equities. Tech sector buoys gains while defensive stocks weigh on Swiss index.

German DAX falls 1.1% as oil prices rise, inflation fears weigh
September opens with losses for Europe's benchmark index as geopolitical tensions lift oil prices and investors reassess rate expectations. Euro Stoxx 50 also declines.

Swiss pharma midcaps Basilea, Siegfried draw value investor interest
Basilea and Siegfried offer discounted valuations, earnings upgrades and growth prospects as Swiss pharma sector outperformers. Analysts set 38% and 55% upside targets respectively.

Euro Stoxx 50 falls 0.8% as oil prices rise amid Iran tensions
Eurozone benchmark index extends losses to August lows as geopolitical risks and energy prices drive inflation concerns ahead of ECB meeting. Swiss SMI rises 0.34%, FTSE 100 dips 0.32%.

European stocks rise on Fed hawkish signals ahead of U.S. rate decision
Euro Stoxx 50 gains 0.95% as investors price in potential September Fed hike; FTSE 100 and SMI also advance. Warsh signals readiness for tighter policy amid persistent inflation concerns.

VW’s Blume pushes cost cuts as Niedersachsen seeks compromise
Volkswagen’s CEO urges sweeping savings ahead of a pivotal supervisory board meeting on Sept. 4, while Germany’s Lower Saxony seeks consensus amid competing restructuring plans.

Investis reports 6.8% rental income rise in H1 2026 despite stock dip
Swiss real estate firm posts CHF 41.5 million rental income growth in first half, while shares slip 1.35% as market conditions tighten. Portfolio value nears CHF 2.3 billion.

Stadler Rail posts 40% revenue gain, EBIT more than doubles in H1 2026
Swiss train maker’s sales surge to 2.0 billion francs as production recovers from 2024 storms; EBIT reaches 79.5 million francs, beating expectations. Order backlog hits record 33.3 billion francs.

Swiss equities rise as all SMI stocks gain; gold dips ahead of U.S. inflation data
The Swiss Market Index advances in early trade, led by Amrize, Kühne+Nagel and Logitech. Gold slips 0.3% to $4,642.74 per ounce as investors await the July PCE data and a speech by Fed’s Warsh.

Lindt & Sprüngli shares extend losses as key support looms
Premium chocolate maker’s stock falls 1.6% to 92,600 CHF, nearing a 52-week low of 91,900 CHF and risking a slide below 90,000 CHF. Reputational risks from U.S. lawsuit add pressure amid weak volume and pricing strategy concerns.

Raiffeisen posts 18.9% rise in H1 2026 profit, plans job cuts
Swiss lender reports CHF659.3 million net income, up 18.9% year-on-year, as trading and wealth management drive growth. Efficiency measures to include up to 180 job reductions by 2027.

Swiss stocks rise ahead of U.S. inflation data; Nvidia, Stadler Rail in focus
Swiss Market Index gains 0.14% as gold dips ahead of July PCE data; Nvidia shares rise before earnings, while oil falls on Iran talks. European futures mixed.

Gurit doubles profit, raises 2026 outlook after strong H1 performance
Swiss specialty plastics maker Gurit posts 80% EBIT surge to CHF 16.9m in H1 2026, beats consensus and lifts annual targets. All three divisions grow, with Manufacturing Solutions up 57%.

Lindt & Sprüngli shares slip toward 90,000 CHF as pressure mounts
Premium chocolate maker’s stock falls 1.6% to 92,600 CHF, nearing a 52-week low of 91,900 CHF. Legal risks and volume declines weigh on sentiment.

Swiss equities rise on U.S. cues; Nvidia, oil and Iran tensions in focus
The SMI extended gains as Asian markets climbed on Iran de-escalation hopes and Brent crude fell 2.5% to $86.35. Nvidia’s pre-earnings drift and Swiss earnings updates from Stadler Rail, Gurit and SoftwareOne underpinned sentiment.

PORR shares drop 10% after weak order intake, revenue miss
Austrian construction group PORR AG reported a 32% decline in order intake and a 0.9% drop in revenue for Q2, sending shares down nearly 10%. EBIT rose 16.4% to €42 million, outperforming consensus.

US stocks edge lower on inflation, geopolitical risks; SMI slips 0.24%
Dow futures down 0.3% as investors weigh Fed hawkishness and Middle East tensions. Holcim leads SMI losers; Logitech gains 0.5%. Brent crude rises above $91/barrel.

UBS flags BP, TotalEnergies and Vår Energi as top European energy picks
Swiss bank highlights BP’s oil price leverage, TotalEnergies’ LNG strength and Vår Energi’s 10% yield in its latest equity framework. Production volumes and strategic shifts detailed.

European stocks slip as Iran tensions, rate hike bets weigh
DAX falls 0.9% after record close as Brent crude jumps 3.8% to $91.45/bbl; investors eye Fed policy signals and oil sector gains.

Swiss equities drift as oil rises, Fed rate bets firm
SMI slips 0.24% as Brent crude tops $91/bbl on Middle East strikes; Holcim leads SMI laggards while Gurit, Kühne+Nagel gain. UBS faces regulatory scrutiny.

Swiss Market Index edges lower as heavyweights weigh amid oil spike
SMI slips 0.24% in narrow trading; Kühne+Nagel leads gains while Holcim, ABB lag. Brent crude rises 3.3% to $90.98 as Middle East tensions escalate.

Swiss equities slip on oil, Fed bets; Roche weighs on SMI
The Swiss Market Index fell 0.1% as Roche dragged, while Kühne+Nagel gained 1.4%. Brent crude rose 3.3% to $90.98 amid Middle East tensions and delayed Hormuz Strait talks.

Swiss stocks flat as oil rises, Fed rate hike bets weigh; Kühne+Nagel leads gains
The SMI traded little changed Monday as defensive stocks offset rising U.S. rate expectations and Brent crude topped $90 a barrel. Roche and Givaudan lagged while logistics firm Kühne+Nagel advanced.

