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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…
Feb 5
40
1
AI, paint and shoes
AkzoNobel, Adidas, Swatch Group, Scatec, SAP, 2CRSI, Julius Baer, ATOSS Software, Ermenegildo Zegna, Norma Group, Rémy Cointreau
Feb 3
85
2
January 2026
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
Jan 29
72
2
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
Jan 27
68
1
Parcel lockers, tires and potential multi-baggers
InPost, Sidetrade, Continental, Volkswagen, Burberry, Komax, Puma, Aryzta, Ubisoft, Deutsche Börse, Virbac
Jan 22
27
Jewelry, games and turnarounds
Richemont, Afyren, Gerresheimer, Swissquote Group, Thermador Groupe, PulluP Entertainment, Puig, Belimo, Zurich Insurance, Diagnostic Medical Systems…
Jan 20
36
2
Cars, defence and strong rebounds
Porsche, Diageo, Abivax, Ipsos, Rosenbauer, Geberit, Ekinops, Tubacex, Partners Group, Rheinmetall, Cicor, Mercedes-Benz, VAT Group
Jan 15
39
Beer, drugs and busted stocks
TeamViewer, Brunello Cucinelli, Unite Group, BioNTech, ABB, Argenx, TFF, Soitec, Sodexo, Belimo, Tecan, Anheuser-Busch InBev, OVHcloud
Jan 13
49
Parcel lockers, pills and steel
Alcon, thyssenkrupp, InPost, Trigano, Pluxee, Redcare Pharmacy, Hoffmann Green, Argan, Saint-Gobain, Aperam, Séché Environnement, NEXT
Jan 7
24
2
December 2025
Cash transport, energy and best wishes
Prosegur, Virbac, STMicroelectronics, thyssenkrupp nucera, EXEL Industries, La Française de l’Énergie, CIE Automotive, Hoffmann Green, DEUTZ
Dec 18, 2025
19
1
Wine, packaging and lots of divestments
AdVini, Carl Zeiss Meditec, Emeis, Nanobiotix, Sopra Steria, Sanofi, Wendel, Fraport, Vidrala, Sava Re, Schneider Electric
Dec 16, 2025
31
2
Cruises, stock exchanges and major contract wins
TUI, PulluP Entertainment, Polytec, Figeac Aéro, Medincell, Carl Zeiss Meditec, Brunello Cucinelli, Deutsche Börse, Exosens, Puma
Dec 11, 2025
42
1
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