ODDO BHF and Commerzbank jointly hosted the Swiss Equities Conference in Interlaken, Switzerland, from 10 to 12 June 2025. The event was attended by 64 companies (out of which 59 are listed, and with BASF one non-Swiss company). Some 125 investors met mostly (85%) C-level management in 440 meetings (one-on-one, one-to-few) and plenary sessions, resulting in some 1,100 interactions. Based on our positive assessments for Q2 & H2 2025 as well as beyond, we would like to highlight Accelleron (poten...
Burckhardt Compression continues to deliver strong growth and increased profitability Ad hoc announcement pursuant to Art. 53 LR of June 5th, 2025 Winterthur, June 5th, 2025 Burckhardt Compression achieved the following record results in fiscal year 2024:Sales of CHF 1'095.6 mn, +12.6% year-on-yearOperating income (EBIT) of CHF 140.8 mn, +23.2% year-on-yearEarnings per share of CHF 31.20, +24.9% year-on-year Book-to-bill ratio above 1, with order intake of CHF 1'151.2 mn (+2.4% year-on-year) Profitability increased in both divisionsOperating cash flow of CHF 212.8 mnDividend ...
European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...
Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...
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