The H1 2025 results due 5 August 2025 will offer a first glimpse of the new OC Oerlikon, with Barmag (former Polymer Processing division ex HRSflow) classified as discontinued operations. We expect the new OC Oerlikon to be more resilient to economic cycles, offer higher growth and margin potential, but also to have an asset-heavier business model. We have adjusted our target price from CHF 4.00 to CHF 4.30 and reiterate our Neutral rating. But we also describe the way forward for the group to b...
A director at OC Oerlikon Corp Ag bought 570,000 shares at 3.745CHF and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
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...
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