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Alexandre Müller
  • Alexandre Müller
CPHN CPH Chemie + Pa...

CPH: Growth momentum continues

Growth momentum continues / FY2018 guidance is in line with our estimates / Public bond issue increased to CHF 100mn from CHF 85mn / Valuation and conclusion

CPHN CPH CHEMIE + PAPIER HOLDING AG
10/15/18 October 15, 2018 5 EN
Alexandre Müller
  • Alexandre Müller
CPHN CPH Chemie + Pa...

CPH: On the road to a diversified industrial group

- Packaging division: Multiple growth levers- A strong end-market - Product innovation- Diversification into growth markets- Valuation and conclusion

CPHN CPH CHEMIE + PAPIER HOLDING AG
09/17/18 September 17, 2018 6 EN
Alexandre Müller
  • Alexandre Müller
SAHN Schaffner Holdi...

Strong 1H numbers with 14.5% organic growth, but turn-around in Power ...

EBIT above expectations, supported by market share gains in EMC divisionBroad-based growth across segments lifts top-lineEstimate adjustmentsValuation attractive based on discount to peers

SAHN SCHAFFNER HOLDING AG
05/14/18 May 14, 2018 6 EN
Alexandre Müller
  • Alexandre Müller
AIRN APTG AG

Airopack - Performance improvements with an eye on future

Sales growth backed by strong volume growthNet loss contracts slightlyGuidanceValuation

04/11/18 April 11, 2018 7 EN
Alexandre Müller
  • Alexandre Müller
CPHN CPH Chemie + Pa...

CPH: The fruits of execution are coming through

2017: Revenue growth across segments Internationalization and cost efficiencies, the key to growth Chemistry and Packaging divisions to offset Paper underperformance Valuation: outperformed the benchmark by a wide margin

CPHN CPH CHEMIE + PAPIER HOLDING AG
02/26/18 February 26, 2018 12 EN
Alexandre Müller
  • Alexandre Müller
SAHN Schaffner Holdi...

Schaffner: Guidance confirmed despite special effects

Guidance confirmed despite special effects  - Key data guidance- Valuation looks attractive

SAHN SCHAFFNER HOLDING AG
02/05/18 February 5, 2018 5 EN
Alexandre Müller
  • Alexandre Müller
CPHN CPH Chemie + Pa...

CPH strengthens its Packaging Division with Sekoya acquisition

Sekoya Indústria e Comércio Ltda. will be integrated in CPH’s Packaging Division CPH’s packaging division, Perlen Packaging AG, has agreed to acquire a 60% stake in its long-established distribution partner Sekoya Indústria e Comércio Ltda. The acquisition, which will be effective retroactively from 1 January 2018, will help the company to expand its footprint in the Americas by having its own distribution company and finishing plant. Perlen Packaging has retained the founder, Wellington Branq...

CPHN CPH CHEMIE + PAPIER HOLDING AG
01/23/18 January 23, 2018 5 EN
Alexandre Müller
  • Alexandre Müller
SAHN Schaffner Holdi...

Schaffner: Markedly improved profitability amid pricing pressure

Increased profitability and strong order pipeline ensures sustainable growth Revenue growth and considerable progress across segments Segmental performance Optimistic outlook Valuation looks attractive based on discount to peers on 2018 estimates

SAHN SCHAFFNER HOLDING AG
12/12/17 December 12, 2017 6 EN
Alexandre Müller
  • Alexandre Müller
CPHN CPH Chemie + Pa...

Execution on track, but higher recycling paper prices erode margins

​Strong 1H 2017 sales, with top line growth in all divisions / Segmental performance / Guidance / Zeochem merges its Swiss-based companies / CPH Group’s Packaging and Chemistry division sharpens brand profile / Paper Division to acquire Papierfabrik Utzenstorf AG’s paper recycling business / Valuation and conclusion

CPHN CPH CHEMIE + PAPIER HOLDING AG
07/26/17 July 26, 2017 6 EN
Alexandre Müller
  • Alexandre Müller
AIRN APTG AG

Upscaling to 200 million Airopack dispensers annually

​Manufacturing capacity set to be doubled / New financing secured / Conclusion

06/27/17 June 27, 2017 5 EN
Alexandre Müller
  • Alexandre Müller
WIHN WISEKEY SA

Vertical integration to fuel top line

FY2016 Result in line with expectation Credit Facility to help leverage IP and Patent Portfolio Blockchain as a Service for US enterprises Strategic acquisitions in 2016-17 to improve topline Opportunities ahead

05/17/17 May 17, 2017 5 EN
Alexandre Müller
  • Alexandre Müller
SAHN Schaffner Holdi...

Marching Towards Higher Profitability

​Revenue growth returns, EBIT margin tops our estimateSegmental performanceMaintains medium-term goalsRestructuring process continues to cut costMeasures for growthDiscount to peers on 2017 estimates

SAHN SCHAFFNER HOLDING AG
05/12/17 May 12, 2017 7 EN
Alexandre Müller
  • Alexandre Müller
CPHN CPH Chemie + Pa...

On the road to profitable growth

​2016: moderate revenue growth with positive EBITEfforts should start yielding resultsAn encouraging year aheadValuation: market is yet to price in the operational improvements

CPHN CPH CHEMIE + PAPIER HOLDING AG
04/28/17 April 28, 2017 12 EN
Alexandre Müller
  • Alexandre Müller
AIRN APTG AG

Airopack a game changer in the packaging industry as a planet friendly...

​A better and effective product for consumers and manufacturersAddressing the rising environmental concernsFinancing backed by ApolloValuation

03/29/17 March 29, 2017 30 EN
Alexandre Müller
  • Alexandre Müller
RLF Relief Therapeu...

Key changes in Group Dynamics

​New financing from GEMConclusion

RLF RELIEF THERAPEUTICS
02/22/17 February 22, 2017 10 EN
Alexandre Müller
  • Alexandre Müller
WIHN WISEKEY SA

Taking further strides towards consolidation

​Agreement to acquire QuoVadisSecured line of credit for acquisitions and other key developmentsOutlook

02/10/17 February 10, 2017 5 EN
Alexandre Müller
  • Alexandre Müller
SAHN Schaffner Holdi...

Mixed FY 2015/16 results; Automotive the bright spot

​Revenue above guidance, EBIT tops our estimateSegmental performanceUnchanged mid-term targetsRegional diversification

SAHN SCHAFFNER HOLDING AG
12/07/16 December 7, 2016 6 EN
Alexandre Müller
  • Alexandre Müller
WIHN WISEKEY SA

Poised for international growth

​Establishment of Indian Joint Venture completeAgreement to acquire QuoVadisWISeKey Argentina and Feitian Technologies deals signal geographic diversification focusStrategic partnership with WTPFOther developments

12/05/16 December 5, 2016 7 EN
Alexandre Müller
  • Alexandre Müller
RLF Relief Therapeu...

Advancing the development of atexakin alfa

​Strategic collaboration agreement with PX’TherapeuticsStrategic collaboration agreement with FirstStringConclusion

RLF RELIEF THERAPEUTICS
10/26/16 October 26, 2016 10 EN
Alexandre Müller
  • Alexandre Müller
CPHN CPH Chemie + Pa...

Site for new European manufacturing unit acquired

​Land acquisition to diversify manufacturing baseSale of Uetikon facilityIn line with the Chemistry segment’s strategyValuation and conclusion

CPHN CPH CHEMIE + PAPIER HOLDING AG
10/18/16 October 18, 2016 5 EN
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