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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Alcon,ALCC,Pharmaceuticals,Strat_Bord,Strong R&D,Pure play,Johnson & Johnson Vision,Bausch + Lomb,EssilorLuxottica
Alcon AG is a leading global medical company solely focused on eye care. Headquartered in Geneva, Switzerland, Alcon operates in two primary segments: Surgical (advanced equipment and consumables for ophthalmic surgery) and Vision Care (contact lenses, lens care solutions). With roots dating back o…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Strat_Bord,ASML,Photolithography,Semiconductor Equipment Market,Market Share,R&D,Recurring Service Revenue,Order Book Visibility,TSMC,Samsung,Intel,Micron,Market Opportunity & CAGR,Technological Moat
ASML Holding NV (ASML) is the world’s leading provider of photolithography systems for the semiconductor industry. Headquartered in Veldhoven, the Netherlands, ASML designs, manufactures, and services complex lithography machines—most notably its extreme ultraviolet (EUV) systems—that enable the pr…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Life & Health Insurance,AXA,Strat_Bord,Global insurance leader,Diversified earnings,Recurring revenues,Defensive characteristics,Property & Casualty,Digital transformation,Bolt‑on acquisitions
AXA SA (EPA: CS) is a leading global insurance and asset management group headquartered in Paris, France. Founded in 1817, AXA offers life & savings, property & casualty, health, and asset management services to over 100 million clients in 57 countries. With 2023 revenues of approximately €100 bill…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Cellnex Telecom,Telecom equipment,Strat_Bord,Independent Tower Operator,5G Roll‑out,Recurring Cash Flows,Organic PoP Growth (Population Coverage),Debt Leverage
Cellnex Telecom SA (CLNX) is Europe’s largest independent operator of wireless telecommunications infrastructure. Headquartered in Madrid with operational roots in Barcelona, the company emerged in 2015 from the spin‑off of Abertis’s telecom tower division. Today, Cellnex owns and operates over 113…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Dano,Danone,Strat_Bord,Food Processing,Premium & Plant‑Based Growth,“One Planet. One Health” Sustainability,Recurring Consumer Staples,Digital Acceleration,Commodity Volatility Hedging
Danone SA (BN) is a leading global food and beverage company headquartered in Paris, France. Founded in 1919, Danone operates four business divisions—Essential Dairy & Plant‑Based, Waters, Early Life Nutrition, and Medical Nutrition—serving over 25 million consumers daily in more than 120 countries…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Deutsche Telekom,Integrated Telecommunications Services,DTEGn,Strat_Bord,Integrated Telecom Offering,T‑Mobile US Exposure,Fiber Acceleration,5G Monetization,Recurring Cash Flows
Deutsche Telekom AG (DTE) is one of the world’s leading integrated telecommunications companies, headquartered in Bonn, Germany. With roots dating back to the privatization of the former state monopoly in 1996, Deutsche Telekom today serves over 184 million mobile and fixed‑network customers across…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category DSM Firmenich,Fragences,Strat_Bord,Diversified High‑Growth Portfolio,Innovation Moat (R&D Investment),Defensive Recurring Revenues,Circular‑Bioeconomy Sustainability,Integration Synergies
DSM Firmenich AG is the world’s largest pure‑play nutrition and bioscience company, born from the merger of Royal DSM (Netherlands) and Firmenich (Switzerland) in 2023. Headquartered in Basel, the combined group leverages over 20,000 employees across 50+ countries to deliver science‑based solutions…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category E.On,EONGn,Multiline Utilities,Strat_Bord,Energy Transition,Regulated,Renewables,Customer Solutions,Sustainability
E.ON SE is a leading European energy company headquartered in Essen, Germany. It operates primarily in the energy networks and customer solutions segments, focusing on electricity and gas distribution, renewable energy integration, and energy retail services. With a strong commitment to sustainabil…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Construction Materials,Heidelberg Materials,HEIG,Strat_Bord,Infrastructure Growth,Decarbonization (CCS Initiatives),Market Leadership,Strategic Acquisitions,Financial Strength
Heidelberg Materials AG, headquartered in Heidelberg, Germany, is one of the world's largest integrated manufacturers of building materials. With over 51,000 employees across nearly 3,000 sites in more than 50 countries, the company specializes in cement, aggregates, ready-mixed concrete, and aspha…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category HSBC,HSBA,Banks,Strat_Bord,Asia‑focused Growth,Sustainable Finance,Digital Transformation,Diversified Model,CET1 Ratio
HSBC Holdings PLC (HSBA) is one of the world’s largest banking and financial services organizations, serving millions of customers through four global businesses: Retail Banking & Wealth Management, Commercial Banking, Global Banking & Markets, and Global Private Banking. Headquartered in London wi…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category ING,Banks,Banking Services,Strat_Bord,Digital‑First Leadership,Sustainable Finance,CET1 Ratio,Diversified Earnings,Cost/Income Ratio
ING Groep N.V. (INGA) is a leading Dutch multinational banking and financial services corporation headquartered in Amsterdam. Founded in 1991 through the merger of NMB Postbank Group and Nationale-Nederlanden, ING offers retail and wholesale banking, direct banking (ING Direct), investment banking,…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Lonza,LONN,Pharma & Biotech Solutions,Strat_Bord,Specialty Ingredients, CDMO,Biotech,Specialty Ingredients,Recurring Revenue,Capacity Expansion,Contract Development and Manufacturing Organization
Lonza Group AG (LONN) is a Swiss multinational specialty chemicals and biotechnology company headquartered in Basel, Switzerland. Founded in 1897, Lonza has evolved into a leading contract development and manufacturing organization (CDMO) for the pharmaceutical, biotech, and specialty‑ingredients i…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category RIO,Diversified Mining,Mining,Commodities,Sustainability,Cash flow,Growth
Rio Tinto Plc is a leading global mining and metals company headquartered in the UK and Australia. It is among the world’s largest producers of essential industrial metals, including iron ore, aluminum, copper, diamonds, gold, and uranium. The company operates a diverse portfolio of mining assets a…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Sandoz,Strat_Bord,Pharmaceuticals,generic drugs,biosimilars,Generics,Biosimilars,Innovation,Sustainability,Global Reach
Sandoz Group AG is a leading global provider of generic pharmaceuticals and biosimilars, headquartered in Basel, Switzerland. Founded in 1886, Sandoz was a division of Novartis until its spin-off in October 2023. The company operates in over 160 countries, offering a portfolio of approximately 1,50…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Shell,Strat_Bord,Natural Gas,Share Buybacks,Dividend,LNG,Energy Transition,Integrated Oil & Gas,Wind,Solar,Hydrogen
Shell plc is a British-Dutch multinational energy company headquartered in The Hague, Netherlands. Established in 1907 through the merger of Royal Dutch Petroleum and The "Shell" Transport and Trading Company, Shell is one of the largest integrated energy companies globally. The company operates in…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Siemens,SIEG,Strat_Bord,Energy Transition,Smart Infrastructure,Mobility,Automation,Digitalization,Infrastructure,Healthcare,Sustainability,Wind,Solar,Hydrogen
Siemens AG is a German multinational technology conglomerate headquartered in Munich, with a rich history dating back to 1847. Recognized as Europe's largest engineering company, Siemens is a global leader in industrial automation, digitalization, infrastructure, mobility, and healthcare technology…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Societe Generale,SOGN,Strat_Bord,Banks,SoGen,Digital Transformation,Sustainable Finance,Cost Reduction,Leadership Restructuring,Profitability Growth
Société Générale is a leading European financial services group headquartered in Paris, France. Established in 1864, the bank operates in over 60 countries, employing approximately 119,000 individuals and serving around 26 million clients globally.
The group is structured into three complementary …
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category STMicroelectronics,STM,France,Strat_Bord,Silicon Carbide (SiC),ADAS,Electric Vehicles (Evs),Microcontrollers,MEMS Sensors,Cost Optimization,Energy Transition
STMicroelectronics (STM) is a leading European semiconductor company headquartered in Plan-les-Ouates, Switzerland. Established in 1987 through the merger of SGS Microelettronica and Thomson Semiconducteurs, STMicroelectronics has grown to become one of the largest semiconductor manufacturers globa…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category Swiss Re,SREN,Property & Casualty,Reinsurance,Strat_Bord,Dividend Strategy,Sustainability,iptiQ,Digital Transformation,Capital Strength,Operational Efficiency
Swiss Re Ltd is one of the world's largest reinsurance companies, headquartered in Zurich, Switzerland. Founded in 1863, it operates globally with approximately 14,400 employees across 29 countries. Swiss Re provides a range of reinsurance, insurance, and risk management services, aiming to make th…
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Tuesday, July 1, 2025 by Christoph Schmid|Comment closed
within category UBS,UBSG,Wealth Management,Acquisition,Digital Transformation,Sustainability,Global Presence,Strat_Bord
UBS Group AG is a leading global financial services company headquartered in Zurich and Basel, Switzerland. Formed in 1998 through the merger of Union Bank of Switzerland and Swiss Bank Corporation, UBS has grown to become the world's largest private bank, managing over $6 trillion in assets. The f…
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