3Wk·

Swiss equities again from 01.05. - my watchlist is set!

From May, the trading ban on Swiss shares in the EU will be lifted - so we can trade easily and directly on German stock exchanges again. I've put a few candidates on my watchlist that fit in well with my current strategy - maybe there's something for you too:

Healthcare & Pharma

Roche Holding AG - $ROG (-2.45%)
Novartis AG - $NOVN (-1.08%)
Alcon Inc. $ALC (-6.46%)

Luxury & Consumption

Swatch Group AG (registered share) - $UHR (-1.07%)
Richemont (Compagnie Financière) - $CFR (-0.36%)
Lindt & Sprüngli (participation certificate) - $LISN (+1.27%)

Tech & Industry

Logitech International SA - $LOGN (+0.76%)
Temenos AG - $TEMN (-0.52%)
Sika AG - $SIKA (+0.02%)

Insurance & Finance

Zurich Insurance Group AG - $ZURN (+0.51%)
Swiss Re Ltd - $SREN (+1.19%)

I will wait for the Q1 figures in particular and then build up small positions if there are setbacks - in the long term, a few of these stocks are definitely candidates for my savings plan or holding.

What do you think - do you have Swiss stocks on your radar?

Or is the withholding tax still a thorn in your side?

17 Comments

Kai@Dividenden-Sammler

3Wk

It has been possible to trade on the Zurich stock exchange ever since. Or is Zurich not a European stock exchange for you?
I think you mean a domestic (i.e. German) stock exchange, or have you wanted to buy a Novartis share in Paris since then? The only difference is that it is now also tradable with all the neo-brokers who only have one or a few German stock exchanges. With a "normal" broker, trading via Zurich has also been possible since then. What could possibly be added now is that one or the other share will now also be eligible for savings plans.
So I don't have anything in particular on my watchlist that I would buy now but haven't since.

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Heiko G.@Ozzel

3Wk

@Dividenden-Sammler Yes, that's what I meant

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finanzperpetuum@finanzperpetuum

3Wk

My individual Swiss positions so far are:

- Roche $ROG
- Nestle $NESN
- Kühne&Nagel $KNIN
- Partners Group $PGHN
- Accelleron $ACLN (running in the savings plan)
- SIG Combibloc $SIGN
- Landis&Gyr $LAND
- BB Biotech $BION

I currently find Bucher $BUCN, Burckhard Compression $BCHN, Galderma $GALD, SGS $SGSN exciting. Alcon $ALC or Lonza $LONN, both with a lot of capacity in the USA, should also not be so affected by US tariffs.

As there is not enough cash for everyone, my largest Swiss positions are 2 ETFs - $SLICHA and $SMMCHA. These are also being steadily expanded.

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Memo0606@Memo0606

1Wk

@finanzperpetuum thanks nice comment :)
which do you find most attractive for an entry at the moment?

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Schweizer_Investor@Alumdria

3Wk

$ABBN I can recommend robotics and energy. I'm sure I'll add to it as soon as I have money again😄 And for consumption, $NESN, even if many find it morally reprehensible. But then, strictly speaking, you wouldn't be allowed to invest in anything 😅

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Heiko G.@Ozzel

3Wk

@Alumdria yes that's right, I also got over the moral aspect at $RHM 😂

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SeSv@Goffytbd

3Wk

$SREN is definitely paying off. Get in now and benefit from the dividend

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