Hello,

I would like to minimize my consumer staples allocation.

What would you remove or reallocate?

$MNST (-1,42%)

$RKT (-0,61%)

$NESNE (adr :()

$ULVR (-0,87%)

$ADM (+2,85%)

$PEP (-0,84%)

$MMM (+0,41%)

Thank you!

(Switzerland) - The most important dates for this trading week

This week is the best of the year for real number crunchers: More than forty listed companies will present their half-year report. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (-0,68%) and $NESNE / $NESN (-0,89%) . Naturally, observers will be keeping a close eye on the outlook for the second half of the year.

On Monday, only the climate specialist Belimo $B9H will report on the first half of the year.

Seven companies have announced their reports for Tuesday. These are the logistics company Kuehne + Nagel $KNIN (-1,08%)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (-0,44%) and the fragrance producer Givaudan $GIVN (-0,09%)
, also reporting Logitech $LOGN (+0,79%), Dätwyler $DAE (+1,88%)
, Temenos $TEMN (-0,67%) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (-0,44%) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (-1,08%) the renewed increase in the complexity of sea transportation due to the threat to shipping in the Red Sea could have an initial positive effect.

On Wednesday, nine companies will give an insight into their finances. For example, the goods inspector SGS
$SGSN (-1,77%) and also Bobst ($BOBNN) , So $ALSN (+0,53%)
Cembra Money Bank $CMBN (-0,63%)
, Cicor $CICN (+1,62%)
Cosmo Pharmaceuticals $COPN (+0,91%)
EFG International $EFGN (+0,99%)

and Medacta $MOVE (+0,84%)
. At SGS $SGSN (-1,77%) it is to be expected that, as in previous quarters, decent sales growth will be offset by negative exchange rate effects.

Thursday is the highlight of the interim reporting season: a total of sixteen company reports are on the agenda. Among them are Nestlé $NESN (-0,89%)
, Roche $ROG (-0,68%)
, Lonza
$LONN (+1,29%) and Julius Baer $BAER (+1,22%)
, but also Bachem $BANB, Bucher $BUCN (+2,69%)
, Galderma $GALD
, Autoneum $AUTN (+1,47%)
, Bellevue $BBN (+0,14%)
, Calida $CALN (-0,59%)
, Idorsia $IDIA (-0,85%)
, Leonteq $LEON (+0,45%)
, the Graubündner Kantonalbank $GRKP (-0,28%)
, Meier Tobler $MTG (+1,72%)
, StarragTornos $STGN and Valiant $VATN (-0,38%)
. At Nestlé $NESN (-0,89%) the question is whether a return to positive growth rates can be achieved.

Many listed companies have once again announced their half-year figures for Friday. They include Holcim $HOLN (+2,09%)
Sulzer $SUN (+2,69%)
, Vontobel $VONN (+0,6%)
, Forbo $FORN (+2,69%)
, APG $APGN (-0,24%)
, Zehnder $ZEHN (+0,36%)
, Orell Füssli $OFN (-0,37%)
, Lem $LEHN (+4,39%)
, AMS Osram $AMS (+4,52%) and BB Biotech $BION (+1,21%) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (+2,69%) should deliver a positive surprise after a strong performance that has been ongoing for some time.

Have a good week everyone!

GG

Good morning 🎃

I do not know now if #herbstchallenge , #seechallenge or #bierchallenge or simply #challenge is?

But Mal so, I'm fine, enjoy the sun, the warm water and drink cold beer 🍻

About the shares:

$KO (-1,76%) Mini with 190 ml

$PEP (-0,84%) like last year

$NESNE here very strong and available everywhere

$BMW (+0,81%) Motorcycle seen *luxury

$CL (-1,52%) with Palmolive here everywhere in small bags

Of course, the fixed money here may 7% 🤑

Not missing

Best regards and so long

Smudo