Something is brewing at Swisscom

Swisscom: The telecommunication company faces more fierce competition. Photo: Urs Jaudas

Its rivals in the national market still maintain Swisscom remotely. But when it's a close alliance of competitors, such as spread for months, then it looks different. And in Italy too, the telecom group is facing stronger competition. There, the neighbor of the French industry Iliad mixes since the end of May, the mobile market at a competitive price, thus entering the subsidiary of Swisscom Fastweb. In the future, Iliad could not only make an aggressive offer for mobile, but also rent on landlines and also offer broadband internet. This makes me think. Iliad has upset the French telecommunications market since 2012 and has earned revenue and market share from established suppliers. In the worst case, Swisscom is stuck on two sides. I pay attention to stocks. Waiting

Successful resistance test

US resistance test results: UBS and Credit Suisse are doing well. With their investment plan, their US subsidiaries meet the requirements of the US Federal Reserve. This is apparent from the recent US Federal Reserve bank stress test. I interpret this as follows: The banks have done their homework and come back as an investment in question. Unlike Deutsche Bank. Their American offspring failed as the only institution. I do not touch that hot iron. The situation in local institutes seems different. UBS operates in a solid way, focusing on private banking and paying an attractive dividend of more than 4%. With the share buyback program, the shareholder can expect a return of 5%. UBS is probably the best bank. Their shares are valued more expensive than those of Credit Suisse. The second largest Swiss bank is in its third year of restructuring. The end has yet to be done and the achievements must be realized, but the prospects are good. I expect that costs will continue to decline in the coming quarters of 2018. As a result, Credit Suisse is less dependent on the market and has the power to increase its profits. In addition, this ensures imagination among investors. My assessment is therefore clear: Waiting for UBS, buy Credit Suisse

The best dog loses share

The departure of Intel boss Brian Krzanich has brought to light the many sites where the manufacturer chips must work: latest chip technology is delayed. Rivals such as TSMC or AMD are ahead in terms of miniaturization of chips, the domain of Intel . They will unbutton the best dog actions. For mobile devices, Intel continues to operate "keep running". When it comes to issues of trends like artificial intelligence or autonomous cars, competitors like AMD and Nvidia are leading. Prestigious customers like Apple want to trade Intel chips. It does not matter that Krzanich had to resign because of the relationship with an employee, not because of these construction sites. The decisive question will be who will lead Intel to the future. The selection of suitable candidates is not very big. The faster Intel finds a successor, the better it is and the less the attack surface is left to the rival. Since early June, Intel's paper has lost more than 10% in value. Investors with courage can buy with care. Buy Deded

Sales of 100 million

Are you bored like me too about costly dental visits and fear root canal treatments? Then you should take a look at the small manufacturer of dental products Coltene . It is currently growing strongly on two occasions, restoring its product structure. Coltene acquires Canadian SciCan and French Micro-Mega. Both realize a turnover of about 100 million francs. This represents nearly 60% of Coltene's past sales, specializing in dental consumables and small appliances. SciCan offers disinfectants for dental offices, Micro-Mega manufactures files for internal dental treatment. The Coltene management is counting on the stricter hygiene requirements in dental offices to increase the need for disinfection equipment. With Micro-Mega, endodontics is Coltene's second most important product group – for internal dentistry files and root canal files. Both recovery objectives increased sales in 2017 by more than 10%. To distract yourself, you can think of the Coltene rewards in the long run by visiting a dentist. Buy Dosed

Network for the Rich and the Handsome

The first half of the year has passed, and many investors are taking stock; Börsenchef Jos Dijsselhof also does this: "The good development of new additions to the Swiss stock market is already exceeded this year in the first half of the year," he says. From the investor's point of view, the balance is not convincing. Many novices have come to the stock market quite expensive, so the upside potential is limited. By the way, as feared, the titles of Asmallworld developed. Since the top of 22 francs at the end of April, the papers of the operator of this social network for the rich and beautiful regularly decline. They now cost about 6 francs. There is no sign of recovery and there is still no reason to have the actions. Meiden

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