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Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.


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Saturday, December 2, 2023 by Christophe.Schmid|Comment closed
within category CRM,IT Services & Consulting,Cloud
Salesforce.com is offering one of the world's largest cloud-based customer relationship management, or CRM, software service. Salesforce has of the most attractive valuation model with its SaaS services. In fact, given that their customers data is highly interconnected with its services, customers …
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Saturday, December 2, 2023 by Christophe.Schmid|Comment closed
within category ADBE,Software,Cloud,AI
Adobe dominant market positioning creative content software and other applications used for marketing and e-commerce opportunities. In recent quarters, the company added a number of apps that are supported by AI and we believe that IA offers a significant monetization opportunity for ADBE. With Pho…
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Saturday, December 2, 2023 by Christophe.Schmid|Comment closed
within category NVDA,Software,AI,GPU,Graphic-cards,workstation,Advanced computing,Video
Nvidia designs and sells high-end graphics (GPU) and video processing chips used for desktop and gaming personal computers, workstations, and other advanced computing servers and supercomputers. Not only is Nvidia one of the best performing stocks in the entire market in the past 15 years, its year…
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Saturday, December 2, 2023 by Christophe.Schmid|Comment closed
within category MSFT,Software,ChatGPT,AI,cloud
Microsoft is the world's largest software company and is best known for its Windows, Office, SQL Servers, and Azure cloud services offerings. In the past, MSFT has engaged in a profound business transformation, i.e. away from the physical delivery of software to a fully cloud-based model. Today, Mi…
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Saturday, December 2, 2023 by Christophe.Schmid|Comment closed
within category AAPL,iPhone,Mac,Ecosystem
Apple produces the iPhone, iPad, Apple Watch, Mac computers and other personal computing devices. Its products and services are available via App Store, Apple Music, iCloud and online. The company has also licensed based product offering which addresses business needs. Apple has been able, as one o…
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Thursday, November 30, 2023 by Christophe.Schmid|Comment closed
within category Dividend Stocks,Top-Down View,Investment Case for 2024,Economic Outlook,Inflation,US Economy,Interest Rates,S&P500,Magnificent 7,ORCL,IBM,CSCO,3M,PM,MO
In the follow-up of the February 2022 market crisis, investors were, very understandably, seeking security and capital income from their investments. Less experienced and beaten-up investors decided to allocate more than $100 billion to equities and ETFs solely focusing on dividend return opportuni…
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Monday, November 27, 2023 by Christophe.Schmid|Comment closed
within category Top-Down View,Investment Case for 2024,Economic Outlook,Inflation,US Economy,Interest Rates,S&P500
With the inflation rate having peaked in the first half of 2023 on the US economy on a relatively good footing, the 2024 US earning growth outlook is favourable for the US stock market next year.
Here is our take for 2024:
We expect the cost-savings trend, which was dominant in 2023, to come to…
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Friday, November 24, 2023 by Christophe.Schmid|Comment closed
within category EU Rules,circular economy,KO,MCD,Bongrain,Packaging Rules
With the aim to introduce a more virtuous economy, the EU is introducing new packaging rules; these apply to about anything and emphasize promoting reusable products, like cups, rather than throwaway plastic and paper products. While some of the hardest hit companies like McDonald's, Coca-Cola, Sav…
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Monday, November 20, 2023 by Christophe.Schmid|Comment closed
within category India,EM,Discretionary Spending,Luxury,Travel
India is Asia’s new market for discretionary items! The new center of luxury in Asia has well-heeled elites that are expanding rapidly into the market for luxury goods beyond the affluent class. India has become home to a rapidly rising group of millionaires, there’s a growing demand for designer c…
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Friday, November 17, 2023 by Christophe.Schmid|Comment closed
within category HEIO,Brewers,Beverages,Pricing Power,NoLo
Heineken, premier fournisseur de boissons dites "NoLo"
L’alcool NoLo fait référence aux boissons (bière, vin) qui contiennent traditionnellement de l’alcool, mais qui sont fabriquées de manière à ce que l’alcool soit éliminé ou réduit de manière significative. Dans le cas des boissons sans alcool,…
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Friday, November 17, 2023 by Christophe.Schmid|Comment closed
within category Ferrari,Race,Auto & Truck Manufacturers,Automobiles & Auto Parts,EV
Ferrari a annoncé un très bon Q3/23 et a au même temps augmente ses prévisions pour l’exercice 2023. Cela laisse de la place pour une nouvelle augmentation de leur guidance. Les commentaires du management sur les prix, le mix, la personnalisation et le carnet de commandes sont encourageants pour la…
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Friday, November 17, 2023 by Christophe.Schmid|Comment closed
within category Hermes,HRMS,France,Luxury,Apparel & Accessories
La dynamique des ventes d’Hermès au Q3 a été soutenue par rapport aux comparaisons élevées en Asie, avec des résultats meilleurs que prévu dans toutes les régions et catégories par rapport à l’ensemble du secteur du luxe. L'Amérique de Nord a été la région la plus performante en raison de la demand…
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Friday, November 17, 2023 by Christophe.Schmid|Comment closed
within category Accor,ACCP,Hotels,Motels & Cruise Lines
Le groupe hôtelier annonce avoir procédé avec succès au placement d’une émission hybride avec un coupons à 7,25% pa. Le groupe hôtelier précise que la sur-souscription à environ 4 fois "reflète la confiance renouvelée des investisseurs dans la qualité de crédit et le potentiel de croissance " du gr…
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Tuesday, November 14, 2023 by Christophe.Schmid|Comment closed
within category HEIO,Brewers,Beverages,Pricing Power
- Heineken is the 2nd world leader and the 1st European leader in the beer segment with 12% of the total market shares.
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Tuesday, November 14, 2023 by Christophe.Schmid|Comment closed
within category PERP,Brewers,Beverages,Pricing Power
- Pernod-Ricard reported organic sales growth of +19% in the first half of 2023, with double-digit gains across all spirits segments.
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Tuesday, November 14, 2023 by Christophe.Schmid|Comment closed
within category DGE,Brewers,Beverages,Pricing Power,Distillers & Wineries
- Diageo, the world's largest spirits maker, benefit from sustained investment in their premium brands portfolio accounting for 63% of the group’s net sales.
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Tuesday, November 14, 2023 by Christophe.Schmid|Comment closed
within category HEIO,PERP,DGE,Brewers,Beverages,Pricing Power
Investing in the beverage sector represents a reliable long-term solution due to diverse factors, offering a strong potential for growth:
 

Constant growth: the beverage sector has always been characterized by sustained worldwide demand. Thanks to this stability, the global industry size is exp…
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Sunday, November 12, 2023 by Christophe.Schmid|Comment closed
within category Jaguar,EV,Credit
Jaguar offers investors a fascinating deleveraging story based on a range of attractive new vehicles (Range Rover, Defender), strong free cash flow, high margins, and debt reduction. The re-branding to JLR coincides with the implementation of the business plan. Being positioned in the luxury segmen…
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Thursday, November 9, 2023 by Christophe.Schmid|Comment closed
within category LLY,Biotechnology & Medical Research,Pharmaceuticals
We keep enjoying Thanksgiving and all other regular family meetings – this is perfectly right except that with each run, we put a little more weight on.
But, thanks to the pharmaceutical industry, this is going to change. Eli Lilly won US approval to use the active ingredient in its diabetes drug…
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Thursday, November 9, 2023 by Christophe.Schmid|Comment closed
within category Wellness
The global wellness industry is now worth $5.6 Trillion
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