Bossard "Applying a machine learning approach for evaluating short-term..."

研报英文原文证据摘录

Bossard "Applying a machine learning approach for evaluating short-term..."

Global Research

24 June 2026ab

Bossard Equities

SwitzerlandApplying a machine learning approach for

evaluating short-term growth potential Industrial Services

12-month rating Neutral

12m price target CHF156.00Demand indicators suggest well supported sales growth in the short-term

In addition to our regular fundamental analysis for Bossard, we also co-developed with

UBS Empirical Scientific Approaches (ESA) team an empirical framework to validate our Price (23 Jun 2026) CHF193.00

short-term focused organic sales growth forecasts for the Bossard. This approach links RIC: BOS.S BBG: BOSN SW

the company's organic sales growth to a broad set of macroeconomic and industry-

specific indicators. We also described it in greater detail in our accompanying white Trading data and key metrics

paper. Based on the latest available data, the model forecasts organic sales growth of 52-wk range CHF201.00-136.40

around 7% for 2Q26E for Bossard, hence pointing to a further supported demand Market cap. CHF1.29b/US$1.60b

environment. Given Bossard's exposure to industrial production, machinery, automation Shares o/s 6.65m (BEAR)

and broader manufacturing activity, particularly across Europe and North America, the Free float 87%

selected indicators suggest that end-market conditions remain supportive for the Avg. daily volume ('000) 15.0

company's demand over the short-term. In contrast, we forecast organic sales growth of Avg. daily value (m) CHF2.5

10.9% for the group in 2Q26E, but also discount tariff-driven demand tailwinds, which Common s/h equity (12/26E) CHF0.43b

we expect to be less reflected in our considered indicators. We rate Bossard Neutral. P/BV (12/26E) 3.5x

Net debt to EBITDA (12/26E) 1.9x