cy dates that could impact Swiss equities: Nov 1, SNB meeting Monetary and economic policy Corporate news Key corporate announcement dates: Oct 30, Geberit, Oerlikon, Straumann & UBS; Oct 31, Lonza & Sika 2 UBS Recommendations Tactical (6 months) e We favor large caps over small caps. e We like sto

ional strengths (organic growth, EBITDA progression, scale of deleveraging and predictability and earnings) and EV/EBITDA to similar stocks such as Geberit and Halma illustrates that Kingspan offers excellent value. • Catalysts: FY17 results on 23-Feb Related DB Research: Kingspan: Insulated growth;

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