Added to YB: 2026-08-21
Pitch date: 2026-08-19
RSGN.SW [bullish]
R&S Group Holding AG
+0.72%
current return
Author Info
No bio for this author
Company Info
R&S Group Holding AG manufactures and supplies electrical infrastructure products the United Kingdom, Switzerland, Ireland, Italy, Poland, and the Middle East.
Market Cap
CHF 712.2M
Pitch Price
CHF 19.50
Price Target
N/A
Dividend
2.61%
EV/EBITDA
9.50
P/E
12.29
EV/Sales
1.87
Sector
Electrical Equipment
Category
turnaround
Flawed and crowded short - $RSGN.SW
RSGN.SW: Swiss transformer maker down 50% YoY vs peers +100% on 2025-26 disappointments (weak UK oil-immersed biz post-PCB replacement one-off). Bull: 2026 = trough, Łódź plant doubling power transformer capacity ramps Q4 2026, structural electrification tailwind. 10.25% short interest (22 days cover), lockup expiry Sep 5 marks peak negative sentiment. Nov capital markets day catalyst; long.
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