{
 "as_of": "2026-11-06",
 "cmr": "ch-cm-kg/SIX/HBAN",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# HELVETIA BALOISE HOLDING N (SIX: HBAN) — research page\n\nAs of 2026-11-06 · ch-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is HELVETIA BALOISE HOLDING N, listed on SIX under ticker HBAN, with ISIN CH0466642201 and LEI 529900SUJBXTORH0LT80. Its security type is Corporate, its jurisdiction is Switzerland (Zefix-registered corporation), and its sector is not on the record because the SIX feed returns an empty ICB industry for this line. Its segment is not on the record. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 20 filings in the twelve months to 2026-11-06, across 13 filing days. The median gap between filing days is 17.5 days. The latest filing is dated 2026-11-05, 1 day before the record date, and is of type corporate_news. The exchange median for SIX is a cadence gap of 29.5 days across 607 issuers, a median of 0 filings, and a median latency of 14 days. The sector median is not on the record for this market.\n\n## Auditor\n\nThe auditor is not on the record. The record carries the annual report link only, as a source link and not a read. The auditor's location and any auditor changes are not on the record, because no lifecycle type map exists for this register yet.\n\n## Events and halts\n\nThe listing, delisting, name change, domicile change and segment move lines are not on the record, because no lifecycle type map exists for this register yet. The halt flag shows listed, not halted.\n\n## Orderability\n\nThe outcome for Privatkundinnen und -kunden is ACM-200, determinable. The outcome for professionelle Kunden is ACM-200, determinable. The outcome for institutionelle Kunden is ACM-200, determinable. The rule version is acm-68000/ch/finsa-product-duties/r1, with the chapter as of 2026-11-04.\n\n## Coverage\n\nThe issuer's own investor-relations page names 12 research houses: AlphaValue, Autonomous, Berenberg, BNP Paribas Exane, Citi, J.P. Morgan, Keefe, Bruyette & Woods, Kepler Cheuvreux, Octavian, UBS, Vontobel and ZKB.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage is not sealed. No issuer years are sealed, the market's earliest sealed date is not on the record, and the live record began is not on the record.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (identity.exchange)\n- https://www.zefix.ch/en/search/entity/list?name=HELVETIA%20BALOISE%20HOLDING (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.ch-cm-kg.ai/events/SIX/HBAN (the disclosure lines)\n- https://www.ser-ag.com/sheldon/official_notices/v2/find.json ; https://www.bxswiss.com/suspensions (the halt flag)\n- https://mcp.ch-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html (coverage)\n- https://mcp.ch-cm-kg.ai/record/SIX/HBAN (the record)\n",
 "market": "CH",
 "node": "ch-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": null,
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "the CH vintage is not sealed; the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false
  },
  "auditor": {
   "auditor": {
    "market": "CH",
    "reason": "Width 0 records the annual report link only (ORDER-015: source link, not a read)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "CH",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CH",
    "state": "not_on_record"
   },
   "changes": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "ch-cm-kg/SIX/HBAN",
  "coverage": {
   "count": 12,
   "houses": [
    {
     "analyst": "Antoine Bouchetoux",
     "house": "AlphaValue",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Farquhar Murray",
     "house": "Autonomous",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Michael Huttner",
     "house": "Berenberg",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Iain Pearce",
     "house": "BNP Paribas Exane",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Alejandra Chavez",
     "house": "Citi",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Farooq Hanif",
     "house": "J.P. Morgan",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Michele Ballatore",
     "house": "Keefe, Bruyette & Woods",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Batikan Kaya",
     "house": "Kepler Cheuvreux",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Anne-Chantal Risold",
     "house": "Octavian",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Nasib Ahmed",
     "house": "UBS",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Matteo Lindauer",
     "house": "Vontobel",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    },
    {
     "analyst": "Georg Marti",
     "house": "ZKB",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html",
     "result": "read: 12 of 24 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 607,
     "median_cadence_gap_days": 29.5,
     "median_filings": 0,
     "median_latency_days": 14,
     "name": "SIX"
    },
    "sector": {
     "market": "CH",
     "state": "not_on_record"
    }
   },
   "by_type": {
    "ad_hoc": 2,
    "corporate_news": 10,
    "newswire_release": 1,
    "register_deletion": 1,
    "register_mutation": 6
   },
   "cadence_median_gap_days": 17.5,
   "filing_days": 13,
   "filings": 20,
   "latency_days": 1,
   "latest": [
    {
     "category": "corporate",
     "date": "2026-11-05",
     "source": "https://www.eqs-news.com/news/corporate/helvetia-und-tcs-setzen-ihre-erfolgreiche-partnerschaft-fort-und-bauen-das-angebot-aus/a5693282-5c25-4373-b5fc-38da36f4aa63_de",
     "title": "Helvetia und TCS setzen ihre erfolgreiche Partnerschaft ...",
     "type": "corporate_news"
    },
    {
     "category": "corporate-news",
     "date": "2026-11-05",
     "source": "https://www.eqs-news.com/news/corporate-news/helvetia-et-le-tcs-poursuivent-leur-partenariat-a-succes-et-elargissent-leur-offre/a5693282-5c25-4373-b5fc-38da36f4aa63_fr",
     "title": "Helvetia et le TCS poursuivent leur partenariat à succès et ...",
     "type": "corporate_news"
    },
    {
     "category": "corporate-news",
     "date": "2026-11-05",
     "source": "https://www.eqs-news.com/news/corporate-news/helvetia-e-il-tcs-proseguono-la-loro-collaborazione-di-successo-e-ampliano-l-offerta/a5693282-5c25-4373-b5fc-38da36f4aa63_it",
     "title": "Helvetia e il TCS proseguono la loro collaborazione di ...",
     "type": "corporate_news"
    },
    {
     "category": "corporate",
     "date": "2026-10-29",
     "source": "https://www.eqs-news.com/news/corporate/familiar-uncanny-urbantwo-new-exhibitions-in-the-helvetia-art-foyer-and-the-baloise-park-art-forum/95fd4b86-9d56-4ff4-830f-99bfd79f25a7_en",
     "title": "Familiar, uncanny, urban\nTwo new exhibitions in the Helvetia Art Foyer and the Baloise Park Art Forum | Corporate - EQS News",
     "type": "corporate_news"
    },
    {
     "category": "corporate-news",
     "date": "2026-10-29",
     "source": "https://www.eqs-news.com/news/corporate-news/vertraut-fremd-urban-zwei-neue-ausstellungen-im-helvetia-art-foyer-und-im-kunstforum-baloise-park/95fd4b86-9d56-4ff4-830f-99bfd79f25a7_de",
     "title": "Vertraut, fremd, urban\nZwei neue Ausstellungen im Helvetia Art Foyer und im Kunstforum Baloise Park | Corporate - EQS News",
     "type": "corporate_news"
    }
   ],
   "latest_filing_date": "2026-11-05",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ch-cm-kg.ai/events/SIX/HBAN",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "SIX"
   },
   "isin": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "confirmed",
    "value": "CH0466642201"
   },
   "jurisdiction": {
    "read_by": "Zefix federal commercial register index (zefix.ch public web API, name-exact + corporation legal form) (legal form)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.zefix.ch/en/search/entity/list?name=HELVETIA%20BALOISE%20HOLDING",
    "state": "sourced",
    "value": "Switzerland (Zefix-registered corporation)"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-09",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN CH0466642201)",
    "state": "sourced",
    "value": "529900SUJBXTORH0LT80"
   },
   "name": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "HELVETIA BALOISE HOLDING N"
   },
   "sector": {
    "market": "CH",
    "reason": "the SIX feed returns an empty ICB industry for this line",
    "state": "not_on_record"
   },
   "security_type": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "CH",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "HBAN"
   },
   "website": {
    "market": "CH",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "CH",
  "node": "ch-cm-kg",
  "numbers_hash": "sha256:06abe1a5aac4bb9b61ff8bbfb055c28c5e04f8a815fe1f1b7963e6736e047509",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Privatkundinnen und -kunden",
    "professionelle Kunden",
    "institutionelle Kunden"
   ],
   "outcomes": {
    "Privatkundinnen und -kunden": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "institutionelle Kunden": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "professionelle Kunden": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ch-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ch-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ch/finsa-product-duties/r1",
   "section": "ch.aio.v8"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ch-cm-kg.ai/record/SIX/HBAN",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-09",
   "source": "https://www.ser-ag.com/sheldon/official_notices/v2/find.json ; https://www.bxswiss.com/suspensions",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:06abe1a5aac4bb9b61ff8bbfb055c28c5e04f8a815fe1f1b7963e6736e047509",
 "path": "/ch/SIX/HBAN",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is HELVETIA BALOISE HOLDING N, listed on SIX under ticker HBAN, with ISIN CH0466642201 and LEI 529900SUJBXTORH0LT80. Its security type is Corporate, its jurisdiction is Switzerland (Zefix-registered corporation), and its sector is not on the record because the SIX feed returns an empty ICB industry for this line. Its segment is not on the record. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 20 filings in the twelve months to 2026-11-06, across 13 filing days. The median gap between filing days is 17.5 days. The latest filing is dated 2026-11-05, 1 day before the record date, and is of type corporate_news. The exchange median for SIX is a cadence gap of 29.5 days across 607 issuers, a median of 0 filings, and a median latency of 14 days. The sector median is not on the record for this market.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record. The record carries the annual report link only, as a source link and not a read. The auditor's location and any auditor changes are not on the record, because no lifecycle type map exists for this register yet.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The listing, delisting, name change, domicile change and segment move lines are not on the record, because no lifecycle type map exists for this register yet. The halt flag shows listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome for Privatkundinnen und -kunden is ACM-200, determinable. The outcome for professionelle Kunden is ACM-200, determinable. The outcome for institutionelle Kunden is ACM-200, determinable. The rule version is acm-68000/ch/finsa-product-duties/r1, with the chapter as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's own investor-relations page names 12 research houses: AlphaValue, Autonomous, Berenberg, BNP Paribas Exane, Citi, J.P. Morgan, Keefe, Bruyette & Woods, Kepler Cheuvreux, Octavian, UBS, Vontobel and ZKB.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage is not sealed. No issuer years are sealed, the market's earliest sealed date is not on the record, and the live record began is not on the record.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://www.zefix.ch/en/search/entity/list?name=HELVETIA%20BALOISE%20HOLDING"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ch-cm-kg.ai/events/SIX/HBAN"
  },
  {
   "for": "the halt flag",
   "source": "https://www.ser-ag.com/sheldon/official_notices/v2/find.json ; https://www.bxswiss.com/suspensions"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ch-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.helvetia-baloise.com/corporate/hb/en/home/investors/investor-relations/analyst-recommendations.html"
  },
  {
   "for": "the record",
   "source": "https://mcp.ch-cm-kg.ai/record/SIX/HBAN"
  }
 ],
 "title": "HELVETIA BALOISE HOLDING N (HBAN) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}