UBS Group AG: 1 director

A director at UBS Group AG sold 100,000 shares at 30.015CHF and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/12/2025

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/02/2025

UBS Group : Healthy operating performance drives slightly higher estim...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2024

Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2024

Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...

UBS Group : Q3 2024 with solid revenue momentum; regulatory uncertaint...

>Q3 2024 results ahead of estimates - UBS reported Q3 2024 results ahead of estimates. Pre-tax profit underlying (excl. litigation) came to $ 2,319m vs $ 1,776m consensus and our $ 1,680m estimate. The beat was predominantly driven by GWM and IB activities. RoCET1 capital underlying stood at 9.4%. The CET1 ratio came to 14.3% and fell short of the 14.9% consensus expectation as UBS decided to accelerate the remaining PAA regulatory adjustment amortisation with a negat...

Morning Crédit 30/10/2024

Première publication du groupe Mobilux (BUT/Conforama)Rexel : amende de 124 m EUR de la part de l’Autorité de la concurrence (prix dérogés)Kering : S&P a dégradé le rating à BBB+/stableSynlab : Elliott va devenir actionnaire d’Ephios, ouvrant la voie au rachat des minoritaires>...

Credit Morning 10/30/2024

Synlab: Elliott will become shareholder of Ephios, paving the way for a squeeze-out of minority holdersRexel: France’s competition authority fines Rexel € 124m (special price agreement mechanism)Kering: S&P downgrades rating to BBB+/stableFirst publication of the Mobilux Group (BUT/Conforama)>...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/27/2024

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/09/2024

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UBS Group : Faster execution of integration lowers risk profile

>We increase estimates on faster execution of integration - We have revisited our estimates following a better-than-expected Q2 2024 reporting which was driven by a faster-than-expected NCL wind-down, a faster-than-expected legal entity integration and IB profit contribution ahead of estimates. GWM and PC segments preformed slightly below estimates while Asset Management surprised positively. Our adj. EPS estimate increases by 35% to $ 1.55, driven by NCL and a lower ...

Morning Crédit 13/05/2024

Altice International : S&P dégrade le rating de B/stable à B-/négatif. Lufthansa : de retour au marché obligataire. Ceconomy raises FY 24 adj. EBIT outlook.>...

Credit Morning 05/13/2024

Ceconomy raises FY 24 adj. EBIT outlook. Altice International: S&P cuts the rating to B-/negative from B/stable. Lufthansa: back into the bond market. >...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/05/2024

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ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/09/2024

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UBS Group : NCL run-down and transaction revenues boosted Q1 2024 prof...

>UBS reported a strong beat to Q1 2024 consensus estimates - UBS reported a strong beat to Q1 2024 consensus estimates. Underlying pre-tax profit came to $ 2,617m which compares to $ 1,513m consensus expectation. The beat was driven by a faster-than-expected NCL run-down which triggered gains linked to position exits. Furthermore, transaction income in GWM and P&C business was stronger than expected in the quarter. IB operations benefitted from momentum in Global Bank...

Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...

Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format

Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...

Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format

Credit Morning 03/27/2024

Closing of the JV agreement in Spain between Orange and Masmovil Emeria reports weak Q4 The Italian State sells 12.5% of BMPS capital on the market, reducing its stake to 26.7%.>...