Julius Baer Group

Julius Baer is engaged in private banking activities primarily in Switzerland, Europe, Asia and South America. Co. focuses in private banking, which includes certain internal supporting functions which serve entirely the core business activities.
  • TickerBAER
  • ISINCH0102484968
  • ExchangeSix Swiss Exchange
  • SectorBanks
  • CountrySwitzerland

Analysts

Christophe Chaput ...
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/03/2019

The de-rating visible since end-September 2018 largely integrates the areas of uncertainty hanging over the stock. It is now time to focus on Thales’ strengths and the levers that the integration of Gemalto will offer. Buy, target price of € 130 vs € 126. - ...

Christophe Chaput ...
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/07/2019

Le de-rating visible depuis fin septembre 2018 intègre désormais largement les incertitudes qui entourent le titre. Il est temps de se tourner vers les atouts de Thales et les leviers que va offrir l’intégration de Gemalto. Achat – OC de 130 € vs. 126 €. - - ...

Jean Sassus ...
  • Steven Gould

ODDO : Nouvelle étude d’impact “Bâle 4” de l’EBA : pas de changement majeur

>Etude d’impact « Bâle 4 » mise à jour - L’EBA publie une nouvelle étude sur l’impact de « Bâle 4 » (version finale de Bâle 3). Comme pour la précédente, (mars 2019), les hypothèses sont conservatrices :Application des règles 2027 aux bilans arrêtés à fin juin 2018 en excluant toute adaptation sur la période.Exclusion des aménagements propres à la transposition en droit européen.Risques de marché calculés avec la version de décembre 2016 au lieu de la d...

Jean Sassus ...
  • Steven Gould

ODDO : New “Basel IV” impact study from the EBA: no major changes

>Basel IV impact study updated - The EBA has published a new study on the impact of “Basel IV” (final version of Basel III). As with the preceding study (March 2019), the assumptions are conservative:Application of 2027 rules to the balance sheets at end-June 2018 and excluding any adaptation over the period.Exclusion of adjustments specific to the transposition into European law.Market risks calculated with the December 2016 version instead of the late...

Thanks to a better fundamental star rating, JULIUS BAER GRUPPE AG sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to JULIUS BAER GRUPPE AG (CH), active in the Money Center Banks industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date June 28, 2019, the closing price was CHF 43.46 and its expected value was estimated at CHF 42.47.

Christophe Chaput ...
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/03/2019

The de-rating visible since end-September 2018 largely integrates the areas of uncertainty hanging over the stock. It is now time to focus on Thales’ strengths and the levers that the integration of Gemalto will offer. Buy, target price of € 130 vs € 126. - ...

Christophe Chaput ...
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/07/2019

Le de-rating visible depuis fin septembre 2018 intègre désormais largement les incertitudes qui entourent le titre. Il est temps de se tourner vers les atouts de Thales et les leviers que va offrir l’intégration de Gemalto. Achat – OC de 130 € vs. 126 €. - - ...

Jean Sassus ...
  • Steven Gould

ODDO : Nouvelle étude d’impact “Bâle 4” de l’EBA : pas de changement majeur

>Etude d’impact « Bâle 4 » mise à jour - L’EBA publie une nouvelle étude sur l’impact de « Bâle 4 » (version finale de Bâle 3). Comme pour la précédente, (mars 2019), les hypothèses sont conservatrices :Application des règles 2027 aux bilans arrêtés à fin juin 2018 en excluant toute adaptation sur la période.Exclusion des aménagements propres à la transposition en droit européen.Risques de marché calculés avec la version de décembre 2016 au lieu de la d...

Jean Sassus ...
  • Steven Gould

ODDO : New “Basel IV” impact study from the EBA: no major changes

>Basel IV impact study updated - The EBA has published a new study on the impact of “Basel IV” (final version of Basel III). As with the preceding study (March 2019), the assumptions are conservative:Application of 2027 rules to the balance sheets at end-June 2018 and excluding any adaptation over the period.Exclusion of adjustments specific to the transposition into European law.Market risks calculated with the December 2016 version instead of the late...

Jean Sassus ...
  • Steven Gould

ODDO : More than ever it is capital that dictates the sector

In this study, we present the state of play of the European banking sector with regards to the core issue of solvency (regulatory impact, etc.). Our analysis reveals to what extent this: 1/ is a significantly differentiating factor and 2/ should determine strategic direction within the sector. Lastly, it establishes a hierarchy that contains no major surprises and which underpins our preference for CASA (Buy, target price € 15.5). - >Generating surplus capital and solvency...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/08/2019

An objective examination of the growth drivers of indices (macroeconomic growth expectations, EPS momentum, monetary conditions and the cost of capital) leads us to believe that the momentum observed since the start of the year cannot be maintained in the short term. In short, the market (Stoxx 600) is ahead of its transition times and should enter a fluctuation band that we estimate at between 355 and 384 points. Consequently, the most rational attitude consists in a total or partial...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/03/2019

Un examen objectif des moteurs de progression des indices (anticipations de croissance macroéconomique, dynamique des BPA, évolution des conditions monétaires et coût du capital) nous amène à penser que la dynamique observée depuis le début de l’année ne peut se maintenir à court terme. Bref, le marché (Stoxx 600) est en avance sur ses temps de passage et devrait entrer dans une bande de fluctuation que nous estimons comprise entre 355 et 384 points. En conséquence, l’attitude la plus...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Olfa Taamallah
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/21/2019

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Olfa Taamallah
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 21/01/2019

...

Jean Sassus ...
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Corby
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/21/2018

While Dassault Aviation is capitalising on the upturn in the business jet market, we think that the market does not value this business and may even attribute a negative value to it. The still favourable trend in defence and the stronger dollar are also support factors. Upside is enough to move to a Buy recommendation, with a target price unchanged at € 1,800. Cf company research published yesterday evening. - - ...

Thanks to a better fundamental star rating, JULIUS BAER GRUPPE AG sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to JULIUS BAER GRUPPE AG (CH), active in the Money Center Banks industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date June 28, 2019, the closing price was CHF 43.46 and its expected value was estimated at CHF 42.47.

Ibrahim Firdaus

Julius Baer

Ibrahim Firdaus

Julius Baer

Ibrahim Firdaus

Julius Baer

Ibrahim Firdaus

Julius Baer

Julius Baer – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Europe & the UK remain in focus The MSCI ACWI ex-U.S. is breaking topside its nearly 14-month downtrend and above key resistance. The move is being fueled by improvements throughout most of Europe and the UK, along with strength in China over the past 2-3 months. We believe these positive developments are supportive of higher equity prices moving forward. As a result of these and several other observations highlighted below, our outlook on global equities is positive. • Europe & the UK. As has been the case over the last several weeks, a major focus of ours within global equities (ex-U.S.) h...

Matthieu DRIOL

Short term view - JULIUS BAER GROUP LTD : The background trend is clearly bearish.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at CHF 46.89. The next target is at CHF 43.32, then CHF 40.94. Passing CHF 51.28 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - JULIUS BAER GROUP LTD : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 46,89 CHF prochainement. Le prochain objectif est à 43,32 CHF, puis 40,94 CHF. Le franchissement de 51,28 CHF remettrait en cause la suite de la baisse.

Matthieu DRIOL

Analyse court terme - JULIUS BAER GROUP LTD : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 43,32 CHF. La tendance de fond serait remise en cause en cas de franchissement de 51,28 CHF.

Matthieu DRIOL

Short term view - JULIUS BAER GROUP LTD : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at CHF 43.32. The background trend would be questioned should prices rise above CHF 51.28.

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