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

Ibrahim Firdaus

Julius Bär Gruppe AG

Ibrahim Firdaus

Julius Bär Gruppe AG

An unfavourable environment weighs on JULIUS BAER GRUPPE AG, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of JULIUS BAER GRUPPE AG (CH), active in the Money Center Banks industry. As regards its fundamental valuation, the title still shows 3 out of 4 stars and its market behaviour is seen as risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date October 4, 2019, the closing price was CHF 41.65 and its target price was estimated at CHF 35.73.

Jean Sassus ...
  • Steven Gould

ODDO : Foreign currency loans in Poland – clarification expected tomorrow

>Dispute involving Swiss franc mortgages in Poland - Polish banks carry € 28bn in mortgages denominated in Swiss francs, or around one-third of total mortgages. Given the depreciation of the Polish zloty vs the Swiss franc in recent years, many clients are unable to repay their loans. As a result, a number of lawsuits are ongoing. The European Court of Justice is expected to rule tomorrow on the Raiffeisen case. The ruling is likely to “set out” the impacts to be expe...

Jean Sassus ...
  • Steven Gould

ODDO : Crédits en devises en Pologne – Clarification attendue dès demain

>Contentieux sur les mortgages en CHF en Pologne - Les banques polonaises portent 28 Md€ de mortgages en CHF soit environ 1/3 du total des mortgages. Compte tenu de la dépréciation du PLN vs CHF au cours des dernières années, beaucoup de clients ne sont pas en mesure de rembourser ces crédits. En conséquence, de nombreuses actions en justice sont en cours. La Cour de Justice Européenne devrait se prononcer demain sur le cas de Raiffeisen. Cette décision devrait « cadr...

Ibrahim Firdaus

Julius Bär Gruppe AG

Ibrahim Firdaus

Julius Bär Gruppe AG

Jean Sassus ...
  • Steven Gould

ODDO : Foreign currency loans in Poland – clarification expected tomorrow

>Dispute involving Swiss franc mortgages in Poland - Polish banks carry € 28bn in mortgages denominated in Swiss francs, or around one-third of total mortgages. Given the depreciation of the Polish zloty vs the Swiss franc in recent years, many clients are unable to repay their loans. As a result, a number of lawsuits are ongoing. The European Court of Justice is expected to rule tomorrow on the Raiffeisen case. The ruling is likely to “set out” the impacts to be expe...

Jean Sassus ...
  • Steven Gould

ODDO : Crédits en devises en Pologne – Clarification attendue dès demain

>Contentieux sur les mortgages en CHF en Pologne - Les banques polonaises portent 28 Md€ de mortgages en CHF soit environ 1/3 du total des mortgages. Compte tenu de la dépréciation du PLN vs CHF au cours des dernières années, beaucoup de clients ne sont pas en mesure de rembourser ces crédits. En conséquence, de nombreuses actions en justice sont en cours. La Cour de Justice Européenne devrait se prononcer demain sur le cas de Raiffeisen. Cette décision devrait « cadr...

1 director sold

A director at Julius Bär Gruppe Ag sold 20,500 shares at 44.160CHF 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 showing Close periods where trading activity is restricted under listing rules. The names o...

Alfred Glaser ...
  • Christophe Chaput
  • Delphine Brault
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/23/2019

At the CMD in June the management announced ambitious but achievable targets for FY 2022-23, allowing us to forecast 17% EBIT growth per year. The share is inexpensive (adjusted EV/Sales of 0.8x and adjusted EV/EBIT of 10.9x for March 2020e). We maintain our Buy rating with a new target price of € 43.5 after last week’s payment of the dividend of € 5.50. - Cf. company report published today. - ...

Alfred Glaser ...
  • Christophe Chaput
  • Delphine Brault
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/07/2019

Le CMD de juin nous a donné des objectifs 2022/23 ambitieux mais atteignables, nous permettant de prévoir 17% de croissance de l’EBIT par an. Le titre reste peu cher (VE/CA ajusté 0.8x et VE/EBIT ajusté 10.9x pour mars 2020e). Nous restons à l’Achat avec un nouvel OC de 43.5 € après versement du dividende de 5.50 € en juillet. - Cf. étude publiée ce jour. - ...

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

...

An unfavourable environment weighs on JULIUS BAER GRUPPE AG, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of JULIUS BAER GRUPPE AG (CH), active in the Money Center Banks industry. As regards its fundamental valuation, the title still shows 3 out of 4 stars and its market behaviour is seen as risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date October 4, 2019, the closing price was CHF 41.65 and its target price was estimated at CHF 35.73.

Ibrahim Firdaus

Julius Baer

Ibrahim Firdaus

Julius Baer

Ibrahim Firdaus

Julius Baer

Ibrahim Firdaus

Julius Baer

MarketLine Department

Pictet & Cie Group SCA - Strategy, SWOT and Corporate Finance Report

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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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