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Julius Baer

  BAER VX

Regional Banks
 /  Switzerland 
Pure private banking
Updates
29/07/2010Opinion change
22/07/2010Earnings/sales releasesProfit before tax increased by 13% to ...
05/02/2010Earnings/sales releasesNew Julius Baer group reported that a...
20/05/2009LatestJulius Bär announced on 20 May that i...
Summary Key Data
Updated :
  12/08A
12/09A
12/10E
12/11E
12/12E
AlphaValue P/E (x) 29.3 17.2
Dividend yield (%) 0.78 0.99
P/Book (x) 3.80 2.00
AlphaValue EPS (CHF) 2.19 2.36
Dividend (CHF) 0.50 0.40
Core Tier 1 (%) 13.1 22.2
Revenues (CHFM) 1,662 1,586
Operat. profit (CHFM) 545 572
Attributable net profit (CHFM) 357 389
ROE reported (%) 7.20 10.1
Equity (gp. share) (CHFM) 3,483 4,190
Total assets (CHFM) 42,676 42,729
Next Div. Indic CHF 0.50 payment
Target
Price (CHF) 37.9
Target Price (CHF)
Market Cap (CHFM) 7,835
Perf. 1W: 1.61 %
Perf. 1M: 0.69 %
Perf. 3M: 19.1 %
Perf Ytd: 4.23 %
Rating
  • Strong momentum corresponding to a continuous and overall positive moving average trend confirmed by volumes
  • Relatively good momentum corresponding to a positively-oriented moving average, but offset by an overbought pattern or lack of confirmation from volumes
  • Relatively unfavorable momentum with a neutral or negative moving average trend, but offset by an oversold pattern or lack of confirmation from volumes
  • Strongly negative momentum corresponding to a continuous and overall negative moving average trend confirmed by volumes
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Businesses & Trends
Julius Baer is the largest independent pure private bank in Switzerland. It was founded in 1890 and employed staff of over 3,500 i... Read More
Money Making
The Julius Baer Group is currently purely focused on private banking which enables the bank to implement an open product platfor... Read More
Valuation
Julius Baer has a business focus on the stable and highly profitable Swiss private banking sector and is therefore somewhat unique... Read More
Analyst: Dieter Hein
Concepts
Business concepts
  • Brand name
  • Family controls/influence
  • Regulation & tax drivers
Investment Concepts
  • Margin expansion
  • One trick pony
  • Regulation shock
Story Trigger
  • Changes in interest rate...
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