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Goldman Sachs has reduced its price target for UBS from 44.50 to 36.00 francs while maintaining a "Buy" rating. Analyst Chris Hallam noted that the outlook for European banks is the strongest in two decades, with institutions like Deutsche Bank and BNP Paribas poised to benefit, despite UBS facing stricter capital requirements.
Erste Group Bank's stock rating has been downgraded by UBS Group from "strong-buy" to "hold." Other analysts have varied opinions, with Keefe, Bruyette & Woods upgrading it to "hold" and Goldman Sachs raising it to "strong-buy." The stock opened at $35.71, with a market cap of $29.32 billion and a one-year high of $36.84.
UBS Global Research has downgraded Erste Group Bank AG to a "neutral" rating from "buy," citing concerns over capital distribution and profitability sustainability. Following a 36% stock rise over three months, Erste's shares fell 7% post-earnings, with UBS projecting a decline in return on tangible equity to 14-15% by 2027 unless capital distributions increase. The new 12-month price target is set at €65, reflecting lower earnings projections and reduced cost of equity.
UBS has downgraded Erste Group Bank from Buy to Neutral, raising the price target to EUR 65.00 after a 7% drop in shares post-Q4 results, despite an 80% annual return. Deutsche Bank, however, increased its price target to EUR 72.00, maintaining a Buy rating, citing strong operational results and a positive outlook for 2025. Investors are advised to monitor the bank's performance closely amid varying forecasts and potential shareholder distributions.
UBS downgraded Erste Group Bank from Buy to Neutral, raising the price target to EUR65.00 after a 7% drop in shares post-Q4 results. Despite strong capital and an 80% annual return, UBS anticipates slower shareholder distributions, while Deutsche Bank remains optimistic, increasing its target to EUR72.00.
UBS has downgraded Erste Group Bank's shares from "Buy" to "Neutral," while raising the price target from €63.00 to €65.00, following a 7% drop post-Q4 results. Despite a strong capital position and an 80% annual performance, the bank's management is focusing on inorganic growth, delaying significant shareholder distributions. Meanwhile, Deutsche Bank has increased its price target for Erste from €69.00 to €72.00, maintaining a "Buy" recommendation, citing solid operating results and a promising outlook for 2025.
Deutsche Bank has raised its price target for Erste Group Bank from EUR 69 to EUR 72, maintaining a Buy rating. Despite a 6% earnings miss in Q4 2024 due to higher costs and loan losses, the bank's strong performance and positive 2025 guidance suggest potential for future upgrades. Investors are encouraged by a 72.5% return over the past year and 4.8% revenue growth, despite a negative reaction to a lower-than-expected share buyback announcement.
Recent discussions between U.S. President Trump and leaders of Russia and Ukraine have raised hopes for a peace deal, which could positively impact European stocks. Analysts at UBS suggest that a ceasefire may lead to reconstruction opportunities in Ukraine, lower energy prices, and reduced consumer costs, benefiting companies like Ryanair, EasyJet, and Siemens.
German second-line stocks lead with a 9.73% performance, followed by cyclicals in Austria at 9.04%. In the banking sector, Societe Generale outperforms with a 15.52% increase, while UBS and Sberbank struggle, showing declines of 5.94% and 67.53%, respectively. The average performance of BSN-Group banks stands at 7.3%.
The banking markets in Central and South Eastern Europe (CE/SEE) are thriving, with a return on equity averaging 15-20% in 2024, significantly outperforming the eurozone. The region's economic resilience, low unemployment, and higher interest rates contribute to strong profitability, attracting interest from major banks and potential consolidation opportunities. Despite challenges, the CE/SEE banking sector is positioned as a lucrative market, particularly in Poland and Romania.
Erste Group Bank AG
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Goldman Sachs lowers UBS price target but maintains buy rating
Swiss Franc
Ing. A. Dielissen Bouwkundig werk
BNP Paribas SA
The Goldman Sachs Group Inc
Erste Group Bank AG
UniCredit S.p.A.
Deutsche Bank Money Market PP
CHE
Chris Hallam
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22:17 27.03.2025
ubs downgrades erste group bank stock from strong buy to hold
12:55 07.03.2025
ubs downgrades erste group bank to neutral amid profitability concerns
14:31 04.03.2025
ubs downgrades erste group stock rating while raising price target to 65 euros
07:16 04.03.2025
ubs downgrades erste group rating but raises price target to 65 euros
07:10 04.03.2025
ubs downgrades erste group share but raises target price to sixty five euros
07:10 04.03.2025
Deutsche Bank raises Erste Group Bank target to 72 euros amid strong outlook
12:14 03.03.2025
peace in ukraine could boost european stocks analysts suggest
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13:53 13.02.2025
performance analysis of european stocks and banks in early 2025
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13:21 08.02.2025
banking landscape in central and south eastern europe shows strong growth potential
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08:15 30.01.2025
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