{
}
UBS and Goldman Sachs are adopting a dual strategy amid rising U.S. Treasury yields, advocating for consumer stocks while shorting interest-sensitive assets like housing. Consumer stocks have outperformed the S&P 500, driven by optimism over trade tensions and increased disposable income for low-income households, while concerns over high long-term rates challenge the housing market. As Treasury yields rise, investors are positioning themselves for continued consumer demand resilience.
UBS has maintained a 'neutral' recommendation for Freenet, with a target price of €33, following the release of Q1 2025 results. The company reported a 1.7% increase in sales to €604.4 million, while EBITDA fell by 3% to €126.1 million. Despite competitive pressures easing in the mobile market, management has reiterated its full-year forecasts for 2025.
Swiss tenants are expected to benefit from lower rents this year, as UBS anticipates the benchmark mortgage interest rate will remain stable at 1.5%. The Swiss National Bank is projected to further reduce its key interest rate to 1.25%, influenced by falling inflation and a strong franc. Consequently, growth in existing rents is expected to slow from 3.1% in February 2025 to 1.5% by year-end.
UBS shares traded at CHF 26.52, down 0.8%, making it one of the SMI's losers. The stock peaked at CHF 26.39 today, with a 52-week high of CHF 32.88 and a low of CHF 20.66. The company reported EPS of CHF 0.48 for the last quarter, with sales down 10.83% year-over-year at CHF 17.93 billion.
UBS has maintained a "Neutral" rating for Freenet, setting a target price of 33 euros. The mobile phone provider fell short of expectations in several areas, leading analyst Polo Tang to predict a potential decline in shares following a recent strong performance.
Fitch has upgraded the rating outlook for UBS Group AG to "positive" from "stable," affirming its Long-Term Issuer Default Rating (IDR) at "A." This change reflects the ongoing integration of Credit Suisse, which is expected to reduce execution risk and enhance profitability significantly by 2026. The agency noted UBS's strategic direction, stable business model, and effective risk management as key factors in this positive outlook.
UBS Group AG has ceased to be a substantial shareholder in Gold Road Resources Ltd as of May 20, 2025. This shift in shareholding may influence the company's market dynamics and investor relations, given the significant role substantial holders play in corporate governance. The latest analyst rating for Gold Road Resources stock is a Buy, with a price target of A$1.90.
UBS is leveraging AI technology to create video avatars of its analysts, enhancing content delivery for clients. Currently, around 35 of its 720 analysts have been virtualized, with plans to expand this to produce up to 5,000 videos annually, responding to the growing demand for short-form video content. Participation is optional for analysts, and while the system is still being refined, it aims to improve efficiency and client engagement.
Fitch has upgraded the outlook on UBS Group AG's rating to positive while affirming the rating itself. The holding company operates across four segments: wealth management (49.4% of revenues), investment banking (22.1%), retail and corporate banking (18.8%), and asset management (6.4%). As of the end of 2024, UBS reported USD 745.8 billion in current deposits and USD 580 billion in current loans.
Many of the world's wealthiest family offices were poised to increase their investments in China, despite concerns over a global trade war, according to a UBS survey. Over a third of families in the Middle East and 39% in the Asia-Pacific region expressed intentions to boost their exposure, with a global average of 18%.
UBS Group AG
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Wall Street Giants Recommend Consumer Stocks Amid Rising Treasury Yields
13:24 22.05.2025
UBS Maintains Neutral Rating on Freenet After Q1 2025 Results
12:15 22.05.2025
Swiss Tenants to Benefit from Stable Mortgage Rates and Lower Rents
09:48 22.05.2025
UBS Shares Decline Amid Mixed Financial Results and Market Concerns
09:40 22.05.2025
UBS Maintains Neutral Rating for Freenet with Target Price of 33 Euros
09:33 22.05.2025
Fitch Upgrades UBS Rating Outlook to Positive Amid Credit Suisse Integration
09:28 22.05.2025
UBS Group AG Exits Major Stake in Gold Road Resources Limited
08:28 22.05.2025
UBS Leverages AI Avatars to Enhance Analyst Report Delivery to Clients
06:38 22.05.2025
Fitch Upgrades UBS Group Outlook to Positive While Affirming Rating
05:58 22.05.2025
Ultra Rich Families Plan Increased Investments in China Amid Trade War Concerns
03:48 22.05.2025
Trending
Subcategory
AI Innovations
Corporate News
Stock Market Updates
Industry Trends
Market Analysis and Predictions
Startups & Entrepreneurship
Banking Regulations
Emerging Startups
Cybersecurity Innovations & Tech
Funding Rounds & Investments
Product Launches
Economic Indicators
Fintech Startups
Private Equity Deals
Software Development Trends
Venture Capital Investments
Retail and Consumer Goods
Industry Mergers & Acquisitions
AI Applications
Finance Mergers & Acquisitions
Countries:
Companies:
Huawei Technologies CO. Ltd.
UBS Group AG
NVIDIA Corporation
Nvidia Corporation
Apple Inc.
Google Inc.
Microsoft Corporation Corp.
Berner Kantonalbank AG
Deutsche Bank AG
Crane Company
Deyaar Development PJSC
Maverick Ventures (Israel) 1.5 GP Ltd.
SuperSeed B.V.
DeepSeek R1 USD
Tencent Holdings Limited
XPeng Inc.
Toyota Motor Corporation
Alphabet Inc.
Xiaomi Corporation
NEO-NEON
Currencies:
United States Dollar
Euro
Chinese Yuan
Swiss Franc
Indian Rupee
British Pound Sterling
Japanese Yen
South African Rand
Filipino Peso
Norwegian Krone
Offshore Chinese Yuan
People: