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Tricolor creditors seek probe into alleged collateral fraud, lender conduct
MINT· 2025-12-04 01:18
Dec 3 (Reuters) - Creditors of Tricolor Holdings have asked a U.S. bankruptcy judge to let them investigate what JPMorgan Chase and Fifth Third Bancorp knew about alleged fraud that led to the September collapse of the subprime auto lender and car dealership. In a Tuesday court filing, the Ad Hoc Activist Recovery Group, whose members hold more than $225 million of secured notes, said Tricolor's sudden shutdown and Chapter 7 liquidation proceeding left its lending, servicing and dealership operations in “co ...
JPM's Switzerland Play: Hiring Spree, New Money & A 2030 Doubling Goal
ZACKS· 2025-12-03 14:21
Core Insights - JPMorgan is aiming to double its Swiss private banking business by 2030, following a previous doubling from 2020 to 2024, capitalizing on the changing Swiss wealth landscape and the demand for more choices among ultra-high-net-worth clients [1][9] Business Strategy - The firm is focusing on clients with at least CHF 10 million in investable assets, targeting entrepreneurs, families, and top-tier executives who prefer tailored portfolio construction and global access [2] - JPMorgan's Swiss private banking assets reached approximately $55.6 billion at the end of 2024, with a strong growth rate of nearly 20% this year, driven by almost 50% in net new money [2][9] Workforce Expansion - The bank has expanded its staffing in Zurich and Geneva by about 30% and plans to more than double the workforce by the end of the decade to enhance advisory capacity and coverage [3][9] Market Positioning - The opportunity for growth is both cyclical and structural, particularly following the UBS Group–Credit Suisse merger, which is accelerating client reallocation and diversification [4] - JPMorgan aims to grow faster than the broader Swiss onshore market and establish a durable franchise [4] Competitive Landscape - Competitors like Goldman Sachs and Morgan Stanley are also expanding their private banking operations, with Goldman focusing on Asset & Wealth Management and Morgan Stanley embedding private banking within its Wealth Management division [5][6][7] Financial Performance - JPMorgan shares have increased by 28.4% so far this year [8] - The bank's valuation is at a 12-month trailing price-to-tangible book (P/TB) of 3.09X, which is above the industry average [10] Earnings Estimates - The Zacks Consensus Estimate for JPMorgan's 2025 earnings indicates a 2.5% year-over-year rise, with 2026 earnings expected to grow at a rate of 4.7% [11]
摩根大通减持福莱特玻璃31.97万股 每股作价约10.52港元
Zhi Tong Cai Jing· 2025-12-03 11:10
香港联交所最新资料显示,11月27日,摩根大通减持福莱特(601865)玻璃(06865)31.97万股,每股作 价10.5175港元,总金额约为336.24万港元。减持后最新持股数目约为5736.03万股,最新持股比例为 12.98%。 ...
摩根大通减持福莱特玻璃(06865)31.97万股 每股作价约10.52港元
Zhi Tong Cai Jing· 2025-12-03 11:08
智通财经APP获悉,香港联交所最新资料显示,11月27日,摩根大通减持福莱特玻璃(06865)31.97万 股,每股作价10.5175港元,总金额约为336.24万港元。减持后最新持股数目约为5736.03万股,最新持 股比例为12.98%。 ...
摩根大通(JPMorgan)对宁德时代的多头持仓比例增至7.8%
Xin Lang Cai Jing· 2025-12-03 09:12
据香港交易所披露,摩根大通(JPMorgan)对宁德时代新能源科技股份有限公司 - H股的多头持仓比例 于2025年11月27日从7.41%增至7.8%。 ...
多家外资机构看好明年A股,“真金白银”加持这一板块
外资持续看好中国资产。 近日,瑞银证券中国股票策略分析师孟磊发表中国股票策略观点指出,2026年全部A股盈利增速有望从今年的6% 进一步升至8%。此前,已有摩根士丹利、摩根大通、汇丰中国、高盛等多家外资机构看好A股市场明年表现。 瑞银最新发声 12月1日,瑞银证券中国股票策略分析师孟磊发表中国股票策略观点指出,由于名义GDP增速提升和PPI跌幅收窄 推升企业营收增速,且支持政策的推出以及"反内卷"的推进带动利润率复苏,2026年全部A股盈利增速有望从今 年的6%进一步升至8%。 孟磊称,中期来看,增量的宏观政策、A股盈利增长加速、无风险利率下行、居民储蓄持续往股市"搬家"、长线 资金持续净流入以及市值管理改革的持续推进等因素共振,将助力A股市场的估值进一步上行。 孟磊进一步指出,由于全球科技板块自高点有所回落、A股投资者在科创相关主题的投资拥挤度在三季度末达到 高位、接近年底部分投资者有获利了结的需求等因素,近期A股市场因一些短期因素而有所回调,但上述短线顾 虑并不改变中期估值提升的趋势。 瑞银全球策略团队认为,2026年全球科技股有望进一步上行。此外,近期大型科技股的交易占比已回落至今年均 值水平以下,且融 ...
直指市场误判!小摩预警:降息预期过热将推高明年美债收益率
Zhi Tong Cai Jing· 2025-12-03 00:09
摩根大通策略师表示,由于市场对美联储降息的预期过于激进,美国国债在2026年不太可能复制今年的 强劲表现。 该行预计,10年期美国国债收益率在2025年下降约50个基点至4.08%左右后,将在明年年底前攀升至 4.35%。这一预测使摩根大通成为较为悲观的市场展望者之一。接受一项调查的经济学家和策略师预测 中值显示,10年期国债收益率将在2026年底达到4.06%。 今年以来,随着美联储已两次降息(预计下周将进行第三次降息)以支撑降温的劳动力市场,美国国债回 报率已超过6%,正迈向2020年以来的最佳年度表现。 利率互换市场显示,交易员目前押注未来一年将进行近四次25个基点的降息,其中包括12月10日的一 次。但摩根大通对美国经济更为乐观,预计仅会降息两次——分别在下周和明年1月。 摩根大通全球利率策略主管Jay Barry在一次媒体简报会上表示:"如果美联储未能兑现市场预期的降息 次数,国债收益率将出现一定程度的正常化。"他补充称,美国经济"虽面临压力但不会崩溃"。 Barry指出,根据摩根大通的公允价值模型,当前10年期收益率至少被低估了15个基点。 他还表示,投资者的仓位布局可能会放大潜在的损失。摩根大通 ...
美团-W(03690.HK)获摩根大通增持906.14万股
Ge Long Hui· 2025-12-02 23:32
| 股份代號: | 03690 | | --- | --- | | 上市法國名稱: | 美國 - W | | 日期 (日 / 月 / 年): | 03/11/2025 - 03/12 | | FREE FREE | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | --- | --- | --- | --- | --- | --- | --- | | | 版位数目 | | | | ( 請參商 应*註 | 有投票權股 (日 / 月 / 年) | | | | | | | | 份自分比 | | | | | | | | 90 | | CS20251201E00335 | UPMorgan Chase & Co. | 1101(L) | 9,061,357(L) | HKD 104.1051 | 333,981,333(L) | 6.03(L)26/11/2025 | | | | | | | 159,172,394(S) | 2.87(S) | | | | | | | 144 554 549/P) | 261/P ...
JPMorgan hires two senior bankers to expand mid-cap investment banking
Reuters· 2025-12-02 20:28
JPMorgan Chase on Tuesday hired two new managing directors, R. Sean Daugherty and Robert Rosenfeld, to strengthen its North America mid-cap mergers and acquisitions team, according to a memo seen by R... ...
Chase Opens New Sapphire Lounge by The Club at Harry Reid International Airport in Las Vegas
Businesswire· 2025-12-02 20:00
WILMINGTON, Del.--(BUSINESS WIRE)--Chase announced its next Chase Sapphire Lounge® by The Club location at Harry Reid International Airport (LAS) in Las Vegas will open December 3, 2025. Las Vegas has been a top travel destination for Chase Sapphire Reserve cardmembers and, according to Chase Travel booking data, was the sixth-most booked domestic travel destination in 2025. "Las Vegas is renowned for its vibrant energy, world-class entertainment and diverse culinary scene —qualities we've brou. ...