NEW BRUNSWICK, N.J.--(BUSINESS WIRE)--Johnson & Johnson (NYSE: JNJ) will present at the UBS Global Healthcare Conference on Tuesday, November 11th, 2025. Management will participate in a Fireside Chat at 11:00 a.m. Eastern Time. A live audio webcast of the presentation will be accessible through Johnson & Johnson's Investor Relations website at www.investor.jnj.com. An archived edition of the session will be available later that day. The audio webcast replay will be available approximat. ...

Core Insights - Investors in the Banks - Foreign sector may consider UBS and Nu Holdings Ltd. for potential value opportunities [1] - UBS has a stronger Zacks Rank of 2 (Buy) compared to Nu Holdings Ltd.'s Zacks Rank of 3 (Hold), indicating a better earnings outlook for UBS [3] Valuation Metrics - UBS has a forward P/E ratio of 17.34, while Nu Holdings Ltd. has a higher forward P/E of 27.77, suggesting UBS may be undervalued [5] - The PEG ratio for UBS is 0.67, compared to Nu's 0.81, indicating UBS's expected earnings growth is more favorable relative to its price [5] - UBS's P/B ratio stands at 1.45, significantly lower than Nu's P/B of 7.78, further supporting UBS's valuation as more attractive [6] Earnings Outlook - UBS is experiencing an improving earnings outlook, which enhances its attractiveness as a value investment compared to Nu Holdings Ltd. [7]

Key Takeaways UBS Group AG is in talks for a $1B significant risk transfer tied to corporate loans.The deal would help manage rising capital demands under proposed Swiss regulations.UBS has achieved $9.1B in cost savings and merged 95 branches amid Credit Suisse integration.UBS Group AG (UBS) is reportedly in early discussions with investors for a potential significant risk transfer (SRT) tied to a $1 billion portfolio of corporate loans. The move comes as the bank seeks to manage stricter capital requireme ...

Core Insights - Jefferies Financial Group's asset management unit, Point Bonita Capital, has significant exposure to First Brands Group, with nearly $715 million invested in receivables tied to major customers like Walmart and AutoZone, following the company's bankruptcy filing [1][2][4] Group 1: Company Exposure - Point Bonita Capital's portfolio includes approximately $715 million in receivables from First Brands' customers, which are now at risk due to the company's failure to make payments since September 15 [2] - Jefferies' exposure to First Brands primarily comes through Point Bonita, which is part of Leucadia Asset Management, holding a $113 million equity stake in the fund [2][3] - Jefferies also has a 50% stake in Apex Credit Partners, which has about $48 million in loans to First Brands through collateralized loan obligations [3] Group 2: Financial Impact - Analysts at Morgan Stanley estimate that Jefferies could face potential losses of $44.6 million related to First Brands, which they consider a manageable impact on the company's tangible shareholders' equity [3] - The bankruptcy of First Brands follows a failed debt refinancing effort, which was being marketed by Jefferies, indicating deeper ties between the two entities [4] Group 3: Industry Context - The situation highlights ongoing issues in the trade finance sector, which has faced numerous fraud cases in recent years, leading to significant losses for banks and insurers [6] - The collapse of First Brands adds to the list of recent failures in trade finance, reminiscent of the Greensill Capital insolvency in 2021, which had broader implications for the financial industry [6] Group 4: Investigative Actions - First Brands' bankruptcy filings indicate that special advisers are investigating whether receivables were improperly factored to third parties, raising concerns about the integrity of the receivables [7]

Snowflake (SNOW) stock rallied Wednesday on positive analyst commentary from UBS.UBS analyst Karl Keirstead raised his price target for Snowflake stock to 310 from 285 while reiterating a buy rating, through a note to clients late Tuesday. Snowflake stock rose more than 5% to 248.71 on the stock market today. Shares of the cloud-based data software provider have gained more than 60% year to date.Keirstead offered the analysis of Snowflake after attending a customer event last week hosted by the company, as ...

Cantor Fitzgerald is seeking to change the terms of its purchase of the O’Connor hedge-fund unit from UBS as the business faces big losses from the bankruptcy of First Brands https://t.co/bTqfYfyQ9r ...

Core Insights - EVgo Inc. is recognized as one of the 12 most promising clean energy stocks by Wall Street analysts [1] - The company operates a direct current fast charging network for electric vehicles in the U.S. [2] - Analysts from UBS, Roth Capital, Morgan Stanley, and Evercore ISI have expressed bullish views on EVgo, with UBS raising the price target to $5.40 from $5 [2] Company Developments - EVgo has partnered with Pilot Company and General Motors to expand their charging network to over 200 locations across nearly 40 states [3] - The partnership has resulted in the deployment of nearly 850 new electric vehicle fast charging stalls in just over two years, with a goal of reaching 1,000 stalls by the end of 2025 [3]

UBS is gaining some momentum in its effort to water down the capital requirements contained in government-backed reforms, Deutsche Bank analysts said https://t.co/hNkYHCdCEv ...

Group 1: UBS Funds and First Brands Bankruptcy - UBS funds are facing over $500 million in exposure to the bankrupt auto-parts supplier First Brands Group, with UBS Hedge Fund Solutions holding the largest unsecured claim of $233.7 million [3] - First Brands Group filed for Chapter 11 bankruptcy protection with liabilities exceeding $10 billion, following an unsuccessful attempt to refinance $6 billion in loans [4] - The bankruptcy filing indicated estimated liabilities ranging from $10 billion to $50 billion against assets of $1 billion to $10 billion, raising concerns about broader stress in corporate debt markets [4] Group 2: Japanese Government Bond Yields - The yield on the 10-year Japanese government bond (JGB) rose by 2.0 basis points to 1.695%, nearing 17-year highs amidst political uncertainty and expectations of continued monetary easing under new Prime Minister Sanae Takaichi [5][6] - The upward trend in JGB yields reflects a broader market shift as investors respond to changing economic conditions and the Bank of Japan's cautious normalization of monetary policy [6] - The Japanese government faces higher servicing costs on its substantial debt load, which exceeds 250% of GDP, due to rising yields [6] Group 3: Australia's Foreign Exchange Reserves - Australia's foreign exchange reserves increased to A$107.13 billion in September from A$103.9 billion in August, indicating economic stability and capacity for exchange rate management [7][8] - Healthy foreign exchange reserves are crucial for maintaining exchange rate stability, influencing interest rates, and bolstering investor confidence [8] - The Reserve Bank of Australia is expected to maintain reserves at historically high levels through 2025, with a focus on diversification into non-traditional assets and currencies [9]

LOS ANGELES & SAN DIEGO--(BUSINESS WIRE)-- #California--UBS Global Wealth Management US announced that Wise River Advisors has been named to the 2025 Barron's Top 250 Private Wealth Management Teams list. ...