Posts filtered by tags: Ubs[x]


 

Netflix says its new price hike won't kill growth, but data suggest $15 per month could be a much bigger problem (NFLX)

Netflix rolled out its biggest price hike ever this week, raising its most popular US plan from $11 to $13 per month. Wall Street is bullish that the streaming service will be able to effectively manage the price increase, and Netflix's projections for first-quarter subscriber growth suggest it won't have a huge negative effect. New survey data suggest, however, that Netflix might start to run into trouble at $15 per month. In general, customers begin threatening to cancel a service because o...
Tags: Hbo, Wall Street, US, Trends, Netflix, Ubs, Hbo Now, Rbc, Stifel, NFLX, SurveyMonkey Audience, Bird Box


Netflix says its new price hike won't kill growth, but data suggests $15 per month could be a much bigger problem (NFLX)

Netflix rolled out its biggest price hike ever this week, raising its most popular US plan from $11 to $13 per month. Wall Street is bullish that the streamer will be able to effectively manage the price increase, and Netflix's projections for Q1 subscriber growth suggest it won't have a huge negative effect. New survey data suggests, however, that Netflix might start to run into trouble at $15 per month. In general, customers begin threatening to cancel a service because of increasing prices...
Tags: Hbo, Wall Street, US, Trends, Netflix, Ubs, Hbo Now, Rbc, Stifel, NFLX, SurveyMonkey Audience, Bird Box


UBS weighs in on Reserve Bank rules, says mortgage rates could soar

UBS has added its voice to the growing number of finance firms to oppose the Reserve Bank's proposals for banks to lift their capital ratios.The Swiss diversified financial services company said the proposed capital ratio changes... [Author: [email protected]]
Tags: Business, Ubs, Reserve Bank


Wall Street expects Netflix to effectively battle competitors in 2019 and loves its biggest price increase ever

Wall Street expects Netflix to succeed in a crowded streaming market in 2019 even as more competitors, including Disney and AT&T, enter the field. Netflix announced a price increase this week, but some Wall Street analysts are optimistic that the price hike will be successful. Analysts said traditional TV viewership was declining and Netflix's push into international markets would give it a boost. But Netflix will also have to rely less on licensing agreements as original content becomes more ...
Tags: Google, Time Warner, Wall Street, China, India, Disney, US, Trends, Netflix, Credit Suisse, Ubs, Hulu, Morgan Stanley, Black Mirror, Rbc, Stifel


Disney's Netflix competitor could hit 50 million subscribers in 5 years, but Wall Street sees 2 major risks to its strategy (DIS)

UBS analysts estimate Disney's upcoming Netflix competitor, Disney+, will hit 5 million subscribers in its first year after launch, and 50 million subscribers in its first five years. Disney's streaming aspirations could weigh on earnings in the short term, but the analysts think investors should consider the long-term positive growth. Still, UBS foresees at least two potential risks to Disney's direct-to-consumer strategy. Disney is expected to give reigning streaming champion Netflix some f...
Tags: Amazon, Nbc, Wall Street, Disney, US, Trends, Netflix, Ubs, Marvel TV


Wall Street expects Netflix to dominate the streaming war in 2019 even after its biggest price hike ever

Wall Street expects Netflix to succeed in a crowded streaming market in 2019, even as more competitors, like Disney and AT&T, enter the field. Netflix increased prices this week, but some Wall Street analysts are optimistic that the price hike will be successful. Analysts said that traditional TV viewership is declining and that Netflix's push into international markets will give it a boost. But Netflix will also have to rely less on licensing agreements as original content becomes more and mo...
Tags: Google, Time Warner, Wall Street, China, India, Disney, US, Trends, Netflix, Credit Suisse, Ubs, Hulu, Morgan Stanley, Black Mirror, Rbc, Stifel


Morning Coffee: How could Andrea Orcel let this happen? The most dysfunctional relationship between an analyst and an MD

Early in the year, we already have a candidate for the craziest job move of 2019.  Andrea Orcel’s move from Head of Investment Banking at UBS to CEO-designate of Santander is off. How can this be? Well, according to the early news reports, Orcel and Santander had both presumed that he would get some sort of “good leaver” status with respect to his enormous accrued deferred pay. This presumption was based on the fact that Santander doesn’t compete directly with UBS and has been a very good invest...
Tags: Europe, UK, Job Market, Bloomberg, Analysis, Paris, Credit Suisse, Insight, Ubs, Merrill Lynch, Jp Morgan, Deutsche Bank, Tidjane Thiam, Santander, Sarah, Citi


Macquarie Capital appoints Bayer and Singh as co-heads of industrials in the Americas

Macquarie Capital has named Robert Bayer and Ajay Singh as co-heads of industrials in the Americas. Previously, Bayer worked at Guggenheim Partners, where he was a senior managing director while Singh was at UBS, where he was managing director, global head of chemicals. PRESS RELEASE NEW YORK–(BUSINESS WIRE)–Macquarie Capital, the corporate advisory, capital markets and principal investment arm of Macquarie Group (ASX:MQG; ADR:MQBKY), today announced that it is initiating expanded coverage of th...
Tags: Asia, Japan, UK, New York, Germany, Americas, US, Trends, People, Chicago, Credit Suisse, Ubs, Rob, Bayer, Steven, Jefferies Group


Macquarie Captial appoints Bayer and Singh as co-heads of industrials in the Americas

Macquarie Capital has named Robert Bayer and Ajay Singh as co-heads of industrials in the Americas. Previously, Bayer worked at Guggenheim Partners, where he was a senior managing director while Singh was at Credit Suisse, where he was a director in the firm’s industrials practice. PRESS RELEASE NEW YORK–(BUSINESS WIRE)–Macquarie Capital, the corporate advisory, capital markets and principal investment arm of Macquarie Group (ASX:MQG; ADR:MQBKY), today announced that it is initiating expanded co...
Tags: Asia, Japan, UK, New York, Germany, Americas, US, Trends, People, Chicago, Credit Suisse, Ubs, Rob, Bayer, Steven, Jefferies Group


How China is radically reinventing urban architecture to go green

China is a land of contrasts. The rural parts of the country are known for beautiful, green expanses. China’s cities are breathtaking in a more literal sense. It’s common to see people on the streets wearing face masks to avoid breathing dangerously polluted air.  Large Chinese cities like Beijing consistently land in the “very unhealthy” range for air quality. This reputation for pollution — and the health consequences associated with it — is causing China to take quick action. On top of cleani...
Tags: Science, China, US, Beijing, Shanghai, Ubs, ESG, Shenzhen, World Economic Forum, Nanjing, Forest City, Stefano, FINRA, Guangxi, Liuzhou, Shijiazhuang


Amazon's latest cloud product is dangerous for Cisco and Dell but really scary for Hewlett Packard Enterprise, analyst says (AMZN, CSCO, HPE, DELL)

When Amazon Web Services announced a new product called Outposts, the tech world stood up and took notice. They saw Amazon entering into the one cloud-computing market where it had no game: "Hybrid" computing, the segment of the cloud where Microsoft dominates. But a new report by UBS analyst John Roy points out that the true disruption of Outposts is this: Amazon will be putting its own home-grown data-center hardware — originally designed for its own use — into customers' private data center...
Tags: Amazon, Microsoft, Trends, Cisco, Ubs, Ibm, Roy, Dell, Amazon Web Services, EMC, Vmware, Hewlett Packard Enterprise, Microsoft Microsoft, HP Enterprise, Cisco Dell, Dell Cisco


Netflix investors are 'as blind as Bird Box,' Citron Research says (NFLX)

Netflix posted strong third-quarter earnings and subscriber growth on October 16, but shares tanked more than 36% over the following two months as the broader tech sector came under pressure. After bottoming at $231.23 in late December, Netflix shares have surged by more than 45%. The company's recent rebound is overreacted in the eyes of short seller Andrew Left. Netflix's market-capitalization gain over the past 12 days equals 12 DreamWorks Animations, 12 Lionsgates, 10 Rokus, or 5 Hulus, ...
Tags: Trends, Netflix, Ubs, Dreamworks, Sandra Bullock, Federal Reserve, Blackrock, Bernstein, NFLX, Citron Research, Andrew Left, Todd Juenger, Watch Netflix, Travis Clark, Bird Box, Bird Box Citron Research


Netflix analysts answer critical questions about the streaming giant and the future of the industry (NFLX)

Netflix jumped to a three-month high Friday following bullish commentary from UBS. The firm's analysts broke down several key questions surrounding Netflix and the future of streaming itself. The analysts also outlined their long-term view that Netflix should achieve higher margins than Wall Street currently expects as its content spend is now at a scale of the "major media companies." Watch Netflix trade live. Netflix shares soared to a three-month high Friday on the back of a bullish UBS r...
Tags: Google, Asia, Taylor Swift, India, US, Trends, Bloomberg, Netflix, Ubs, Goldman Sachs, Hulu, Latin America, Blackrock, Amazon Prime Video, Sheridan, NFLX


Pay TV’s getting hammered, and it could lead cable companies like Comcast and Charter to ditch the business altogether

Wall Street analyst Craig Moffett predicts that cable operators will withdraw from the pay-TV business to focus on broadband service. It won't hurt their bottom line because broadband is a better business than video, according to Moffett. Video-subscriber losses are expected to get even worse in 2019. Subscriber churn crushed the pay-TV industry in the third quarter of 2018, delivering the worst quarter on record. Rather than fighting to keep video subscribers, Wall Street analyst Craig Moffe...
Tags: Verizon, Trends, Comcast, Ubs, Espn, Amazon Fire TV, Wilmington Delaware, EBITDA, Moffett, Craig Moffett, Tom Rutledge, American Cable Association, Moffett Video, Matt Polka Moffett, UBS Cable


Andrew Keys #Blockchain Keynote at @EXPOFinTech New York | @ConsenSysAndrew #Ethereum #Bitcoin #FinTech #SmartCities

Andrew Keys is co-founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereum.read more
Tags: New York, Software, Ubs, ConsenSys Enterprise, Andrew Keys, Andrew Keys Blockchain Keynote


Robertshaw joins Star Mountain Capital as senior advisor

John Robertshaw has joined Star Mountain Capital as a senior advisor. Robertshaw is currently a co-founder and chairman of the board of iCapital Network. He is a former vice chairman of Credit Suisse Securities (USA). PRESS RELEASE NEW YORK–(BUSINESS WIRE)–Star Mountain Capital, LLC (“Star Mountain”), a specialized investment manager focused exclusively on the large and underserved U.S. lower-middle market, is pleased to announce that longtime personal investor John Robertshaw has now also becom...
Tags: Usa, New York, America, Trends, Ms, People, Credit Suisse, Ubs, John, Cg, Yale University, Crain, Brett, JPMorgan Chase Co NYSE, BK, Salomon Brothers


Pay TV's getting hammered and it could mean that cable companies like Comcast and Charter could ditch the business all together

Wall Street analyst Craig Moffett predicts that cable operators will withdraw from the pay-TV business to focus on broadband service. It won't hurt their bottom line because broadband is a better business than video, according to Moffett. Video-subscriber losses are expected to get even worse in 2019. Subscriber churn crushed the pay-TV industry in the third quarter of 2018, delivering the worst quarter on record. Rather than fighting to keep video subscribers, Wall Street analyst Craig Moffe...
Tags: Verizon, Trends, Comcast, Ubs, Espn, Amazon Fire TV, Wilmington Delaware, EBITDA, Moffett, Craig Moffett, Tom Rutledge, American Cable Association, Moffett Video, Matt Polka Moffett, UBS Cable


'No longer a compelling proposition': A Wall Street analyst predicts that cable companies will withdraw from the pay-TV business

Wall Street analyst Craig Moffett predicts that cable operators will withdraw from the pay-TV business to focus on broadband service. It won't hurt their bottom line because broadband is a better business than video, according to Moffett. Video-subscriber losses are expected to get even worse in 2019. Subscriber churn crushed the pay-TV industry in the third quarter of 2018, delivering the worst quarter on record. Rather than fighting to keep video subscribers, Wall Street analyst Craig Moffe...
Tags: Verizon, Trends, Ubs, Espn, Amazon Fire TV, EBITDA, Moffett, Craig Moffett, Tom Rutledge, American Cable Association, Moffett Video, Matt Polka Moffett, UBS Cable


Amazon's latest cloud product is dangerous for Cisco and Dell, but really scary for Hewlett Packard Enterprise, analyst says (AMZN, CSCO, HPE, DELL)

When Amazon Web Services announced a new product called Outposts, the tech world stood up and took notice. They saw Amazon entering into the one cloud computing market where it had no game: "Hybrid" computing, the segment of the cloud where Microsoft dominates. But a new report by UBS analyst John Roy points out that the true disruption of Outposts is this: Amazon will be putting its own home-grown data center hardware — originally designed for its own use — into customers' private data center...
Tags: Amazon, Microsoft, Trends, Cisco, Ubs, Ibm, Roy, Dell, Amazon Web Services, EMC, Vmware, Hewlett Packard Enterprise, Google Pixel, Microsoft Microsoft, Julie Bort, Cisco Dell


Ex-banker on trial for allegedly selling account info

GENEVA (AP) — A former employee with Swiss bank UBS is going on trial for allegedly selling account information to tax authorities in Germany for over 1 million euros ($1.1 million).The ex-employee, who has not been officially identified,... [Author: [email protected]]
Tags: Business, Germany, Ap, Ubs, Geneva


Morning Coffee: Why UBS investment bankers have reason to smile. Mass hiring at Barclays

Fearful UBS bankers may soon have a likely advocate running the show.
Tags: Analysis, Barclays, Insight, Ubs, News &


Battered auto stocks look primed for an explosive recovery — here's why Wall Street thinks they'll crush the market in 2019 (GM, F, TSLA)

Auto stocks got clobbered last year amid falling sales and an ongoing trade war with China Wall Street analysts predict the sector could come roaring back this year, even possibly beating out market benchmarks UBS says in past years when auto stocks have trailed the market, they've come back nearly 30% — much more than strategists say major indices will rise. Stock markets around the world have been in turmoil, and automotive equities have been among the worst hit. In the past year, the Nasd...
Tags: New York, China, Los Angeles, Trends, Bloomberg, Ubs, Detroit, Trump, China Wall Street, US Europe, Langan, Colin Langan, Joe Ciolli, Chevy Silverados, US Auto Supplier Index, Asia Even Tesla


Apple's stock just plunged, but Wall Street is telling clients to hold on for dear life (AAPL)

While a swath of analysts slashed their price targets on Apple following the company's revenue warning, the majority are not turning all-out bearish just yet. Of the major Wall Street analysts covering Apple, 23 carry a "buy" rating, 23 carry a "hold" rating, and two carry a "sell" rating. While nearly 30 analysts lowered their price targets on Wednesday and Thursday, just three l owered their ratings. In other words, the vast majority are advising their clients to keep holding on. ...
Tags: Apple, Google, Wall Street, China, US, Trends, Bloomberg, Ubs, Goldman Sachs, Canaccord Genuity, Blackrock, Aapl, Walkley, Zino, Instinet, Loop Capital Markets


Apple just issued a warning on iPhone sales, but Google Trends saw problems years ago (AAPL)

Apple just slashed its quarterly revenue guidance amid slowing iPhone sales in China and a variety of other issues. Analysts had recently warned on an impending slowdown in the iPhone market, due in part to slowing economic growth in China. Google Trends data shows interest began waning years ago in both China and in the US. Watch Apple trade live. Apple, in a rare move on Wednesday, issued a warning on its quarterly revenue guidance amid slowing iPhone sales in China and a litany of other i...
Tags: Apple, Google, Hong Kong, China, US, Trends, Tim Cook, Ubs, Google Trends, Blackrock, Aapl, Greater China, Arcuri, Timothy Arcuri, Nicholas Colas, China Google Trends


2 tech M&A trends that bankers and insiders expect to see in 2019

2018 has been a stellar year in tech mergers and acquisitions, thanks to mega software deals such as IBM's $34 billion acquisition of Red Hat. While a market downturn has caused some insecurity in tech deals, M&A bankers and lawyers have told Business Insider that they expect deals to continue in 2019. The only caveat is that those deals may happen at lower valuations than if they'd occurred in 2018. Insiders also highlighted two trends: Many of the unicorns poised for an initial public offeri...
Tags: Google, Facebook, Microsoft, China, Ipo, Americas, US, Trends, General Motors, Cisco, Walmart, Nasa, Ubs, Citigroup, Ibm, Goldman Sachs


Analysts at UBS Kept their “Buy” rating for Tesco (LON:TSCO) with GBX 300.00 Target; Trust Asset Management Decreased By $462,784 Its Enterprise Products Partners Partnership Shares (EPD) Position - The FinReviewer

   The FinReviewer In an analyst note issued to investors and clients on 31 December, Tesco (LON:TSCO) stock “Buy” was reaffirmed at UBS. They currently have a GBX 300.00 TP ...
Tags: Shopping, Tesco, Ubs, UBS Kept


Amazon plans to expand Whole Foods stores, report says

Amazon.com shares gained Monday after a report said the company plans to expand its Whole Foods grocery stores in the U.S. The e-commerce giant aims to add locations to suburbs and other areas where the organic grocer is adding more customers since it was bought by Amazon last year, according to the Wall Street Journal, which cited a person familiar with the plans. The move would allow more customers to tap into Amazon’s Prime Now two-hour delivery service. A spokesperson for Amazon couldn’t imm...
Tags: Amazon, Utah, Business, New York, Whole Foods, Sport, Amazon Prime, Soccer, Wyoming, Idaho, Ubs, Wall Street Journal, WSJ, Rocky Mountain, Top Stories LADN, Top Stories OCR


AMD and Nvidia are facing near-term pressure as cheaper gaming chips are flooding the secondary market, RBC says (AMD, NVDA)

AMD and Nvidia's gaming chips are facing falling prices on secondary platforms such as Newegg, Amazon, and eBay, according to RBC. Their decreasing average selling prices could indicate a slowdown in the gaming business, according to RBC analyst Mitch Steves. Weakness could also be related to   cooling crypto-mining activities, Steves added. Watch AMD and Nvidia trade live. Chipmakers such as AMD and Nvidia are under pressure as their gaming chips are losing pricing power, RBC says. Pric...
Tags: Amazon, Ebay, Trends, Ubs, Nvidia, Amd, Morgan Stanley, Gpu, Blackrock, Rbc, Don, Steves, Newegg Amazon, Mitch Steves, AMD NVDA


Amazon's Grocery Push Keeps Stumbling After Whole Foods Purchase (slashdot)

Bloomberg reports that Amazon is struggling in the $840 billion grocery market, more than a year after it spoked the industry with the $13.7 billion acquisition of Whole Foods last year. "The number of Amazon Prime members who shop for groceries at least once a month declined in 2018 compared with 2017, according to the results of an annual consumer survey released Wednesday by UBS analysts," the report says. "The drop was surprising given the company's Whole Foods investment and expansion of tw...
Tags: Amazon, News, Bloomberg, Amazon Prime, Ubs, BeauHD, Brick Meets Click


UBS to pay US states $68M in rate manipulation settlement

HARTFORD, Conn. (AP) — Swiss bank UBS has agreed to pay $68 million to settle a multistate investigation into the bank's role in manipulating an interest rate used to price everything from credit cards to mortgages, officials said... [Author: [email protected]]
Tags: Business, US, Ubs, Hartford, Conn AP