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  • commented 8/24/11
  • tags: UBS
  • Though it looks obvious that cost cutting has positive impact on the operating margins of the bank but it is not the reflection of real economic value of its business. It is an action to survive the after shocks of 2008. Bank's investment banking business is still suffering big losses in most of its deals due to all the unwanted economic events around the globe. In the long run for the bank to survive there is a strong call for change in strategy where the focus has to shift towards funding the small real economic valu add projects from decreased allocation to IB trading business. I am not sure such factors are considered in this price. [ less... ]
    Though it looks obvious that cost cutting has positive impact on the operating margins of the bank but it is not the reflection of real economic value of its business. It is an action to survive the after shocks of 2008. Bank's investment banking business is still suffering big losses in most of its deals due to all the unwanted economic events around the globe. In the long run for the bank to survive there is a strong call for change in strategy where the focus has to shift towards funding the small real economic valu add projects from decreased allocation to IB trading business. I am not sure such factors are considered in this price.
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