Sign in

    Magdalena Stoklosa

    senior equity analyst at Morgan Stanley

    Magdalena Stoklosa is a senior equity analyst at Morgan Stanley, specializing in the financial sector with extensive coverage of major European banks and financial institutions. She covers 29 specific companies, including Lloyds Banking Group, with a demonstrated track record in the UK, Spanish, US, German, French, and Italian markets, and her ratings have achieved a 56.25% success rate and an average return of 2.3% per call since 2016. Stoklosa began her analyst career prior to joining Morgan Stanley and has built a reputation for in-depth financial sector insights, with her most profitable call being a 58.9% return on Lloyds Banking Group in 2020-2021. Her professional qualifications include required FINRA registrations and securities licenses to conduct equity research in regulated markets.

    Magdalena Stoklosa's questions to Julius Baer Group (JBAXY) leadership

    Magdalena Stoklosa's questions to Julius Baer Group (JBAXY) leadership • Q4 2022

    Question

    Magdalena Stoklosa asked about the underlying assumptions for NII sensitivity, particularly regarding loan growth and the client shift to term deposits. She also inquired about the geographic mix of the RM hiring pipeline and the strategic importance of the MENA region.

    Answer

    CEO Philipp Rickenbacher highlighted MENA as a strategically important region with strong growth and stated that the RM hiring pipeline is full across all nine focus markets. CFO Evie Kostakis clarified the NII sensitivity assumptions, noting the shift to time and call deposits has already increased from 7% to 43% of total deposits, and that there is potential upside to the sensitivity figures from balance sheet growth.

    Ask Fintool Equity Research AI