x 0

Markets sold off after Powell said six words investors don' t want to hear: " Equity prices are fairly highly valued"

https://fortune.com/2025/09/24/stocks-market-selling-the-fed-powell-equity-prices-are-fairly-highly-valued/

x 0

AI Overview

Yes, United Overseas Bank (UOB) is directly affected by the $1.3 billion loan issue in Hong Kong, as it is the lender for a loan tied to the Shimao Group' s luxury Beacon Peak development.
The loan' s maturity was extended by UOB because attempts to sell it to private credit investors failed, highlighting the ongoing difficulty in the Hong Kong property market and the bank' s need to avoid booking losses.

Here' s a breakdown of the situation:

The Loan:

UOB extended a loan facility worth approximately $1.3 billion (HK$10 billion) to the Shimao Group for the Beacon Peak luxury apartment complex in Hong Kong.
The Problem:

The loan was due on September 30, and Shimao failed to sell the facility to private credit funds, according to people familiar with the matter.
UOB' s Response:

To avoid booking losses from a prolonged property slump and a failed sale, UOB extended the loan' s maturity.
Market Impact:

The prolonged slump in Hong Kong' s property market has made it difficult for developers like Shimao to raise cash. UOB is forced to " kick the can down the road" by extending the loan to mitigate potential losses.
Consequences for UOB:

The bank' s exposure to this loan is growing and has become a significant liability rather than a simple lending success.

$1.3B Loan Bombshell: UOB Trapped in Hong Kong' s Luxury Property Meltdown
https://finance.yahoo.com/news/1-3b-loan-bombshell-uob-222722572.html

Newcomer19707016 ( Date: 24-Sep-2025 13:49) Posted:

Dbs is good to buy. Is Uob affected by the $1.3 billion loans issues in Hong Kong property market? Is the news true?

x 0

STE' s NET ASSETS at at 30 Jun 2025 : $3,041M
If exclude Intangible assets of $4,514M
The Co will have a NET LIABILITIES of $1,473 M

Sin_Cos_Tan ( Date: 19-Aug-2025 15:35) Posted:

Great minds think alike.
add 1 more:
Net asset value per share 86.97 cents
PB almost 10 times.

alexvar ( Date: 19-Aug-2025 12:46) Posted:

Thanks for confirming my statement that net income can' t cover both CapEx and dividend payouts.

STE has a garbaga balance sheet with massive useless goodwill balance and huge debt load.

No wonder STE started selling off their profitable businesses to pay down their huge debt.

$3.6B TransCore acquisition in 2022 destroyed their balance sheet, and made it over-indebted.
overpaying for useless business under USS segment, which can' t generate any meaningful profit, sad $12m in EBIT in H1 2025.

30-June-2025 balance sheet:

total shareholder equity: 2,714,625,000
intangibles (goodwill, etc): 4,514,124,000

net tangible book value: NEGATIVE SGD $1.8B

Good luck holding STE )

DYOD

x 0

Great minds think alike.
add 1 more:
Net asset value per share 86.97 cents
PB almost 10 times.

alexvar ( Date: 19-Aug-2025 12:46) Posted:

Thanks for confirming my statement that net income can' t cover both CapEx and dividend payouts.

STE has a garbaga balance sheet with massive useless goodwill balance and huge debt load.

No wonder STE started selling off their profitable businesses to pay down their huge debt.

$3.6B TransCore acquisition in 2022 destroyed their balance sheet, and made it over-indebted.
overpaying for useless business under USS segment, which can' t generate any meaningful profit, sad $12m in EBIT in H1 2025.

30-June-2025 balance sheet:

total shareholder equity: 2,714,625,000
intangibles (goodwill, etc): 4,514,124,000

net tangible book value: NEGATIVE SGD $1.8B

Good luck holding STE )

DYODD

MrBear12 ( Date: 19-Aug-2025 12:34) Posted:

Don't mislead here lah.

It's not net profit minus dividend and capital expenditures.

What we look at is net operating cash flows minus all other cash flows (incl dividend and cap ex )

If the company is generating enough cash from operations to pay for dividends, repay debts and spend on stuff, then we are okay.

Otherwise we have to borrow.

If STeng has been repaying debt, it means it has generated enough cash from operations.

So STEng is financially healthy.

Maintain buy with price target above 1

x 1

x 0

DBS Hit $50, OCBC and UOB at Record Highs: Why I' m Not Buying More

Author: williekeng | Publish date: Mon, 11 Aug 2025, 8:30 AM https://sgx.i3investor.com/blogs/dividendtitan/2025-08-11-story-h49653807-DBS_Hit_50_OCBC_and_UOB_at_Record_Highs_Why_I_m_Not_Buying_More.jsp

PDYODD

x 0

Venture Corp' s share price targets, according to the latest analyst reports from 4 research institutions dated within the past 3 months as of 2025-08-07,
range from SGD 10.400 to SGD 12.010,
with median share price target of SGD 11.200 (14.5% downside),
and average share price target of SGD 11.202 (14.5% downside).

https://sginvestors.io/sgx/stock/v03-venture/target-price

x 0

Venture Corp Q2 profit edges up to S$57.1 million
H1 earnings remain lower
Profit for H1 down 8.6% at S$113 million from S$123.7 million
https://www.businesstimes.com.sg/companies-markets/venture-corp-q2-profit-edges-s57-1-million-h1-earnings-remain-lower

Joelton ( Date: 07-Aug-2025 10:52) Posted:

Venture Corp Q2 profit edges up to S$57.1 million H1 earnings remain lower

Profit for H1 down 8.6% at S$113 million

[SINGAPORE] Technology solutions provider Venture Corp posted a 2.3 per increase in net profit to S$57.1 million for its second quarter ended June 2025, up from S$55.9 million in the previous quarter.

Revenue rose 4.7 per cent to S$645.3 million for the period, from S$616.6 million in Q1, the mainboard-listed group said in a regulatory filing on Wednesday (Aug 6). The increase was driven by growth across most of its technology domains.

However, for H1 2025, the group saw an 8.6 per cent drop in net profit to about S$113 million, from S$123.7 million the year before.

Revenue for the period fell 8.8 per cent to S$1.3 billion, from S$1.4 billion previously.

Venture attributed the decline to softer customer demand for its lifestyle technology offerings, as well as improved reliability and longevity of a customer&rsquo s key product &ndash due to the group&rsquo s research and development and design efforts &ndash which triggered fewer product replacements.

Earnings per share (EPS) for Q2 stood at S$0.198, up slightly from S$0.193 in Q1. For the first half of the year, EPS fell to S$0.392, from S$0.426 a year ago.

The company declared a total dividend of S$0.30 per share this comprised a S$0.25 interim dividend and a S$0.05 special dividend, up from an interim dividend of S$0.25 in H1 2024. The dividend will be paid on Sep 12, after the books are closed on Sep 2.

Venture generated net cash of S$149.8 million in H1, down from S$270.3 million the year before. However, its working capital position improved by S$119.1 million, driven by lower inventories and better trade receivables and payables.

The group acknowledged ongoing uncertainties from the broad-based US tariffs and continued softness in the lifestyle segment. Still, it said it remains confident in its ability to &ldquo turn volatility into opportunities&rdquo , citing its resilient business model and strong balance sheet.

x 0

评股论经：新加坡航空
新加坡航空（ Singapore Airlines）
建议：买入
目标价： 8.04元

https://www.zaobao.com.sg/finance/singapore/story20250520-6430026
相比其他同行，新航盈利预期较有韧性，估值水平有吸引力，且股息收益率较高。
因此，我们将新航评级从 " 中性 " 上调为 " 买入 " ，目标价从 6.75元提至 8.04元。（野村证券）

x 0

Analysts say SIA is fairly valued, with several adjusting target price

Their projections for FY2026 net profit range from S$900 million to S$1.4 billion
https://www.businesstimes.com.sg/companies-markets/analysts-say-sia-fairly-valued-several-adjusting-target-price

x 0

Singapore Airlines has sounded a note of optimism, despite the global uncertainty.
It said it has S$10 billion in fixed deposits and another S$3.3 billion in undrawn credit lines to withstand any slowdown in business. These include the potential impact of shifting tariff policies and geopolitical uncertainty.
Still, the firm said the challenges ahead pale in comparison to those it faced during the COVID-19 pandemic.
SIA has announced more than 7.45 months worth of bonuses for its employees amid a record annual profit of S$2.8 billion.
https://www.youtube.com/watch?v=IRr8epH5mYY

x 0

PM Wong breaks ground on Changi Airport T5 all SIA, Scoot flights to move there when it opens
https://www.straitstimes.com/singapore/transport/pm-wong-breaks-ground-on-changi-airport-t5-all-sia-scoot-flights-will-move-there-when-it-opens

Singapore Airlines to operate out of Changi Airport&rsquo s Terminal 5
https://www.businesstimes.com.sg/singapore/singapore-airlines-operate-out-changi-airports-terminal-5-internal-train-cover-2-km-distance

The world&rsquo s best airport is building a mega terminal to ride the travel boom in Asia
https://www.cnbc.com/2025/05/15/airport-expansion-race-in-asia-heats-up-with-singapores-changi-t5.html

Changi&rsquo s T5 to serve about 50 million more passengers annually: PM Wong
https://www.youtube.com/watch?v=6ro_1s37XeI

Sin_Cos_Tan ( Date: 17-Mar-2025 15:51) Posted:

Sin_Cos_Tan ( Date: 11-Mar-2025 14:27) Posted:

Financial Year 2024/25
(1 April 2024 to 31 March 2025)

15 May 2025
Announcement of FY2024/25
Fourth Quarter and Full Year Results

Last FY distributed 38c final dividend.
Results so far so good and all MCBs have been redeemed.
This year final dividend minimum 38c, ..... any special diviedend or share buybacks?
Time to reward Shareholders..

Plus....
Pop star Lady Gaga performing 4 shows at Singapore National Stadium in May
The singer will hold the concerts at the Singapore National Stadium on May 18, 19, 21 and 24.
Ticket sales start on Mar 18 with several presales on offer. Singapore will be her only stop in Asia.

x 0

Dividend Ex date : 16-May-25
https://www.dbs.com/investors/financials/dividend-information

x 0

Short-Term Energy Outlook

As global oil inventories rise, we expect the Brent crude oil price will fall from an average of $76/b in 1Q25 to an average of $64/b by 4Q25 and will average $61/b overall next year.
https://www.eia.gov/outlooks/steo/report/global_oil.php#:~:text=As%20global%20oil%20inventories%20rise,remains%20in%20our%20price%20forecast.

x 0

Will there be massive gain potential for SIA' s shares ?
Let' s analyse ! ( It' s a long write-up and may take you up to 5 minutes to read. )
https://www.moomoo.com/community/feed/sia-c6l-sg-will-there-be-massive-gain-for-sia-113413465702406
correction:
Hopefully, Dow Jones, STI, and SIA will follow suit. I am also very hopeful for good SIA results and dividends that will be announced on May 15 2025.

Sin_Cos_Tan ( Date: 17-Mar-2025 15:51) Posted:

Sin_Cos_Tan ( Date: 11-Mar-2025 14:27) Posted:

Financial Year 2024/25
(1 April 2024 to 31 March 2025)

15 May 2025
Announcement of FY2024/25
Fourth Quarter and Full Year Results

Last FY distributed 38c final dividend.
Results so far so good and all MCBs have been redeemed.
This year final dividend minimum 38c, ..... any special diviedend or share buybacks?
Time to reward Shareholders..

Plus....
Pop star Lady Gaga performing 4 shows at Singapore National Stadium in May
The singer will hold the concerts at the Singapore National Stadium on May 18, 19, 21 and 24.
Ticket sales start on Mar 18 with several presales on offer. Singapore will be her only stop in Asia.

x 0

Sin_Cos_Tan ( Date: 11-Mar-2025 14:27) Posted:

Financial Year 2024/25
(1 April 2024 to 31 March 2025)

15 May 2025
Announcement of FY2024/25
Fourth Quarter and Full Year Results

Last FY distributed 38c final dividend.
Results so far so good and all MCBs have been redeemed.
This year final dividend minimum 38c, ..... any special diviedend or share buybacks?
Time to reward Shareholders..

Plus....
Pop star Lady Gaga performing 4 shows at Singapore National Stadium in May
The singer will hold the concerts at the Singapore National Stadium on May 18, 19, 21 and 24.
Ticket sales start on Mar 18 with several presales on offer. Singapore will be her only stop in Asia.

x 0

(0.10+0.38) / 5.2% = $9.23

x 0

Dividend yield at current price level : 7.4%

BinderyT ( Date: 17-Apr-2025 09:55) Posted:

Ah .... so nice to collect dividend. Free money is best money, tax free some more :)

x 0

Event Calendar

8 May 2025 First-quarter 2025 results (Dividend : 60c + 15c ?)

7 Aug 2025 Second-quarter 2025 results

6 Nov 2025 Third-quarter 2025 results

https://www.dbs.com/investors/financials/dividend-information

DBS is planning to introduce a " capital return dividend" of 15 cents per share per quarter in 2025, as part of a three-year plan to manage excess capital, in addition to its regular quarterly dividends.

Here' s a more detailed breakdown:

Capital Return Dividend:

DBS will pay an additional 15 cents per share as a capital return dividend on top of its regular quarterly dividends.

Duration:

This capital return dividend is planned for financial year 2025 and is expected to continue in the subsequent two years, with DBS aiming to return excess capital through various mechanisms.

Total Dividend:

The total yearly dividend assumes that the bank' s quarterly dividend remains steady at 60 cents as well as its capital return of 15 cents per share per quarter

Purpose:

This initiative aims to manage down the stock of excess capital over the coming three years.

Other Mechanisms:

DBS expects to pay out a similar amount of capital either through this capital return dividend or other mechanisms in the subsequent two years.

x 0

Sin_Cos_Tan ( Date: 11-Mar-2025 14:27) Posted:

Financial Year 2024/25
(1 April 2024 to 31 March 2025)

15 May 2025
Announcement of FY2024/25
Fourth Quarter and Full Year Results

Last FY distributed 38c final dividend.
Results so far so good and all MCBs have been redeemed.
This year final dividend minimum 38c, ..... any special diviedend or share buybacks?
Time to reward Shareholders..

Plus....
Pop star Lady Gaga performing 4 shows at Singapore National Stadium in May
The singer will hold the concerts at the Singapore National Stadium on May 18, 19, 21 and 24.
Ticket sales start on Mar 18 with several presales on offer. Singapore will be her only stop in Asia.

x 0

Financial Year 2024/25
(1 April 2024 to 31 March 2025)

15 May 2025
Announcement of FY2024/25
Fourth Quarter and Full Year Results

Last FY distributed 38c final dividend.
Results so far so good and all MCBs have been redeemed.
This year final dividend minimum 38c, ..... any special diviedend or share buybacks?
Time to reward Shareholders..

Plus....
Pop star Lady Gaga performing 4 shows at Singapore National Stadium in May
The singer will hold the concerts at the Singapore National Stadium on May 18, 19, 21 and 24.
Ticket sales start on Mar 18 with several presales on offer. Singapore will be her only stop in Asia.