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03-Aug-2023 08:29

DBS / DBS

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Singapore bank DBS' Q2 profit jumps 48% to record, beats forecasts
Summary
Q2 net profit at S$2.69 bln vs S$2.41 bln average estimate of S$2.41 billion from four analysts surveyed by Refinitiv.
Return on equity hit new high of 19.4% in Q2
DBS sees upside bias to net interst margin
Declared a dividend of 48 Singapore cents per share.

DBS' NIM, a key profitability gauge, rose for sixth consecutive quarter to 2.16% during the quarter from 1.58% a year earlier.
Return on equity hit new quarterly high of 19.2%, up from 13.4% the same quarter a year ago.
https://www.reuters.com/business/finance/singapores-bank-dbs-second-quarter-net-profit-jumps-48-on-year-2023-08-02/

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01-Aug-2023 15:37

Seatrium / SembM Re-Born Rich

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On a willing-buyer, willing-seller basis 沒有包生小孩的啦！

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31-Jul-2023 12:57

Keppel / Keppel Corp

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No no no
Can' t, can' t calculate
One might as well add the past 10 years dividend of $2.83 + 2.67 = $12.86
That is not the correct way.

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31-Jul-2023 12:16

Seatrium / SembM Re-Born Rich

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SGX RegCo Extends Suspension of Issuer Watch-List Reviews
SGX' s rules require an issuer to be placed on the watch-list if it records pre-tax losses for
the three most recently completed consecutive financial years, and has an average daily market cap of
less than SGD 40 million over the last six months.
https://www.regulationasia.com/sgx-regco-extends-suspension-of-issuer-watch-list-reviews/#:~:text=SGX' s%20rules%20require%20an%20issuer,over%20the%20last%20six%20months.

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31-Jul-2023 11:08

Keppel / Keppel Corp

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DBS calls a buy on Keppel Corp, with $8.30 price target
Keppel Corp offers investors a unique and unrivalled proposition as a global asset manager with developer and operator capabilities in real estate and green industrial space.
In a report dated July 27, DBS stamped a " buy" on Keppel and a 12-month price target of $8.30 on the stock.
DBS said its target price of $8.30 implied a price-to-earnings ratio of 16 times and a price-to-book ratio of 1.3 times.
DBS analyst Ho Pei Hwa wrote: " We believe that Keppel' s strong engineering/construction roots and track record in capital management position it well to grow as a global asset manager."
The DBS report noted that Keppel' s earnings quality has improved dramatically, with recurring income contribution to group profit jumping from 25 per cent to 40 per cent prior to its Vision 2030 plan, to 60 per cent in 2022.
" The trend should continue with concerted effort made to pivot away from orderbook-based revenue to income from fees and from its portfolio assets (real estate, infrastructure, and digital assets)."
DBS projects Keppel' s full-year net profit at $4.1 billion, and $921 million on a continuing operations basis (that is, excluding one-off gains).
https://www.straitstimes.com/business/dbs-calls-a-buy-on-keppel-corp-with-830-price-target

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28-Jul-2023 16:39

SIA / SIA revived

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How about PB ratio?

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28-Jul-2023 16:29

Keppel / Keppel Corp

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Yes, either in cash or in-Specie.

FATABA ( Date: 28-Jul-2023 16:24) Posted:

Over 8m shares done and up 22c , Kep is powering up nicely .
More cld be on its way .
DYODD

FATABA ( Date: 28-Jul-2023 10:12) Posted:

Kep is solid w good AUM and recurring income from now onwards.
After xd I doubt it will drop much w the anticipation of the Kep Reit coming up ...it is a cool 18c ( hehe)
I think this is a great longer term hold as Kep has several BIG plan on its way ....just a few.
1. Hydrogen plant
2. Kepland bank $4B or so ?
3. Legacy rigs still have outstanding $$ plus Seatrium shares
4. AUM to $100b ...then $200B

I have mention the Vietnam and Indonesia MOE and projects ....
DYODD , this could be the next diamond counter. In the meantime , sit back collect the 15c and be patient.
Happy investing
Vested

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28-Jul-2023 08:58

Keppel / Keppel Corp

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Keppel reports over S$3.6 billion net profit as it transforms to be a global asset manager and operator
Booked gains of S$3.3 billion from disposal of O& M business in 1H23.
 Excluding discontinued O& M operations, recurring income surged 62% yoy to S$340 million in 1H23, making up 76% of S$445 million 1H23 net profit.
 Delivered Total Shareholder Returns of 118.0% from 1 Jan 2022 to 30 Jun 2023, outperforming STI' s 9.62% by over 12x.
 Rewarding shareholders with strong dividends:
o 1H23 interim cash dividend:
Declares 15.0 cts/share to be paid on 18 Aug 2023. Including FY22 final cash dividend of 18.0 cts/share paid in May 2023,
shareholders will receive total cash dividends of 33.0 cts/share in 2023, representing 4.7% yield.
o 55th anniversary special dividend in-specie:
Proposes distribution of 1 Keppel REIT unit, for every 5 Keppel Corporation shares held.

https://links.sgx.com/FileOpen/MREL_1.%20KCL%201H2023%20Financial%20Statements.ashx?App=Announcement& FileID=766653

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27-Jul-2023 18:45

Keppel / Keppel Corp

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15c dividend + 5:1 K Reit shares ( equalvilent to 0.182c )
Total : $0.332
Huat arh...

Sin_Cos_Tan ( Date: 14-Jul-2023 09:14) Posted:

Notice of Dates for Financial Results
First Half of 2023 : 27 July 2023

KC declared dividend on a half-yearly basis
2022 final dividend : 18 cents
1H 2023 interim dividend : 18 cents ?
https://sginvestors.io/sgx/stock/bn4-keppel-corp/corporate-action
DYODD

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27-Jul-2023 18:23

SIA / SIA revived

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SIA Group quarterly net profit was up $364 million, or 98.4% higher than last year.
The SIA Group posted a net profit of $734 million in the first three months of FY2023/24,
the highest quarterly performance in its history, amid robust demand for air travel through the mid-year school holidays and the start of the summer travel season.
Group quarterly net profit was up $364 million, or 98.4% higher than last year.
Huat arh....

Sin_Cos_Tan ( Date: 18-Jul-2023 10:51) Posted:

SIA Group flies 2.9 million passengers in June passenger load factor at monthly record

The group' s passenger load factor for June hit a monthly record of 90.6 per cent. PHOTO: REUTERS
Both SIA and Scoot, the two airlines in the group, posted record passenger load factors of 89.7 per cent and 93.6 per cent for the month, respectively.
https://www.businesstimes.com.sg/companies-markets/sia-group-flies-29-million-passengers-june-passenger-load-factor-monthly-record

Sin_Cos_Tan ( Date: 12-Jul-2023 14:50) Posted:

2022/23 SIA Group posts highiest net profit in its 76-years history (Old News)
Operating statistics : 2023/24 vs 2022/23 ::::> higher
April , May 2023
https://www.singaporeair.com/en_UK/us/about-us/information-for-investors/operating-statistics/

27/7 - 1st Qtr Business Update
Huat argh... logically 1st Qtr 2023/24 results should be higher than previous qtr (1st Qtr 2022/23)

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27-Jul-2023 16:30

DBS / DBS

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Wow....UOB declared 1st Half 2023 dividend of 85c
Previous year same period 60 c, an increase of 41%
How can DBS lose face!
Based on the same %===> DBS 2nd qtr 2023 should declares 51c dividend or more (last year same qtr 36c, lasr qtr :42c ) .

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26-Jul-2023 09:27

SIA / SIA revived

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SIA Engineering Company, a wholly owned subsidiary of the Singapore Airlines Group,
reports ' more than double' y-o-y net profit of $27 million
https://www.theedgesingapore.com/capital/results/sia-engineering-company-reports-more-double-y-o-y-net-profit-27-million

Sin_Cos_Tan ( Date: 24-Jul-2023 10:38) Posted:

1st Qtr 2023/24 Operating statistics
Apr - Jun 2023
https://www.singaporeair.com/en_UK/us/about-us/information-for-investors/operating-statistics/

Important dates
27/7 : 1st qtr Business update
2/8 28c divident ex date

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25-Jul-2023 09:20

Keppel / Keppel Corp

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Keppel Corporation (Keppel), through its Infrastructure Division, has been awarded the renewal of a five-year Technical Support Agreement (TSA) for the Runcorn Phase 1 and 2 EfW Facility, and has separately also completed a Pre-FEED study for the interfaces to a large-scale carbon capture (CC) facility with the Runcorn EfW.
Runcorn Phase 1 is owned by Ineos Runcorn (TPS) Holdings Ltd and Runcorn Phase 2 is owned by Viridor Energy Limited.
Designed and built by Keppel, the combined Runcorn EfW is one of the largest and most efficient EfW projects in the UK.
The facility processes close to 1,000,000 tonnes of Refuse Derived Fuel per year.

Wind888 ( Date: 25-Jul-2023 03:15) Posted:

Keppel: Awarded 5-Year Technical Support Agreement For Runcorn Energy-from Waste Facility In The UK.

24 Jul 2023 10:14

Keppel also contributed towards a Pre-FEED study for the integration of a large-scale facility to capture carbon dioxide from the EfW' s flue gases... Attachments:

MREL_Keppel_awarded_five-year_Technical_Support_Agreement_for_Runcorn_Energy-from_Waste_Facility_in_the_UK.pdf

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24-Jul-2023 10:38

SIA / SIA revived

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20-Jul-2023 08:57

Keppel / Keppel Corp

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Keppel and consortium break ground for Singapore' s first hydrogen-ready co-generation plant

https://www.businesstimes.com.sg/companies-markets/keppel-and-consortium-break-ground-singapores-first-hydrogen-ready-co-generation

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20-Jul-2023 08:54

Keppel / Keppel Corp

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Keppel' s private funds acquire Bank of Korea' s Sogong Annex Facility in Seoul

https://www.theedgesingapore.com/news/property/keppels-private-funds-acquire-bank-koreas-sogong-annex-facility-seoul

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18-Jul-2023 10:51

SIA / SIA revived

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SIA Group flies 2.9 million passengers in June passenger load factor at monthly record

Sin_Cos_Tan ( Date: 12-Jul-2023 14:50) Posted:

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14-Jul-2023 09:14

Keppel / Keppel Corp

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13-Jul-2023 13:57

DBS / DBS

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2nd Qtr 2023 announcement date : 3/8/23
Another quarterly dividend of 42 cents
https://www.dbs.com/investors/financials/dividend-information

Sin_Cos_Tan ( Date: 22-Jun-2023 12:20) Posted:

Good Articles To share
DBS sees annual profit to exceed S$10b in medium term

DBS' s first-quarter net income of S$2.57 billion beat analysts' estimates, powered by lending income. Return-on-equity surged to 18.6%, from 13.1% a year ago.
The stock has lost nearly 8% this year, compared with about a 4% gain on the Bloomberg Asia-Pacific Banks Index.
https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2023-05-22-story-h-270436683-DBS_sees_annual_profit_to_exceed_S_10b_in_medium_term

slingshotpro ( Date: 21-Jun-2023 19:24) Posted:

SG Banks - Earnings downgrades nearing an end. Upgrade DBS to Buy.

UBS

We are turning more positive on the Singapore banks. 4 reasons - (1) Higher for longer Fed rates could mark a bottom in earnings downgrade. Potential revision of NIM guidance at Q2 results (end July / early Aug) could be a share price catalyst (2) While late cycle concerns are being priced in valuations, this time looks different from the typical "boom and bust" scenario. (3) Strong WM net new money inflows can drive earnings upside and medium term re-rating as sentiment recovers (4) Finally, the sector is trading at 8.2x forward P/E, 2SD below LT avg. Implied COEImplied COE is 3SD above avg and in its 99th percentile (vs c80th perc. for DM banks). We also upgrade DBS to Buy (from Neutral) and make it our most preferred. We maintain a Buy on UOB and Neutral on OCBC.

DBS is our most preferred. Why?

(1) Peak ROE of 17%+ this year is being discounted by valuations, and rightly so. But what is getting ignored here is the sustainability of this ROE. Even with normalized Fed funds rate of 2.5-3% and assuming specific provisions at c1.5x current, DBS could continue to deliver a sustainable ROE of 15-17%, highest among peers. (2) DBS is also at the forefront when it comes to returning capital to shareholders and has committed to a +24c absolute DPS per year, potentially bringing their payout to around 60%, ahead of 50% peer payout. There is also room for special dividends (~4% of market cap) given excess capital and operating CET1 range of 12.5-13.5%. (3) Valuation at 1.3x forward P/B is pricing in 65-70bps of credit costs, almost 5x guidance. (4) DBS has also seen the highest outflows and biggest adjustment in institutional investor (II) positioning among peers since Jan'23. For DBS, IIs net sold 1.7% of market cap since Jan'23 (vs. peers: 0.2- 0.6% of market cap). We think the risk-reward looks squarely skewed to the upside. We raise our PT to $36.5 (from $33.5) on the back of a higher sustainable ROTE of 16% (vs 15% previously)

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12-Jul-2023 15:24

SIA / SIA revived

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28c Dividend Ex date : 2/8
Happy National Day!

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