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Starship Supreme	30-Jul-2020 13:36        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s basically the leveraged day-traders and shortists here trying to beat the death drums and spreading the vision of doom and gloom. Real long-term dividend investors have no fear: Despite the short-term hit to share prices, the dividend cap is prudent and  will place Singapore banks in a stronger position to combat challenges ahead, the DBS research team pointed out. As at Q1 2020, the  Common Equity Tier 1 (CET1) ratio  stood at 13.9 per cent for DBS, 14.3 per cent for OCBC and 14.1 per cent for UOB,  among the highest across Asean banks. DBS analyst Ms Lim estimates that the dividend cap will add 0.2-0.3 per cent to the research team' s projected CET1 ratio as at the end of FY20. She expects the lenders to  eventually pay out special dividends  should their CET1 ratios remain well above their pre-pandemic levels, if the Covid-19 situation stabilises and economic outlook improves towards FY21-22. UBS also sees the central bank' s move as prudent in the context of the coronavirus pandemic, and believes it  does not threaten the sustainability of payouts. " The short-term and prudent nature of this measure  does not raise any question marks on the long-term sustainability of dividends," Mr Rawat wrote, as cited in Bloomberg. " Investors with a slightly longer-term horizon are likely to see this weakness as a buying opportunity," he added. Jefferies analyst Krishna Guha said in a note that while the MAS announcement will weigh on sentiment, investors should remember the strong capital positions of the banks. https://www.businesstimes.com.sg/companies-markets/hot-stocks-dbs-ocbc-uob-tumble-after-mas-asks-to-cap-dividends
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Hawkeye Master	30-Jul-2020 13:35        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	You are dead wrong, the government want to reserve the money to lend to failing companies to keep employment a bit longer with shareholder monies. These money when lend out sure is a lost. Maybe you are one of those inside these failing companies. Government is playing Robin Hood. the silent way. Knightmyst      ( Date: 30-Jul-2020 13:29) Posted: What MAS did is correct and totally necessary. The banks are dying a slow death, dripping bit by bit day after day. They prevented many many many more investors from being stuck at that $20 level. The wall is so strong that now $20 is now a RESISTANCE. Not even able to cover the GAP.  Is there need to blame government? People forget the role of banks is to provide money to the economy. When recession happens, bad loans surface and earnings face pressure. Why institutions can safely short? Cause NOBODY in this forum knows that the banks ARE the last to get out of recession. Game over! Prepare for Long term downtrend and stagnantation.  The saying be greedy when people are fearful. Are you investors fearful? I saw GREED. So game over. The times up for banks
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Knightmyst Member	30-Jul-2020 13:29        Knightmyst About Contact  Quote this Post!
x 0   x 0  Alert Admin	What MAS did is correct and totally necessary. The banks are dying a slow death, dripping bit by bit day after day. They prevented many many many more investors from being stuck at that $20 level. The wall is so strong that now $20 is now a RESISTANCE. Not even able to cover the GAP.  Is there need to blame government? People forget the role of banks is to provide money to the economy. When recession happens, bad loans surface and earnings face pressure. Why institutions can safely short? Cause NOBODY in this forum knows that the banks ARE the last to get out of recession. Game over! Prepare for Long term downtrend and stagnantation.  The saying be greedy when people are fearful. Are you investors fearful? I saw GREED. So game over. The times up for banks
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Starship Supreme	30-Jul-2020 11:03        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	And now it turns out the bogeyman is an inside job scoring own goal!!!!!    Starship      ( Date: 27-Jul-2020 17:36) Posted: As the banks approach their quarterly reporting early next mth, suddenly many strange posters start coming into the DBS, UOB and OCBC threads will fairytales of the bogeyman.
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investshare Supreme	30-Jul-2020 08:16        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mean share price will drop 40% to maintain same div yield? wangst      ( Date: 30-Jul-2020 02:05) Posted: dividend will be capped at 60% of previous year' s dividend and it will most likely be a scrip dividend instead of cash dividend. this means the maximum dividend dbs can payout for fy2020 is 72 cents
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Knightmyst Member	30-Jul-2020 05:55        Knightmyst About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dbs has rather quite a lot meat to short. So who wants join me in shorting dbs?
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Djsoul80 Master	30-Jul-2020 05:39        Djsoul80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha.. Singapore banks cannot make it... So who's the bogeyman here? It will drop further ya.. We are just at the tip of the cliff. Trying to balance before falling down. Starship      ( Date: 27-Jul-2020 17:36) Posted: As the banks approach their quarterly reporting early next mth, suddenly many strange posters start coming into the DBS, UOB and OCBC threads will fairytales of the bogeyman.
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wangst Member	30-Jul-2020 02:05        wangst About Contact  Quote this Post!
x 0   x 0  Alert Admin	dividend will be capped at 60% of previous year' s dividend and it will most likely be a scrip dividend instead of cash dividend. this means the maximum dividend dbs can payout for fy2020 is 72 cents
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Knightmyst Member	30-Jul-2020 00:44        Knightmyst About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s about time for price of venture to go above DBS. Cheers!
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trademaster Supreme	30-Jul-2020 00:34        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	My short venture already cut long ago. Now closed my dbs shorts and go long.  Div capped is good news vs expectations/speculations of total cut. Now finally news is out, no more uncertainty so downside is limited. Knightmyst      ( Date: 29-Jul-2020 22:13) Posted: Or maybe only trademaster Long Dbs and short venture. I prefer the other way, Long venture and short dbs.
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Tool18 Senior	29-Jul-2020 23:25        Tool18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yield is fine given we are deflationary for awhile 😆 , those not in cash position to ride this must be careful
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n3wbie Elite	29-Jul-2020 23:24        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	DBS also published an update that this caps their dividends at just 72c and as at today' s closing price of $20.41, it translates into a yield of just 3.5%
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Knightmyst Member	29-Jul-2020 22:57        Knightmyst About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh, I also forget to mention that uob analyst Who ask people be bullish about dbs and give profit $24+ is an idiot. There to give people false hope
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CheeryVGoh Supreme	29-Jul-2020 22:14        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Insiders already got info about MAS' calls on local banks to moderate dividends, that' s why sold down since Fri.    Goldfinger      ( Date: 29-Jul-2020 20:49) Posted: Dividends for Local Banks are advised to be capped at 60% of last year levels.  Bank stocks will be hit jialat jialat. https://www.channelnewsasia.com/news/business/mas-local-banks-cap-fy2020-dividends-conserve-capital-12973564 Starship      ( Date: 27-Jul-2020 17:36) Posted: As the banks approach their quarterly reporting early next mth, suddenly many strange posters start coming into the DBS, UOB and OCBC threads will fairytales of the bogeyman.
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Knightmyst Member	29-Jul-2020 22:13        Knightmyst About Contact  Quote this Post!
x 0   x 0  Alert Admin	Or maybe only trademaster Long Dbs and short venture. I prefer the other way, Long venture and short dbs.
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Knightmyst Member	29-Jul-2020 22:07        Knightmyst About Contact  Quote this Post!
x 0   x 0  Alert Admin	Congratulations to those who have bought dbs way up. Good luck to that. I believe dbs will survive, but whether it can go back to its past glory is another question. The Long term down trend of a declining interest rate and likely into negative interest rate is a bank killer. And is also the reason why banks pe is always always Low, even at the peak in 2018. Funds are scared of buying banks massively lol. So for now banks will be Down. Let' s assume peak interest rate for this new economic cycle is 1.5%(previously 2.5%), and even lower for each successive cycle. I Guess banks like other old school stocks, are going into my dumping bin and totally not investable.
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Goldfinger Supreme	29-Jul-2020 20:49        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dividends for Local Banks are advised to be capped at 60% of last year levels.  Bank stocks will be hit jialat jialat. https://www.channelnewsasia.com/news/business/mas-local-banks-cap-fy2020-dividends-conserve-capital-12973564 Starship      ( Date: 27-Jul-2020 17:36) Posted: As the banks approach their quarterly reporting early next mth, suddenly many strange posters start coming into the DBS, UOB and OCBC threads will fairytales of the bogeyman.
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Starship Supreme	28-Jul-2020 16:47        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, China companies listed in US are delisting fast. All are returning back to list  in China and HK ----------- but none to Singapore.    China' s Ctrip in talks with investors to delist from Nasdaq: sources TUE, JUL 28, 2020 - 3:50 PM [HONG KONG] Chinese online travel giant Ctrip is in talks with potential investors about funding its delisting from Nasdaq because of rising US-China tensions and the coronavirus-driven hit to its business, sources told Reuters. The management of China' s largest online travel firm, with a current market value of US$16.5 billion, has reached out to a number of financial and strategic investors including private equity firms and domestic tech companies about joining a take-private deal, said four people with direct knowledge of the matter. Ctrip' s move comes as US-listed Chinese companies face tightened scrutiny and more strict audit requirements from US regulators, while geopolitical tensions escalate between the world' s two largest economies. Those have prompted a number of Chinese companies to abandon a New York listing and move instead to an exchange closer to home. Both Ctrip and Baidu have held preliminary talks with Hong Kong Exchanges and Clearing about a possible secondary listing, Reuters reported in January. https://www.businesstimes.com.sg/garage/chinas-ctrip-in-talks-with-investors-to-delist-from-nasdaq-sourcess
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Starship Supreme	27-Jul-2020 17:36        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	As the banks approach their quarterly reporting early next mth, suddenly many strange posters start coming into the DBS, UOB and OCBC threads will fairytales of the bogeyman.
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Djsoul80 Master	27-Jul-2020 17:16        Djsoul80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My banker today has just told me to stay away from ALL banking stocks seriously. He really meant it. I bet he knows something n from it.
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