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hlfoo2010 Master	02-Aug-2018 23:13        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Because ?è?ú?N ?! Dog of Haven swallow the " SUN" ?  This year is a bad year ? 10 YRs cycle reached ? grandmother tells sharenoob1984      ( Date: 02-Aug-2018 14:52) Posted: 26 ish why is it too high? historical PE? earnings not sustainable? famouspinky      ( Date: 02-Aug-2018 14:37) Posted: Too hig
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Tykoh8066 Member	02-Aug-2018 22:53        Tykoh8066 About Contact  Quote this Post!
x 0   x 0  Alert Admin	And by inferring that the results explain why institutions have been net sellers, wouldnt this be insider information?   Analysts expected better results! Tykoh8066      ( Date: 02-Aug-2018 22:40) Posted: Refering to Pg 7 of the presentation. Total loan grew 37B to 343B, of which ANZ contributed 9B by their loan portfolio coming under DBS&rsquo s financial accounting.   Without ANZ, there would still be growth of 23B, or 7.5%. Not -10 to 12% please. Luzern      ( Date: 02-Aug-2018 11:44) Posted: Repost...this was what i posted just before market open today in another thread. My Opinion on DBS result. 1) Q2 result came in seemingly positive, but its below (at least my) expectation. 2) Result confirms the slow down in momentum in revenue growth and profit (see presentation slide 26 of 35) 3) Overall loan growth of 12% up 37B on year, this includes the 9B contribution of ANZ.  Meaning without the ANZ contribution, loan growth would be -10% - 12%? (see presentation slide 7 of 35).  Does this mean that their growth organically is very bad, in fact negative?  Is this a management issue?  If so, I expect the newly aquired ANZ biz will suffer if its under the same management. 4) I cannot see any staement on possible forex losses especially to the the value of the loan made to China and HK in SGD terms. I would make sense that loan to consumers and retailers are made in the local currencies while corporate loans usually a mix of local currencies and USD, hence, I expect the value of their existing loan to China and HK to drop, in SGD terms.  And seeing how China Companies do biz and their accounting practises, I expect provision for NPL to grow if the Trade war continues. 5) The CEO expectation of a drop in loan growth from 8% to 6 - 7%, in my opinion seems overly optimistic. 6) The results explains why Instituition have been net seller of the past 2 weeks. IMO, DYODD
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Tykoh8066 Member	02-Aug-2018 22:40        Tykoh8066 About Contact  Quote this Post!
x 2   x 0  Alert Admin	Refering to Pg 7 of the presentation. Total loan grew 37B to 343B, of which ANZ contributed 9B by their loan portfolio coming under DBS&rsquo s financial accounting.   Without ANZ, there would still be growth of 23B, or 7.5%. Not -10 to 12% please. Luzern      ( Date: 02-Aug-2018 11:44) Posted: Repost...this was what i posted just before market open today in another thread. My Opinion on DBS result. 1) Q2 result came in seemingly positive, but its below (at least my) expectation. 2) Result confirms the slow down in momentum in revenue growth and profit (see presentation slide 26 of 35) 3) Overall loan growth of 12% up 37B on year, this includes the 9B contribution of ANZ.  Meaning without the ANZ contribution, loan growth would be -10% - 12%? (see presentation slide 7 of 35).  Does this mean that their growth organically is very bad, in fact negative?  Is this a management issue?  If so, I expect the newly aquired ANZ biz will suffer if its under the same management. 4) I cannot see any staement on possible forex losses especially to the the value of the loan made to China and HK in SGD terms. I would make sense that loan to consumers and retailers are made in the local currencies while corporate loans usually a mix of local currencies and USD, hence, I expect the value of their existing loan to China and HK to drop, in SGD terms.  And seeing how China Companies do biz and their accounting practises, I expect provision for NPL to grow if the Trade war continues. 5) The CEO expectation of a drop in loan growth from 8% to 6 - 7%, in my opinion seems overly optimistic. 6) The results explains why Instituition have been net seller of the past 2 weeks. IMO, DYODD
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vivivava Veteran	02-Aug-2018 19:22        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	u bgt at $30 but collected $1.7 in dividend....so your cost is $28.3  FundamentalBuyer      ( Date: 02-Aug-2018 13:54) Posted: Very astute observation about the banks relying on each other&rsquo s earning (and hence probably why the other 2 banks are also down so much today). i am guessing both Uob and Ocbc are significantly less concentrated in China? If so, and assuming their earnings will be good, and share prices of the banks will rebounce together. however if they are also badly affected by China, then it will go down further like you mentioned. Omg painful Im  going to cut loss  Luzern      ( Date: 02-Aug-2018 13:22) Posted: It will be your call. In my opinion, its unlikely that DBS can go back to to $30 anytime soon.  In fact, it will be difficult for this counter to break $27.50 for the dividend run.  If you intent to hold till the day before XD, do note that UOB result is tomorrow and OCBC is on Monday.  These 2 reports  might confirm and double confirm the banking sector is under pressure.  If i hold DBS long now, I will sell into any technical rebounce and cut lost cause after XD, its likely to get uglier (assuming US China trade spat still on).  IMO, DYODD
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sharenoob1984 Veteran	02-Aug-2018 14:52        sharenoob1984 About Contact  Quote this Post!
x 0   x 0  Alert Admin	26 ish why is it too high? historical PE? earnings not sustainable? famouspinky      ( Date: 02-Aug-2018 14:37) Posted: Too high sharenoob1984      ( Date: 02-Aug-2018 14:29) Posted: in my own opinion, those who bought above 28 may need at least 1/2 a year to see abit of light towards that range. i am saying this because at the rate the China  - US  nego is going, it is going to take some time. Our govt' s absd measure... i seriously don think it will affect DBS as much as other banks as DBS has a larger exposure overseas. Fundamentally, it is a sound stock. so....  my take is if you are rich, blardy just buy.... even if drop also dont need worry. your dividend is currently covered and even if put in banks, your FD plus inflation is enuff to burn your cash. put in banks is fine and 26 is really a good price in my humble opinion.
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famouspinky Supreme	02-Aug-2018 14:37        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Too high sharenoob1984      ( Date: 02-Aug-2018 14:29) Posted: in my own opinion, those who bought above 28 may need at least 1/2 a year to see abit of light towards that range. i am saying this because at the rate the China  - US  nego is going, it is going to take some time. Our govt' s absd measure... i seriously don think it will affect DBS as much as other banks as DBS has a larger exposure overseas. Fundamentally, it is a sound stock. so....  my take is if you are rich, blardy just buy.... even if drop also dont need worry. your dividend is currently covered and even if put in banks, your FD plus inflation is enuff to burn your cash. put in banks is fine and 26 is really a good price in my humble opinion.
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sharenoob1984 Veteran	02-Aug-2018 14:29        sharenoob1984 About Contact  Quote this Post!
x 0   x 0  Alert Admin	in my own opinion, those who bought above 28 may need at least 1/2 a year to see abit of light towards that range. i am saying this because at the rate the China  - US  nego is going, it is going to take some time. Our govt' s absd measure... i seriously don think it will affect DBS as much as other banks as DBS has a larger exposure overseas. Fundamentally, it is a sound stock. so....  my take is if you are rich, blardy just buy.... even if drop also dont need worry. your dividend is currently covered and even if put in banks, your FD plus inflation is enuff to burn your cash. put in banks is fine and 26 is really a good price in my humble opinion.
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Luzern Supreme	02-Aug-2018 14:22        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	Its unlikely to fall like Venture, more like what Singtel did last time round........assuming US China trade spat still on.  If I am going to invest for long term, I will take the que from the institutions or see their Q3 results to  see what are the impact of the property cooling measures. Fiat500      ( Date: 02-Aug-2018 14:19) Posted: After XD it will definitely drop but it won't be something like Venture going on a free fall.. Just keep the stock to collect its dividends n if u have spare cash, buy some n keep as it gets lower. Eventually it will come up again.. Luzern      ( Date: 02-Aug-2018 13:22) Posted: It will be your call. In my opinion, its unlikely that DBS can go back to to $30 anytime soon.  In fact, it will be difficult for this counter to break $27.50 for the dividend run.  If you intent to hold till the day before XD, do note that UOB result is tomorrow and OCBC is on Monday.  These 2 reports  might confirm and double confirm the banking sector is under pressure.  If i hold DBS long now, I will sell into any technical rebounce and cut lost cause after XD, its likely to get uglier (assuming US China trade spat still on).  IMO, DYODD
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Fiat500 Veteran	02-Aug-2018 14:19        Fiat500 About Contact  Quote this Post!
x 0   x 0  Alert Admin	After XD it will definitely drop but it won't be something like Venture going on a free fall.. Just keep the stock to collect its dividends n if u have spare cash, buy some n keep as it gets lower. Eventually it will come up again.. Luzern      ( Date: 02-Aug-2018 13:22) Posted: It will be your call. In my opinion, its unlikely that DBS can go back to to $30 anytime soon.  In fact, it will be difficult for this counter to break $27.50 for the dividend run.  If you intent to hold till the day before XD, do note that UOB result is tomorrow and OCBC is on Monday.  These 2 reports  might confirm and double confirm the banking sector is under pressure.  If i hold DBS long now, I will sell into any technical rebounce and cut lost cause after XD, its likely to get uglier (assuming US China trade spat still on).  IMO, DYODD. FundamentalBuyer      ( Date: 02-Aug-2018 13:07) Posted: Thanks for the summary, I am unable to view these info as I am on my mobile phone at work. Would DBS loan or revenue concentration in China be too significant for it to recover to $30? Eg 30% of revenue derived from China commercial banking, or maybe 20% of loans (risks) are from China commercial. i have been stuck at $30 since early this year and now looking at their expectations and business profile as your described, I fear it may never come back. For the past few months i believe its prices have been generally up x% one day, down > x% the next day.    i am thinking of cutting net loss at $600 to end it once and for all with dbs. Should I do so?
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SgYuan Supreme	02-Aug-2018 14:04        SgYuan About Contact  Quote this Post!
x 2   x 0  Alert Admin	wave c formation now is abc - 2710 2690 2701 2614 1. mini uptrend w0 2614 w1?2638 w2? w3? - w1 may not end yet. - look like got another wave - if see properly this can be a mini ew. - delta now is 24 up 28% - 38.2% is tgt 2647 then w1 end start w2 dn tgt 2626 If px reverse fr here then uptrend intact 2. if wave c change to ext ew then 2647 is w4 up 38.2% w4 end start w5 dn tgt 2581 61.8% of w1+w3 So have to be careful now - w2 dn tgt 2626 - w5 dn tgt 2581 gchan516      ( Date: 02-Aug-2018 09:33) Posted: 2620 is fake support ? just a matter of time we will see it broken down then 2594 ??? SgYuan      ( Date: 02-Aug-2018 09:17) Posted: The reason is 2728 look like wave 5. - wave a 2728 to 2648 delta 80 - wave b 2648 to 2710 delta 62 - wave c 2710 to ?2630 delta 80 px hit low 2614
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FATABA Supreme	02-Aug-2018 14:04        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Easily over 5B a year for DBS .....last bk value of $19 ( Phllip website) ....plus dvd yield of 4.5% @ 26 .30 approx Not much to worry for DBS ....blue chip of STI DYODD Wind22i      ( Date: 02-Aug-2018 13:56) Posted: ...the bank just made 1.3bil a qtr...which means over 4billion a year... That is good.. So no need to worry
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Wind22i Supreme	02-Aug-2018 13:56        Wind22i About Contact  Quote this Post!
x 0   x 0  Alert Admin	...the bank just made 1.3bil a qtr...which means over 4billion a year... That is good.. So no need to worry
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FundamentalBuyer Member	02-Aug-2018 13:54        FundamentalBuyer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very astute observation about the banks relying on each other&rsquo s earning (and hence probably why the other 2 banks are also down so much today). i am guessing both Uob and Ocbc are significantly less concentrated in China? If so, and assuming their earnings will be good, and share prices of the banks will rebounce together. however if they are also badly affected by China, then it will go down further like you mentioned. Omg painful Im  going to cut loss  Luzern      ( Date: 02-Aug-2018 13:22) Posted: It will be your call. In my opinion, its unlikely that DBS can go back to to $30 anytime soon.  In fact, it will be difficult for this counter to break $27.50 for the dividend run.  If you intent to hold till the day before XD, do note that UOB result is tomorrow and OCBC is on Monday.  These 2 reports  might confirm and double confirm the banking sector is under pressure.  If i hold DBS long now, I will sell into any technical rebounce and cut lost cause after XD, its likely to get uglier (assuming US China trade spat still on).  IMO, DYODD. FundamentalBuyer      ( Date: 02-Aug-2018 13:07) Posted: Thanks for the summary, I am unable to view these info as I am on my mobile phone at work. Would DBS loan or revenue concentration in China be too significant for it to recover to $30? Eg 30% of revenue derived from China commercial banking, or maybe 20% of loans (risks) are from China commercial. i have been stuck at $30 since early this year and now looking at their expectations and business profile as your described, I fear it may never come back. For the past few months i believe its prices have been generally up x% one day, down > x% the next day.    i am thinking of cutting net loss at $600 to end it once and for all with dbs. Should I do so?
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Luzern Supreme	02-Aug-2018 13:22        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	It will be your call. In my opinion, its unlikely that DBS can go back to to $30 anytime soon.  In fact, it will be difficult for this counter to break $27.50 for the dividend run.  If you intent to hold till the day before XD, do note that UOB result is tomorrow and OCBC is on Monday.  These 2 reports  might confirm and double confirm the banking sector is under pressure.  If i hold DBS long now, I will sell into any technical rebounce and cut lost cause after XD, its likely to get uglier (assuming US China trade spat still on).  IMO, DYODD. FundamentalBuyer      ( Date: 02-Aug-2018 13:07) Posted: Thanks for the summary, I am unable to view these info as I am on my mobile phone at work. Would DBS loan or revenue concentration in China be too significant for it to recover to $30? Eg 30% of revenue derived from China commercial banking, or maybe 20% of loans (risks) are from China commercial. i have been stuck at $30 since early this year and now looking at their expectations and business profile as your described, I fear it may never come back. For the past few months i believe its prices have been generally up x% one day, down > x% the next day.    i am thinking of cutting net loss at $600 to end it once and for all with dbs. Should I do so? Luzern      ( Date: 02-Aug-2018 11:44) Posted: Repost...this was what i posted just before market open today in another thread. My Opinion on DBS result. 1) Q2 result came in seemingly positive, but its below (at least my) expectation. 2) Result confirms the slow down in momentum in revenue growth and profit (see presentation slide 26 of 35) 3) Overall loan growth of 12% up 37B on year, this includes the 9B contribution of ANZ.  Meaning without the ANZ contribution, loan growth would be -10% - 12%? (see presentation slide 7 of 35).  Does this mean that their growth organically is very bad, in fact negative?  Is this a management issue?  If so, I expect the newly aquired ANZ biz will suffer if its under the same management. 4) I cannot see any staement on possible forex losses especially to the the value of the loan made to China and HK in SGD terms. I would make sense that loan to consumers and retailers are made in the local currencies while corporate loans usually a mix of local currencies and USD, hence, I expect the value of their existing loan to China and HK to drop, in SGD terms.  And seeing how China Companies do biz and their accounting practises, I expect provision for NPL to grow if the Trade war continues. 5) The CEO expectation of a drop in loan growth from 8% to 6 - 7%, in my opinion seems overly optimistic. 6) The results explains why Instituition have been net seller of the past 2 weeks. IMO, DYODD
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FATABA Supreme	02-Aug-2018 13:12        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I am not against or surprise some analyst downgrade it ...sorry but many of them the flow..when a mkt is hot, many stock they claim good. Bottomline is the time....how long are we talking ...trade ( as always no comment. Jus like big/small ) If for longer term investing ...at 4.5% yield for a blue chip best bank .....I thk its a matter of time where attention will be here. ( also note trade issue affecting all mkt ) Dyodd....vested and added. marjohn      ( Date: 02-Aug-2018 10:22) Posted: Analyst downgrade dbs.... FATABA      ( Date: 02-Aug-2018 09:56) Posted: DBS still has a good set of result , jus a matter of expectation . N did offer the 60c dividend Expectation set by market  ? Bloomberg ? 4.7M sold down so far....who is buying if retail throw down.....again some BB might b happy DYODD.
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FundamentalBuyer Member	02-Aug-2018 13:07        FundamentalBuyer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the summary, I am unable to view these info as I am on my mobile phone at work. Would DBS loan or revenue concentration in China be too significant for it to recover to $30? Eg 30% of revenue derived from China commercial banking, or maybe 20% of loans (risks) are from China commercial. i have been stuck at $30 since early this year and now looking at their expectations and business profile as your described, I fear it may never come back. For the past few months i believe its prices have been generally up x% one day, down > x% the next day.    i am thinking of cutting net loss at $600 to end it once and for all with dbs. Should I do so? Luzern      ( Date: 02-Aug-2018 11:44) Posted: Repost...this was what i posted just before market open today in another thread. My Opinion on DBS result. 1) Q2 result came in seemingly positive, but its below (at least my) expectation. 2) Result confirms the slow down in momentum in revenue growth and profit (see presentation slide 26 of 35) 3) Overall loan growth of 12% up 37B on year, this includes the 9B contribution of ANZ.  Meaning without the ANZ contribution, loan growth would be -10% - 12%? (see presentation slide 7 of 35).  Does this mean that their growth organically is very bad, in fact negative?  Is this a management issue?  If so, I expect the newly aquired ANZ biz will suffer if its under the same management. 4) I cannot see any staement on possible forex losses especially to the the value of the loan made to China and HK in SGD terms. I would make sense that loan to consumers and retailers are made in the local currencies while corporate loans usually a mix of local currencies and USD, hence, I expect the value of their existing loan to China and HK to drop, in SGD terms.  And seeing how China Companies do biz and their accounting practises, I expect provision for NPL to grow if the Trade war continues. 5) The CEO expectation of a drop in loan growth from 8% to 6 - 7%, in my opinion seems overly optimistic. 6) The results explains why Instituition have been net seller of the past 2 weeks. IMO, DYODD
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famouspinky Supreme	02-Aug-2018 12:32        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	LL to hold rlong8288      ( Date: 02-Aug-2018 08:48) Posted: NO Toufu1977      ( Date: 02-Aug-2018 08:44) Posted: If sell today.. still entitled for the dividend on 08 aug?
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Luzern Supreme	02-Aug-2018 11:44        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	Repost...this was what i posted just before market open today in another thread. My Opinion on DBS result. 1) Q2 result came in seemingly positive, but its below (at least my) expectation. 2) Result confirms the slow down in momentum in revenue growth and profit (see presentation slide 26 of 35) 3) Overall loan growth of 12% up 37B on year, this includes the 9B contribution of ANZ.  Meaning without the ANZ contribution, loan growth would be -10% - 12%? (see presentation slide 7 of 35).  Does this mean that their growth organically is very bad, in fact negative?  Is this a management issue?  If so, I expect the newly aquired ANZ biz will suffer if its under the same management. 4) I cannot see any staement on possible forex losses especially to the the value of the loan made to China and HK in SGD terms. I would make sense that loan to consumers and retailers are made in the local currencies while corporate loans usually a mix of local currencies and USD, hence, I expect the value of their existing loan to China and HK to drop, in SGD terms.  And seeing how China Companies do biz and their accounting practises, I expect provision for NPL to grow if the Trade war continues. 5) The CEO expectation of a drop in loan growth from 8% to 6 - 7%, in my opinion seems overly optimistic. 6) The results explains why Instituition have been net seller of the past 2 weeks. IMO, DYODD
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john_ric Supreme	02-Aug-2018 10:49        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	results below market expectation. xd on 8aug 60cts divi. after xd will drop big now that being downgraded.
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marjohn Veteran	02-Aug-2018 10:22        marjohn About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analyst downgrade dbs.... FATABA      ( Date: 02-Aug-2018 09:56) Posted: DBS still has a good set of result , jus a matter of expectation . N did offer the 60c dividend Expectation set by market  ? Bloomberg ? 4.7M sold down so far....who is buying if retail throw down.....again some BB might b happy DYODD.
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