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3 BIG Spore banks ....:)) Post Reply Rate topic
acetron Member	29-Jul-2021 08:50        acetron About Contact  Quote this Post!
x 0   x 0  Alert Admin	with the removal of div cap, and base on a 4% yield, the target prices should be : DBS : $36 UOB : $27.4 OCBC : $14 Enjoy the ride these 2 weeks
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FATABA Supreme	29-Jul-2021 08:21        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	FINALLY dividend cap is REMOVED ......huat lah  " Local banks and finance companies have weathered the pandemic well and are in a strong position to support the economic recovery. As downside risks remain, Local Banks and Finance Companies should exercise continued prudence in their discretionary distributions, whilst prioritising support to customers," says Ho Hern Shin, MAS' s deputy managing director.  Hmm,  not surprise if we see a change is MAS top mgt .....he cld have announced this but rather talk nonsense about a P in PMET.  This is officially announced by deputy just a few days later ..
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FATABA Supreme	22-Jul-2021 15:22        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	IF , IF dividend cap is removed,  potential dividend wld be  OCBC 25c to 28c half yearly  DBS 36cx4 ( quarterly )  UOB 55c / half year Not bad, not bad.  Dyodd Happy investing. Adrianinsing      ( Date: 22-Jul-2021 15:18) Posted: I am not vested but objectively can say that the results this time will be excellent and think dividend will be restored to full dividend. I agree that it?s unlikely that there will be any special dividends but at these prices banks look cheap By August 4th/5th I see the following OCBC $12.56 DBS $31 UOB $26.9
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Adrianinsing Elite	22-Jul-2021 15:20        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	That' s before results announcement  After the results - all should rally another 3% Adrianinsing      ( Date: 22-Jul-2021 15:18) Posted: I am not vested but objectively can say that the results this time will be excellent and think dividend will be restored to full dividend. I agree that it?s unlikely that there will be any special dividends but at these prices banks look cheap By August 4th/5th I see the following OCBC $12.56 DBS $31 UOB $26.9
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Adrianinsing Elite	22-Jul-2021 15:18        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am not vested but objectively can say that the results this time will be excellent and think dividend will be restored to full dividend. I agree that it?s unlikely that there will be any special dividends but at these prices banks look cheap By August 4th/5th I see the following OCBC $12.56 DBS $31 UOB $26.9
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Starship Supreme	22-Jul-2021 14:39        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	National Day Bull Rally !!!!!!!    FATABA      ( Date: 22-Jul-2021 12:58) Posted: A week or so to their result on 4th n 5th Aug ......all still awaiting for the dividend announcement ??  However, all are once again above $30 , $26 and $12  ......dyodd
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FATABA Supreme	22-Jul-2021 12:58        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	A week or so to their result on 4th n 5th Aug ......all still awaiting for the dividend announcement ??  However, all are once again above $30 , $26 and $12  ......dyodd
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FATABA Supreme	13-Jul-2021 11:00        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	UOBAM Invest, the robo-advisory service by  UOB Asset Management (UOBAM), has seen a 330% surge in users across Singapore, Malaysia and Thailand over the last 18 months, reflecting a significant increase in online corporate investing.   In a press release dated July 12, UOBAM also disclosed that  total assets under management (AUM) on the online portal also surpassed $1 billion.   UOBAM believes the jump in users reflects the increasing demand from corporate investors for digital solutions that offer flexibility and personalisation. UOBAM Invest&rsquo s Digital Adviser, which is the first robo-advisory service dedicated to corporate investors in Singapore and Malaysia, features an algorithm-based portfolio planner that enables users to invest in customised portfolios of UOBAM&rsquo s funds and global exchange-traded funds (ETFs).   Corporate investors can also choose the Fund Direct service to build and to manage their own portfolio of funds.
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FATABA Supreme	13-Jul-2021 10:29        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Expecting stress test and announcement on the dividend cap by MAS to be out this week ....the next few trading days , giving banks sufficent time  for their coming result . BOTH UOB 26.25 and OCBC 11.09 are still trading ONLY below 1.1X its book .  DBS is already at 1.4X ...... TIME FOR SOME CATCH UP ......dyodd Happy investing.
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Starship Supreme	12-Jul-2021 11:46        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	FATABA      ( Date: 12-Jul-2021 11:05) Posted: All eyes are on MAS coming decision on the dividend cap ......which I expect to be remove.    Mr Chua even forecast a special dividend ,,,,wow  which will push UOB n OCBC closer to 1.3/4 X their book .......however I dont think there will be a special dividend  However, come end 2021.....I wonder what those large provisions pull aside will do for ALL 3 banks ???    By then , a speiclal one time dividend might be possible /DYODD HAppy investing n waiting.  According to Chua, the MAS is running additional stress tests on the local banks to assess whether it is necessary to extend current dividend restrictions on them. It is in close discussions with the banks on their capital management plans and will be advising them on its position &ldquo very shortly&rdquo . In a July 8 note, Chua is maintaining &ldquo overweight&rdquo on the banking sector here, while maintaining &ldquo accumulate&rdquo on both DBS Group Holdings (target price $31.40) and United Overseas Bank (target price $28.70). Chua is also maintaining &ldquo buy&rdquo on Oversea-China Banking Corp (OCBC) with a target price of $14.63. &ldquo We believe MAS could ease the dividend cap as Singapore banks have kept sufficient capital buffers. We prefer DBS for sector exposure on account of its wealth management and investment banking franchises,&rdquo says Chua.  &ldquo Despite the run-up in their share prices in 1H2021, we remain positive on banks. The banks have traded above 1.4x price to book value (P/B) over the last five years and are currently close to, or below, our P/B targets,&rdquo writes Chua. Forward targets are supported by improving return on equity as allowances reverse in FY2021F, says Chua. &ldquo With total allowance coverage being over 30% above the MAS&rsquo regulatory limit, we believe there is further room for general provisions (GP) reversions in 2021. This would boost earnings.&rdquo   All the capital that banks have shored up for the past year could make for an attractive payout for shareholders, once MAS&rsquo cap is removed. &ldquo We believe the banks could pay out special dividends to adjust their high capital buffers,&rdquo says Chua.
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FATABA Supreme	12-Jul-2021 11:05        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	All eyes are on MAS coming decision on the dividend cap ......which I expect to be remove.    Mr Chua even forecast a special dividend ,,,,wow  which will push UOB n OCBC closer to 1.3/4 X their book .......however I dont think there will be a special dividend  However, come end 2021.....I wonder what those large provisions pull aside will do for ALL 3 banks ???    By then , a speiclal one time dividend might be possible /DYODD HAppy investing n waiting.  According to Chua, the MAS is running additional stress tests on the local banks to assess whether it is necessary to extend current dividend restrictions on them. It is in close discussions with the banks on their capital management plans and will be advising them on its position &ldquo very shortly&rdquo . In a July 8 note, Chua is maintaining &ldquo overweight&rdquo on the banking sector here, while maintaining &ldquo accumulate&rdquo on both DBS Group Holdings (target price $31.40) and United Overseas Bank (target price $28.70). Chua is also maintaining &ldquo buy&rdquo on Oversea-China Banking Corp (OCBC) with a target price of $14.63. &ldquo We believe MAS could ease the dividend cap as Singapore banks have kept sufficient capital buffers. We prefer DBS for sector exposure on account of its wealth management and investment banking franchises,&rdquo says Chua.  &ldquo Despite the run-up in their share prices in 1H2021, we remain positive on banks. The banks have traded above 1.4x price to book value (P/B) over the last five years and are currently close to, or below, our P/B targets,&rdquo writes Chua. Forward targets are supported by improving return on equity as allowances reverse in FY2021F, says Chua. &ldquo With total allowance coverage being over 30% above the MAS&rsquo regulatory limit, we believe there is further room for general provisions (GP) reversions in 2021. This would boost earnings.&rdquo   All the capital that banks have shored up for the past year could make for an attractive payout for shareholders, once MAS&rsquo cap is removed. &ldquo We believe the banks could pay out special dividends to adjust their high capital buffers,&rdquo says Chua.
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coolbear123 Senior	07-Jul-2021 10:09        coolbear123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Congrats to those who shorted, remember to cover back along the way. coolbear123      ( Date: 06-Jul-2021 18:47) Posted: Short the banks tmr, goodluck to all.
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coolbear123 Senior	06-Jul-2021 18:47        coolbear123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short the banks tmr, goodluck to all.
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FATABA Supreme	06-Jul-2021 15:18        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I am not surprise DBS hit 31/32 when its result is out .....dyodd tongphlp      ( Date: 06-Jul-2021 14:33) Posted: Hats off to Piyush Gupta :) Well done!! Starship      ( Date: 06-Jul-2021 14:16) Posted: DBS Hits Another New All-Time High $30.74 !!!!
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tongphlp Supreme	06-Jul-2021 14:33        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hats off to Piyush Gupta :) Well done!! Starship      ( Date: 06-Jul-2021 14:16) Posted: DBS Hits Another New All-Time High $30.74 !!!!
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Starship Supreme	06-Jul-2021 14:16        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS Hits Another New All-Time High $30.74 !!!!
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FATABA Supreme	06-Jul-2021 13:18        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	look like MAS is going to announce the removal of dividend cap this week ......banks are running ahead already  PLEASE also note the higher end of a 6% growth for 2021.....banks would lead in recovery n STI to 3300 ( minimum )  Happy investing.  FATABA      ( Date: 02-Jul-2021 13:10) Posted: Stress testing on our BIG 3 should be complete very soon .  Honestly its a formalality then a real need.  Large provisions ( which are not used) are taken in 2020 , bad loans are managed well , still strong growth in AUM/brokerage/wealth mgt .... all 3 banks exceeded the tier requirement ......I wld be very surprise if the cap is not remove.  So passing 30, 26 and 12 is given , the guess is what wld be the dividend for 1H 2021 ?  and these wld translate into the 3 banks share prices soon . Your guess is as good as mine . Dyodd
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tongphlp Supreme	06-Jul-2021 10:53        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	As usual....TO THE MOON!  Starship      ( Date: 06-Jul-2021 10:52) Posted:
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Starship Supreme	06-Jul-2021 10:52        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin
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FATABA Supreme	02-Jul-2021 13:10        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Stress testing on our BIG 3 should be complete very soon .  Honestly its a formalality then a real need.  Large provisions ( which are not used) are taken in 2020 , bad loans are managed well , still strong growth in AUM/brokerage/wealth mgt .... all 3 banks exceeded the tier requirement ......I wld be very surprise if the cap is not remove.  So passing 30, 26 and 12 is given , the guess is what wld be the dividend for 1H 2021 ?  and these wld translate into the 3 banks share prices soon . Your guess is as good as mine . Dyodd
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