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Immortal Master	17-Feb-2017 13:26        Immortal About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS powerhouse
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leongyan Master	17-Feb-2017 12:53        leongyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	cover your shorts already? alan5793      ( Date: 15-Feb-2017 16:01) Posted: Will go down to 18.0 ....Short short.. lynn89      ( Date: 15-Feb-2017 15:20) Posted: Only down 5 cents, $18.20 now
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seanpent Supreme	17-Feb-2017 12:53        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	hit 18.60 ..... OCBC will move in tandem anytime soon ..... FATABA      ( Date: 17-Feb-2017 12:39) Posted: are u sure ?  More so ( if I am not wrong ) ....the recent PwC building sale has a nett profit of 300M...this wld be factor in. Cant really recall the detail I read in recent result release.  Go check it out. Gd luck TMW1986      ( Date: 17-Feb-2017 11:49) Posted: As per my stock broker, DBS has not factor in the provision of the Ezra case yet. 600 million is about 14-15% of DBS annual revenue I think. Just wait for awhile to see if there are any news update
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FATABA Supreme	17-Feb-2017 12:39        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	are u sure ?  More so ( if I am not wrong ) ....the recent PwC building sale has a nett profit of 300M...this wld be factor in. Cant really recall the detail I read in recent result release.  Go check it out. Gd luck TMW1986      ( Date: 17-Feb-2017 11:49) Posted: As per my stock broker, DBS has not factor in the provision of the Ezra case yet. 600 million is about 14-15% of DBS annual revenue I think. Just wait for awhile to see if there are any news update. jeremyow      ( Date: 17-Feb-2017 09:23) Posted: Too much harping on the Ezra' s case. I do not think Ezra' s problem will bring the entire DBS bank down. Maybe just suffer a bit in the impact to earnings this year too. Not a major blow for them. Let' s move on from here to watch their overall progress this year.
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seanpent Supreme	17-Feb-2017 12:25        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just4win      ( Date: 17-Feb-2017 12:18) Posted: FROM : RHB   DBS 4Q16 Results Review (DBS SP, NEUTRAL, TP: SGD19.80, Market Cap: USD33,146m) NIM to Widen From The Current Level   We project NPL ratio would rise to 1.7% at end-2017 (from 4Q16&rsquo s 1.4%).   We believe oil & gas NPLs would keep provisions escalated. On a positive note, 2017 NIM should widen from 4Q16&rsquo s 1.71% as Fed rate hikes are likely to drive SIBOR higher. Our 2017 net profit growth forecast of 5% is unexciting, and DBS&rsquo share price surge of 21% over the past four months has priced in the positives. We downgrade to NEUTRAL (from Buy).   Our TP is raised to SGD19.80 (from SGD18.40, 7% upside) as we lower its CoE to 9.8% (from 10.1%). We also raise our 2017 net profit forecast by 4%.
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TMW1986 Master	17-Feb-2017 12:21        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	That's good greaf! Buy buy buy. Buy to $19 I short again. :) Just4win      ( Date: 17-Feb-2017 12:18) Posted: FROM : RHB   DBS 4Q16 Results Review (DBS SP, NEUTRAL, TP: SGD19.80, Market Cap: USD33,146m) NIM to Widen From The Current Level   We project NPL ratio would rise to 1.7% at end-2017 (from 4Q16&rsquo s 1.4%).   We believe oil & gas NPLs would keep provisions escalated. On a positive note, 2017 NIM should widen from 4Q16&rsquo s 1.71% as Fed rate hikes are likely to drive SIBOR higher. Our 2017 net profit growth forecast of 5% is unexciting, and DBS&rsquo share price surge of 21% over the past four months has priced in the positives. We downgrade to NEUTRAL (from Buy).   Our TP is raised to SGD19.80 (from SGD18.40, 7% upside) as we lower its CoE to 9.8% (from 10.1%). We also raise our 2017 net profit forecast by 4%.
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Just4win Supreme	17-Feb-2017 12:18        Just4win About Contact  Quote this Post!
x 0   x 0  Alert Admin	FROM : RHB   DBS 4Q16 Results Review (DBS SP, NEUTRAL, TP: SGD19.80, Market Cap: USD33,146m) NIM to Widen From The Current Level   We project NPL ratio would rise to 1.7% at end-2017 (from 4Q16&rsquo s 1.4%).   We believe oil & gas NPLs would keep provisions escalated. On a positive note, 2017 NIM should widen from 4Q16&rsquo s 1.71% as Fed rate hikes are likely to drive SIBOR higher. Our 2017 net profit growth forecast of 5% is unexciting, and DBS&rsquo share price surge of 21% over the past four months has priced in the positives. We downgrade to NEUTRAL (from Buy).   Our TP is raised to SGD19.80 (from SGD18.40, 7% upside) as we lower its CoE to 9.8% (from 10.1%). We also raise our 2017 net profit forecast by 4%.
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TMW1986 Master	17-Feb-2017 11:49        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As per my stock broker, DBS has not factor in the provision of the Ezra case yet. 600 million is about 14-15% of DBS annual revenue I think. Just wait for awhile to see if there are any news update. jeremyow      ( Date: 17-Feb-2017 09:23) Posted: Too much harping on the Ezra' s case. I do not think Ezra' s problem will bring the entire DBS bank down. Maybe just suffer a bit in the impact to earnings this year too. Not a major blow for them. Let' s move on from here to watch their overall progress this year. FATABA      ( Date: 17-Feb-2017 08:59) Posted: U really think so ...putting his head on the board? ​ Provision are taken / shld covers Erza,  Also dont forget its not a ZERO recovery even if Erza is down....its asset goes to bank first. ​ Ya maybe 20% left .....whatever, they do know the situation better. Have conifdent in the mgt then invest in their company share.....if not sell off. Happy investing.
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TMW1986 Master	17-Feb-2017 11:32        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those Long the stock one waiting for $19 or more. Those shorting waiting for below $18. Let's see how the market go. May have some news or indicators soon. FATABA      ( Date: 17-Feb-2017 10:00) Posted: Agreed, Time will tell.  Honestly I do see DBS back to 19 soon. Just4win      ( Date: 17-Feb-2017 09:56) Posted: I honestly thought that DBS' s performance is better than UOB.. kind of strange that today' s share price shows the reverse signal. Yes, market is too reactive on the potential bad debts.
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leongyan Master	17-Feb-2017 11:30        leongyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	good daily trading for DBS.. looks range bound between 18.2x to 18.5x range..  Lepin888      ( Date: 17-Feb-2017 08:25) Posted: Ceo maybe forced to eat his own words if ezra go belly up n others too...
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FATABA Supreme	17-Feb-2017 10:00        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Agreed, Time will tell.  Honestly I do see DBS back to 19 soon. Just4win      ( Date: 17-Feb-2017 09:56) Posted: I honestly thought that DBS' s performance is better than UOB.. kind of strange that today' s share price shows the reverse signal. Yes, market is too reactive on the potential bad debts.
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seanpent Supreme	17-Feb-2017 09:58        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	yup ...... OCBC is a better dividend play ..... junction      ( Date: 16-Feb-2017 16:42) Posted: Both of you have valid points.   For dividend OCBC is better but for growth DBS is better. TMW1986      ( Date: 16-Feb-2017 13:26) Posted: At the price of $18.30, the dividend yield is only 3.2%. Past few years DBS has been giving same dividends of 60 cents I thi k but price at that time is around $15-$16 so the yield is 4% which is decent. But now at $18 it seems abit high and O&G industry still haven't recover fully. Ezra case might only be one of the few cases
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Just4win Supreme	17-Feb-2017 09:56        Just4win About Contact  Quote this Post!
x 0   x 0  Alert Admin	I honestly thought that DBS' s performance is better than UOB.. kind of strange that today' s share price shows the reverse signal. Yes, market is too reactive on the potential bad debts.
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FATABA Supreme	17-Feb-2017 09:30        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	CEO input....DYODD....esp the last statement. " For every one point rise in interest rates, DBS makes an extra S$6 million."   Acknowledging that the bank' s non-performing loan (NPL) rate had risen higher than expected to 1.4 per cent from 0.9 per cent a year ago, he sought to show that while the oil and gas sector is still challenging, new non-performing assets formation will be " substantially lower" than in 2016. Total allowances rose 87 per cent in Q4 to $462 million from a year ago and 93 per cent to S$1.43 billion for FY2016. Profit before allowances was 10 per cent higher at S$1.55 billion for Q4 and also 10 per cent higher at S$6.52 billion for FY2016. Mr Gupta said that the rest of the loan books was not showing much stress - not in commodities, not in retail, and not in Singapore and SMEs and around the region. On the troubled oil and gas support services sector, he said that two-thirds of the fleets were still in use. In addition, government lifeline support schemes are helpful, he said. For every one point rise in interest rates, DBS makes an extra S$6 million.
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jeremyow Master	17-Feb-2017 09:23        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Too much harping on the Ezra' s case. I do not think Ezra' s problem will bring the entire DBS bank down. Maybe just suffer a bit in the impact to earnings this year too. Not a major blow for them. Let' s move on from here to watch their overall progress this year. FATABA      ( Date: 17-Feb-2017 08:59) Posted: U really think so ...putting his head on the board? ​ Provision are taken / shld covers Erza,  Also dont forget its not a ZERO recovery even if Erza is down....its asset goes to bank first. ​ Ya maybe 20% left .....whatever, they do know the situation better. Have conifdent in the mgt then invest in their company share.....if not sell off. Happy investing. bishan22      ( Date: 17-Feb-2017 08:30) Posted: He was trying to calm the market..... will he buy back??? yet to be seen???
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FATABA Supreme	17-Feb-2017 08:59        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	U really think so ...putting his head on the board? ​ Provision are taken / shld covers Erza,  Also dont forget its not a ZERO recovery even if Erza is down....its asset goes to bank first. ​ Ya maybe 20% left .....whatever, they do know the situation better. Have conifdent in the mgt then invest in their company share.....if not sell off. Happy investing. bishan22      ( Date: 17-Feb-2017 08:30) Posted: He was trying to calm the market..... will he buy back??? yet to be seen??? Lepin888      ( Date: 17-Feb-2017 08:25) Posted: Ceo maybe forced to eat his own words if ezra go belly up n others too...
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bishan22 Supreme	17-Feb-2017 08:30        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	He was trying to calm the market..... will he buy back??? yet to be seen??? Lepin888      ( Date: 17-Feb-2017 08:25) Posted: Ceo maybe forced to eat his own words if ezra go belly up n others too...
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Lepin888 Veteran	17-Feb-2017 08:25        Lepin888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ceo maybe forced to eat his own words if ezra go belly up n others too...
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joebloggs Senior	17-Feb-2017 07:15        joebloggs About Contact  Quote this Post!
x 0   x 0  Alert Admin	Interesting.....www.whenthemaskscameoff.com/dbs-bank-ceo-board
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TMW1986 Master	16-Feb-2017 21:31        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"May be" if he is so sure that the crisis is already over, he won't use may be. I think now is waiting for Ezra update and of course for DBS to advice how much exposure they have. Analyst is saying abt 600 million exposure from DBS. If that's the case, this year profit will be affected ted too. Let's see what happen next few weeks or months. Something might be brewing. Just don't follow too much. And tonight see if US stocks still can push another record high and consecutive winning days. If yes, tml Asian stock might continue to Chiong too. KiLrOy      ( Date: 16-Feb-2017 20:54) Posted: DBS CEO signals bank may be past worst of energy-loan issues [SINGAPORE] DBS Group Holdings Ltd chief executive officer  signalled that the bank may be past the worst of its problems from loans to troubled oil and gas-services companies. http://www.businesstimes.com.sg/companies-markets/dbs-ceo-signals-bank-may-be-past-worst-of-energy-loan-issues
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