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UOB
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chartistkaohz
Elite |
07-Apr-2025 09:25
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Investing in DBs kept me young after it's ipo in the 60
https://youtu.be/YHRvDo8rUoQ?si=GBo7JBl5IGT91e9U |
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shk363
Elite |
07-Apr-2025 09:25
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congrats to everyone who picked up dbs at below $38! huat ah! | ||||
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kye_lin
Master |
07-Apr-2025 09:25
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Dow futures -1000 More blood to come...
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pkli899
Supreme |
07-Apr-2025 09:24
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Very drama, the fall. Last Friday big buy back of 800k units costing the bank nearly $35m. Today buying much more? Is the great depression coming? Many questions in our minds. |
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chartistkaohz
Elite |
07-Apr-2025 09:20
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After 1986 till I give up my ice
https://youtu.be/EugpuiJFfKo?si=EspgkmrHDbav4a-n |
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chartistkaohz
Elite |
07-Apr-2025 09:16
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If you liquidated your shares before Trump returned to power (anticipating volatility or downside), and are now looking for reentry points after he has implemented global tariffs, here are some strategic investment opportunities to consider:
--- 1. Beneficiaries of Tariff Protection (U.S. Domestic Winners) Tariffs can boost local companies by making imports more expensive: U.S. industrials (e.g., machinery, steel, aerospace) U.S. small-cap stocks (with minimal foreign exposure) Defense stocks (often see more spending under Republican leadership) Examples: Caterpillar, Lockheed Martin, U.S. Steel, regional banks --- 2. Selective Emerging Markets Hit by Tariffs (Buy the Dip) If Trump's tariffs trigger a global selloff, some EM stocks might become attractive on valuation: China, Vietnam, or ASEAN markets?especially exporters that will adapt or diversify Companies with strong balance sheets and domestic demand exposure Example: Quality Chinese tech firms, Vietnam banks, logistics firms in Thailand or Indonesia --- 3. Singapore Bank Stocks (Safe Yield Plays Amid Global Volatility) You've tracked OCBC, UOB, and DBS closely. If global stocks fall on tariffs but these banks remain cash-rich, undervalued, and yield above 5%, this could be a great reentry: OCBC: Exposure to China and ASEAN UOB: Attractive dividend, strong USD revenue stream DBS: Benefit from wealth flows, resilient in USD environment --- 4. U.S. Treasury or Singapore Government Bonds (Short-Term Hedge) If you're waiting for volatility to subside: Consider T-bills or SGS bonds while yields remain above inflation Hedge against short-term uncertainty before equity reentry --- 5. Gold and USD-denominated assets (Safe Havens) Global tariffs = uncertainty = strong USD + safe-haven buying Gold miners or physical gold ETFs USD income funds or USD bonds --- 6. Multinational Firms That Can Pass on Costs Tariffs raise costs, but some firms can pass them to customers: Luxury brands (pricing power) Consumer staples (e.g., Coca-Cola, Nestlé) Big Tech with pricing power and global exposure --- Would you prefer a watchlist of specific stocks to monitor now, or a macro checklist to time your reentry? |
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easywin
Supreme |
07-Apr-2025 09:15
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Good chance to buy cheap grab fast later price will up fast | ||||
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finjungle
Veteran |
07-Apr-2025 09:12
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Hi Sir Please list the stocks that could be positively and negatively impacted by Trumpy Thanks
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prophetjul
Master |
07-Apr-2025 09:12
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x 0 Alert Admin |
Here comes the PPT! LOL | ||||
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chartistkaohz
Elite |
07-Apr-2025 09:12
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Billionaires who hold large amounts of cash before a global depression can benefit in several ways:
1. Buying Assets at Bargain Prices During a depression, asset prices?stocks, real estate, businesses?tend to plummet as people panic-sell to raise cash. Those with cash can buy these assets at significant discounts, positioning themselves for huge gains when the economy recovers. 2. Acquiring Distressed Businesses Cheaply Many companies struggle or go bankrupt due to cash flow issues. Cash-rich investors can buy controlling stakes in struggling but fundamentally sound businesses at deeply discounted prices. 3. Providing Liquidity at High Returns With banks hesitant to lend, cash holders can provide capital through private loans or distressed debt investments, often earning double-digit interest rates or securing assets as collateral. 4. Gaining Control Over Industries When entire industries are distressed, cash-rich investors can consolidate power by buying multiple companies or infrastructure at a discount, creating monopolies or oligopolies. 5. Real Estate and Land Grabs Depressions often lead to property foreclosures and forced sales. Billionaires can scoop up prime real estate at depressed valuations, benefiting when property values recover. 6. Influencing Policy and Regulation With governments seeking capital injections, cash-rich individuals can negotiate favorable deals, tax breaks, or policy changes that benefit their businesses. 7. Currency and Inflation Arbitrage If a depression leads to currency collapses, billionaires with cash (especially in strong currencies like USD or CHF) can buy foreign assets at extreme discounts. If inflation spikes post-depression, their hard assets appreciate significantly. 8. Stock Market Manipulation With enough cash, they can drive market sentiment by strategically buying shares, leading to rallies that benefit their positions. Historical Examples John D. Rockefeller bought assets during downturns and expanded his oil empire. Warren Buffett invested billions in distressed banks during the 2008 financial crisis, securing lucrative long-term deals. JP Morgan bailed out banks in the Panic of 1907, gaining influence over Wall Street. Billionaires don?t just survive depressions?they thrive by turning economic chaos into wealth-building opportunities. Is DBs share at a bargain compare to it's 2009 share price during DBs rights! |
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chartistkaohz
Elite |
07-Apr-2025 09:08
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Great follow-up. If Trump imposes broad protectionist tariffs in 2025, like in 1828 and 1930, some sectors will be badly affected due to higher input costs, retaliatory tariffs, and global supply chain disruptions. Here?s a breakdown:
--- Sectors Likely to Be Badly Affected by 2025 Protectionist Tariffs: 1. Technology (Especially Hardware & Electronics) Why: Heavy reliance on imported components (e.g. chips from Taiwan/Korea, assembly in China). Impact: Higher production costs, squeezed margins, potential retaliation from China. Examples: Apple, Dell, Intel, Nvidia. 2. Automotive Why: Global supply chains (parts sourced worldwide), steel/aluminum costs may surge. Impact: Price hikes, reduced sales, layoffs, possible retaliation on U.S. auto exports. Examples: Ford, GM, Tesla (especially those with global footprint). 3. Retail (Especially Discount Chains and Big Box Stores) Why: Many consumer goods (clothing, electronics, furniture) are imported. Impact: Cost inflation, margin pressure, weaker consumer demand. Examples: Walmart, Target, Best Buy. 4. Agriculture Why: Retaliation risk?other countries often hit U.S. ag exports (soybeans, pork, corn). Impact: Falling prices, surplus stock, farmer distress (as seen in 2018-2019 trade war). Examples: Tyson Foods, Deere & Co., Archer Daniels Midland. 5. Airlines and Travel Why: Economic uncertainty and global tensions hurt demand for international travel. Impact: Lower traffic, reduced profitability. Examples: Delta, United, Boeing (if retaliation hits aircraft orders). 6. Industrial Conglomerates with Global Exposure Why: Higher input costs and potential export barriers. Impact: Earnings pressure, order delays. Examples: Caterpillar, 3M, Honeywell. --- Bonus: Companies That Depend on China Any firm that relies on China for: Manufacturing Consumer base Raw materials ?could be badly hurt by tariffs and potential China?U.S. economic decoupling. --- Want me to also list sectors or stocks that might benefit from Trump?s tariff and reshoring policies? |
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prophetjul
Master |
07-Apr-2025 09:07
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Don' t you think a 15% DUMP is a bit excessive? LOL | ||||
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chartistkaohz
Elite |
07-Apr-2025 09:05
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Thanks for the clarification ? you're asking why DBS shares fell from SGD 43 to SGD 36.30 after going ex-dividend for just SGD 0.60, not SGD 6.00. That?s a much bigger drop than expected.
--- That kind of price drop is not normal for a 60-cent dividend. Here's what could explain it: --- 1. Not Just the Dividend ? Broader Market or Bank-Specific Selloff A 60-cent dividend should only cause a theoretical drop of SGD 0.60, not nearly SGD 6.70. So the sharp decline suggests: Wider market correction Negative news specific to DBS (e.g., margin pressures, slower loan growth, bad debts, or wealth management softness) Investors rotating out of banks into other sectors Big institutional selling or portfolio rebalancing --- 2. Technical or Sentiment-Driven Selloff Sometimes stocks overshoot in either direction due to: Profit-taking after a strong run-up Disappointment over dividend size or forward guidance Concerns over interest rate cuts, which would compress net interest margins --- 3. Was it Really SGD 0.60? If you?re referring to DBS?s final dividend announced in early 2025, they actually declared: Final dividend: SGD 0.54 Special dividend: SGD 0.50 Total: SGD 1.04 per share Still, even a SGD 1.04 dividend would not justify a drop from SGD 43 to SGD 36.30 ? that?s a fall of SGD 6.70. --- Conclusion: A SGD 6+ drop on a SGD 0.60 dividend is way too steep and suggests something other than the dividend caused the plunge ? likely a combination of broader market sentiment, DBS-specific outlook concerns, or unexpected macro news (e.g., Fed policy, China slowdown, etc.). Luckily for Gupta he quickly retired and take his money. Otherwise he will be busy fire fighting till another 30 years
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prophetjul
Master |
07-Apr-2025 09:01
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x 0
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WHAT A DUMP! | ||||
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prophetjul
Master |
07-Apr-2025 09:00
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x 0
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$37! | ||||
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Ling9345
Master |
07-Apr-2025 08:43
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x 0
x 0 Alert Admin |
Coming $40
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Sgvale
Supreme |
07-Apr-2025 06:58
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x 0
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Will continue the slide | ||||
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Fiat500
Veteran |
06-Apr-2025 18:26
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Those who sold @ 46+ recently are the lucky ones..Can buy back slowly from tomorrow onwards, this bloodbath won't end so quickly.. Its also heart pain to see your paper gains wiped out in a matter of days n weeks! | ||||
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easywin
Supreme |
06-Apr-2025 17:05
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x 0
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Tomorrow very profitable business is to short many counters at opening for easy money | ||||
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BinderyT
Elite |
06-Apr-2025 13:15
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x 0
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Expect 7-8% drop on Monday. JPM dropped 8%, XLF dropped 7.3%. Just FYI. I not buying or selling so pretty much none of my business.
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