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john_ric Supreme	25-Sep-2015 15:52        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	unless you keep it for 10years else you wont get 2.66% for govt bons. you only get 0.9% 1st year. wherease for dbs 4.7%, there is no time limit. you invest 1 year also get 4.7%. Also  dbs is backed by tamesek which in turn is backed by govt.  so risk is similar to govt bond . personally i go for dbs 4.7%.   vivivava      ( Date: 25-Sep-2015 14:27) Posted: of course u got to weigh the risk russian bonds pay u 24% i also wont invest. keep it in context pls....sgs govt bond yield 2.66% vs DBS/OCBC/UOB   Dividend yield at 4% vs FD of 1.2% where wd u put your $ ???? if DBS fall somemore...the yield is gg to be Inc...not decrease
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BullsAndBear Veteran	25-Sep-2015 14:37        BullsAndBear About Contact  Quote this Post! Style: Combined   Mood: Yells: "I come at the turn of the tide "
x 0   x 0  Alert Admin	Of course I' m keeping it in context, you have rightly pointed out about risk. One is a bond and the other is a stock. How can the risk be the same ? And therefore, how can you compare the returns of these 2 instruments outright ? I hope I do not have to go to the point where I write out the differences.
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vivivava Veteran	25-Sep-2015 14:27        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	of course u got to weigh the risk russian bonds pay u 24% i also wont invest. keep it in context pls....sgs govt bond yield 2.66% vs DBS/OCBC/UOB   Dividend yield at 4% vs FD of 1.2% where wd u put your $ ???? if DBS fall somemore...the yield is gg to be Inc...not decrease
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BullsAndBear Veteran	25-Sep-2015 14:20        BullsAndBear About Contact  Quote this Post! Style: Combined   Mood: Yells: "I come at the turn of the tide "
x 0   x 0  Alert Admin	That' s totally untrue.  You cannot just compare returns without understanding the underlying risk associated with them. One has a senior claim, almost capital guaranteed by the Singapore government and the other by a corporate, for which equity holders bare the risk of losing their capital. A simple wiki will tell you the difference between a bond and stock. It like saying might as well buy russian bonds, they give you a return of 11% currently. vivivava      ( Date: 25-Sep-2015 13:48) Posted: sure you can.   U always compare stock to bonds because u put money on the one that is going to give ytou better return if bonds give me 2 % return and stock gives u 4%-7% dividend yield...where wd u put your money? BullsAndBear      ( Date: 25-Sep-2015 11:34) Posted: You can' t compare bonds with stocks. They are 2 totally different instruments.
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newbie24 Veteran	25-Sep-2015 14:17        newbie24 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You're holding a lot of circumstances constant-prices, dividend, outlook-, it's in these market uncertainties that the SSB is attractive vivivava      ( Date: 25-Sep-2015 13:53) Posted: OCBC dividend yield at current pxes is 4% SG Govt Bond 10yr is 2.66%.....yes OCBC gives a better return investshare      ( Date: 25-Sep-2015 11:19) Posted: a new norm to be below $9. at this price, isn' t it more attractive than SG saving bond?
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vivivava Veteran	25-Sep-2015 13:53        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	OCBC dividend yield at current pxes is 4% SG Govt Bond 10yr is 2.66%.....yes OCBC gives a better return investshare      ( Date: 25-Sep-2015 11:19) Posted: a new norm to be below $9. at this price, isn' t it more attractive than SG saving bond?
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vivivava Veteran	25-Sep-2015 13:48        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	sure you can.   U always compare stock to bonds because u put money on the one that is going to give ytou better return if bonds give me 2 % return and stock gives u 4%-7% dividend yield...where wd u put your money? BullsAndBear      ( Date: 25-Sep-2015 11:34) Posted: You can' t compare bonds with stocks. They are 2 totally different instruments.
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BullsAndBear Veteran	25-Sep-2015 11:34        BullsAndBear About Contact  Quote this Post! Style: Combined   Mood: Yells: "I come at the turn of the tide "
x 0   x 0  Alert Admin	You can' t compare bonds with stocks. They are 2 totally different instruments.
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investshare Supreme	25-Sep-2015 11:19        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	a new norm to be below $9. at this price, isn' t it more attractive than SG saving bond?
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investshare Supreme	16-Sep-2015 10:38        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is customer deposit counted in bank book value?
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fernvale Master	16-Sep-2015 07:35        fernvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	cos they know more bad debts, bankruptcies will be file esp come next yr. Though i agree sg banks are considered safe havens but when financial tsunami hit, they will not be spare either, records and history had shown investshare      ( Date: 15-Sep-2015 16:51) Posted: If that' s the case, why those funds not rushing in to buy OCBC now??   Quote: DBS and OCBC  remain preferred:We see upside potential for all the Singapore banks and similar near-term risks for OCBC and UOB,although we also see more upsidefor OCBC if it is successful in driving its wealth strategy. DBS is less exposed to credit risk than widely assumed, in our view,and benefits morefrom rising rates.Weremain less convinced on UOB' s long-term growth prospects relativeto peers and retain an EW.
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investshare Supreme	15-Sep-2015 16:51        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	If that' s the case, why those funds not rushing in to buy OCBC now??   Quote: DBS and OCBC  remain preferred:We see upside potential for all the Singapore banks and similar near-term risks for OCBC and UOB,although we also see more upsidefor OCBC if it is successful in driving its wealth strategy. DBS is less exposed to credit risk than widely assumed, in our view,and benefits morefrom rising rates.Weremain less convinced on UOB' s long-term growth prospects relativeto peers and retain an EW.
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vivivava Veteran	15-Sep-2015 11:24        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	Report from Morgan Stanley ...Sept 9th  We align our rates estimates with the global banks team. An assessment of wherecredit risks lie leads us to lower PTs by 1.9%- 5.9%. but westill see 26-28% upside. DBS and OCBC preferred.  What' s Changed?                                                  From: To:    ASEAN Financials DBSM.SI S$23.27 S$21.92                              OCBC.SI S$11.67 S$11.30                                   UOBH.SI S$24.69 S$24.24  Our global banks team have published a Global Insight report in which we align the rates inputs in our earnings estimate s. We now seta base caseassuming rates riseaccording to the Fed futures curve,and as a result have made minor changes to our basecaseEPS estimates.We also reset our bull, baseand bear casescenarios and lower PTs by 1.9%-5.9%.  Singapore banks remain the best positioned in ASEAN  for our base case rate environment: We see 26-28% upside. Our preferenceis based on NIM benefits and therisks rising US rates present for the moreemerging sectors in ASEAN.Weare now also ableto placeSingapore banks in a global contextas regards rateincreases. In our view, Asian rate-sensitive banks benefit relative to global banks in the' Goldilocks scenario' of thecurrentFed funds future curve. However, if rates rise too quickly, this would create credit risk relativeto global peers.Wererates to rise moreslowly than currently forecast, that would probably providea boost for more emerging ASEAN banks.  Focusing on the bear case:  In our view,Singapore banks would see significant upsidein th eevent of rates rising in line with our basecase. However, given current uncertainties, share prices aresuggesting wesee something between this and our bear case.This report thereforeexplores the risks. Our analysis of current ' hot topics' suggests that the biggest risk to Singaporeloan books is their US$ exposureto thecommodities sector, especially loans booked out ofSingapore, Malaysia and Indonesia, rather than their exposures to China. In this case,all the banks havec.6-12% of loans in risk areas. Our bear casensuggests 60-90bps loan loss chargein both 2016e and 2017eand is weighted at 20% in our pricetargets. Current share prices suggests a more aggressive 62%-67% weighting.  DBS and OCBC  remain preferred:We see upside potential for all the Singapore banks and similar near-term risks for OCBC and UOB,although we also see more upsidefor OCBC if it is successful in driving its wealth strategy. DBS is less exposed to credit risk than widely assumed, in our view,and benefits morefrom rising rates.Weremain less convinced on UOB' s long-term growth prospects relativeto peers and retain an EW.
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FATABA Supreme	14-Sep-2015 15:27        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	OCBC is one of the strongest bank as pointed out by several broking houses.... Its book value is 8.14 with sevral rated higher.  Currently still with TP of over $11 given by some broking houses. With over $1B nett income for Q2 2015, it should maintain a good income for 2015 ( esp with WH and Nanjing bank of CHina integrated ) Happy investing. FATABA      ( Date: 10-Sep-2015 11:47) Posted: The world econ is a concern ....but this is for a long time. In fact after Greece , Europe is better. The China issue has amplified. But China do has many tools to save guild its growth ...even at 5/6% its still good growth I do agree that GE do have some effect ( talking abt on our STI ) ...can you imagine u wake up on Sat and found that PAP is out or reduce with a 50+ margin. As a investor ....cant deny that they will question this ?  Are there better place to invest...etc etc. WHO in the opp can represent this little red dot on foreign policy ?  STI will be affected .  Not politics...BUT GE result do affect economy in BIG way . Good Luck Singapore. fernvale      ( Date: 08-Sep-2015 14:55) Posted: Nothing w ge. World mrkt sentiments poo
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fernvale Master	14-Sep-2015 13:52        fernvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Win big or small still win. Alr said nothing do with ge, cos whole world know sure win. But ocbc confirm slowly melting away, in this uncertainties. World is bigger than sg, not the other way rd investshare      ( Date: 14-Sep-2015 13:09) Posted: Why PAP win big but stock still down?
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investshare Supreme	14-Sep-2015 13:09        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why PAP win big but stock still down?
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fernvale Master	10-Sep-2015 12:12        fernvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ocbc will still be melting away regardless FATABA      ( Date: 10-Sep-2015 11:47) Posted: The world econ is a concern ....but this is for a long time. In fact after Greece , Europe is better. The China issue has amplified. But China do has many tools to save guild its growth ...even at 5/6% its still good growth I do agree that GE do have some effect ( talking abt on our STI ) ...can you imagine u wake up on Sat and found that PAP is out or reduce with a 50+ margin. As a investor ....cant deny that they will question this ?  Are there better place to invest...etc etc. WHO in the opp can represent this little red dot on foreign policy ?  STI will be affected .  Not politics...BUT GE result do affect economy in BIG way . Good Luck Singapore. fernvale      ( Date: 08-Sep-2015 14:55) Posted: Nothing w ge. World mrkt sentiments poo
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FATABA Supreme	10-Sep-2015 11:47        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The world econ is a concern ....but this is for a long time. In fact after Greece , Europe is better. The China issue has amplified. But China do has many tools to save guild its growth ...even at 5/6% its still good growth I do agree that GE do have some effect ( talking abt on our STI ) ...can you imagine u wake up on Sat and found that PAP is out or reduce with a 50+ margin. As a investor ....cant deny that they will question this ?  Are there better place to invest...etc etc. WHO in the opp can represent this little red dot on foreign policy ?  STI will be affected .  Not politics...BUT GE result do affect economy in BIG way . Good Luck Singapore. fernvale      ( Date: 08-Sep-2015 14:55) Posted: Nothing w ge. World mrkt sentiments poor investshare      ( Date: 08-Sep-2015 12:38) Posted: maybe its price drop now is due to GE concern? Once PAP return to power, next week will rise up?
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fernvale Master	10-Sep-2015 11:29        fernvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	World econs, US econs not as gd as,alot thot to be. Qe3 had artificially prop up assets,n stocks. But no robust growth. Qe4 is needed fernvale      ( Date: 08-Sep-2015 14:55) Posted: Nothing w ge. World mrkt sentiments poor investshare      ( Date: 08-Sep-2015 12:38) Posted: maybe its price drop now is due to GE concern? Once PAP return to power, next week will rise up?
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fernvale Master	08-Sep-2015 14:55        fernvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing w ge. World mrkt sentiments poor investshare      ( Date: 08-Sep-2015 12:38) Posted: maybe its price drop now is due to GE concern? Once PAP return to power, next week will rise up? fernvale      ( Date: 07-Sep-2015 17:15) Posted: More downside coming wks
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