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3 BIG Spore banks ....:))
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RL16EGG
Veteran |
28-Dec-2023 12:29
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I think the 3 banking bros have surged (12.27 to 12.97 so far) much due to window dressing and overheated usa mkts amid strong headwinds. Of course, their fundamentals are exceptional. Even with the expected Fed cut, earnings would still be expected rolling in as their business outlook are ok. During uncertain times, banking stocks are an safe haven with an annual yield about 5-6%. It is a pity I missed out at 12.21 level to add more. Wait for correction and collect dividends lo. Good luck. |
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RL16EGG
Veteran |
28-Dec-2023 12:22
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tesing msg. | ||||
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FATABA
Supreme |
28-Dec-2023 11:47
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Congratulation ....for those holding on to our 3 Big banks . Hope this rally can continue to the result season ....which all 3 are going to give a good report card for 2023 .  DBS the $10B golden number  Yield is good 6% for dividend .  I have said many time ....other banks are envy of Spore banks ....and FUNDs are eyeing them all the time  DYODD pls . Happy investing. 
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RL16EGG
Veteran |
23-Dec-2023 12:21
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The big boys in action indeed. ocbc on the 18th went as low as 12.27 and 22th close at 12.66, just 4 days. With so many headwinds, I think will correct so i am still hopeful to add more at 12.21 and 12.0 levels. dow (y-d 12.8%), nasdaq (y-d 42.9%) and s & p (y-d 23.6%) too hot liao. |
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hschsc
Master |
22-Dec-2023 15:27
Yells: "Invest in financially healthy companies" |
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Buy one that can continue to give reasonable dividends counters is more secure. | ||||
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FATABA
Supreme |
22-Dec-2023 13:17
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Ladies and gentlemen,  today our 3 banks are again powering STI to a nice closing for Christmas. ( let us hope it will continue w this effort into the New Year )  With that I wishes everyone here ....esp those in the Keppel Club a very healthy and merry Christmas and Happy prosperous New Year.  Have a great time w your family and friends  Happy investing.  |
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FATABA
Supreme |
13-Dec-2023 14:58
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Even at current $32 , DBS is still giving 6% yield ....excluding any potential bonus dividend Dyodd |
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FATABA
Supreme |
13-Dec-2023 13:18
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yes our 3 big banks are supporting the STI well at 3100 now  Will the rise continue into the result seasons ....with potential of bonus dvidend ?  anyway we are at above 6% yield for all 3 banks . DYODD Happy investing. 
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Alignment
Elite |
11-Dec-2023 18:05
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Have banks' operational results peaked in this cycle with interest rates no longer going further up? At this point net interest margins typically go down from here, while default rates rise. At least historically more often than not the case. | ||||
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FATABA
Supreme |
08-Dec-2023 09:45
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wow out big 3 banks are again powering STI to above 3100 .........BB must have accumuate and benefited .  ( retail who run off do pays for their Christmas ) . Dyodd
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FATABA
Supreme |
07-Dec-2023 10:46
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1. OUR 3 big banks are making PROFIT ....good profit that other banks are envy  2. Rates are still HIGH ...even any cut wld not affect our banks as they are conservative and prudent in their loans. ( provision are there )  3. At current payout ratio and profit ...our banks are paying close to 6% yield .....where to find this investment ....where our banks are rock solid  so who are selling and WHO * BB are accumulating ???  DYODD  Am sure come end Jan where results and dividend are coming ....these reports wld sing a very diff song ?  Happy investing . Vested and added.    |
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FATABA
Supreme |
05-Dec-2023 15:58
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today banks dropped ....cld be due to Moody' s cuts in China credit outlook to negative. on rising debt .  let see how far this goes into the week.  Dyodd |
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RL16EGG
Veteran |
05-Dec-2023 15:56
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The big boys are selling, esp dbs. But they will be back for the 3 banks after they shuffle their portfolios. Because these 3 banks are still rolling in the $ and are significant components STI. ocbc support @12.61, dbs @31 and uob @26.    DBS Stock Info (SGX:D05) | SG investors.io
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Echoes
Senior |
05-Dec-2023 14:22
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OK so after 1 month it turned out that the 3 Nov rally turned out to be a flash in the pan      instead of a Santa Rally that we are hoping for . STI has given up more that what it has gained despite the continuation of the stock market rally in the US .  It seemed that fund managers are not that keen on Sgp stocks despite the attractive valuations across all its sectors .     
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FATABA
Supreme |
05-Dec-2023 11:36
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all 3 banks are under attack w main focus on DBS .....can tell it is from major US house like JPM.  Well either they are in need of capital or the expectation of interest rate cut coming next year ??  ( Whatever OUR banks will still have a good set  of Q4 result and good full yr )  Are they accumulating ......I think so for UOB which can tell it is still supported .  ANYWAY DYODD ....come end Jan , all these BB will and would sing a different song.  ( current main worries are the Mid east war ...how much bigger will it get ? )  Happy holidays  |
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FATABA
Supreme |
01-Dec-2023 10:44
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our 3 BBanks are powering STI ....hopefully to higher level by end 23.  Surely we expect a good set of result for all 3 banks come end Jan/early Feb ....in time for CNY angpow.  Wld not be surprise w some special dividend too .  ( UOB will hv additional contribution from its new integration and see if DBS india any surprise . OCBC might have to wait a little longer for greater China recovery ..?)  Interest rate stabilising or a small cut will NOT affect our banks .......AUM is growing strongly . Fees income strong.  DYODD Happy investing. |
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FATABA
Supreme |
21-Nov-2023 12:01
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interest rate flattening is NOT dropping ....into 2024 ......so NOTE banks are STILL making at the current high rate of loaning out $$ .  Further , other fees and AUM are growing ....w DBS and UOB adding citi aquisation .....2024 might be even better margin . OCBC is also gaining from the greater bay region and Indonesia.  DYODD  
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Goldfinger
Supreme |
21-Nov-2023 10:46
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Interest rates flattening, people may be switching from interest rate plays from banks (former darlings) to REITS (severely oversold and new darlings). | ||||
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Echoes
Senior |
21-Nov-2023 10:43
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At start of 2023 : DBS $34  UOB $31 OCBC $12 Current share price : DBS $32 =  -6% UOB $27 = -13% OCBC $12.80 = + 6% UOB profits affected by costs incurred for Citi aquisition but should see better profits next year . It is the most attractive now IMO . But now I no bullets . |
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FATABA
Supreme |
21-Nov-2023 10:04
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Hmmm this few days ....bb are pushing DBS down ...to below 32 .  I guess they are accumulating for the big rise come end Jan ( full year result ) .....as to how low they can push depend on many factors . But , end Jan we can expect ( relatively sure ....10B profit , higher dividend and it is very possible a special dividend of aro 40c base on 50% payout ratio  DYODD please )  Again this BB is going to benefit by puting out all the " scare" for retails . DYOOD |
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  instead of a Santa Rally that we are hoping for . STI has given up more that what it has gained despite the continuation of the stock market rally in the US .