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3 BIG Spore banks ....:))

beetlejuice
Master
28-Jul-2023 13:47     
 
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 Alert Admin 		Keppel, SCI, OCBC, Capland were great, Netlink passable. 💰 🧧 Only Comfort gave me discomfort but it's manageable. 😬 🃏 Looking for new fish to fry. 🎣

hokpin      ( Date: 28-Jul-2023 13:33) Posted:

Congrat to you ! I should have bought more during Covid period!

beetlejuice      ( Date: 28-Jul-2023 13:28) Posted:

Yeah, bought over a few transactions from roughly Obama 2nd term as POTUS to covid period. 💰 🧧
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FATABA
Supreme
28-Jul-2023 13:41     
 
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 Alert Admin 		All 3 are powering up ....esp UOB as I mentioned it will catch up . 
Happy investing.
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hokpin
Supreme
28-Jul-2023 13:33     
 
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 Alert Admin 		Congrat to you ! I should have bought more during Covid period!

beetlejuice      ( Date: 28-Jul-2023 13:28) Posted:

Yeah, bought over a few transactions from roughly Obama 2nd term as POTUS to covid period. 💰 🧧

FATABA      ( Date: 28-Jul-2023 11:35) Posted:

Bro congrate ...really low cost ...must have hold for a long time . 

Anyway all our 3 banks should be giving good result (base on UOB) and dividend.  Darn to say for whole of 2023 w rising qtr pt now and another Sept/OCt
DYODD 
Happy investing
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beetlejuice
Master
28-Jul-2023 13:30     
 
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 Alert Admin 		GFC & covid period were really the best times to buy shares & then sit on them. 💰 🧧

beetlejuice      ( Date: 28-Jul-2023 13:28) Posted:

Yeah, bought over a few transactions from roughly Obama 2nd term as POTUS to covid period. 💰 🧧

FATABA      ( Date: 28-Jul-2023 11:35) Posted:

Bro congrate ...really low cost ...must have hold for a long time . 

Anyway all our 3 banks should be giving good result (base on UOB) and dividend.  Darn to say for whole of 2023 w rising qtr pt now and another Sept/OCt
DYODD 
Happy investing
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beetlejuice
Master
28-Jul-2023 13:28     
 
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 Alert Admin 		Yeah, bought over a few transactions from roughly Obama 2nd term as POTUS to covid period. 💰 🧧

FATABA      ( Date: 28-Jul-2023 11:35) Posted:

Bro congrate ...really low cost ...must have hold for a long time . 

Anyway all our 3 banks should be giving good result (base on UOB) and dividend.  Darn to say for whole of 2023 w rising qtr pt now and another Sept/OCt
DYODD 
Happy investing.

beetlejuice      ( Date: 28-Jul-2023 10:54) Posted:

For OCBC, my cost after deducting all dividends is $6.34. If coming dividend is at least 40 cts, then cost will drop below $6. Time is the friend of the great biz, the enemy of the mediocre ones. 💰 🧧
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FATABA
Supreme
28-Jul-2023 11:35     
 
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 Alert Admin 		Bro congrate ...really low cost ...must have hold for a long time . 

Anyway all our 3 banks should be giving good result (base on UOB) and dividend.  Darn to say for whole of 2023 w rising qtr pt now and another Sept/OCt
DYODD 
Happy investing.

beetlejuice      ( Date: 28-Jul-2023 10:54) Posted:

For OCBC, my cost after deducting all dividends is $6.34. If coming dividend is at least 40 cts, then cost will drop below $6. Time is the friend of the great biz, the enemy of the mediocre ones. 💰 🧧

FATABA      ( Date: 28-Jul-2023 10:20) Posted:

Cant agree w you more . 
UOB catch up came faster then I tot .....may have more to come ( narrow the gap) 
Expecting a higher dividend from OCBC ( given ) and DBS ( surprise if it cross 50c)  ....both are able to pay aro the 50% payout ratio. 
Happy investing . 
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beetlejuice
Master
28-Jul-2023 10:54     
 
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 Alert Admin 		For OCBC, my cost after deducting all dividends is $6.34. If coming dividend is at least 40 cts, then cost will drop below $6. Time is the friend of the great biz, the enemy of the mediocre ones. 💰 🧧

FATABA      ( Date: 28-Jul-2023 10:20) Posted:

Cant agree w you more . 
UOB catch up came faster then I tot .....may have more to come ( narrow the gap) 
Expecting a higher dividend from OCBC ( given ) and DBS ( surprise if it cross 50c)  ....both are able to pay aro the 50% payout ratio. 
Happy investing . 

RL16EGG      ( Date: 27-Jul-2023 11:42) Posted:

The way the banking bros are moving up, the upcoming results may be exceptional.
Higher eps will justify the higher p/e ratio.
FY 2023 ocbc possible scenario:
stock price 13.5, eps 1.32,  p/e  = 10.23.
For me, this is conservative barring a disaster
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FATABA
Supreme
28-Jul-2023 10:20     
 
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 Alert Admin 		Cant agree w you more . 
UOB catch up came faster then I tot .....may have more to come ( narrow the gap) 
Expecting a higher dividend from OCBC ( given ) and DBS ( surprise if it cross 50c)  ....both are able to pay aro the 50% payout ratio. 
Happy investing . 

RL16EGG      ( Date: 27-Jul-2023 11:42) Posted:

The way the banking bros are moving up, the upcoming results may be exceptional.
Higher eps will justify the higher p/e ratio.
FY 2023 ocbc possible scenario:
stock price 13.5, eps 1.32,  p/e  = 10.23.
For me, this is conservative barring a disaster.

FATABA      ( Date: 27-Jul-2023 11:21) Posted:

Wow OCBC finally breaks the $13 wall . Nex Fri morning ...what wld be its dividend ?   
DBS passing $34 next week ?   
Honestly I think UOB will catch up ...still $5 cheaper then DBS w its Visa operation in full run end this year. 
Time will tell 
Good luck n Dyod
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RL16EGG
Veteran
27-Jul-2023 11:42     
 
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 Alert Admin 		The way the banking bros are moving up, the upcoming results may be exceptional.
Higher eps will justify the higher p/e ratio.
FY 2023 ocbc possible scenario:
stock price 13.5, eps 1.32,  p/e  = 10.23.
For me, this is conservative barring a disaster.

FATABA      ( Date: 27-Jul-2023 11:21) Posted:

Wow OCBC finally breaks the $13 wall . Nex Fri morning ...what wld be its dividend ?   
DBS passing $34 next week ?   
Honestly I think UOB will catch up ...still $5 cheaper then DBS w its Visa operation in full run end this year. 
Time will tell 
Good luck n Dyodd

Echoes      ( Date: 27-Jul-2023 10:59) Posted:

At current pricing , DBS and UOB is still some 7% to 8% off its 52 week high whereas OCBC is only down 2% . 

DBS will most likely announce a follow up of its 42 cts quarterly div next week whereas OCBC may surprise with a 38 to 40cts interim ( derived from est 3.6b 1st half profit with 50% payout ratio ) .
All 3 banks are current yielding close to 6% based on the current prices the recent run ups are hardly a surprise at all . 


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FATABA
Supreme
27-Jul-2023 11:21     
 
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 Alert Admin 		Wow OCBC finally breaks the $13 wall . Nex Fri morning ...what wld be its dividend ?   
DBS passing $34 next week ?   
Honestly I think UOB will catch up ...still $5 cheaper then DBS w its Visa operation in full run end this year. 
Time will tell 
Good luck n Dyodd

Echoes      ( Date: 27-Jul-2023 10:59) Posted:

At current pricing , DBS and UOB is still some 7% to 8% off its 52 week high whereas OCBC is only down 2% . 

DBS will most likely announce a follow up of its 42 cts quarterly div next week whereas OCBC may surprise with a 38 to 40cts interim ( derived from est 3.6b 1st half profit with 50% payout ratio ) .
All 3 banks are current yielding close to 6% based on the current prices the recent run ups are hardly a surprise at all . 

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Echoes
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27-Jul-2023 10:59     
 
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 Alert Admin 		At current pricing , DBS and UOB is still some 7% to 8% off its 52 week high whereas OCBC is only down 2% . 

DBS will most likely announce a follow up of its 42 cts quarterly div next week whereas OCBC may surprise with a 38 to 40cts interim ( derived from est 3.6b 1st half profit with 50% payout ratio ) .
All 3 banks are current yielding close to 6% based on the current prices the recent run ups are hardly a surprise at all . 
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hokpin
Supreme
27-Jul-2023 10:36     
 
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 Alert Admin 		Smelt something good for DBS...

FATABA      ( Date: 27-Jul-2023 09:25) Posted:

Yes agree w you . Also true in term of P/b value ...both are still below 1.2X 
Also I think OCBC has great potential to grow its AUM esp in the greater bay area. 
UOB on the other hand can capitalise on the VISA gp of customer . 
I expect both to catch up from their current price DYODD
 

hokpin      ( Date: 27-Jul-2023 09:06) Posted:

It is good but in term of the dividend yield, OCBC is the best among the 3 brothers! 800/12930 = 6.2%! OCBC is the sweetest heart
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FATABA
Supreme
27-Jul-2023 10:24     
 
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 Alert Admin

Just good result and future....note the highlighted part ......

UOB reports net profit of $1.4 bil for 2QFY2023, 27% higher y-o-y declares interim dividend of 85 cents per share



UOB Group has reported a net profit of $1.42 billion for the 2QFY2023 ended June 30, 27% higher y-o-y, supported by robust earnings growth across the board.

Without the one-off integration expenses from the acquisition of Citigroup&rsquo s consumer banking businesses in Malaysia, Thailand and Vietnam, core net profit would&rsquo ve been 35% higher y-o-y at $$1.5 billion.

For the 1HFY2023, the bank&rsquo s net profit rose by 45% y-o-y to $2.93 billion driven by strong net interest income (NII) and trading and investment income.
 

Excluding the one-off Citi integration expenses, the bank would&rsquo ve brought in a core net profit of $3.1 billion, 53% higher y-o-y and a record for the bank&rsquo s six-month period.

Earnings per share (EPS) for the 1HFY2023 stood at $3.41 on a fully diluted basis.
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FATABA
Supreme
27-Jul-2023 09:25     
 
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 Alert Admin 		Yes agree w you . Also true in term of P/b value ...both are still below 1.2X 
Also I think OCBC has great potential to grow its AUM esp in the greater bay area. 
UOB on the other hand can capitalise on the VISA gp of customer . 
I expect both to catch up from their current price DYODD
 

hokpin      ( Date: 27-Jul-2023 09:06) Posted:

It is good but in term of the dividend yield, OCBC is the best among the 3 brothers! 800/12930 = 6.2%! OCBC is the sweetest heart!

FATABA      ( Date: 27-Jul-2023 08:44) Posted:

wow UOB kick off w a record and 85c dividend 1H 2023.   
All the cold water poured at Spore banks are totally heated UP ...lol ( how can their profit be affect w rising interest rate for 1H 23 ?  funds flowing in )
" The Group continues to see positive net new money inflows of S$12 billion year to date, which brought total assets under management to S$165 billion, 19% higher than a year ago. "   Watch this growing AUM 

UOB will be a $6B company if profit continue ..1H 3.1B alrdy . 
I honestly think it is achievable w Visa business merged into it now . Will it catch up w DBS ?
with 1.70 dividend a year ( 85x2) and at 29 it is a good 5.8% yield ....all funds sweet heart .LOL 
Dyodd
Happy investing  .


 


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hokpin
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27-Jul-2023 09:06     
 
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 Alert Admin 		It is good but in term of the dividend yield, OCBC is the best among the 3 brothers! 800/12930 = 6.2%! OCBC is the sweetest heart!

FATABA      ( Date: 27-Jul-2023 08:44) Posted:

wow UOB kick off w a record and 85c dividend 1H 2023.   
All the cold water poured at Spore banks are totally heated UP ...lol ( how can their profit be affect w rising interest rate for 1H 23 ?  funds flowing in )
" The Group continues to see positive net new money inflows of S$12 billion year to date, which brought total assets under management to S$165 billion, 19% higher than a year ago. "   Watch this growing AUM 

UOB will be a $6B company if profit continue ..1H 3.1B alrdy . 
I honestly think it is achievable w Visa business merged into it now . Will it catch up w DBS ?
with 1.70 dividend a year ( 85x2) and at 29 it is a good 5.8% yield ....all funds sweet heart .LOL 
Dyodd
Happy investing  .


 

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FATABA
Supreme
27-Jul-2023 08:44     
 
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 Alert Admin 		wow UOB kick off w a record and 85c dividend 1H 2023.   
All the cold water poured at Spore banks are totally heated UP ...lol ( how can their profit be affect w rising interest rate for 1H 23 ?  funds flowing in )
" The Group continues to see positive net new money inflows of S$12 billion year to date, which brought total assets under management to S$165 billion, 19% higher than a year ago. "   Watch this growing AUM 

UOB will be a $6B company if profit continue ..1H 3.1B alrdy . 
I honestly think it is achievable w Visa business merged into it now . Will it catch up w DBS ?
with 1.70 dividend a year ( 85x2) and at 29 it is a good 5.8% yield ....all funds sweet heart .LOL 
Dyodd
Happy investing  .


 
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FATABA
Supreme
19-Jul-2023 15:53     
 
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 Alert Admin 		Today our 3 banks power up . with another 2 weeks to result . 
Just weeks ago all the bad news , that our bank will not be doing well /loan is bad etc etc.    I have mentioned that WHO is accumulating .
The bb n funds. 

Just yesterday ...US big banks are expected to be giving out a good set of coming results ......today Spore banks all power UP .
Esp UOB which is expected to turn in gd result w the new VISA operations added this qtr. 

I am expecting a good half year result for all 3 banks and no the surprise side ....higher dividend can be expected from maybe one or two of the 
3 banks .  DYODD 

Happy investing.
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FATABA
Supreme
17-Jul-2023 15:24     
 
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 Alert Admin 		Except for UOB ,,,,, DBS n OCBC are still powering UP . 

slingshotpro      ( Date: 17-Jul-2023 11:20) Posted:

SG Banks - 2Q23 Preview: Helped by HIBOR

Key Points

? We expect modest NIM compression up to 4bpq QoQ with only DBS
potentially bucking the trend on a rebound in HIBOR

? We are most ahead of consensus for DBS on provision expenses. We
see upside to consensus DPS expectations for OCBC and UOB

? We upgrade DBS to OP as a trading idea into the quarter. Our pecking
order is OCBC (OP) > DBS (OP) > UOB (N).

DBS (upgrade to OP). We are expecting S$2.45b PATMI this quarter,
down 5% QoQ but well ahead of VisibleAlpha consensus S$2.07b. We
differ most on the credit charge (expecting steady 15bps). Following a
recovery in HIBOR, which was cited as a drag in 1Q23, we expect the
NIM to strengthen 2pbs QoQ. We expect less funding cost pressure as
DBS did not participate in retail promotional fixed deposit offers over the
past couple of quarters. Any positive trading beats from US banks this
week should have a positive read through for DBS (traditionally it is most
correlated). We expect a S$0.42/sh dividend, flat QoQ.

OCBC (top relative pick, OP). We expect S$1.78b PATMI this quarter, in
line with VisibleAlpha consensus. Our model estimates a NIM of 2.27%,
below the 2.30% achieved for 1Q23, but ahead of consensus 2.20%.
Further disclosure on Great Eastern IFRS-17 impacts should help to
prove lower volatility in the earnings stream (non-NII) we expect a steady
S$240m contribution. We expect follow-through on the 50% dividend
payout, driving S$0.41 and a 6.5% annualised yield.

UOB (least preferred, N). We expect S$1.3b PATMI for the quarter, in
line with consensus. We have higher operating expenses (Citi integration)
and provisions, offset by stronger forecast revenues. Factoring in market
yields for the quarter, our NIM estimate is 2.10% (ahead of consensus
2.05%) though we see some potential downside risk on higher lagged
deposit costs. We expect a S$0.80 dividend, 5.7% annualised yield.
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slingshotpro
Senior
17-Jul-2023 11:20     
 
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 Alert Admin 		SG Banks - 2Q23 Preview: Helped by HIBOR

Key Points

? We expect modest NIM compression up to 4bpq QoQ with only DBS
potentially bucking the trend on a rebound in HIBOR

? We are most ahead of consensus for DBS on provision expenses. We
see upside to consensus DPS expectations for OCBC and UOB

? We upgrade DBS to OP as a trading idea into the quarter. Our pecking
order is OCBC (OP) > DBS (OP) > UOB (N).

DBS (upgrade to OP). We are expecting S$2.45b PATMI this quarter,
down 5% QoQ but well ahead of VisibleAlpha consensus S$2.07b. We
differ most on the credit charge (expecting steady 15bps). Following a
recovery in HIBOR, which was cited as a drag in 1Q23, we expect the
NIM to strengthen 2pbs QoQ. We expect less funding cost pressure as
DBS did not participate in retail promotional fixed deposit offers over the
past couple of quarters. Any positive trading beats from US banks this
week should have a positive read through for DBS (traditionally it is most
correlated). We expect a S$0.42/sh dividend, flat QoQ.

OCBC (top relative pick, OP). We expect S$1.78b PATMI this quarter, in
line with VisibleAlpha consensus. Our model estimates a NIM of 2.27%,
below the 2.30% achieved for 1Q23, but ahead of consensus 2.20%.
Further disclosure on Great Eastern IFRS-17 impacts should help to
prove lower volatility in the earnings stream (non-NII) we expect a steady
S$240m contribution. We expect follow-through on the 50% dividend
payout, driving S$0.41 and a 6.5% annualised yield.

UOB (least preferred, N). We expect S$1.3b PATMI for the quarter, in
line with consensus. We have higher operating expenses (Citi integration)
and provisions, offset by stronger forecast revenues. Factoring in market
yields for the quarter, our NIM estimate is 2.10% (ahead of consensus
2.05%) though we see some potential downside risk on higher lagged
deposit costs. We expect a S$0.80 dividend, 5.7% annualised yield.
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FATABA
Supreme
13-Jul-2023 14:30     
 
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 Alert Admin 		Yes ALL 3 banks are giving off their result before National day.
DBS 1H result will tell a lot about its dream of $10B bank ......I think it can go above $5B at half year. 
Just 2 other factors will drive our banks higher....dividend of over 5% yield and ROE of over 15%. 
If all goes well for 2H 2023, we may see a 10B DBS . 
Happy investing.. DYODD

Goldfinger      ( Date: 13-Jul-2023 11:39) Posted:

Looking forward to Big Fat National Day Dividend Positive Surprises.  NIM should continue to be elevated.

Echoes      ( Date: 13-Jul-2023 11:33) Posted:

2nd Qtr Results

UOB 27 Jul
DBS 3 Aug 
OCBC 4 Aug

Before market opens .
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