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Latest Forum Topics / DBS    Last:63.95    -0.19  Post Reply
DBS
pkli899
Supreme
30-Jul-2025 10:34     
 
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 Alert Admin 		Yes, 50 eventually.
Just a little delay.
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BinderyT
Elite
30-Jul-2025 10:21     
 
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 Alert Admin 		I still think $50 to celebrate SG60.   Political optics.

Anyway, it' s just a trophy ... more important is dividend and what bonus after current 15c per quarter run is complete.

pkli899      ( Date: 30-Jul-2025 10:08) Posted:

Me too, expecting to hit 50 within this week.
Seems unlikely now.
Unflavourable article on banks surfaced.
My take 2nd qtr will be equal to 1st qtr, if not better.
Thereafter I' m not sure.
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pkli899
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30-Jul-2025 10:08     
 
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 Alert Admin 		Me too, expecting to hit 50 within this week.
Seems unlikely now.
Unflavourable article on banks surfaced.
My take 2nd qtr will be equal to 1st qtr, if not better.
Thereafter I' m not sure.
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BinderyT
Elite
29-Jul-2025 13:19     
 
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 Alert Admin 		damn, I was hoping it had hit 50 before retreating.

it was so close.
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Joelton
Supreme
29-Jul-2025 10:56     
 
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 Alert Admin
DBS, OCBC, UOB Q2 results likely to be weighed down by lower interest rates
But loan growth and recovery in wealth management activity could buffer declines, with trading income possibly surprising on the upside: analysts
 
[SINGAPORE] The trio of local banks will likely post weaker results for the second quarter of 2025, weighed down by lower net interest income from falling interest rates, analysts said.
 
They are expected to post their Q2 financials next month, beginning with OCBC on Aug 1 and followed by DBS and UOB on Aug 7.
 
Net interest margins (NIMs) will probably be &ldquo materially lower&rdquo in Q2, said Thilan Wickramasinghe, head of research and regional financials at Maybank Securities Singapore.
 
He noted that the Singapore Overnight Rate Average (Sora) was down 50 basis points &ndash due to &ldquo massive&rdquo domestic liquidity, partly because of safe haven inflows &ndash while the Hong Kong Interbank Offered Rate (Hibor) was at its lowest since 2022.
 
The Sora decline provided only partial relief in funding costs, as banks &ldquo weigh off preserving market share&rdquo , he said.
 
DBS Group Research analyst Lim Rui Wen also expects NIMs to fall quarter on quarter by a high single digit, due to the lower Sora and Hibor.
 
The rates&rsquo impact will likely be more pronounced as more loans get repriced against reduced benchmark rates throughout Q2, she added.
 
However, she noted that OCBC&rsquo s and UOB&rsquo s repricing of their fixed-deposit and flagship deposit account interest rates should buffer falling asset yields in subsequent quarters.
 
Wickramasinghe also pointed out that loan growth was better than expected in Q2, probably due to front-loading demand ahead of the expiry of US President Donald Trump&rsquo s tariff moratorium.
 
While this may partially offset downsides in net interest income, it is unlikely to arrest sequential decline, the researcher said.
 
Trump impact
Analysts also said that Trump&rsquo s &ldquo Liberation Day&rdquo tariffs in April likely weighed on market sentiment, impacting wealth management fees in turn. 
 
Tay Wee Kuang, an analyst at CGS International, said that macroeconomic uncertainty could continue to dampen fee income in the second half of the year, despite equity market sentiment having slowly recovered.
 
Nevertheless, Lim of DBS expects wealth management income to remain a tailwind for Singapore banks in the medium term, as wealth management activity began recovering in May. 
 
This is also supported by ongoing growth in assets under management (AUM), she said. &ldquo The investible portion of AUM is expected, as clients reallocated funds from fixed-deposit rates and (treasury-bill) rates, which continue to see declining rates through Q2.&rdquo
 
Wickramasinghe likewise expects sequential improvements in wealth management fees, given falling domestic benchmark rates and risk-on market conditions.
 
He added that significant volatility around foreign exchange, trade and interest rates would likely have supported trading income in Q2, which could surprise on the upside, especially for DBS and UOB.
 
Higher credit costs
Meanwhile, the three banks&rsquo credit costs could trend towards the higher end of their respective 2025 guidance, due to weakness across Asean economies such as Thailand and Indonesia, said Tay.
 
&ldquo However, we do not expect total credit costs to change drastically quarter on quarter, as we believe the pre-emptive general provisions recognised by the Singapore banks in Q1 should remain sufficient amid the current credit cycle,&rdquo he added. 
 
Ongoing reviews of second-order impacts from the US tariffs may also lead the banks to maintain or increase their general provision buffers, said Lim. Therefore, general provisions write-backs are unlikely this year, she noted.
 
CGS International and Maybank Securities kept their &ldquo neutral&rdquo call on the Singapore banking sector, with Tay noting that the lenders lack growth catalysts in an uncertain economic outlook.
 
The analysts expect UOB to restore its guidance for 2025, which it had suspended in Q1.
 
They are also awaiting more clarity from OCBC on its strategy, following its failed bid to privatise its insurance arm, Great Eastern. Clarity around returns may also take longer to resolve due to the lender&rsquo s &ldquo unexpected leadership change&rdquo , Wickramasinghe said. 
 
But Lim, who has &ldquo hold&rdquo calls on OCBC and UOB, expects the banks&rsquo dividend yields of up to 6.5 per cent to continue supporting share prices.
 
&ldquo As asset quality remains largely benign, and dividend yields stay attractive, comparable to Singapore real estate investment trusts, we expect share prices to remain well-supported in a low interest-rate environment and due to the safe haven appeal of the Singapore dollar,&rdquo she said.
 
Ongoing share buyback programmes across the local banks should also translate to meaningful returns for shareholders, she added.
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prophetjul
Master
28-Jul-2025 09:39     
 
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 Alert Admin 		Hope it retreats to $48

MrBear12      ( Date: 28-Jul-2025 09:31) Posted:

50 today, else don't buy.
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MrBear12
Supreme
28-Jul-2025 09:31     
 
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 Alert Admin 		50 today, else don't buy.
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hokpin
Supreme
28-Jul-2025 09:28     
 
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 Alert Admin 		SGD50 by SG60 is ok lah.

susanbloom      ( Date: 28-Jul-2025 09:19) Posted:

I think $50 this week 

MrBear12      ( Date: 28-Jul-2025 09:01) Posted:

50 today!
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susanbloom
Member
28-Jul-2025 09:19     
 
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 Alert Admin 		I think $50 this week 

MrBear12      ( Date: 28-Jul-2025 09:01) Posted:

50 today!
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MrBear12
Supreme
28-Jul-2025 09:01     
 
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 Alert Admin 		50 today!
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susanbloom
Member
27-Jul-2025 21:10     
 
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 Alert Admin 		Yes that is exactly what I heard also - no smoke without fire 

MrBear12      ( Date: 25-Jul-2025 16:29) Posted:

Black Market speaks of bonus shares 60 per 1000

Fiat500      ( Date: 25-Jul-2025 15:18) Posted:

Dividends hopefully should be the same 60cts + 15cts on 07Aug..Doubt there'll be any pleasant surprises...
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investshare
Supreme
27-Jul-2025 09:00     
 
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 Alert Admin 		Hope so but recent years DBS strategy is reduce equity and capital (high dividend, sbb), rather than increase.

MrBear12      ( Date: 25-Jul-2025 16:29) Posted:

Black Market speaks of bonus shares 60 per 1000

Fiat500      ( Date: 25-Jul-2025 15:18) Posted:

Dividends hopefully should be the same 60cts + 15cts on 07Aug..Doubt there'll be any pleasant surprises...
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BinderyT
Elite
26-Jul-2025 09:37     
 
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 Alert Admin 		Lol!   I wish.

If true, I can buy a COE :).

MrBear12      ( Date: 25-Jul-2025 16:29) Posted:

Black Market speaks of bonus shares 60 per 1000

Fiat500      ( Date: 25-Jul-2025 15:18) Posted:

Dividends hopefully should be the same 60cts + 15cts on 07Aug..Doubt there'll be any pleasant surprises...
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investshare
Supreme
25-Jul-2025 19:00     
 
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 Alert Admin 		Must be very good results then. Just before national day some more sg60. Cannot spoil the celebration mood.

susanbloom      ( Date: 25-Jul-2025 09:21) Posted:

On any pull back it' s a BUY 

There will be a road block at $50 after results announced 

FYI    - 1st August is OCBC results then 7th August are both DBS and UOB
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peiqing77
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25-Jul-2025 17:09     
 
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 Alert Admin 		very chim to understand lol
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huattuatua
Elite
25-Jul-2025 16:37     
 
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 Alert Admin 		lol, dbs bbs shake out weak holders in the morning, now i wt be surprised it closed flat or few cts lower than the historical high.

lets see.
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MrBear12
Supreme
25-Jul-2025 16:29     
 
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 Alert Admin 		Black Market speaks of bonus shares 60 per 1000

Fiat500      ( Date: 25-Jul-2025 15:18) Posted:

Dividends hopefully should be the same 60cts + 15cts on 07Aug..Doubt there'll be any pleasant surprises...
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Fiat500
Veteran
25-Jul-2025 15:18     
 
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 Alert Admin 		Dividends hopefully should be the same 60cts + 15cts on 07Aug..Doubt there'll be any pleasant surprises...
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prophetjul
Master
25-Jul-2025 10:29     
 
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 Alert Admin 		What does ChatGPT say? 

moonsun      ( Date: 25-Jul-2025 09:49) Posted:

Any estimates of earnings?

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GDTrainee
Member
25-Jul-2025 10:12     
 
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Based on the latest SGX disclosure dated  July 11, 2025  15, here is a revised analysis of DBS Group' s share buyback impact:

🔍 Key Updates from July 11, 2025 Buyback



  1. Daily Transaction Details:

    • Shares Purchased: 350,000

    • Price Range:  SGD 45.79&ndash 46.33  (average ~SGD 46.06)

    • Total Outlay:  SGD 16.16 million  (including fees)

    • Cancellation: All 350,000 shares were  immediately cancelled  (no treasury shares held)  15.



  2. Cumulative Buyback Progress:

    • Total Shares Repurchased to Date:  6.93 million  (0.24% of issued shares)  15.

    • Remaining Program Capacity: ~SGD 2.67 billion  of the SGD 3 billion program (based on average price ~SGD 48.20).



  3. Post-Cancellation Capital Structure:

    • Issued Shares Outstanding:  2.837 billion  (down from 2.844 billion pre-buyback)  15.

📊 Revised Price Impact Analysis

✅   Short-Term Support

  • Technical Floor: Recent buybacks occurred near  SGD 45.79&ndash 46.33  (July 11), reinforcing  SGD 46.00 as strong support  12.

  • Volume Absorption: Daily buybacks (e.g., 350k shares) represent  5&ndash 10% of average trading volume, providing consistent demand  211.

💰   Valuation and EPS Impact

Metric Before Buyback (Est.) After Full Execution (Projected)
Shares Outstanding 2.844B ~2.76B (-3.0%)
EPS Accretion Baseline +3.1%  (ceteris paribus)
CET-1 Ratio ~14.5% ~13.7%  (still above regulatory min ~10%)  3

  • ROE Boost: Reduced equity base could lift ROE by  30&ndash 50 bps  toward the 18&ndash 20% target  1011.

⚠ ️   Execution Risks

  • Pace: Current run-rate (~6.93M shares in 3.5 months) implies  full execution may take 2&ndash 3 years.

  • Valuation Sensitivity: Buybacks above  P/B 1.5x  (current: 1.99x  15) risk overpayment if earnings weaken  11.

📈 Market Context & Near-Term Price Range

  • Today' s Trading (July 25):  SGD 48.45&ndash 48.90  (as of 9:55 AM SGT), reflecting consolidation after yesterday&rsquo s high of  SGD 49.21  215.

  • Buyback Influence: Program likely caps dips below  SGD 48.00, with resistance near  SGD 49.30  (psychological barrier)  210.

  • Catalysts Ahead: Q2 earnings (Aug 7, 2025) and Fed rate decisions may drive volatility  11.

🔮 Revised Outlook

  • Bull Case: Full execution + P/B re-rating to 1.7x &rarr   SGD 53.40  (+10% upside).

  • Base Case: Phased buybacks + stable rates &rarr   SGD 48&ndash 50 range  near-term.

  • Bear Case: Economic slowdown forcing buyback pause &rarr   SGD 45&ndash 46 support test  11.

For real-time tracking, monitor  SGX Buyback Disclosures 

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