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3 BIG Spore banks ....:)) Post Reply Rate topic
CheeryVGoh Supreme	10-Jan-2023 12:20        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	UOB purchase of Citibank' s banking business in M' sia & Thailand would be accounted for in Q4, this could  be 1 of the reasons, likely likely won' t give better div. DBS & OCBC might reward with better dividends, akan datang. Adrianinsing      ( Date: 10-Jan-2023 11:56) Posted: This time it is not their results but their forward guidance that matters and with deep recession looming it is best NOT to be any bank till end March 2023 CheeryVGoh      ( Date: 09-Jan-2023 17:35) Posted: UOB going in opposite direction. I guess that UOB Q4 results will not be as good comparing to DBS & OCBC.
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Adrianinsing Elite	10-Jan-2023 11:56        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	This time it is not their results but their forward guidance that matters and with deep recession looming it is best NOT to be any bank till end March 2023 CheeryVGoh      ( Date: 09-Jan-2023 17:35) Posted: UOB going in opposite direction. I guess that UOB Q4 results will not be as good comparing to DBS & OCBC.   FATABA      ( Date: 09-Jan-2023 11:05) Posted: OH and of course the traditional  reason ...OCBC is conservative ....slow n conservative banking growth  Not since the last purchase of WH bank in HK /OCBC in 2014 for $6+B quiet for 8 yrs  LOL
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CheeryVGoh Supreme	09-Jan-2023 17:35        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	UOB going in opposite direction. I guess that UOB Q4 results will not be as good comparing to DBS & OCBC.   FATABA      ( Date: 09-Jan-2023 11:05) Posted: OH and of course the traditional  reason ...OCBC is conservative ....slow n conservative banking growth  Not since the last purchase of WH bank in HK /OCBC in 2014 for $6+B quiet for 8 yrs  LOL  FATABA      ( Date: 09-Jan-2023 10:53) Posted: There are several reasons for this and I doubt anyone can offer a full answer....but in general ..OCBC has constant amount of share buy back ...( not forgetting its value is a third of the large 2 DBS n UOB)  also is a smaller target of shortist n some bb fund ( hate to say this ...DBS n UOB esp this later seem to be targeted tradig of some bb )  it is still trading at 1.1X its book ...cheapest among the 3 big banks . Honestly I wld prefer it to rise slow and steadyly overtime then having large swing ....from investment point of view ( not for trade)  Dyodd
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FATABA Supreme	09-Jan-2023 11:05        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	OH and of course the traditional  reason ...OCBC is conservative ....slow n conservative banking growth  Not since the last purchase of WH bank in HK /OCBC in 2014 for $6+B quiet for 8 yrs  LOL  FATABA      ( Date: 09-Jan-2023 10:53) Posted: There are several reasons for this and I doubt anyone can offer a full answer....but in general ..OCBC has constant amount of share buy back ...( not forgetting its value is a third of the large 2 DBS n UOB)  also is a smaller target of shortist n some bb fund ( hate to say this ...DBS n UOB esp this later seem to be targeted tradig of some bb )  it is still trading at 1.1X its book ...cheapest among the 3 big banks . Honestly I wld prefer it to rise slow and steadyly overtime then having large swing ....from investment point of view ( not for trade)  Dyodd   Hector      ( Date: 09-Jan-2023 09:38) Posted: can someone explain why OCBC is always slower than DBS and UOB in the gaining?
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FATABA Supreme	09-Jan-2023 10:53        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	There are several reasons for this and I doubt anyone can offer a full answer....but in general ..OCBC has constant amount of share buy back ...( not forgetting its value is a third of the large 2 DBS n UOB)  also is a smaller target of shortist n some bb fund ( hate to say this ...DBS n UOB esp this later seem to be targeted tradig of some bb )  it is still trading at 1.1X its book ...cheapest among the 3 big banks . Honestly I wld prefer it to rise slow and steadyly overtime then having large swing ....from investment point of view ( not for trade)  Dyodd   Hector      ( Date: 09-Jan-2023 09:38) Posted: can someone explain why OCBC is always slower than DBS and UOB in the gaining?
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Hector Veteran	09-Jan-2023 09:38        Hector About Contact  Quote this Post!
x 0   x 0  Alert Admin	can someone explain why OCBC is always slower than DBS and UOB in the gaining?
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FATABA Supreme	06-Jan-2023 12:50        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	wow ....First Abu Dhabi bank explored a potential bid for Standard Charter ......$23.1B worth ...that is what SC worth . Share rose 21%  Haha , can you imagine if an offer is going for OCBC or UOB ? lol just speculating
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dontbetray Master	05-Jan-2023 21:48        dontbetray About Contact  Quote this Post!
x 0   x 1  Alert Admin	Mergers and acquisitions stagnated in 2022, but Goldman Sachs dealmakers tell Reuters an upswing may be coming. Companies want to diversify and investors have the funds &mdash they' re just " waiting for economic uncertainty to fade," the bankers say. Stephan Feldgoise, Goldman' s global co-head of M& A, says the firm acknowledges " clear headwinds" in 2023, but sees opportunity for the market to thaw later in the year. It would be a big turnaround: Global M& A values fell 36% from 2021 to 2022, and Goldman is preparing to cut as many as 4,000 jobs to slash expenses. DOYDD, please double check
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Goldfinger Supreme	05-Jan-2023 11:29        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope DBS and OCBC pays out a BIG FAT SPECIAL DIVIDEND.
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FATABA Supreme	05-Jan-2023 10:24        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	ALL 3 banks run up well .....not small rally hor ....DBS up 70 UOB 48 and OCBC 11c  W rising interest and coming result in week of 2oth Feb ....I do expect banks to offer another good full year result ( and increased dividend to match rising interest)  Of course wld see some correction Xd or in March hehe Happy investing.
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Adrianinsing Elite	05-Jan-2023 08:49        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes - I stick by my significantly lower prices by   Friday 31st March at close of the market Any small rally now means a % deeper fall     FATABA      ( Date: 04-Jan-2023 13:50) Posted: Good u put a date , or no body cares about it . NOW w END March as the target ,,,,no worries a LOT of ppl on this forum wld note your prediction .  Not long to wait anyway Adrianinsing      ( Date: 04-Jan-2023 12:00) Posted: Singapore highly likely to follow US into a DEEP recession lasting almost 11/2 years - market will only start to factor this in after January 6th 2023 and by end March 2024 entire market could be down 20% - now is definitely not the time to buy DBS or any other share - stay in cash and await opportunities end March 2023. Deep recession will plunge the banks globally My Singapore Bank targets ( very very confident I can get end March 2023) DBS $30.50 OCBC 11.10 UOB 28.10 DBS CEO can sense the deep recession on the horizon - that is why he sold so many DBS above and around $35 last month Note down my predictions - let us see how close I am on close of Friday March 31st 2023 - that should be the year bottom.
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FATABA Supreme	04-Jan-2023 13:50        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Good u put a date , or no body cares about it . NOW w END March as the target ,,,,no worries a LOT of ppl on this forum wld note your prediction .  Not long to wait anyway Adrianinsing      ( Date: 04-Jan-2023 12:00) Posted: Singapore highly likely to follow US into a DEEP recession lasting almost 11/2 years - market will only start to factor this in after January 6th 2023 and by end March 2024 entire market could be down 20% - now is definitely not the time to buy DBS or any other share - stay in cash and await opportunities end March 2023. Deep recession will plunge the banks globally My Singapore Bank targets ( very very confident I can get end March 2023) DBS $30.50 OCBC 11.10 UOB 28.10 DBS CEO can sense the deep recession on the horizon - that is why he sold so many DBS above and around $35 last month Note down my predictions - let us see how close I am on close of Friday March 31st 2023 - that should be the year bottom.
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Adrianinsing Elite	04-Jan-2023 12:00        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore highly likely to follow US into a DEEP recession lasting almost 11/2 years - market will only start to factor this in after January 6th 2023 and by end March 2024 entire market could be down 20% - now is definitely not the time to buy DBS or any other share - stay in cash and await opportunities end March 2023. Deep recession will plunge the banks globally My Singapore Bank targets ( very very confident I can get end March 2023) DBS $30.50 OCBC 11.10 UOB 28.10 DBS CEO can sense the deep recession on the horizon - that is why he sold so many DBS above and around $35 last month Note down my predictions - let us see how close I am on close of Friday March 31st 2023 - that should be the year bottom.
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FATABA Supreme	04-Jan-2023 10:51        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	W rising interest rate ( and those w housing loan will know the rise ) ....banks NIM is super good for them .  W prudent loan management in all 3 banks . NPL is not a major issue ( provision are set aside)  DBS is back above $34 and the other 2 are following ....result sason coming w UOB on 23rd Feb ( all before the budget 14th Feb )  Happy investing FATABA      ( Date: 03-Jan-2023 14:38) Posted: Many has predict the big crash , or a correction come early Jan 2023. I am not certain about all the other market ....( esp China and maybe even USA) .  HOWEVER I think otherwise for Spore market esp the 3 big banks  2023 earnings are NOT going to be bad . earnings are still good esp w the rising interest rate. Further w economy opening , we can see economy still growing but maybe at a slower pace for 1H 2023 . NOT forgetting w rising interest ...we can expect dividend payout to INCREASE to over 4/5% percent for investment in banks to match of exceed the interest .  MOST important our 3 banks CAN and will be able to pay this higher rates ( payout ratio is only at 50% now )  Further we shld continue to see improvement in AUM . and NIM  Come end Jan / Early Feb ....do expect an interest set of results from all our 3 banks  Happy investing and Happy new year. ** just an estimate ...note I am using a higher price for all 3 stocks.  DBS  40c per qtr , 1.60 a yr at yield of 4.1% if at $34  OCBC 30c x 2 yield of 4.8% if at $12.50  UOB 70cX2 1.40 yield of 4.5% at $31
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FATABA Supreme	03-Jan-2023 14:38        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Many has predict the big crash , or a correction come early Jan 2023. I am not certain about all the other market ....( esp China and maybe even USA) .  HOWEVER I think otherwise for Spore market esp the 3 big banks  2023 earnings are NOT going to be bad . earnings are still good esp w the rising interest rate. Further w economy opening , we can see economy still growing but maybe at a slower pace for 1H 2023 . NOT forgetting w rising interest ...we can expect dividend payout to INCREASE to over 4/5% percent for investment in banks to match of exceed the interest .  MOST important our 3 banks CAN and will be able to pay this higher rates ( payout ratio is only at 50% now )  Further we shld continue to see improvement in AUM . and NIM  Come end Jan / Early Feb ....do expect an interest set of results from all our 3 banks  Happy investing and Happy new year. ** just an estimate ...note I am using a higher price for all 3 stocks.  DBS  40c per qtr , 1.60 a yr at yield of 4.1% if at $34  OCBC 30c x 2 yield of 4.8% if at $12.50  UOB 70cX2 1.40 yield of 4.5% at $31
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DuplexCH Senior	30-Nov-2022 17:20        DuplexCH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big buying of all 3 banks after closure
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FATABA Supreme	18-Nov-2022 09:53        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Wow for one week trade 14/18 today ...out banks has all power up crossing  DBS 36, OCBC 12.60 and UOB 30.55  Are there more to go ....... 1. Interest rate are still rising ...yes maybe slower rate .....NIM of all banks are growing ....those w housing loan will know very well 2. AUM are growing .....dont under estimate this .....just 1% of the rich CHinese /Hk run road here will be very large for us.  3. Point 2 brought about growth in high end housing loan ( NOT hdb type but condo over $M type)....the higher nett worth are coming here.  ( we local and shout about all this ...BUT PLEASE note Spore NEED this type of investment and growth ....esp after a pandemic....best time to capture it for a ZERO resources island )  4. My personal view is there will be a revision of dividend rate ( have to match rising interest for investor to keep their investment in Banks shares)  5. ALL 3 have room to pay special dividend or an new rate ( look at their capital reserve and payout ratio )  Happy investing but do expect some profit taking on its way to result season before CNY  DYODD   FATABA      ( Date: 14-Nov-2022 10:54) Posted: LOl no bubble was found anywhere....actual fact, market response w a clean break abovve the 3200 mark  All 3 banks power above critical level ...dbs 35 , UOB 29.80 and ocbc above 12.30  Certainly several positive news are powering market .... Dem winning the senate  Inflation seem to be cap ( at least for the moment ) and IF one more good data , mkt can fly  China USA talk ...whatever, willingness to sit down and talk is positive. ( I doubt the talk will be bad. At ,most will be oridinary ...as both side have too much to lost )  Russia seem to be moving out  ..knowing a LONG continue war is NOT good and infact seriously bad for Russia.  Maybe and hopefully the world is moving back to some normacy and a milli Santa rally can happen  Good luck earth  Adrianinsing      ( Date: 09-Nov-2022 16:12) Posted: Sorry to burst the bubble ! I am a realist and will hold long term Once ex Dividend on 11th DBS will start the inevitable and inexorable slide down as it always does ex dividend - and UOB and OCBC will follow - as DBS leads the direction - it is not about catching up- same pattern every quarter since 1987
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FATABA Supreme	15-Nov-2022 14:20        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	UOB breaks $30 faster then my expectation .    ALL 3 banks are going forward to adjust their full year result in end Jan/Feb ....???  giving SH a good CNY angpow . As to the adjustment , your guess is as good as mine.  W rising interest rate....it more then justify a better dividend rate.  DYODD Happy investing.
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FATABA Supreme	14-Nov-2022 16:43        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	not forgetting it just Xd end of last week so some profit taking is expected .  UOb is very strong ....and all 3 banks are trading w good volume.  May have more room to go  Dyodd john_ric      ( Date: 14-Nov-2022 16:33) Posted: Uob still strong . Dbs losing steam.
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john_ric Supreme	14-Nov-2022 16:33        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	Uob still strong . Dbs losing steam.
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