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ocbc buyers fight back from the shortists Post Reply Rate topic
chartistkaohz Elite	13-Aug-2025 14:08        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	以 下 是 关 于 新 加 坡 房 地 产 投 资 信 托 （ S-REITs） 市 场 周 期 的 中 文 解 释 ：   📊 新 加 坡 REIT市 场 周 期 分 析 🟢 2019年 高 峰 期 利 率 处 于 低 位 ， REITs提 供 稳 定 的 股 息 收 益 ， 吸 引 大 量 投 资 者 。 商 业 、 零 售 、 工 业 地 产 需 求 强 劲 ， 资 产 估 值 高 。 投 资 者 追 求 ?类 债 券 ?资 产 ， 推 动 REIT价 格 上 涨 。   🔻 2020至 2024年 ： 市 场 回 调 疫 情 冲 击 ： 零 售 和 酒 店 类 REIT受 封 锁 影 响 严 重 。 加 息 周 期 ： 利 率 上 升 使 债 券 更 具 吸 引 力 ， REIT估 值 受 压 。 远 程 办 公 趋 势 ： 办 公 空 间 需 求 下 降 ， 影 响 办 公 类 REIT。 分 派 收 益 （ DPU） 下 降 ， 净 资 产 价 值 （ NAV） 折 价 扩 大 。   🏦 2024年 后 ： 养 老 金 基 金 重 新 关 注 REITs ✅ 特 点 与 优 势 稳 定 现 金 流 ： 适 合 养 老 金 基 金 长 期 负 债 匹 配 。 估 值 吸 引 ： NAV折 价 提 供 低 位 布 局 机 会 。 资 产 多 元 化 ： 涵 盖 物 流 、 数 据 中 心 、 零 售 等 领 域 。 抗 通 胀 能 力 ： 租 金 调 整 与 资 产 重 估 可 对 冲 通 胀 。 📈 增 长 亮 点 零 售 人 流 恢 复 ， 旅 游 业 回 暖 ， 物 流 需 求 强 劲 。 REITs通 过 资 产 重 组 提 升 组 合 质 量 。 ESG（ 环 境 、 社 会 、 治 理 ） 转 型 吸 引 机 构 资 金 。   ⚠ ️ 面 临 的 挑 战 利 率 波 动 影 响 融 资 成 本 与 估 值 。 政 策 风 险 ， 如 税 务 或 房 地 产 法 规 变 化 。 行 业 差 异 ： 零 售 与 工 业 类 REIT恢 复 速 度 不 同 。   🛠 ️ 应 对 策 略 REITs方 面 ： 优 化 债 务 结 构 ， 降 低 融 资 成 本 。 地 理 与 行 业 多 元 化 ， 分 散 风 险 。 提 升 资 产 质 量 ， 推 动 绿 色 建 筑 与 可 持 续 发 展 。 养 老 金 基 金 方 面 ： 长 期 布 局 优 质 REITs， 锁 定 稳 定 收 益 。 与 REIT管 理 方 合 作 ， 参 与 联 合 投 资 项 目 。 聚 焦 物 流 、 医 疗 、 数 据 中 心 等 抗 周 期 板 块 。
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chartistkaohz Elite	13-Aug-2025 11:33        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	the crazy rich will buy oversold s reits soon https://youtu.be/YSMWN8VpY6A?si=vA24L71dsvFws9ve
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chartistkaohz Elite	13-Aug-2025 11:26        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your observation about Singapore REITs (S-REITs) peaking in 2019, followed by a sell-off from 2020 to 2024, and then renewed interest from pension funds is a reflection of broader market cycles and institutional investment behavior. Here's a structured analysis:   📈 S-REITs: Market Cycle Overview 🟢 Peak in 2019 Low interest rates made REITs attractive for yield-seeking investors. Strong demand for commercial, retail, and industrial properties. High valuations and tight cap rates. 🔻 Sell-Off (2020?2024) COVID-19 impact: Retail and hospitality REITs suffered due to lockdowns. Rising interest rates: Reduced attractiveness of REITs vs. bonds. Remote work trends: Weakened demand for office space. Valuation compression: NAV discounts widened, and DPU (distribution per unit) declined.   🏦 Renewed Interest by Pension Funds (Post-2024) ✅ Features & Benefits Stable income streams: Ideal for long-term liabilities of pension funds. NAV discounts: Attractive entry points for institutional investors. Diversification: Exposure to real assets across sectors (logistics, data centers, retail). Inflation hedge: Rental escalations and asset revaluations offer protection. 📈 Gain Points Improved fundamentals: Recovery in retail footfall, travel, and logistics. Asset recycling: REITs selling non-core assets to strengthen portfolios. ESG focus: Green buildings and sustainability attract institutional capital.   ⚠ ️ Pain Points & Challenges Interest rate volatility: Affects borrowing costs and valuation. Regulatory risks: Changes in tax or property rules. Sector-specific risks: E.g., retail vs. industrial REITs have different recovery paths.   🛠 ️ Solutions & Strategic Moves REITs are: Refinancing debt at better terms. Diversifying portfolios geographically and sector-wise. Enhancing asset quality through redevelopment and ESG upgrades. Pension funds are: Taking long-term positions in undervalued REITs. Partnering with REIT managers for co-investment opportunities. Focusing on resilient sectors like logistics, healthcare, and data centers.
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chartistkaohz Elite	13-Aug-2025 11:09        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	my shift in investment preference from banks (DBS, OCBC, UOB) during COVID and circuit breaker periods to property developers (CityDev, Bukit Sembawang, UOL) after December 2024 reflects a strategic response to changing market conditions and opportunities. Here?s a breakdown of the features, benefits, gain points, pain points, challenges, and solutions for both phases:   🏦 Phase 1: COVID & Circuit Breaker ? Preference for DBS, OCBC, UOB ✅ Features & Benefits Strong balance sheets and government backing. Stable dividend payouts even during economic downturns. Digital banking growth accelerated during lockdowns. Low interest rates boosted loan demand and mortgage activity. 📈 Gain Points Banks were defensive stocks with reliable income. Benefited from government stimulus and central bank liquidity. Valuations were attractive due to market panic. ⚠ ️ Pain Points Credit risks from business defaults. Low net interest margins due to ultra-low interest rates. Uncertainty in global trade and loan growth. 🛠 ️ Challenges & Solutions Challenge: Economic slowdown and rising NPLs (non-performing loans). Solution: Banks tightened lending standards and diversified income via wealth management and digital services.   🏘 ️ Phase 2: Post-Dec 2024 ? Preference for CityDev, Bukit Sembawang, UOL ✅ Features & Benefits Undervalued property assets with strong NAV discounts. Recovery in property demand post-COVID. Strategic divestments unlocking value (e.g., CDL?s South Beach deal). Stable dividend yields and strong land banks. 📈 Gain Points Capital appreciation potential as property prices rebound. Strong sales momentum in residential projects. NAV discount offers upside if market re-rates. ⚠ ️ Pain Points Interest rate risks affecting mortgage affordability. Government cooling measures in Singapore. Hotel segment drag for CDL due to global travel recovery lag. 🛠 ️ Challenges & Solutions Challenge: Policy headwinds and FX losses. Solution: Developers focus on high-demand residential projects, strategic asset recycling, and overseas diversification.   🔄 Strategic Shift Summary
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chartistkaohz Elite	13-Aug-2025 11:03        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	during 2020 to 2023 my preference buy choice is sg bank shares after Dec 2924 I go for uOL Bukit sembawang and citydev
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chartistkaohz Elite	13-Aug-2025 10:55        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	only peace can both big power have $$$$ https://youtu.be/OOyxpP3Cah0?si=zQoIXZrsfsgaGSb5 not wars
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chartistkaohz Elite	13-Aug-2025 10:51        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	looking for sat 30 or COVID 40 to buy more OCBC shares
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chartistkaohz Elite	13-Aug-2025 10:49        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	why I brought OCBC during COVID https://youtu.be/nrrPIo_T06k?si=Vcu_HhzGNYHuVfp5
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chartistkaohz Elite	13-Aug-2025 10:38        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	making money of the long CCB in the sg stock mkt https://youtu.be/pdRVD0OJg3c?si=OvtxnT_HdYGcTvkj
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chartistkaohz Elite	13-Aug-2025 10:31        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	during the doom and gloom day of 2029 to 2023 we were hit by fear and analyse till paralyzed https://youtu.be/s1ysoohV_zA?si=yAh0jLONMfcR6f7D the fear were made worst by 3 ccb
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chartistkaohz Elite	13-Aug-2025 10:24        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	during the COVID CCB I brought into the bank shares https://youtu.be/EPmTGFg06zA?si=2XJFT_Ww0mJGUFxX
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chartistkaohz Elite	13-Aug-2025 09:31        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	以 下 是 根 据 2025年 上 半 年 财 报 分 析 ， 为 **丰 益 国 际 （ Wilmar International） 和 城 市 发 展 有 限 公 司 （ City Developments Limited, CDL） **撰 写 的 中 文 买 入 报 告 ：   📌 丰 益 国 际 （ Wilmar International） 买 入 报 告 🧾 财 务 亮 点 营 业 额 ： 328.9亿 美 元 ， 同 比 增 长 6.3% 税 前 利 润 ： 9.38亿 美 元 ， 同 比 增 长 26.3% 净 利 润 ： 5.95亿 美 元 ， 同 比 增 长 3% 核 心 净 利 润 ： 5.84亿 美 元 ， 同 比 下 降 3.7% 每 股 收 益 （ EPS） ： 9.5美 分 ， 同 比 增 长 2.2% 中 期 股 息 ： 每 股 新 币 0.04元 ， 8月 28日 派 发 🔍 分 部 表 现 种 植 与 制 糖 业 务 ： 税 前 利 润 增 长 三 倍 至 2.02亿 美 元 ， 受 益 于 棕 榈 油 价 格 回 升 食 品 业 务 ： 税 前 利 润 增 长 34%， 中 国 面 粉 与 大 米 业 务 表 现 强 劲 饲 料 与 工 业 产 品 ： 税 前 利 润 下 降 29%， 热 带 油 脂 利 润 受 压 联 营 公 司 与 合 资 企 业 ： 贡 献 翻 倍 至 1.97亿 美 元 📈 投 资 亮 点 业 务 多 元 化 ， 涵 盖 农 业 、 食 品 、 工 业 产 品 ， 具 备 抗 周 期 能 力 现 金 流 强 劲 ， 自 由 现 金 流 达 12.5亿 美 元 资 产 负 债 表 稳 健 ， 净 负 债 率 降 至 0.87倍 联 营 公 司 贡 献 持 续 增 长 ， 未 来 潜 力 可 期 ⚠ ️ 风 险 因 素 热 带 油 脂 利 润 波 动 地 缘 政 治 与 气 候 风 险 影 响 供 应 链 汇 率 波 动 可 能 影 响 盈 利 ✅ 投 资 建 议 丰 益 国 际 是 一 家 稳 健 的 防 御 型 企 业 ， 适 合 追 求 稳 定 股 息 的 投 资 者 。 尽 管 部 分 业 务 面 临 利 润 压 力 ， 但 整 体 财 务 状 况 良 好 ， 建 议 **?买 入 ?**， 并 长 期 持 有 以 获 取 稳 定 回 报 。   📌 城 市 发 展 有 限 公 司 （ CDL） 买 入 报 告 🧾 财 务 亮 点 股 东 应 占 净 利 润 （ PATMI） ： 9120万 新 币 ， 同 比 增 长 3.9% 营 业 额 ： 17亿 新 币 ， 同 比 增 长 6.25% 特 别 中 期 股 息 ： 每 股 新 币 0.03元 🔍 业 务 表 现 房 地 产 开 发 表 现 强 劲 ， 项 目 如 Copen Grand EC已 售 罄 其 他 贡 献 项 目 包 括 ： The Myst、 Norwood Grand、 CanningHill Piers等 酒 店 业 务 税 前 亏 损 8440万 新 币 ， 外 汇 亏 损 6310万 新 币 📈 投 资 亮 点 房 地 产 项 目 销 售 强 劲 ， 现 金 流 稳 定 资 产 处 置 （ 如 South Beach项 目 ） 释 放 价 值 ， 预 计 第 三 季 确 认 4.65亿 新 币 收 益 每 股 净 资 产 （ NAV） 为 新 币 10.10元 ， 股 价 仅 为 新 币 6.35元 ， 存 在 明 显 折 价 ⚠ ️ 风 险 因 素 酒 店 业 务 仍 受 全 球 旅 游 不 确 定 性 影 响 外 汇 波 动 与 利 率 上 升 可 能 影 响 盈 利 新 加 坡 房 地 产 降 温 政 策 可 能 压 缩 利 润 空 间 ✅ 投 资 建 议 CDL资 产 丰 富 ， 估 值 偏 低 ， 具 备 长 期 价 值 重 估 潜 力 。 建 议 **?买 入 ?**， 适 合 寻 求 资 本 增 值 的 投 资 者 。
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chartistkaohz Elite	13-Aug-2025 09:18        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Here's a detailed analysis of Wilmar International and City Developments Limited (CDL) based on their 1H2025 earnings and broader outlook:   🧠 Wilmar International ? Analysis & Outlook 🔍 Profit Analysis Revenue grew 6.3% YoY to US$32.89B, showing resilience in a volatile commodity environment. Net Profit rose modestly by 3% to US$594.9M, while Core Net Profit dipped 3.7%, indicating some underlying margin pressure. Strong performance in Plantation & Sugar Milling (tripled profit) and Food Products (↑ 34%) offset weakness in Feed & Industrial Products (↓ 29%). 📈 Outlook Positive Factors: Recovery in palm oil prices and strong demand in China. Improved contributions from joint ventures and associates. Strong free cash flow and lower gearing (0.87x) support future growth and dividends. Risks: Margin pressure in tropical oils. Geopolitical and climate-related risks affecting agri-commodity supply chains. Currency fluctuations impacting profitability. 💡 My Take: Wilmar remains a defensive play with diversified operations across food, agriculture, and industrial products. Its strong cash flow and dividend payout make it attractive for income investors. However, margin volatility and commodity price swings are key risks to monitor.   🧠 City Developments Limited (CDL) ? Analysis & Outlook 🔍 Profit Analysis PATMI rose 3.9% to S$91.2M, with revenue up 6.25% to S$1.7B. Strong contributions from property development, especially fully sold projects like Copen Grand EC. Hotel operations posted a pre-tax loss of S$84.4M, and FX losses of S$63.1M weighed on results. 📈 Outlook Positive Factors: Robust pipeline of residential projects and strong sales momentum. Strategic divestments (e.g., South Beach stake) unlocking value. NAV of S$10.10 vs. share price of S$6.35 suggests undervaluation. Risks: Hotel segment remains weak due to global travel uncertainties. FX volatility and interest rate risks. Singapore property cooling measures could impact future margins. 💡 My Take: CDL is in a transition phase, balancing property development strength with challenges in hospitality. Its asset-rich balance sheet and strategic moves (like divestments) position it well for long-term value creation. For investors, CDL offers capital appreciation potential if the market re-rates its NAV discount.   📊 Comparison Summary                 chartistkaohz      ( Date: 12-Aug-2025 15:19) Posted: Buying Dairy Farm International (DFI) in a backdrop of global interest rate cuts can make sense for several reasons: --- 1. Lower borrowing costs Rate cuts reduce financing costs for companies, which is positive for retailers like DFI that often have significant working capital needs and lease liabilities. Lower interest expenses improve net profit margins. 2. Consumer spending boost Rate cuts typically aim to stimulate economies. Lower rates encourage spending instead of saving, which can benefit DFI?s supermarkets, convenience stores, and health & beauty retail outlets. 3. Defensive business model DFI sells daily necessities (food, personal care), so demand is relatively stable even in slower economies. Rate cuts can further support sales growth, especially in discretionary segments like health & beauty. 4. Currency and valuation tailwinds In Asia, where DFI operates, rate cuts can lead to local currency depreciation against the USD, potentially attracting foreign investors to regional equities. A lower discount rate in valuation models (e.g., DCF) increases the present value of future cash flows, potentially supporting higher share prices. 5. Recovery positioning If rate cuts are part of a global easing cycle, investors may be positioning ahead of economic recovery, expecting DFI?s earnings to benefit when consumer confidence rebounds. --- If you want, I can also show you how DFI?s historical share price has reacted in previous interest rate cut cycles so we can see if this is a pattern worth tracking. Would that help?
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chartistkaohz Elite	12-Aug-2025 15:19        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buying Dairy Farm International (DFI) in a backdrop of global interest rate cuts can make sense for several reasons: --- 1. Lower borrowing costs Rate cuts reduce financing costs for companies, which is positive for retailers like DFI that often have significant working capital needs and lease liabilities. Lower interest expenses improve net profit margins. 2. Consumer spending boost Rate cuts typically aim to stimulate economies. Lower rates encourage spending instead of saving, which can benefit DFI?s supermarkets, convenience stores, and health & beauty retail outlets. 3. Defensive business model DFI sells daily necessities (food, personal care), so demand is relatively stable even in slower economies. Rate cuts can further support sales growth, especially in discretionary segments like health & beauty. 4. Currency and valuation tailwinds In Asia, where DFI operates, rate cuts can lead to local currency depreciation against the USD, potentially attracting foreign investors to regional equities. A lower discount rate in valuation models (e.g., DCF) increases the present value of future cash flows, potentially supporting higher share prices. 5. Recovery positioning If rate cuts are part of a global easing cycle, investors may be positioning ahead of economic recovery, expecting DFI?s earnings to benefit when consumer confidence rebounds. --- If you want, I can also show you how DFI?s historical share price has reacted in previous interest rate cut cycles so we can see if this is a pattern worth tracking. Would that help?
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chartistkaohz Elite	12-Aug-2025 15:04        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	是 的 ， 澳 大 利 亚 储 备 银 行 （ RBA） 今 天 （ 2025年 8月 12日 ） 宣 布 降 息 ， 将 官 方 现 金 利 率 下 调 25个 基 点 ， 从 3.85% 降 至 3.60%， 这 是 今 年 的 第 三 次 降 息 ， 也 是 自 2023年 4月 以 来 的 最 低 水 平 1 2 3。 降 息 原 因 分 析 ： 通 胀 回 落 至 目 标 区 间 最 新 数 据 显 示 ， 澳 大 利 亚 第 二 季 度 的 通 胀 率 降 至 2.1%， 这 是 自 2021年 3月 以 来 的 最 低 水 平 ， 且 处 于 RBA设 定 的 2%?3%目 标 区 间 1 3。 经 济 增 长 放 缓 RBA将 2025年 全 年 GDP增 长 预 期 从 2.1% 下 调 至 1.7%， 主 要 由 于 贸 易 环 境 变 化 和 消 费 支 出 疲 软 3。 失 业 率 上 升 失 业 率 从 4.1%升 至 4.3%， 显 示 劳 动 力 市 场 开 始 降 温 ， 这 也 为 货 币 政 策 宽 松 提 供 了 空 间 1。 全 球 经 济 不 确 定 性 RBA指 出 全 球 经 济 仍 面 临 高 度 不 确 定 性 ， 尤 其 是 贸 易 摩 擦 和 地 缘 政 治 风 险 ， 因 此 需 要 采 取 预 防 性 措 施 以 支 撑 国 内 经 济 1。 对 民 众 的 影 响 ： 房 贷 利 率 下 降 ： 澳 洲 四 大 银 行 已 开 始 响 应 降 息 ， 房 贷 利 率 将 下 调 0.25%， 预 计 每 月 可 为 房 主 节 省 约 74澳 元 2。 储 蓄 利 率 可 能 下 调 ： 储 户 可 能 面 临 利 息 收 入 减 少 的 情 况 。 消 费 与 投 资 刺 激 ： 更 低 的 利 率 有 助 于 刺 激 消 费 和 企 业 投 资 ， 推 动 经 济 复 苏 。 如 果 你 想 了 解 这 次 降 息 对 股 市 、 汇 率 或 房 地 产 市 场 的 具 体 影 响 ， 我 可 以 进 一 步 分 析 。 是 否 需 要 我 帮 你 整 理 成 中 文 报 告 或 图 表 ？
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chartistkaohz Elite	12-Aug-2025 14:36        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	As of now, there are no publicly available sources explaining why Silchester International Investors increased their stake in ComfortDelGro to 7.03% by 21 July 2025. However, here are some possible reasons based on typical institutional investment behavior: Undervaluation Opportunity: Silchester may view ComfortDelGro as undervalued relative to its fundamentals, making it a good long-term investment. Dividend Yield: ComfortDelGro has historically offered stable dividends, which may appeal to value-focused investors like Silchester. Strategic Positioning: Increasing their stake could be part of a broader strategy to gain more influence or voting power in the company. Recovery Potential: If ComfortDelGro is expected to recover from recent challenges (e.g., post-pandemic transport demand), Silchester might be positioning early for future gains. Portfolio Rebalancing: Silchester may be reallocating capital from other holdings into ComfortDelGro due to sector or regional strategy shifts. ?
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chartistkaohz Elite	12-Aug-2025 05:03        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Here is the yearly dividend yield for Aspial Lifestyle (SGX:5UF) from 2022 to 2025, based on the most recent and reliable data: 📊 Yearly Dividend Yield Summary           2025: Only one dividend of SGD 0.0038 was paid as of June 2025 1 2 3. 2024: Two dividends totaling SGD 0.008 were paid (May and December) 1 2. 2023: Two dividends of SGD 0.004 each were paid in April and October 1 2. 2022: One dividend of SGD 0.0065 was paid in August 1 2.
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chartistkaohz Elite	11-Aug-2025 15:58        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Here?s what you can expect from ComfortDelGro regarding its upcoming earnings and dividend declaration: 📊 Earnings Report ? August 12, 2025 ComfortDelGro is scheduled to release its Q2 2025 earnings on August 12, 2025 1. The consensus EPS forecast is not yet confirmed, but last year?s EPS for the same quarter was SGD 0.03 1. Analysts currently maintain a ?Strong Buy? rating, indicating optimism about the company?s performance 1. 💰 Expected Dividend ComfortDelGro typically pays dividends twice a year, in May and August 2. The most recent dividend paid in May 2025 was SGD 0.0425 3. For the August 2025 payout, analysts forecast a total annual dividend of SGD 0.09, suggesting the upcoming dividend could be around SGD 0.0475 (if split evenly with May) 3. This would represent a 17% increase over the 2024 dividend per share of SGD 0.0777 3. 📈 Dividend Yield & Payout Current dividend yield is approximately 5.9%, which is above the historical average of 4.3% 3. The payout ratio based on earnings is around 80%, indicating a sustainable dividend policy 3. Would you like help estimating your potential dividend income based on your shareholding?
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chartistkaohz Elite	11-Aug-2025 09:07        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buying OCBC shares after the ex-dividend date (8 August 2025) can still be a strategic move depending on your investment goals. Here's why:   📌 Key Reasons to Consider Buying OCBC Shares After Ex-Dividend 1. Dividend Yield Remains Attractive OCBC offers a trailing dividend yield of around 5.9%, which is higher than many low-risk instruments like Singapore Savings Bonds and fixed deposits 1. Even though you won?t receive the upcoming dividend, future payouts remain compelling. 2. Strong Financial Health OCBC maintains a CET1 capital ratio of 17.0%, well above regulatory requirements 1. This indicates strong financial stability and the ability to sustain dividends and weather economic shifts. 3. Resilient Earnings Performance Despite margin pressures, OCBC reported S$3.70 billion in net profit for the first half of 2025, supported by: Fee income growth (+19%) Wealth management fees (+25%) Trading income (+6%) 1 This diversified income base helps maintain profitability even when interest margins tighten. 4. Valuation Appeal OCBC trades at around 1.2× book value, making it more attractive to value-oriented investors compared to DBS, which trades near 2× book 1. 5. Long-Term Growth Potential OCBC has delivered a 96% total return over the past 5 years, outperforming the Straits Times Index 1. Its regional exposure and insurance arm (Great Eastern) provide additional growth avenues. 6. Dividend Growth and Buybacks OCBC has a history of growing dividends and recently announced a S$2.5 billion capital-return plan, including special dividends and share buybacks 1 2.   ⚠ ️ What to Keep in Mind Price Adjustment: After the ex-dividend date, the share price typically drops by the dividend amount (S$0.41 in this case 3). No Immediate Dividend: Buying after 8 August means you won?t receive the upcoming payout on 21 August. Market Timing: Consider broader market conditions and interest rate trends, which may affect bank margins and stock prices.
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chartistkaohz Elite	08-Aug-2025 15:21        chartistkaohz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Suntec REIT and ComfortDelGro are among the stocks likely to attract attention from fund managers appointed under MAS?s S$5 billion Equity Market Development Programme (EQDP)?here?s the breakdown: --- Context: The S$5 Billion Programme The Monetary Authority of Singapore (MAS) launched the S$5 billion EQDP in February 2025. It aims to bolster Singapore?s equity markets by partnering with fund managers to invest in Singapore-listed stocks, especially encouraging active management that strengthens liquidity, deepens participation, and expands research coverage?particularly beyond the top-tier index stocks. --- Why ComfortDelGro? Strong recent performance & institution interest: As a transport giant, ComfortDelGro posted solid results?revenue and operating profit growth in 2024 and Q1 2025. Institutional inflows: Among non-STI-listed stocks in 2023, ComfortDelGro attracted the largest net institutional inflow, signaling market confidence in its fundamentals. Meets research-based screening criteria: Analysts noted it matches several value metrics favored by fund managers (e.g., dividend yield, profitability, and domestic revenue exposure). --- Why Suntec REIT? Operational strength: Suntec REIT?s Q1 2025 report showed positive growth?3.4% increase in revenue, 5% growth in net property income (NPI), strong office and retail occupancies (around 98%+), and healthy rental reversions (8% office, 10.3% retail). High-profile, diversified portfolio: With AUM over S$12 billion and properties across multiple countries, it remains a major player among Singapore REITs. Yet, discounted valuation: Despite solid fundamentals, it suffered institutional net outflows of ~S$177 million in 2023 and sits at a lower price-to-book ratio?making it a potential value play for funds seeking upside potential. --- At a Glance Stock Why Fund Managers Might Focus on It ComfortDelGro Proven operational momentum + strong institutional inflows + favorable metrics for active fund strategies Suntec REIT Healthy fundamentals + diversified exposure + potential upside via undervaluation and improved operations --- The Bigger Picture The EQDP favors fund strategies that actively invest across a diversified range of Singapore-listed equities?including small- and mid-caps?and are capable of attracting external capital and enhancing market vibrancy. Both ComfortDelGro and Suntec REIT?though on different ends of the spectrum?fit key parts of that thesis: one with momentum and liquidity, the other with value and operational resilience. If you'd like, I can pull up direct quotes, financial data, or comparison tables next?just let me know!
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