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chubbybastard Member	11-Mar-2020 22:25        chubbybastard About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it will drop alot lower than $20. Especially after the dividend payment in April. Remember alot of them still holding on becuase of the dividend. Once that is paid, they will start to throw and shortist will start to short. Historically this share always drop a heck of alot after the 1Q dividend payment. Worse so now that coronavirus and what looks more like a GFC is brewing. john_ric      ( Date: 11-Mar-2020 18:42) Posted: next few days to see 20 dollars.
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john_ric Supreme	11-Mar-2020 18:42        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	next few days to see 20 dollars.
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desmodeus Veteran	11-Mar-2020 18:41        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	The more he talk, the more the market drop. Where is the fiscal plan? Starship      ( Date: 11-Mar-2020 18:32) Posted: sun233      ( Date: 11-Mar-2020 16:03) Posted: I' m not saying it will fall to t 08/09 prices. The financial crisis was a very rare occasion. Banks were collapsing. This time is different.   You have to decide what is the best price for you. In this forum there are a lot of doomsayers and cheerleaders. Make your own decision. Personally factoring in growth, earnings and future prospects i would be more comfortable at 16-18 range
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Starship Supreme	11-Mar-2020 18:32        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	sun233      ( Date: 11-Mar-2020 16:03) Posted: I' m not saying it will fall to t 08/09 prices. The financial crisis was a very rare occasion. Banks were collapsing. This time is different.   You have to decide what is the best price for you. In this forum there are a lot of doomsayers and cheerleaders. Make your own decision. Personally factoring in growth, earnings and future prospects i would be more comfortable at 16-18 range. Puppylearn      ( Date: 11-Mar-2020 00:40) Posted: I don't think now the price will drop in old price, price if $18 is very good as all have upgraded
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ysh2006 Supreme	11-Mar-2020 17:38        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS share buyback avg $21.25 1.5M shares....don't who sell to it ?...From the time sale table only see 109 -200 shares normally traded... johnshao      ( Date: 11-Mar-2020 16:14) Posted: No strength today desmodeus      ( Date: 11-Mar-2020 16:12) Posted: going to break 21, then ...
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uiop1223 Supreme	11-Mar-2020 17:29        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At current time, i will ignore analyst reports.
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CheeryVGoh Supreme	11-Mar-2020 17:24        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	UOB KH (11/03/2020) DBS (BUY/S$21.49/Target: S$26.20) &bull Exposures to the O& G sector accounted for 5.6% of DBS&rsquo s total loans as of Dec 16. DBS did not disclose its current exposure to the O& G sector but the amount is likely to have declined significantly due to recoveries and write-offs. &bull Likely to have reduced exposure to shipyards. DBS has exposure of S$1.6b to stateowned/government linked shipyards as of Jun 17. The exposure is likely to have whittled down after Sembcorp Marine retired S$1.5b of bank borrowings using proceeds from issuance of a 5-year subordinated loan facility of S$2b to parent Sembcorp Industries in Jun 19. OCBC (BUY/S$9.72/Target: S$12.25) &bull Exposures to the O& G sector accounted for 5% of OCBC&rsquo s total loans as of Dec 19. &bull Comprehensively addressed exposure to O& G. OCBC marked down the valuation of collaterals for O& G exposures in 1Q19: a) Vessels gainfully employed (70% of oil & gas NPLs) - Marked down to 55-60% of refreshed valuations (40-45% discount). b) Vessels pending employment (30% of oil & gas NPLs) - Marked down to 3% of refreshed valuations, based on scrap value at 6% of refreshed valuation minus cost to transport vessels to scrap yard. UOB (NOT RATED/S$21.94) &bull Exposures to the O& G sector accounted for 4.9% of UOB&rsquo s total loans as of Dec 16. UOB has significantly reduced its exposure to the O& G sector to 2-3% of total loans in 3Q19 when it de-risked its balance sheet (one third: upstream (exploration and shipyards), two thirds downstream (production, refineries and traders)). &bull UOB has also written down valuation of collaterals by 90% (residual balance of 10%) in 4Q17. &bull OCBC and UOB already trading below BVPS. We estimate end-FY20 BVPS at S$20.06 for DBS and S$10.84 for OCBC. DBS is trading at 2020F P/B of only 1.07x, while OCBC is trading below BVPS at 0.90x (1xSD below long-term mean). &bull Attractive dividend yield screams BUY. Over the past 30 years, DBS and OCBC have gone above the dividend yield of 6% once (GFC) and UOB twice (AFC and GFC). A steep correction that causes dividend yield to overshoot to 6% tends to be followed by a sharp rebound. DBS and OCBC currently trade at attractive 2020F dividend yields of 6.2% and 5.9% respectively. &bull We expect dividend payout for Singapore banks to be sustainable due to strong CET-1 CAR, which are above 14%. The banks also have the option to turn on their scrip dividend scheme should regional economies slip into a recession.
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uiop1223 Supreme	11-Mar-2020 16:41        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS doesnt want you to visit them. They want customers to go digital and close more and more branches to cut costs 😁 Unless u high net worth and under wealth management lor satruz      ( Date: 11-Mar-2020 16:05) Posted: Haha so we must visit DBS bank more often cheongweevictor      ( Date: 11-Mar-2020 14:59) Posted: Whether it is rain or shine, the best place for me to be is inside the bank of DBS bank at the town center, sit inside and relax,, feel safe and watch and admire the pretty bank teller. rain, u wont get wet,, then when shine,, it is the coolest place to be.. so no worry. just relax inside here. you be fine, i can assure you,,
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johnshao Member	11-Mar-2020 16:14        johnshao About Contact  Quote this Post!
x 0   x 0  Alert Admin	No strength today desmodeus      ( Date: 11-Mar-2020 16:12) Posted: going to break 21, then ...
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desmodeus Veteran	11-Mar-2020 16:12        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	going to break 21, then ...
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satruz Master	11-Mar-2020 16:05        satruz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha so we must visit DBS bank more often cheongweevictor      ( Date: 11-Mar-2020 14:59) Posted: Whether it is rain or shine, the best place for me to be is inside the bank of DBS bank at the town center, sit inside and relax,, feel safe and watch and admire the pretty bank teller. rain, u wont get wet,, then when shine,, it is the coolest place to be.. so no worry. just relax inside here. you be fine, i can assure you,,
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sun233 Elite	11-Mar-2020 16:03        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m not saying it will fall to t 08/09 prices. The financial crisis was a very rare occasion. Banks were collapsing. This time is different.   You have to decide what is the best price for you. In this forum there are a lot of doomsayers and cheerleaders. Make your own decision. Personally factoring in growth, earnings and future prospects i would be more comfortable at 16-18 range. Puppylearn      ( Date: 11-Mar-2020 00:40) Posted: I don't think now the price will drop in old price, price if $18 is very good as all have upgraded sun233      ( Date: 10-Mar-2020 07:35) Posted: A lot of noise..... DBS low in 2008/2009 was $8 or just below $8. I bought 8.60. Last night,   banks in US fell from between 10-14%. Singapore banks fell 6-8% yesterday. Be informed and make your own decisions. Block out the naysayers and cheerleaders. DO YOUR OWN DUE DELIGENCE.
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uiop1223 Supreme	11-Mar-2020 15:58        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Im still shorting. Will turn to long at $18
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trademaster Supreme	11-Mar-2020 15:52        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is more to time my buying to get lower px for that day if i intend to buy. Not vested yet. johnshao      ( Date: 11-Mar-2020 15:07) Posted: Share buyback can' t support the share price. Its a falling knife now. trademaster      ( Date: 11-Mar-2020 13:36) Posted: buy before the daily share buyback will be good, if we know the timin
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kandinsky Master	11-Mar-2020 15:37        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	No, the interest rate cut is US way of trying to save their economy. uiop1223      ( Date: 11-Mar-2020 15:30) Posted: The local 3 banks have move to get more profits from non-interest income (NI) since 2008 crisis from wealth management and retail. I think this interest rate cut is indicator that recession is coming and NI will fall also. Hence, banks now getting hit
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uiop1223 Supreme	11-Mar-2020 15:30        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The local 3 banks have move to get more profits from non-interest income (NI) since 2008 crisis from wealth management and retail. I think this interest rate cut is indicator that recession is coming and NI will fall also. Hence, banks now getting hit
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kandinsky Master	11-Mar-2020 15:26        kandinsky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lowered rates could also mean increased business for the banks, markets tend to react to things immediate, often very myopic if you ask me. When market goes down, algo machines get triggered to sell, so these machines are the ones that drag the market down, triggering a bear market. Algo machines make money for big boys when market goes up or down, we can never beat them coz they do not pay commission on a trade.
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johnshao Member	11-Mar-2020 15:10        johnshao About Contact  Quote this Post!
x 0   x 0  Alert Admin	The BOE just cut its interest rate. Initially, I thought a rate cut would be benificial for the banks, but afterwards, realised that rate cuts only harms the bank in the long run, in terms of lower net interest margins.
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johnshao Member	11-Mar-2020 15:07        johnshao About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share buyback can' t support the share price. Its a falling knife now. trademaster      ( Date: 11-Mar-2020 13:36) Posted: buy before the daily share buyback will be good, if we know the timing johnshao      ( Date: 11-Mar-2020 11:59) Posted: Anyone buying at discount?
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cheongweevictor Supreme	11-Mar-2020 14:59        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Whether it is rain or shine, the best place for me to be is inside the bank of DBS bank at the town center, sit inside and relax,, feel safe and watch and admire the pretty bank teller. rain, u wont get wet,, then when shine,, it is the coolest place to be.. so no worry. just relax inside here. you be fine, i can assure you,,
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