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Yes. I like that.
MrBear12 ( Date: 10-Feb-2025 08:32) Posted:
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No my friend. Dbs will not be 50. More likely 100 on nyse
Delvyss ( Date: 10-Feb-2025 08:31) Posted:
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Assuming if DBS were to be traded on the NYSE, I doubt it will still be at this level. PB basis, the American banks are much higher.
Think DBS deserve much higher valuation and $50 may not be far fetched within 2025. :)
Think DBS deserve much higher valuation and $50 may not be far fetched within 2025. :)
Been hibernating in Winter and sleeping in the sun when it finally comes out.
But because today is the current dbs ceo's final full year report, bear bear has decided to get up from deep sleep, get tattooed, press a few hundred buttons on his tablet, to join the gangsters" play in the black market.
See if we can play this counter up to 50 dollars...
Based on an earnings per share of at least 4.20
An ROE of at least 20
And a PB ratio of 1.5 thereabouts
Plus a capital reduction of 5 dollars a share!
Dream on gangster bear... ...
But because today is the current dbs ceo's final full year report, bear bear has decided to get up from deep sleep, get tattooed, press a few hundred buttons on his tablet, to join the gangsters" play in the black market.
See if we can play this counter up to 50 dollars...
Based on an earnings per share of at least 4.20
An ROE of at least 20
And a PB ratio of 1.5 thereabouts
Plus a capital reduction of 5 dollars a share!
Dream on gangster bear... ...
Bro have any kang tau or fresh info on the OCBC/GE matter ?
Yea, a good reminder of the $3 billion share buyback programme. So it will resume after 10 Feb. For now, it is still in the infancy stage of the share buyback.
aragosta ( Date: 31-Jan-2025 11:35) Posted:
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And btw..... sbb, which has been on hold for the past few weeks becoz of pending results, should resumes after Feb 10...... note that price had been very steady at current level without sbb...... so imagine what potent impact, again, when it resumes......it would be a killer, esp for the kateks ......
Thanks for correcting me and the generous sharing.
Wah, will be magnificient if got surprise payout. Looking forward to 10 Feb. :)
Wah, will be magnificient if got surprise payout. Looking forward to 10 Feb. :)
aragosta ( Date: 31-Jan-2025 10:42) Posted:
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Just a stone throw away :)
Delvyss ( Date: 23-Jan-2025 13:43) Posted:
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Hold tight tight ..... https://www.businesstimes.com.sg/companies-markets/dbs-may-declare-special-dividend-s0-50-share-raise-ordinary-dps-s0-60-cgsi
Buy Malaysian bank is no good?
1st day of move towards 5 Feb 2025
https://www.dividendmax.com/singapore/singapore-exchange/financial-services/dbs-group-holdings-ltd/dividends
https://www.dividendmax.com/singapore/singapore-exchange/financial-services/dbs-group-holdings-ltd/dividends
DBS, OCBC slated for Q4 net profit growth
https://asianbankingandfinance.net/news/dbs-ocbc-slated-q4-net-profit-growth
DBS' s Share Price Hit an All-Time High Above S$45: What' s Next for Singapore&rsquo s Largest Bank?
https://thesmartinvestor.com.sg/dbss-share-price-hit-an-all-time-high-above-s45-whats-next-for-singapores-largest-bank/
Banks are poised to get a boost from Johor-Singapore Special Economic Zone: Observers
https://www.straitstimes.com/business/banks-are-poised-to-get-a-boost-from-johor-singapore-special-economic-zone-reports
https://www.straitstimes.com/business/companies-markets/from-banks-to-tech-potential-singapore-winners-from-the-johor-singapore-sez
Singaporean banks reach all-time high after Johor-Singapore Special Economic Zone agreement
https://theedgemalaysia.com/node/740330
JS-SEZ might have increased urgency for DBS to expand into Malaysian market: CreditSights
https://www.theedgesingapore.com/capital/brokers-calls/js-sez-might-have-increased-urgency-dbs-expand-malaysian-market-creditsights
Alliance Bank confident of achieving 10% loan growth, ROE of over 10% in FY2025u
https://theedgemalaysia.com/node/740152
Top 25 banks market cap rises 27.1% in Q4 2024
ICBC is APAC&rsquo s top bank in terms of market cap DBS rises to 23rd spot.
https://asianbankingandfinance.net/investment-banking/news/top-25-banks-market-cap-rises-271-in-q4-2024
Singapore banks face margin pressures in 2025 as interest rates head south
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/singapore-banks-face-margin-pressures-in-2025-as-interest-rates-head-south-87065741
DBS, UOB and OCBC near all-time highs. Worth buying at 5% dividend yield?https://growbeansprout.com/dbs-uob-ocbc-singapore-bank-share-price-dividend-jan-2025
Looking for a special dividend and increase in DPS. Hope it will come true.
DBS Globally
DBS: Transforming a banking leader into a technology leader
https://www.mckinsey.com/capabilities/mckinsey-digital/how-we-help-clients/rewired-in-action/dbs-transforming-a-banking-leader-into-a-technology-leader
DBS in APAC
DBS is only SG firm in APAC' s top 50 companies by market cap
https://www.msn.com/en-sg/money/economy/dbs-is-only-sg-firm-in-apac-s-top-50-companies-by-market-cap/ar-AA1xgl3N?ocid=
DBS in Hong Kong
DBS welcomes deepening financial market ties between Hong Kong & China
https://hongkongbusiness.hk/news/dbs-welcomes-deepening-financial-market-ties-between-hong-kong-china
DBS in China
DBS China CEO Ginger Cheng: A new window for RMB internationalization has opened
https://m.163.com/dy/article/JM2DBHEK0534A4SC.html?clickfrom=subscribe
DBS in Singapore
Singapore banks are so flush with deposits that DBS loaned MAS https://www.straitstimes.com/business/singapore-banks-are-so-flush-with-deposits-that-dbs-loaned-mas-30-billion
DBS to redeem US$1 billion of 3.3% perpetuals on Feb 27
https://www.businesstimes.com.sg/companies-markets/banking-finance/dbs-redeem-us1-billion-3-3-perpetuals-feb-27
GuocoLand bags $1.24b green facilities from DBS and OCBC
https://sbr.com.sg/residential-property/news/guocoland-bags-124b-green-facilities-dbs-and-ocbc
DBS in US
DBS Piyush Gupta sees US as global growth engine in 2025 but warns of headwinds
https://www.businesstimes.com.sg/companies-markets/banking-finance/dbs-piyush-gupta-sees-us-global-growth-engine-2025-warns-headwinds
Trump-fuelled stock market rally sends Wall Street profits to record highs
https://uk.finance.yahoo.com/news/trump-fuelled-stock-market-rally-192830717.html
DBS in Indonesia
Panin Bank acquisition could add 2-3% to DBS or OCBC profit: RHB
https://www.businesstimes.com.sg/companies-markets/panin-bank-acquisition-could-add-2-3-dbs-or-ocbc-profit-rhb
DBS Bank Indonesia provides US$20 million in trade facility support for Indorama
https://indonesiabusinesspost.com/insider/dbs-bank-indonesia-provide-us20-million-in-trade-facility-support-for-indorama/
DBS in Malaysia
E Consortium including DBS Bank to lend over US$900 mln for Yondr' s Malaysian data centre
https://www.reuters.com/markets/deals/consortium-including-world-banks-ifc-lend-900-mln-yondrs-malaysian-data-centre-2024-12-23/
Alliance Bank' s Top Shareholder Vertical Theme Is Said to Consider Sale to DBS
https://uk.finance.yahoo.com/news/alliance-bank-top-shareholder-vertical-043529646.html
Using current price level, then offset the coming dividend amount, that' s a pretty low entry level for DBS.
Associated with the FY final results (and wish of a good payout), there are several events, though unrelated it may seems, that will have significant impact on the price reaction to the release of the results........
- First of all, the DBS India CEO and our Group CEO will be taking the helms thereafter, in March after the results and before the next big event th AGM...... Surely the Company doesn&rsquo t want a negative reaction to this significant changing of the guard.........so expect the company wanting to see a smooth transition and show confidence in the new leadership&hellip .. what better way than the showing of its stock price
- Next, this is also election year and as they said an unhappy shareholder is a disgruntled voter......... note also this is Singapore 60th anniversary after independence. Don&rsquo t be surprised to see this gigantic GLC doing its part to spice up the celebrations....... therefore, a good special payout?
- Third, I wrote at length, even before it happened that the sbb is a potent catalyst....... Note that for the past few weeks, price had been holding steady WITHOUT the help of sbb........ so imagine again the effect again, when sbb resumes&hellip . REMEMBER, the sbb are CANCELLED, so u will definitely see the tangible benifit in the current results and the subsequent results
- As the absolute amount of the price goes higher, it makes it costly to borrow scrips to short the stock......... plus the fact that any good news or positivity of the company at anytime may without warning spurs the price further........this alone will scare the shit out of the kateks to massive short.....
- Most experts predict a Trump presidency is good for the banks even before he won, and as many articles and opinion been expressed on this, no need for me to reinforce further...... it will show
Put all these together, expect a good reaction to the FY results, massive earthquake effect, if it' s anything more than phenomenal
The black market is ready and confident....... 45 is no longer dream figure..........fifty is the flavour number........
Normally, I don' t post analysts views because I always feel they are a bit behind time compared to the black market' s..... but since this one is quite close to the gangsters sentiments, I' ll post it as another reinforcement of how the general market views this powerful monster.... besides, this analyst' s estimated payout reiterates the black market' s speculative calculations....
From UOBKH: The Trend is your Friend
The Fed is expected to be more cautious when contemplating future rate cuts due to the US economy' s recent strengthening. DBS could declare two special dividends of 50 cents per share in 4Q24 and 4Q25 and Increase quarterly dividend by 6 cents to 60 cents in 2024 and 66 cents in 2025. OCBC could consider raising its dividend payout ratio to 57%, translating to DPS of 96 cents in 2026. Maintain OVERWEIGHT. BUY DBS (Target: SS46.50), tollowed by OCBC (Target: S$20.80).
From UOBKH: The Trend is your Friend
The Fed is expected to be more cautious when contemplating future rate cuts due to the US economy' s recent strengthening. DBS could declare two special dividends of 50 cents per share in 4Q24 and 4Q25 and Increase quarterly dividend by 6 cents to 60 cents in 2024 and 66 cents in 2025. OCBC could consider raising its dividend payout ratio to 57%, translating to DPS of 96 cents in 2026. Maintain OVERWEIGHT. BUY DBS (Target: SS46.50), tollowed by OCBC (Target: S$20.80).
More " out of the box" views in this thread 
aragosta ( Date: 05-Jan-2025 12:18) Posted:
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Singapore banks expect wealth management, loans to drive earnings momentum
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/singapore-banks-expect-wealth-management-loans-to-drive-earnings-momentum-86560424