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261-280 of 482
https://www.reuters.com/article/us-brazil-markets-idUSKBN20W2XT
https://www.bloomberg.com/news/articles/2022-12-30/brazil-takes-top-stock-crown-in-dire-year-for-equity-markets
chartistkao1 ( Date: 03-Feb-2023 16:23) Posted:
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they also also did it to Brics countries in the past
https://www.zawya.com/en/markets/equities/trading-suspended-in-five-more-adani-firms-after-losses-exchange-e2kp5far
https://www.zawya.com/en/markets/equities/trading-suspended-in-five-more-adani-firms-after-losses-exchange-e2kp5far
chartistkao1 ( Date: 03-Feb-2023 16:21) Posted:
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they attcked china and hk from 2015 to 2022 and then rush all the money to india soon they will do it on india
https://timesofindia.indiatimes.com/business/markets/stock-market-sensex-nifty-50-bse-live-updates/liveblog/97566630.cms
https://timesofindia.indiatimes.com/business/markets/stock-market-sensex-nifty-50-bse-live-updates/liveblog/97566630.cms
chartistkao1 ( Date: 03-Feb-2023 16:16) Posted:
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https://www.barrons.com/news/adani-enterprises-shares-fall-10-at-open-trading-suspended-01675396808
hin leong case is tiny compared to Adani' s case
https://www.businesstimes.com.sg/companies-markets/dbs-ocbc-uob-faced-over-us600m-total-exposure-hin-leong
Adani' s attacked is mush worst thanchartistkao1 ( Date: 03-Feb-2023 16:12) Posted:
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market reward uob with higher price for not exposed to adani' s loan
https://sginvestors.io/sgx/stock/u11-uob/target-price
https://sginvestors.io/sgx/stock/u11-uob/target-price
chartistkao1 ( Date: 02-Feb-2023 10:12) Posted:
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Ahead of Singapore banks&rsquo FY2022 ended December results in February, CGS-CIMB Research analysts Andrea Choong and Lim Siew Khee are maintaining &ldquo neutral&rdquo on the sector here.
They warn of tapering net interest margin (NIM) expansion in 4QFY2022, with United Overseas Bank (UOB) likely to lead the pack owing to its Citi acquisition. &ldquo We expect Singapore banks to report a rather flattish q-o-q set of earnings for 4QFY2022 as risk-off sentiment remains amid slowing global growth and interest rate uncertainties.&rdquo
While NIMs are likely to rise further, the q-o-q expansion could &ldquo materially slow&rdquo as higher funding costs are being priced in, say Choong and Lim, compared to a 30 basis points (bps) q-o-q increase in 3QFY2022 ended September.
In particular, the risk-off sentiment in wealth management activities persisted well into 4QFY2022, say Choong and Lim, and this could weigh down overall non-interest income (NII).
&ldquo Asset quality likely stayed benign in 4QFY2022, they add, equating to minimal specific provisions (SPs), but we highlight the likelihood of higher total impairments as general provisions (GPs) are buffed up from topping up collateral values of existing non-performing loans (NPLs) or revising model macroeconomic variables (MEV),&rdquo they add.
DBS
See also: Analysts continue to like local banks but warn of slower growth
In a Jan 24 note, Choong and Lim are recommending investors &ldquo hold&rdquo DBS Group, with a target price of $36.50. The bank is poised for a special dividend per share (DPS) payout, they add, with a likely net profit of $2.2 billion (down 1% q-o-q, up 60% y-o-y) for 4QFY2022.
DBS will report its FY2022 results on Feb 13.
Loan growth was likely sequentially slower given some headwinds in China, say the analysts. &ldquo NIM expansion likely continued as exposures got further repriced, though the q-o-q expansion likely halved as its deposit beta increased in line with the interest rate hikes we estimate 15bps expansion in 4QFY2022.&rdquo
See also: Singapore banks continue to gain from high interest rates, new Asean supply chains: UOB Kay Hian
As a whole, fee income likely remained weak on the back of soft wealth management flows and seasonally lower business activity, say Choong and Lim, but stronger treasury income is likely to offset some of the impact.
With asset quality likely holding steady in 4QFY2022, credit costs should consequently stay low with SPs in the single-digit range. &ldquo With capital levels staying robust, we believe it reasonable to expect a special dividend for 4QFY2022.&rdquo
In all, CGS-CIMB expects DBS to pay out 45 cents DPS in 4QFY2022, compared to 36 cents the year prior, as well as a hike in FY2023&rsquo s ordinary dividends.
OCBC
Meanwhile, Choong and Lim are recommending &ldquo add&rdquo on Oversea-Chinese Banking Corporation (OCBC) with a target price of $13.70.
OCBC wil report its FY2022 results on Feb 24.
OCBC&rsquo s robust common equity tier-1 (CET-1) of 14% remains a key advantage, they add, whether for mergers and acquisitions or to cushion against asset quality deterioration.
See also: Singapore banks seeing growth slowdown, UOB top pick: CGS-CIMB
&ldquo We expect OCBC to report $1.63 billion net profit for 4QFY2022 (up 2% q-o-q, up 68% y-o-y). We believe loan growth was soft in 4QFY2022 as corporates put investments on hold pending clearer market certainty and China reopening.&rdquo
Absolute NIMs likely rose albeit at a slower pace, say Choong and Lim. They estimate 19bps NIM expansion in 4QFY2022.
On non-II, risk-off sentiment continues to weigh on wealth flows, they add. That said, weaker asset valuations likely dragged non-II.
They expect 32 cents DPS for 4QFY2022, up from 28 cents the year prior.
UOB
Finally, Choong and Lim are recommending investors &ldquo add&rdquo UOB with a target price of $34.80.
&ldquo We believe write-backs of management overlays would be unlikely until Covid-19 truly blows over. The credit quality of UOB&rsquo s portfolio of loans under moratorium remains healthy. Asset quality concerns from its SME and ASEAN portfolio have been well contained, in our view.&rdquo
Adjusting to remove one-off integration and stamp duty costs for the integration of Citi&rsquo s retail franchise, CGS-CIMB expects UOB to report $1.38 billion net profit for 4QFY2022 (down 2% q-o-q, up 35% y-o-y).
UOB will report its results on Feb 23.
As with peers, NIM expansion from existing operations likely continued, write the analysts, though they estimate this more or less halved q-o-q from 28bps in 3QFY2022.
That said, UOB likely benefited from the integration of Citi&rsquo s retail franchise in 4QFY2022 to the tune of 10bps given the latter&rsquo s strength in unsecured retail products, they add. &ldquo Overall, we estimate NIMs rose 24bps in 4QFY2022.&rdquo
UOB could report higher credit costs for 4QFY2022 as it updates collateral values on existing NPLs, say Choong and Lim. &ldquo UOB&rsquo s 50% dividend payout ratio translates into 90 cents DPS in 4QFY2022, up from 60 cents the year prior.&rdquo
As at 4pm, shares in DBS are trading 44 cents lower, or 1.22% down, at $35.53 while shares in OCBC are trading 4 cents lower, or 0.31% down, at $12.96 and shares in UOB are trading 19 cents lower, or 0.63% down, at $30.
They warn of tapering net interest margin (NIM) expansion in 4QFY2022, with United Overseas Bank (UOB) likely to lead the pack owing to its Citi acquisition. &ldquo We expect Singapore banks to report a rather flattish q-o-q set of earnings for 4QFY2022 as risk-off sentiment remains amid slowing global growth and interest rate uncertainties.&rdquo
While NIMs are likely to rise further, the q-o-q expansion could &ldquo materially slow&rdquo as higher funding costs are being priced in, say Choong and Lim, compared to a 30 basis points (bps) q-o-q increase in 3QFY2022 ended September.
In particular, the risk-off sentiment in wealth management activities persisted well into 4QFY2022, say Choong and Lim, and this could weigh down overall non-interest income (NII).
&ldquo Asset quality likely stayed benign in 4QFY2022, they add, equating to minimal specific provisions (SPs), but we highlight the likelihood of higher total impairments as general provisions (GPs) are buffed up from topping up collateral values of existing non-performing loans (NPLs) or revising model macroeconomic variables (MEV),&rdquo they add.
DBS
See also: Analysts continue to like local banks but warn of slower growth
In a Jan 24 note, Choong and Lim are recommending investors &ldquo hold&rdquo DBS Group, with a target price of $36.50. The bank is poised for a special dividend per share (DPS) payout, they add, with a likely net profit of $2.2 billion (down 1% q-o-q, up 60% y-o-y) for 4QFY2022.
DBS will report its FY2022 results on Feb 13.
Loan growth was likely sequentially slower given some headwinds in China, say the analysts. &ldquo NIM expansion likely continued as exposures got further repriced, though the q-o-q expansion likely halved as its deposit beta increased in line with the interest rate hikes we estimate 15bps expansion in 4QFY2022.&rdquo
See also: Singapore banks continue to gain from high interest rates, new Asean supply chains: UOB Kay Hian
As a whole, fee income likely remained weak on the back of soft wealth management flows and seasonally lower business activity, say Choong and Lim, but stronger treasury income is likely to offset some of the impact.
With asset quality likely holding steady in 4QFY2022, credit costs should consequently stay low with SPs in the single-digit range. &ldquo With capital levels staying robust, we believe it reasonable to expect a special dividend for 4QFY2022.&rdquo
In all, CGS-CIMB expects DBS to pay out 45 cents DPS in 4QFY2022, compared to 36 cents the year prior, as well as a hike in FY2023&rsquo s ordinary dividends.
OCBC
Meanwhile, Choong and Lim are recommending &ldquo add&rdquo on Oversea-Chinese Banking Corporation (OCBC) with a target price of $13.70.
OCBC wil report its FY2022 results on Feb 24.
OCBC&rsquo s robust common equity tier-1 (CET-1) of 14% remains a key advantage, they add, whether for mergers and acquisitions or to cushion against asset quality deterioration.
See also: Singapore banks seeing growth slowdown, UOB top pick: CGS-CIMB
&ldquo We expect OCBC to report $1.63 billion net profit for 4QFY2022 (up 2% q-o-q, up 68% y-o-y). We believe loan growth was soft in 4QFY2022 as corporates put investments on hold pending clearer market certainty and China reopening.&rdquo
Absolute NIMs likely rose albeit at a slower pace, say Choong and Lim. They estimate 19bps NIM expansion in 4QFY2022.
On non-II, risk-off sentiment continues to weigh on wealth flows, they add. That said, weaker asset valuations likely dragged non-II.
They expect 32 cents DPS for 4QFY2022, up from 28 cents the year prior.
UOB
Finally, Choong and Lim are recommending investors &ldquo add&rdquo UOB with a target price of $34.80.
&ldquo We believe write-backs of management overlays would be unlikely until Covid-19 truly blows over. The credit quality of UOB&rsquo s portfolio of loans under moratorium remains healthy. Asset quality concerns from its SME and ASEAN portfolio have been well contained, in our view.&rdquo
Adjusting to remove one-off integration and stamp duty costs for the integration of Citi&rsquo s retail franchise, CGS-CIMB expects UOB to report $1.38 billion net profit for 4QFY2022 (down 2% q-o-q, up 35% y-o-y).
UOB will report its results on Feb 23.
As with peers, NIM expansion from existing operations likely continued, write the analysts, though they estimate this more or less halved q-o-q from 28bps in 3QFY2022.
That said, UOB likely benefited from the integration of Citi&rsquo s retail franchise in 4QFY2022 to the tune of 10bps given the latter&rsquo s strength in unsecured retail products, they add. &ldquo Overall, we estimate NIMs rose 24bps in 4QFY2022.&rdquo
UOB could report higher credit costs for 4QFY2022 as it updates collateral values on existing NPLs, say Choong and Lim. &ldquo UOB&rsquo s 50% dividend payout ratio translates into 90 cents DPS in 4QFY2022, up from 60 cents the year prior.&rdquo
As at 4pm, shares in DBS are trading 44 cents lower, or 1.22% down, at $35.53 while shares in OCBC are trading 4 cents lower, or 0.31% down, at $12.96 and shares in UOB are trading 19 cents lower, or 0.63% down, at $30.
chartistkao1 ( Date: 01-Feb-2023 10:36) Posted:
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http://politics.people.com.cn/n1/2021/1211/c1001-32305575.html
chartistkao1 ( Date: 31-Jan-2023 17:04) Posted:
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https://www.straitstimes.com/asia/se-asia/malaysia-s-ex-pms-mahathir-muhyiddin-sued-for-cancelling-high-speed-rail-project-with-s-pore
chartistkao1 ( Date: 31-Jan-2023 16:32) Posted:
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china ' s economy will deliver 5.2% growth in 2023
https://www.dbs.com.sg/treasures/aics/stock-coverage/templatedata/article/equity/data/en/DBSV/012014/UOB_SP.xml
https://english.news.cn/20230131/ab630fef8cf14b1f8fa08d70a3f636a4/c.html
chartistkao1 ( Date: 20-Jan-2023 10:02) Posted:
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https://links.sgx.com/FileOpen/UOB-A2023-01-%20Pricing%20of%20SGD850Mil%20Perpetual%20Caps.ashx?App=Announcement& FileID=744000
uob share falls from 31.5 to $29.35 now it started to rebounce
| Date | Open | High | Low | Close* | Adj. close** | Volume |
|---|---|---|---|---|---|---|
| 20 Jan 2023 | 29.40 | 29.40 | 29.23 | 29.30 | 29.30 | 654,000 |
| 19 Jan 2023 | 29.28 | 29.38 | 29.16 | 29.21 | 29.21 | 4,866,800 |
| 18 Jan 2023 | 29.40 | 29.55 | 29.25 | 29.33 | 29.33 | 5,725,600 |
| 17 Jan 2023 | 29.65 | 29.70 | 29.35 | 29.40 | 29.40 | 5,031,800 |
| 16 Jan 2023 | 30.60 | 30.60 | 29.66 | 29.66 | 29.66 | 6,490,200 |
| 13 Jan 2023 | 30.22 | 30.56 | 30.18 | 30.53 | 30.53 | 4,646,800 |
| 12 Jan 2023 | 30.32 | 30.32 | 29.82 | 29.92 | 29.92 | 2,322,300 |
| 11 Jan 2023 | 30.42 | 30.42 | 30.01 | 30.09 | 30.09 | 2,984,600 |
| 10 Jan 2023 | 30.62 | 30.80 | 30.07 | 30.10 | 30.10 | 3,478,900 |
| 09 Jan 2023 | 31.14 | 31.33 | 30.62 | 30.67 | 30.67 | 4,160,420 |
| 06 Jan 2023 | 30.95 | 31.05 | 30.67 | 30.84 | 30.84 | 1,861,500 |
| 05 Jan 2023 | 30.65 | 31.14 | 30.65 | 30.97 | 30.97 | 3,653,300 |
| 04 Jan 2023 | 30.89 | 30.89 | 30.42 | 30.46 | 30.46 | 5,809,900 |
| 03 Jan 2023 | 30.68 | 30.77 | 30.44 | 30.70 | 30.70 | 4,398,400 |
| 30 Dec 2022 | 30.89 | 30.89 | 30.68 | 30.70 | 30.70 | 2,127,400 |
| 29 Dec 2022 | 30.80 | 30.89 | 30.53 | 30.80 | 30.80 | 3,633,500 |
| 28 Dec 2022 | 30.78 | 31.04 | 30.77 | 30.96 | 30.96 | 1,105,500 |
| 27 Dec 2022 | 31.10 | 31.10 | 30.81 | 30.93 | 30.93 | 803,600 |
| 23 Dec 2022 | 31.00 | 31.07 | 30.76 | 30.90 | 30.90 | 1,478,400 |
| 22 Dec 2022 | 30.90 | 31.25 | 30.86 | 31.16 | 31.16 | 2,159,495 |
| 21 Dec 2022 | 31.00 | 31.10 | 30.89 | 31.00 | 31.00 | 3,298,900 |
| 20 Dec 2022 | 30.20 | 31.07 | 30.20 | 31.04 | 31.04 | 4,435,475 |
| 19 Dec 2022 | 30.80 | 31.20 | 30.80 | 30.96 | 30.96 | 3,089,422 |
| 16 Dec 2022 | 30.77 | 30.92 | 30.71 | 30.72 | 30.72 | 3,198,900 |
| 15 Dec 2022 | 30.98 | 31.07 | 30.66 | 30.87 | 30.87 | 2,858,100 |
| 14 Dec 2022 | 31.25 | 31.34 | 30.78 | 30.91 | 30.91 | 5,676,000 |
| 13 Dec 2022 | 31.00 | 31.40 | 31.00 | 31.25 | 31.25 | 3,482,100 |
| 12 Dec 2022 | 31.00 | 31.25 | 30.95 | 31.10 | 31.10 | 2,857,500 |
| 09 Dec 2022 | 31.03 | 31.13 | 30.88 | 31.05 | 31.05 | 2,352,100 |
| 08 Dec 2022 | 30.56 | 30.96 | 30.54 | 30.73 | 30.73 | 2,885,900 |
| 07 Dec 2022 | 30.80 | 30.83 | 30.53 | 30.56 | 30.56 | 3,553,400 |
| 06 Dec 2022 | 31.00 | 31.03 | 30.65 | 30.80 | 30.80 | 5,294,200 |
| 05 Dec 2022 | 31.00 | 31.19 | 30.82 | 31.00 | 31.00 | 2,949,900 |
| 02 Dec 2022 | 31.33 | 31.33 | 30.82 | 30.91 | 30.91 | 5,515,200 |
| 01 Dec 2022 | 31.29 | 31.40 | 31.20 | 31.33 | 31.33 | 3,959,021 |
| 30 Nov 2022 | 31.00 | 31.25 | 30.91 | 31.20 | 31.20 | 8,483,300 |
chartistkao1 ( Date: 20-Jan-2023 09:10) Posted:
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https://www.straitstimes.com/business/banking/ocbcs-up-to-7-billion-excess-capital-may-spark-deals-report
https://investors.sgx.com/company-disclosures/company-announcements?securityCode=O39& annc=851M98674Y1A8HKH
https://links.sgx.com/FileOpen/Anno_19Jan2023.ashx?App=Announcement& FileID=744518
https://investors.sgx.com/company-disclosures/company-announcements?securityCode=O39& annc=MHY7DJQV49HF4Z93
https://links.sgx.com/FileOpen/Anno_18Jan2023.ashx?App=Announcement& FileID=744397
https://investors.sgx.com/company-disclosures/company-announcements?securityCode=O39& annc=AZ5FADN2EB875WFH
https://links.sgx.com/FileOpen/Anno_17Jan2023.ashx?App=Announcement& FileID=744294
https://investors.sgx.com/company-disclosures/company-announcements?securityCode=O39& annc=BJHWF2EX9R0G49AT
chartistkao1 ( Date: 20-Jan-2023 09:02) Posted:
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https://investors.sgx.com/company-disclosures/company-announcements?securityCode=O39& annc=851M98674Y1A8HKH
https://links.sgx.com/FileOpen/Anno_19Jan2023.ashx?App=Announcement& FileID=744518
chartistkao1 ( Date: 19-Jan-2023 16:22) Posted:
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how sg investors are affected by
https://www.theguardian.com/business/live/2016/jun/24/global-markets-ftse-pound-uk-leave-eu-brexit-live-updates
https://en.wikipedia.org/wiki/2015%E2%80%932016_Chinese_stock_market_turbulence
chartistkao1 ( Date: 19-Jan-2023 16:19) Posted:
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ping an buy more hsbc share during 2022 when
https://www.ajbell.co.uk/articles/investmentarticles/208149/why-has-uk-stock-market-done-so-badly-2016-brexit-vote
https://www.bbc.com/news/uk-politics-63332037
the shakespere story of uk bank stock after 2008' s GFC
the shakespere story of uk bank stock after 2008' s GFC
chartistkao1 ( Date: 19-Jan-2023 16:14) Posted:
|
4 years later after 2012
https://www.theasset.com/article/23290/for-app-deeplink-mobile
https://www.usatoday.com/story/money/markets/2016/06/24/brexit-bombshell-torpedoes-global-markets/86323890/
and 2017 ping an became largest shareholder of hsbc
chartistkao1 ( Date: 19-Jan-2023 16:10) Posted:
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the money that goes into 6 months bill will go into sg bank stocks when it hit by situation like 2009 GFC or
Facing difficulties in navigating low interest rates and surging loan losses sparked by the global pandemic, the bank' s profit halved in the first half. HSBC chief executive officer Noel Quinn last month warned bad loans could swell to US$13 billion this year
Facing difficulties in navigating low interest rates and surging loan losses sparked by the global pandemic, the bank' s profit halved in the first half. HSBC chief executive officer Noel Quinn last month warned bad loans could swell to US$13 billion this year
chartistkao1 ( Date: 19-Jan-2023 14:43) Posted:
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the three sg bank shares keep falling after several sessions of fall in us stocks
33,296.96 &minus 613.89 (1.81%)today
33,296.96 &minus 613.89 (1.81%)today
18 Jan, 5:42 pm GMT-5 &bull Disclaimer
https://www.nasdaq.com/articles/us-stocks-wall-st-sinks-after-weak-data-hawkish-fed-comments
https://www.nasdaq.com/articles/us-stocks-wall-st-sinks-after-weak-data-hawkish-fed-comments
chartistkao1 ( Date: 19-Jan-2023 14:31) Posted:
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Singapore shares slid in line with the declines recorded at most Asian bourses on Tuesday (Jan 17), amid reports of the Republic&rsquo s December exports having experienced their steepest decline in a decade. The Strait Times Index (STI) was down 3.09 points or 0.1 per cent to 3,280.51 points &ndash the second day in a row that the blue-chip barometer has dropped.
Wall Street&rsquo s main indexes opened lower on Tuesday (Jan 17) after Goldman Sachs missed quarterly profit estimates, worsening sentiment already dented by downbeat economic data from China earlier in the day. The Dow Jones Industrial Average fell 80.29 points, or 0.23 per cent, at the open to 34,222.32. The S& P 500 fell 0.01 per cent to 3,999.09 points at the open, while the Nasdaq Composite dropped 9.15 points, or 0.08 per cent, to 11,070.00 at the opening bell.
dow
33,296.96 &minus 613.89 (1.81%)today
18 Jan, 5:42 pm GMT-5 &bull Disclaimer
chartistkao1 ( Date: 19-Jan-2023 13:03) Posted:
|
sg government 6 months bills
https://www.businesstimes.com.sg/companies-markets/yield-latest-6-month-singapore-t-bill-falls-4
https://www.businesstimes.com.sg/companies-markets/yield-latest-6-month-singapore-t-bill-falls-4
chartistkao1 ( Date: 18-Jan-2023 16:41) Posted:
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jan 2023 to june 2023-us debt ceiling ' s story and the FED rate hike pauses
chartistkao1 ( Date: 18-Jan-2023 16:40) Posted:
|