OCBC Bank    Last:24.0    -0.53

do not bet against the sg bank shares

will sg become the " swiss bank" of rich asia in next 5 years?
https://www.livemint.com/Politics/novevubtiXoiKubIr0U6SM/The-secret-history-of-Swiss-bank-accounts.html

chartistkao1      ( Date: 08-Dec-2022 09:54) Posted: can CS be saved? https://www.google.com/finance/quote/CSGN:SWX?sa=X& ved=2ahUKEwiquODU9Oj7AhUT63MBHd_oDYsQ3ecFegQILRAi chartistkao1      ( Date: 08-Dec-2022 09:44) Posted: When did JPM go public?     Incorporated in 1935. In 1940 J.P. Morgan & Co. Incorporated was incorporated under New York State law. Two years later, the firm went public.   https://www.google.com/finance/quote/JPM:NYSE?sa=X& ved=2ahUKEwjHxveN8uj7AhW0aGwGHfiSDd8Q3ecFegQIMhAg   https://archive.nytimes.com/www.nytimes.com/learning/teachers/featured_articles/20000914thursday.html

 

can CS be saved?
https://www.google.com/finance/quote/CSGN:SWX?sa=X& ved=2ahUKEwiquODU9Oj7AhUT63MBHd_oDYsQ3ecFegQILRAi

chartistkao1      ( Date: 08-Dec-2022 09:44) Posted: When did JPM go public?     Incorporated in 1935. In 1940 J.P. Morgan & Co. Incorporated was incorporated under New York State law. Two years later, the firm went public.   https://www.google.com/finance/quote/JPM:NYSE?sa=X& ved=2ahUKEwjHxveN8uj7AhW0aGwGHfiSDd8Q3ecFegQIMhAg   https://archive.nytimes.com/www.nytimes.com/learning/teachers/featured_articles/20000914thursday.html chartistkao1      ( Date: 08-Dec-2022 09:40) Posted: https://www.news.com.au/finance/economy/interest-rates/australias-big-four-banks-react-to-025-per-cent-rate-rise-in-december/news-story/a43172e689ca4883ccd1df2b1f2d772

 

chartistkao1      ( Date: 08-Dec-2022 09:40) Posted: https://www.news.com.au/finance/economy/interest-rates/australias-big-four-banks-react-to-025-per-cent-rate-rise-in-december/news-story/a43172e689ca4883ccd1df2b1f2d772e chartistkao1      ( Date: 07-Dec-2022 16:33) Posted: https://www.marketwatch.com/investing/stock/gs   https://www.marketwatch.com/investing/stock/jpm?mod=search_symbol

 

https://www.news.com.au/finance/economy/interest-rates/australias-big-four-banks-react-to-025-per-cent-rate-rise-in-december/news-story/a43172e689ca4883ccd1df2b1f2d772e

chartistkao1      ( Date: 07-Dec-2022 16:33) Posted: https://www.marketwatch.com/investing/stock/gs   https://www.marketwatch.com/investing/stock/jpm?mod=search_symbol chartistkao1      ( Date: 07-Dec-2022 16:06) Posted: vix up22 -1.2% hsi down 3% credit sussie-euro 2.6 bitcoin down 250 below $17,000 oil drops https://oilprice.com/   most money on global football bet!

 

chartistkao1      ( Date: 07-Dec-2022 16:06) Posted: vix up22 -1.2% hsi down 3% credit sussie-euro 2.6 bitcoin down 250 below $17,000 oil drops https://oilprice.com/   most money on global football bet!   chartistkao1      ( Date: 07-Dec-2022 14:43) Posted: https://uob.listedcompany.com/newsroom/20220804_172725_U11_09MN9NCALQKCQ33V.1.pdf   https://links.sgx.com/FileOpen/Form%201_WongKanSeng_14Nov22.ashx?App=Announcement& FileID=738667

 

vix up22 -1.2%

hsi down 3%

credit sussie-euro 2.6
bitcoin down 250 below $17,000
oil drops

 

chartistkao1      ( Date: 07-Dec-2022 14:43) Posted: https://uob.listedcompany.com/newsroom/20220804_172725_U11_09MN9NCALQKCQ33V.1.pdf   https://links.sgx.com/FileOpen/Form%201_WongKanSeng_14Nov22.ashx?App=Announcement& FileID=738667 chartistkao1      ( Date: 07-Dec-2022 11:57) Posted: Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T& Cs and Copyright Policy. Email [email protected] to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found here. https://www.ft.com/content/ad41cce7-6e28-403b-a66a-674ee6e5be25 The leaders of some of Wall Street&rsquo s biggest banks have issued wary outlooks for the global economy, as consumers spend savings and clients lower their expectations for 2023. Top executives at Goldman Sachs, Bank of America and JPMorgan Chase offered their views at an industry conference on Tuesday. &ldquo When I talk to clients, they sound extremely cautious. Many CEOs are watching the data and waiting to see what happens,&rdquo said David Solomon, Goldman&rsquo s chief executive. Solomon said clients seemed &ldquo fatigued after a very volatile year&rdquo

 

chartistkao1      ( Date: 07-Dec-2022 11:57) Posted: Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T& Cs and Copyright Policy. Email [email protected] to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found here. https://www.ft.com/content/ad41cce7-6e28-403b-a66a-674ee6e5be25 The leaders of some of Wall Street&rsquo s biggest banks have issued wary outlooks for the global economy, as consumers spend savings and clients lower their expectations for 2023. Top executives at Goldman Sachs, Bank of America and JPMorgan Chase offered their views at an industry conference on Tuesday. &ldquo When I talk to clients, they sound extremely cautious. Many CEOs are watching the data and waiting to see what happens,&rdquo said David Solomon, Goldman&rsquo s chief executive. Solomon said clients seemed &ldquo fatigued after a very volatile year&rdquo chartistkao1      ( Date: 07-Dec-2022 11:53) Posted: when we had a FED' s artifical make recession globally World economy heads for one of its worst years in three decades The world economy is facing one of its worst years in the three decades as the energy shocks unleashed by the war in Ukraine continue to reverberate, according to Bloomberg Economics. In a new analysis, economist Scott Johnson forecasts growth of just 2.4% in 2023. That&rsquo s down from an estimated 3.2% this year and the lowest &mdash excluding the crisis years of 2009 and 2020 &mdash since 1993. However, the headline figure is likely to mask diverging fortunes, with the euro area starting 2023 in recession and the US ending the year in one. By contrast, China is projected to expand more than 5%, boosted by a faster-than-expected end to its zero-tolerance Covid strategy and support for its crisis-hit property market. Differences will also be on display when it comes to monetary policy after a year in which central banks &ldquo dashed toward restrictive territory in a pack,&rdquo Johnson wrote. &ldquo In the US, with wage gains set to keep inflation above target, we think the Fed is headed toward a terminal rate of 5%, and will stay there till 1Q24. In the euro area, meanwhile, a more rapid decline in inflation will mean a lower terminal rate and the possibility of cuts at the end of 2023.&rdquo In China, where authorities are torn between a desire to support the recovery and concern about the weakness of the currency, &ldquo limited&rdquo rate cuts are on the cards.

 

Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T& Cs and Copyright Policy. Email [email protected] to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found here.
https://www.ft.com/content/ad41cce7-6e28-403b-a66a-674ee6e5be25

The leaders of some of Wall Street&rsquo s biggest banks have issued wary outlooks for the global economy, as consumers spend savings and clients lower their expectations for 2023. Top executives at Goldman Sachs, Bank of America and JPMorgan Chase offered their views at an industry conference on Tuesday. &ldquo When I talk to clients, they sound extremely cautious. Many CEOs are watching the data and waiting to see what happens,&rdquo said David Solomon, Goldman&rsquo s chief executive. Solomon said clients seemed &ldquo fatigued after a very volatile year&rdquo

chartistkao1      ( Date: 07-Dec-2022 11:53) Posted: when we had a FED' s artifical make recession globally World economy heads for one of its worst years in three decades The world economy is facing one of its worst years in the three decades as the energy shocks unleashed by the war in Ukraine continue to reverberate, according to Bloomberg Economics. In a new analysis, economist Scott Johnson forecasts growth of just 2.4% in 2023. That&rsquo s down from an estimated 3.2% this year and the lowest &mdash excluding the crisis years of 2009 and 2020 &mdash since 1993. However, the headline figure is likely to mask diverging fortunes, with the euro area starting 2023 in recession and the US ending the year in one. By contrast, China is projected to expand more than 5%, boosted by a faster-than-expected end to its zero-tolerance Covid strategy and support for its crisis-hit property market. Differences will also be on display when it comes to monetary policy after a year in which central banks &ldquo dashed toward restrictive territory in a pack,&rdquo Johnson wrote. &ldquo In the US, with wage gains set to keep inflation above target, we think the Fed is headed toward a terminal rate of 5%, and will stay there till 1Q24. In the euro area, meanwhile, a more rapid decline in inflation will mean a lower terminal rate and the possibility of cuts at the end of 2023.&rdquo In China, where authorities are torn between a desire to support the recovery and concern about the weakness of the currency, &ldquo limited&rdquo rate cuts are on the cards.   chartistkao1      ( Date: 07-Dec-2022 11:46) Posted: https://www.straitstimes.com/business/banking/dbs-ocbc-expect-boost-from-wealth-product-sales-under-new-chinese-cross-border   https://www.youtube.com/watch?v=nddTokI9hHY

 

when we had a FED' s artifical make recession globally

World economy heads for one of its worst years in three decades

chartistkao1      ( Date: 07-Dec-2022 11:46) Posted: https://www.straitstimes.com/business/banking/dbs-ocbc-expect-boost-from-wealth-product-sales-under-new-chinese-cross-border   https://www.youtube.com/watch?v=nddTokI9hHY chartistkao1      ( Date: 07-Dec-2022 11:41) Posted: a takeover target if it is the bank that grow the slower in next two years https://www.businesstimes.com.sg/international/global/ocbc-eyeing-china-asean-flows-growth-ceo   https://www.cnbc.com/2022/12/05/chinese-stocks-rally-on-reopening-hopes.html

 

chartistkao1      ( Date: 07-Dec-2022 11:41) Posted: a takeover target if it is the bank that grow the slower in next two years https://www.businesstimes.com.sg/international/global/ocbc-eyeing-china-asean-flows-growth-ceo   https://www.cnbc.com/2022/12/05/chinese-stocks-rally-on-reopening-hopes.html chartistkao1      ( Date: 06-Dec-2022 15:01) Posted: US' s further rate hikes and the bitcoin markets https://images.app.goo.gl/k6MrKSaTjU8FJ4Zt8   https://giphy.com/gifs/CrypTalks-bitcoin-btc-bitcoinprice-YmnfjFTpI81BHToZIr https://www.investopedia.com/fed-rate-hike-6824837 usdsgd 1.358

 

a takeover target if it is the bank that grow the slower in next two years

chartistkao1      ( Date: 06-Dec-2022 15:01) Posted: US' s further rate hikes and the bitcoin markets https://images.app.goo.gl/k6MrKSaTjU8FJ4Zt8   https://giphy.com/gifs/CrypTalks-bitcoin-btc-bitcoinprice-YmnfjFTpI81BHToZIr https://www.investopedia.com/fed-rate-hike-6824837 usdsgd 1.358   chartistkao1      ( Date: 06-Dec-2022 14:51) Posted: will J.powell kill the emerging china' s bull vie his aggressive rate hikes https://www.marketwatch.com/investing/bond/tmubmusd10y?countrycode=bx   usdsgd 1.358

 

US' s further rate hikes and the bitcoin markets

chartistkao1      ( Date: 06-Dec-2022 14:51) Posted: will J.powell kill the emerging china' s bull vie his aggressive rate hikes https://www.marketwatch.com/investing/bond/tmubmusd10y?countrycode=bx   usdsgd 1.358 chartistkao1      ( Date: 05-Dec-2022 14:31) Posted: china' s bull https://www.straitstimes.com/business/companies-markets/uob-injects-funds-in-425-million-in-china-subsidiar

 

will J.powell kill the emerging china' s bull vie his aggressive rate hikes

chartistkao1      ( Date: 05-Dec-2022 14:31) Posted: china' s bull https://www.straitstimes.com/business/companies-markets/uob-injects-funds-in-425-million-in-china-subsidiary chartistkao1      ( Date: 05-Dec-2022 09:28) Posted: when the anmgmos hedge funds belive that china and us will decouple and selldown in october 2022, the china market had hit rock botto

 

china' s bull
https://www.straitstimes.com/business/companies-markets/uob-injects-funds-in-425-million-in-china-subsidiary

chartistkao1      ( Date: 05-Dec-2022 09:28) Posted: when the anmgmos hedge funds belive that china and us will decouple and selldown in october 2022, the china market had hit rock bottom chartistkao1      ( Date: 05-Dec-2022 09:12) Posted: https://thesmartinvestor.com.sg/keppel-om-and-sembcorp-marine-to-merge-in-a-s9-4-billion-transaction-5-things-investors-should-know

 

when the anmgmos hedge funds belive that china and us will decouple and selldown in october 2022, the china market had hit rock bottom

chartistkao1      ( Date: 05-Dec-2022 09:12) Posted: https://thesmartinvestor.com.sg/keppel-om-and-sembcorp-marine-to-merge-in-a-s9-4-billion-transaction-5-things-investors-should-know/ chartistkao1      ( Date: 05-Dec-2022 09:07) Posted: UOB, Singtel & OCBC Led Net Institutional Buying in Early October   18 Oct 2021 | Category: Market Updates StocksOthers     The first 11 sessions of October have seen Singapore stocks book S$280 million of net institutional inflow, following on from close to S$330 million of net institutional inflow in September. UOB, Singtel and OCBC led the net inflow over the past 11 sessions, while averaging 2.9% gains.   This has taken the 2021 YTD total returns of UOB and OCBC to 22% and 23%, as Singtel generated a 10% total return. While Singtel saw S$390 million of net institutional selling in 1H21, the stock has seen S$260 million of net institutional buying in the 2H21 to 15 Oct.   The 10 non-STI stocks that saw the highest net institutional inflow since 30 Sep showed further rotation to the Energy Sector and Agri-businesses over the 11 sessions, on the back of higher energy and food prices, with institutional investors also rotating to Hospitality-related stocks on local and global progress towards VTLs.   The first 11 sessions of October have seen the Straits Times Index (&ldquo STI&rdquo ) gain 2.9%, with the broader Singapore stock market recipient to S$280 million in net institutional inflow. This follows a 1.1% total return in September with close to S$330 million of net institutional inflow. Moreover, the STI has also covered more ground over the past 11 eleven sessions than it did for the whole month of October, with approximately 140 points between high and low in the month thus far, compared to the approximate 70 point range in September. Of the 30 stocks that saw the highest net institutional inflow since 30 Sep, 20 were STI constituents. United Overseas Bank (&ldquo UOB&rdquo ) and Oversea-Chinese Banking (&ldquo OCBC&rdquo ) and Singapore Telecommunications (&ldquo Singtel&rdquo ) led the net institutional buying:   UOB and OCBC were among the stocks with the highest net institutional inflows for the 11 sessions, with net buying of S$124.0 million and S$50.5 million respectively, while DBS Group Holdings (&ldquo DBS&rdquo ) saw net institutional outflows of S$6.2 million. There is at least another two weeks of trading in the three bank stocks (that are currently averaging 1.2% trading ranges a day) before focus reverts to Financial Results/Business Updates, with OCBC and UOB  providing 3QFY21 numbers on 3 Nov, while DBS will report its 3QFY21 numbers on 5 Nov. For their 2QFY21 (ended 30 June), DBS, OCBC & UOB Averaged 46% YoY Net Profit Growth and in 1HFY21, DBS, OCBC and UOB maintained respective annualised Return on Equity (&ldquo ROE&rsquo ) ratios of 14.0%, 10.8%, and 10.1%. By comparison, the average ROE of the Singapore banks was higher than both the median ROE for the top quartile of global banks by market value and the median for the approximate 600 banking stocks listed across Asia Pacific.   Singapore Telecommunications (&ldquo Singtel&rdquo ) saw S$58.9 million in net institutional inflow over the 11 sessions, after seeing the highest net institutional inflows in September. Singtel has also been a part of the group of Singapore companies conducting strategic reviews, after announcing in May it was weighing options for its digital marketing and cyber security businesses. Fitch Ratings noted the review signaled suggests a sharper focus on profitable growth and prudent capital preservation, and on 12 Aug, Singtel reported a turnaround net profit of S$445 million for its 1QFY22 (ended 30 June). On 1 Oct, Singtel announced that Pension Fund Australian Super will buy a 70% stake in Singtel&rsquo s Australia tower network for A$1.9 billion. Since the end of June, Singtel has generated an 11% total return, outpacing global telecommunication stocks which have declined 2%. While Singtel saw S$390 million of net institutional selling in 1H21, the stock has seen S$260 million of net institutional buying in the 2H21 to 15 Oct.   The 10 Non-STI stocks that saw the highest net institutional inflow since 30 Sep, were Geo Energy Resources, Singapore Press Holdings, Raffles Medical Group, First Resources, Golden Agri-Resources, Rex International Holdings, Ascott Residence Trust, Hutchison Port Holding Trusts, CDL Hospitality Trust and Olam International. These 10 stocks represent six sectors, and generated median 8% gains over the 11 sessions, with average total returns at 15%, skewed by gains the two Energy stocks &ndash Geo Energy Resources, closely followed by Rex International Holding. In its FY20 (ended 31 Dec), Geo Energy Resources reported 66% of its revenue to China, and on 13 Oct announced it had completed the redemption of all its outstanding bonds, and expects a strong second half performance in view of higher volumes and heightened coal prices. These 10 Non-STI stocks showed further rotation to the Energy stocks and Agribusinesses over the first 11 sessions of October, while institutional investors also rotated to Hospitality-related stocks. Together the 30 stocks that saw the highest net institutional inflow since 30 Sep booked a total of S$639 million in net institutional inflow, and are tabled below, sort by highest net institutional inflows for the 11 sessions.  With the exception of the Materials & Resources Sector, all the Sectors of the stock market were represented by the 30 stocks. https://www.sgx.com/research-education/market-updates/20211018-uob-singtel-ocbc-led-net-institutional-buying-early

 

https://thesmartinvestor.com.sg/keppel-om-and-sembcorp-marine-to-merge-in-a-s9-4-billion-transaction-5-things-investors-should-know/

chartistkao1      ( Date: 05-Dec-2022 09:07) Posted: UOB, Singtel & OCBC Led Net Institutional Buying in Early October   18 Oct 2021 | Category: Market Updates StocksOthers     The first 11 sessions of October have seen Singapore stocks book S$280 million of net institutional inflow, following on from close to S$330 million of net institutional inflow in September. UOB, Singtel and OCBC led the net inflow over the past 11 sessions, while averaging 2.9% gains.   This has taken the 2021 YTD total returns of UOB and OCBC to 22% and 23%, as Singtel generated a 10% total return. While Singtel saw S$390 million of net institutional selling in 1H21, the stock has seen S$260 million of net institutional buying in the 2H21 to 15 Oct.   The 10 non-STI stocks that saw the highest net institutional inflow since 30 Sep showed further rotation to the Energy Sector and Agri-businesses over the 11 sessions, on the back of higher energy and food prices, with institutional investors also rotating to Hospitality-related stocks on local and global progress towards VTLs.   The first 11 sessions of October have seen the Straits Times Index (&ldquo STI&rdquo ) gain 2.9%, with the broader Singapore stock market recipient to S$280 million in net institutional inflow. This follows a 1.1% total return in September with close to S$330 million of net institutional inflow. Moreover, the STI has also covered more ground over the past 11 eleven sessions than it did for the whole month of October, with approximately 140 points between high and low in the month thus far, compared to the approximate 70 point range in September. Of the 30 stocks that saw the highest net institutional inflow since 30 Sep, 20 were STI constituents. United Overseas Bank (&ldquo UOB&rdquo ) and Oversea-Chinese Banking (&ldquo OCBC&rdquo ) and Singapore Telecommunications (&ldquo Singtel&rdquo ) led the net institutional buying:   UOB and OCBC were among the stocks with the highest net institutional inflows for the 11 sessions, with net buying of S$124.0 million and S$50.5 million respectively, while DBS Group Holdings (&ldquo DBS&rdquo ) saw net institutional outflows of S$6.2 million. There is at least another two weeks of trading in the three bank stocks (that are currently averaging 1.2% trading ranges a day) before focus reverts to Financial Results/Business Updates, with OCBC and UOB  providing 3QFY21 numbers on 3 Nov, while DBS will report its 3QFY21 numbers on 5 Nov. For their 2QFY21 (ended 30 June), DBS, OCBC & UOB Averaged 46% YoY Net Profit Growth and in 1HFY21, DBS, OCBC and UOB maintained respective annualised Return on Equity (&ldquo ROE&rsquo ) ratios of 14.0%, 10.8%, and 10.1%. By comparison, the average ROE of the Singapore banks was higher than both the median ROE for the top quartile of global banks by market value and the median for the approximate 600 banking stocks listed across Asia Pacific.   Singapore Telecommunications (&ldquo Singtel&rdquo ) saw S$58.9 million in net institutional inflow over the 11 sessions, after seeing the highest net institutional inflows in September. Singtel has also been a part of the group of Singapore companies conducting strategic reviews, after announcing in May it was weighing options for its digital marketing and cyber security businesses. Fitch Ratings noted the review signaled suggests a sharper focus on profitable growth and prudent capital preservation, and on 12 Aug, Singtel reported a turnaround net profit of S$445 million for its 1QFY22 (ended 30 June). On 1 Oct, Singtel announced that Pension Fund Australian Super will buy a 70% stake in Singtel&rsquo s Australia tower network for A$1.9 billion. Since the end of June, Singtel has generated an 11% total return, outpacing global telecommunication stocks which have declined 2%. While Singtel saw S$390 million of net institutional selling in 1H21, the stock has seen S$260 million of net institutional buying in the 2H21 to 15 Oct.   The 10 Non-STI stocks that saw the highest net institutional inflow since 30 Sep, were Geo Energy Resources, Singapore Press Holdings, Raffles Medical Group, First Resources, Golden Agri-Resources, Rex International Holdings, Ascott Residence Trust, Hutchison Port Holding Trusts, CDL Hospitality Trust and Olam International. These 10 stocks represent six sectors, and generated median 8% gains over the 11 sessions, with average total returns at 15%, skewed by gains the two Energy stocks &ndash Geo Energy Resources, closely followed by Rex International Holding. In its FY20 (ended 31 Dec), Geo Energy Resources reported 66% of its revenue to China, and on 13 Oct announced it had completed the redemption of all its outstanding bonds, and expects a strong second half performance in view of higher volumes and heightened coal prices. These 10 Non-STI stocks showed further rotation to the Energy stocks and Agribusinesses over the first 11 sessions of October, while institutional investors also rotated to Hospitality-related stocks. Together the 30 stocks that saw the highest net institutional inflow since 30 Sep booked a total of S$639 million in net institutional inflow, and are tabled below, sort by highest net institutional inflows for the 11 sessions.  With the exception of the Materials & Resources Sector, all the Sectors of the stock market were represented by the 30 stocks. https://www.sgx.com/research-education/market-updates/20211018-uob-singtel-ocbc-led-net-institutional-buying-early   chartistkao1      ( Date: 01-Dec-2022 16:51) Posted: https://www.olevod.com/index.php/vod/play/id/40709/sid/1/nid/10.html   https://www.youtube.com/watch?v=hLhqIVtoV5c

 

UOB, Singtel & OCBC Led Net Institutional Buying in Early October

• The first 11 sessions of October have seen Singapore stocks book S$280 million of net institutional inflow, following on from close to S$330 million of net institutional inflow in September. UOB, Singtel and OCBC led the net inflow over the past 11 sessions, while averaging 2.9% gains.
   
• This has taken the 2021 YTD total returns of UOB and OCBC to 22% and 23%, as Singtel generated a 10% total return. While Singtel saw S$390 million of net institutional selling in 1H21, the stock has seen S$260 million of net institutional buying in the 2H21 to 15 Oct.
   
• The 10 non-STI stocks that saw the highest net institutional inflow since 30 Sep showed further rotation to the Energy Sector and Agri-businesses over the 11 sessions, on the back of higher energy and food prices, with institutional investors also rotating to Hospitality-related stocks on local and global progress towards VTLs.

 
The first 11 sessions of October have seen the Straits Times Index (&ldquo STI&rdquo ) gain 2.9%, with the broader Singapore stock market recipient to S$280 million in net institutional inflow. This follows a 1.1% total return in September with close to S$330 million of net institutional inflow. Moreover, the STI has also covered more ground over the past 11 eleven sessions than it did for the whole month of October, with approximately 140 points between high and low in the month thus far, compared to the approximate 70 point range in September.

Of the 30 stocks that saw the highest net institutional inflow since 30 Sep, 20 were STI constituents. United Overseas Bank (&ldquo UOB&rdquo ) and Oversea-Chinese Banking (&ldquo OCBC&rdquo ) and Singapore Telecommunications (&ldquo Singtel&rdquo ) led the net institutional buying:
 

• UOB and OCBC were among the stocks with the highest net institutional inflows for the 11 sessions, with net buying of S$124.0 million and S$50.5 million respectively, while DBS Group Holdings (&ldquo DBS&rdquo ) saw net institutional outflows of S$6.2 million. There is at least another two weeks of trading in the three bank stocks (that are currently averaging 1.2% trading ranges a day) before focus reverts to Financial Results/Business Updates, with OCBC and UOB  providing 3QFY21 numbers on 3 Nov, while DBS will report its 3QFY21 numbers on 5 Nov. For their 2QFY21 (ended 30 June), DBS, OCBC & UOB Averaged 46% YoY Net Profit Growth and in 1HFY21, DBS, OCBC and UOB maintained respective annualised Return on Equity (&ldquo ROE&rsquo ) ratios of 14.0%, 10.8%, and 10.1%. By comparison, the average ROE of the Singapore banks was higher than both the median ROE for the top quartile of global banks by market value and the median for the approximate 600 banking stocks listed across Asia Pacific.
   
• Singapore Telecommunications (&ldquo Singtel&rdquo ) saw S$58.9 million in net institutional inflow over the 11 sessions, after seeing the highest net institutional inflows in September. Singtel has also been a part of the group of Singapore companies conducting strategic reviews, after announcing in May it was weighing options for its digital marketing and cyber security businesses. Fitch Ratings noted the review signaled suggests a sharper focus on profitable growth and prudent capital preservation, and on 12 Aug, Singtel reported a turnaround net profit of S$445 million for its 1QFY22 (ended 30 June). On 1 Oct, Singtel announced that Pension Fund Australian Super will buy a 70% stake in Singtel&rsquo s Australia tower network for A$1.9 billion. Since the end of June, Singtel has generated an 11% total return, outpacing global telecommunication stocks which have declined 2%. While Singtel saw S$390 million of net institutional selling in 1H21, the stock has seen S$260 million of net institutional buying in the 2H21 to 15 Oct.

 
The 10 Non-STI stocks that saw the highest net institutional inflow since 30 Sep, were Geo Energy Resources, Singapore Press Holdings, Raffles Medical Group, First Resources, Golden Agri-Resources, Rex International Holdings, Ascott Residence Trust, Hutchison Port Holding Trusts, CDL Hospitality Trust and Olam International. These 10 stocks represent six sectors, and generated median 8% gains over the 11 sessions, with average total returns at 15%, skewed by gains the two Energy stocks &ndash Geo Energy Resources, closely followed by Rex International Holding. In its FY20 (ended 31 Dec), Geo Energy Resources reported 66% of its revenue to China, and on 13 Oct announced it had completed the redemption of all its outstanding bonds, and expects a strong second half performance in view of higher volumes and heightened coal prices. These 10 Non-STI stocks showed further rotation to the Energy stocks and Agribusinesses over the first 11 sessions of October, while institutional investors also rotated to Hospitality-related stocks.

Together the 30 stocks that saw the highest net institutional inflow since 30 Sep booked a total of S$639 million in net institutional inflow, and are tabled below, sort by highest net institutional inflows for the 11 sessions.  With the exception of the Materials & Resources Sector, all the Sectors of the stock market were represented by the 30 stocks.
https://www.sgx.com/research-education/market-updates/20211018-uob-singtel-ocbc-led-net-institutional-buying-early



 

chartistkao1      ( Date: 01-Dec-2022 16:51) Posted: https://www.olevod.com/index.php/vod/play/id/40709/sid/1/nid/10.html   https://www.youtube.com/watch?v=hLhqIVtoV5c chartistkao1      ( Date: 01-Dec-2022 16:47) Posted: https://www.mewatch.sg/watch/China-And-The-New-Pacific-E2-China-VS-The-West-In-The-Pacific-33322

 

chartistkao1      ( Date: 01-Dec-2022 16:47) Posted: https://www.mewatch.sg/watch/China-And-The-New-Pacific-E2-China-VS-The-West-In-The-Pacific-333220 chartistkao1      ( Date: 01-Dec-2022 16:45) Posted: https://www.mewatch.sg/watch/China-And-The-New-Pacific-E1-How-Welcome-Is-China-In-The-Pacific-33298

 

https://www.mewatch.sg/watch/China-And-The-New-Pacific-E2-China-VS-The-West-In-The-Pacific-333220

chartistkao1      ( Date: 01-Dec-2022 16:45) Posted: https://www.mewatch.sg/watch/China-And-The-New-Pacific-E1-How-Welcome-Is-China-In-The-Pacific-332986 chartistkao1      ( Date: 01-Dec-2022 16:34) Posted: selling https://www.marketwatch.com/investing/stock/bac   buying https://www.marketwatch.com/investing/stock/u11?countrycode=sg   buying sgd

 

https://www.mewatch.sg/watch/China-And-The-New-Pacific-E1-How-Welcome-Is-China-In-The-Pacific-332986

chartistkao1      ( Date: 01-Dec-2022 16:34) Posted: selling https://www.marketwatch.com/investing/stock/bac   buying https://www.marketwatch.com/investing/stock/u11?countrycode=sg   buying sgd chartistkao1      ( Date: 01-Dec-2022 16:29) Posted: https://www.marketwatch.com/investing/stock/u11?countrycode=sg   https://www.marketwatch.com/investing/stock/c   usdsgd 1.367