Post Reply
481-500 of 18138
I like both of your words.
Btw, we have to thanks XCEO for his foresight of not exposing DBS to China housing loan.
Tomorrow is OCBC, in view of GE super good results, they may outperform DBS this time.
Btw, we have to thanks XCEO for his foresight of not exposing DBS to China housing loan.
Tomorrow is OCBC, in view of GE super good results, they may outperform DBS this time.
MrBear12 ( Date: 06-Nov-2025 10:01) Posted:
|
Hope bonus share soon
SG 60 $ otw.......
Reason i never invested in UOB. Wondering what is their exposure to the Chinese property market? Must be quite bad to provide for so much.
BinderyT ( Date: 06-Nov-2025 12:54) Posted:
|
It is in the DNA.
UOB is family first, zero contribution to government net investment returns. Investors are just sharing family' s pie.
DBS is a public company that is the largest contributor to government net investment returns. Investors are shareholders.
UOB is family first, zero contribution to government net investment returns. Investors are just sharing family' s pie.
DBS is a public company that is the largest contributor to government net investment returns. Investors are shareholders.
prophetjul ( Date: 06-Nov-2025 10:10) Posted:
|
DBS +3%, UOB -3%
OCBC - " Non of my business" +1.5%
OCBC - " Non of my business" +1.5%
Wonder what OCBC comes out with tomorrow? Hope its not another UOB.
I agree.
UOB is run by conservative stone age Chinamen who are not very generous to shareholders.
I am surprised that they are so exposed to Greater China. Maybe hit by poor quality property loans.
UOB is run by conservative stone age Chinamen who are not very generous to shareholders.
I am surprised that they are so exposed to Greater China. Maybe hit by poor quality property loans.
FATABA ( Date: 06-Nov-2025 09:42) Posted:
|
Yes.
BinderyT ( Date: 06-Nov-2025 09:59) Posted:
|
I wonder if they are going to increase dividends for 2026.
It is much on the management style ......UOB dinosaur system do not cater to " today banking" . Time for UOB to change
DBS aggressive is well layout by ex CEO and continue by current CEO .
Full year result will be interest for all banks locally w clear picture of rates impact.
DYODD
DBS aggressive is well layout by ex CEO and continue by current CEO .
Full year result will be interest for all banks locally w clear picture of rates impact.
DYODD
prophetjul ( Date: 06-Nov-2025 08:59) Posted:
|
DBS - UOB price differential now more than 21 dollars.
Shake head...
Shake head...
div 60+15 does the trick
huat ar
pls stay abv 55 ok
anyway breaking abv ath , this fella ' s future is indeed bright.
pls stay abv 55 ok
anyway breaking abv ath , this fella ' s future is indeed bright.
hokpin ( Date: 06-Nov-2025 09:20) Posted:
|
Well said.
mav1ryan ( Date: 06-Nov-2025 09:21) Posted:
|
Why DBS Outperformed While UOB Dropped
✅ DBS Strengths
- Diversified income: DBS offset margin pressure with strong fee and trading income.
- Stable asset quality: Low NPL ratio and minimal provisioning.
- Operational efficiency: Lower cost-income ratio.
- Shareholder returns: High dividend payout and capital return.
- Market confidence: DBS&rsquo s proactive hedging and deposit growth reassured investors.
❌ UOB Weaknesses
- Heavy provisioning: S$0.6 billion in general allowance dragged net profit down 67% QoQ.
- Margin compression: NIM fell 23bp YoY to 1.82%, with asset repricing lagging.
- Weaker income growth: Total income fell 3% YoY fee and trading income growth was modest.
- Higher credit costs: Especially in Wholesale Banking, where credit costs rose to 82bp.
- Asset quality concerns: NPL ratio at 1.6%, with Greater China and US portfolios showing elevated risk (NPLs > 3%).
📉 Why UOB&rsquo s Share Price Dropped
- The sharp fall in net profit and aggressive provisioning signaled caution and potential stress in loan books.
- Investors may be concerned about exposure to Greater China and US, where NPL ratios rose to 3.1% and 4.0% respectively.
- Lower ROE and margin pressure reduced attractiveness relative to peers.
- Despite maintaining dividends, the lack of upside surprise or capital return disappointed the market.
📈 Why DBS&rsquo s Share Price Rose
- DBS showed resilience and adaptability, maintaining earnings despite margin pressure.
- Strong performance in wealth management, trading, and treasury boosted investor confidence.
- Stable credit profile and efficient cost management supported profitability.
- The generous dividend and capital return enhanced shareholder value.
Broken the record! Sky not the limit now. Only get higer, no highest!
huattuatua ( Date: 06-Nov-2025 09:15) Posted:
|
woo abv 55 omg,
hahahahahah
hahahahahah
DBS Q3 profit down 2% to S$2.95 billion beats expectations
[SINGAPORE] DBS&rsquo net profit for the third quarter ended Sep 30, 2025, fell 2 per cent to S$2.95 billion, compared with S$3.03 billion from the year-ago period.
This comes as the bank&rsquo s group net interest income was little changed at S$3.58 billion, as the impact of lower Sora and Hibor was offset by balance sheet hedging and strong deposit growth, it said on Thursday (Nov 6).
The earnings beat the S$2.79 billion consensus forecast in a Bloomberg survey of six analysts.
The lender declared an ordinary dividend of S$0.60 per share and a capital return dividend of S$0.15 per share for the period.
This brings the quarter&rsquo s total dividend payout to S$0.75 per share, compared with the S$0.54 in the year-ago period.
For the commercial book, total income was down 6 per cent on the year at S$3.56 billion.
Net interest income for the segment fell 6 per cent to S$3.6 billion, as commercial book net interest margin declined 43 basis points to 2.40 per cent.
Commercial book net fee and commission income was up 22 per cent at S$1.36 billion, with the increase broad-based and led by wealth management fees.
Commercial book other non-interest income rose 12 per cent to S$578 million, as treasury customers sales to wealth management and corporate customers grew 21 per cent to a new high.
Meanwhile, its markets trading income rose 33 per cent to S$439 million due mainly to higher equity derivative activity.
Overall, group NIM stood at 1.96 per cent for the quarter, from 2.11 per cent in the previous corresponding period.
The bank&rsquo s non-performing loans ratio was flat at 1 per cent.
DBS chief executive Tan Su Shan said: &ldquo As we enter the coming year, we will continue to navigate the pressures of declining interest rates with nimble balance sheet management and our ability to capture structural opportunities across wealth management and institutional banking.&rdquo
It is like what you said.
huattuatua ( Date: 06-Nov-2025 08:18) Posted:
|