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pkli899 Supreme	01-Aug-2025 13:41        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully is only OCBC.  The other two better. At the least equal to their previous qtr.
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FATABA Supreme	01-Aug-2025 11:21        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Thanks for summurising this . I look forward to DBS result on 7th Aug. UOB is tough to guess this coming Qtr.  I hope there is a surprise. Keeping finger cross Dyodd Echoes      ( Date: 01-Aug-2025 10:46) Posted: All 3 banks distribute their specials in 3 different ways .  DBS announced 60cts special in Q4 FY24 to be paid in 4 tranches of  15 cts each in the 4 quarters of FY 25 .  UOB announced 50 cts special for FY24 .  25cts paid in Q4 24 ( May 25 )  , and another 25cts to be paid in 1H 25  ( Aug 25 ) . No guidance for FY 25 special yet likely to be announced in Q4 25 .  OCBC announced special of 10% profits in Q4 24 . The 10% for Q4 24 ( 16 cts ) already paid in Q4 24 ( May 25 ) ,  and the 10% for FY 25 will likely be paid on Q4 25 ( May 2026 ) .  Pls note .
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Echoes Senior	01-Aug-2025 10:46        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	All 3 banks distribute their specials in 3 different ways .  DBS announced 60cts special in Q4 FY24 to be paid in 4 tranches of  15 cts each in the 4 quarters of FY 25 .  UOB announced 50 cts special for FY24 .  25cts paid in Q4 24 ( May 25 )  , and another 25cts to be paid in 1H 25  ( Aug 25 ) . No guidance for FY 25 special yet likely to be announced in Q4 25 .  OCBC announced special of 10% profits in Q4 24 . The 10% for Q4 24 ( 16 cts ) already paid in Q4 24 ( May 25 ) ,  and the 10% for FY 25 will likely be paid on Q4 25 ( May 2026 ) .  Pls note .
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RL16EGG Veteran	01-Aug-2025 10:33        RL16EGG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Simply put, the results are not good, a clear miss but not disastrous.  eps trend: weak,  dividend: stable , capital: good lets see the dbs and uob. FATABA      ( Date: 01-Aug-2025 09:56) Posted: Below are from Phillip/s website.......hmm as expected OCBC result is below estimate. Dividend drop to 41c fm 44c.  FY25 NIM is lowered to 1.9/1.95% .  XD on 8th Aug ..... DYODD OCBC&rsquo s  2Q2025 earnings of S$1.82bn were below our estimates, with  2Q25  earnings at 47% of our FY25e forecast. Interim dividend fell 7% YoY to 41 cents with dividend payout ratio stable at 50%. Net interest income fell 6% YoY to S$2.28bn as NIM fell 28bps YoY to 1.92%. Fee income rose 24% YoY from broad based growth on the back of higher customer activities, while trading income rose 6% YoY. Total allowances declined 21% YoY from lower GPs and SPs, and expenses rose 1% resulting in cost-to-income ratio rising to 39.1% (2Q24: 37.8%). OCBC has lowered their FY25e NIM guidance to 1.90-1.95% (prev. around 2%) but maintained the remaining guidance of mid-single digit loan growth, CIR in the low 40% and credit costs from 20-25bps. They have also reiterated their S$2.5bn capital return plan of 60% total dividend payout ratio, combined with share buybacks over a 2-year period.
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FATABA Supreme	01-Aug-2025 09:56        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Below are from Phillip/s website.......hmm as expected OCBC result is below estimate. Dividend drop to 41c fm 44c.  FY25 NIM is lowered to 1.9/1.95% .  XD on 8th Aug ..... DYODD OCBC&rsquo s  2Q2025 earnings of S$1.82bn were below our estimates, with  2Q25  earnings at 47% of our FY25e forecast. Interim dividend fell 7% YoY to 41 cents with dividend payout ratio stable at 50%. Net interest income fell 6% YoY to S$2.28bn as NIM fell 28bps YoY to 1.92%. Fee income rose 24% YoY from broad based growth on the back of higher customer activities, while trading income rose 6% YoY. Total allowances declined 21% YoY from lower GPs and SPs, and expenses rose 1% resulting in cost-to-income ratio rising to 39.1% (2Q24: 37.8%). OCBC has lowered their FY25e NIM guidance to 1.90-1.95% (prev. around 2%) but maintained the remaining guidance of mid-single digit loan growth, CIR in the low 40% and credit costs from 20-25bps. They have also reiterated their S$2.5bn capital return plan of 60% total dividend payout ratio, combined with share buybacks over a 2-year period.
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FATABA Supreme	24-Jul-2025 10:28        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	It is time of the year, where the 1H report card will be out ..... OCBC is the first one ( normally last ) ...w new CEO on and the departure of Helen, I do not thing any special will be happening.  In fact, w the GE saga still fresh ...I think their result is flat at best/  So same dividend  ( not vested)  UOB is a dark horse w the integration fully done ......already the 25c special there....will it be still 92c ? or maybe 98C .....6c more for SG60 haha I think their result will be flat or slight drop ( vested )  AGAIN DBS is champ w thier 75c ......any more ?? Hmm first official result by Ms Tan . Also SG60 ....hope another special 6c ?  One thing for sure ...expecting record AUM, fees and ROE ( w all those SBB n cancellation ) vested Happy investing
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FATABA Supreme	18-Jul-2025 10:01        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Very interesting ....DBS cross its new high of $47 this morning . However, both OCBC and UOB are still trying hard to get close its their all time high ....say $18 and UOB even tough at $39.  Would these 2 counters catch up or miss ....as the tough 2H is ahead w lot if headwinds and tarrif. ?  Time will tell . DYODD
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FATABA Supreme	18-Jul-2025 09:26        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	WOW DBS broke $47 and it is a cool $10 more then UOB now ....again it really show the important of having a strong management team .  Wonder will this gap widen more over the next 3 years ?  DYODD FATABA      ( Date: 17-Jul-2025 15:02) Posted: Wow today DBS is leading the bank sector .....up 45c as of now.  Coming close to its all time high .  W 3 wks to its result on 7th Aug ( Lol are we expecting a National day celebration )  Honestly I think the $47 target is coming w a good 1H result  Similarly for the other 2 banks. ( UOB can be a good surprise)  DYODD
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FATABA Supreme	17-Jul-2025 15:02        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Wow today DBS is leading the bank sector .....up 45c as of now.  Coming close to its all time high .  W 3 wks to its result on 7th Aug ( Lol are we expecting a National day celebration )  Honestly I think the $47 target is coming w a good 1H result  Similarly for the other 2 banks. ( UOB can be a good surprise)  DYODD
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FATABA Supreme	14-Jul-2025 09:33        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Hmm, it is the other way ...esp now w Helen OUT ( dont forget that OCBC has high expense over her leadership)  I am not certain there wld be any change to the at best 42c . Doubt new CEO darn to change this without warming his seat. Which is why I leave OCBC out for any SG60 bonus or surprise.  DYODD RL16EGG      ( Date: 12-Jul-2025 11:57) Posted: Does it imply ocbc will pay special dividend in Aug LOL?  I think only regular 0.41c given the current environmment but certainly welcome surprise. FATABA      ( Date: 11-Jul-2025 14:38) Posted: yes I notice that too . 7th Morning ......hmmm hope DBS and UOB is giving out something special for SG 60 and National day LOL
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Echoes Senior	12-Jul-2025 13:17        Echoes About Contact  Quote this Post!
x 1   x 0  Alert Admin	If I remember correctly they mentioned will be giving out 50% profits plus 10% special for FY 2025 .  So looking at around 42cts + 8cts special for a total of 50 cts this interim giev and take a couple of cents .
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Luckygal Member	12-Jul-2025 12:03        Luckygal About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any guess on the interim dividends?
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RL16EGG Veteran	12-Jul-2025 11:57        RL16EGG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does it imply ocbc will pay special dividend in Aug LOL?  I think only regular 0.41c given the current environmment but certainly welcome surprise. FATABA      ( Date: 11-Jul-2025 14:38) Posted: yes I notice that too . 7th Morning ......hmmm hope DBS and UOB is giving out something special for SG 60 and National day LOL  Echoes      ( Date: 11-Jul-2025 14:35) Posted: First time I see OCBC will announce first ( 1 Aug ) followed by DBS and UOB, both on 7 Aug .  There was once all 3 announce on the same day but most of the time , its DBS first , followed by UOB and the OCBC .
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FATABA Supreme	11-Jul-2025 14:38        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	yes I notice that too . 7th Morning ......hmmm hope DBS and UOB is giving out something special for SG 60 and National day LOL  Echoes      ( Date: 11-Jul-2025 14:35) Posted: First time I see OCBC will announce first ( 1 Aug ) followed by DBS and UOB, both on 7 Aug .  There was once all 3 announce on the same day but most of the time , its DBS first , followed by UOB and the OCBC .
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Echoes Senior	11-Jul-2025 14:35        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	First time I see OCBC will announce first ( 1 Aug ) followed by DBS and UOB, both on 7 Aug .  There was once all 3 announce on the same day but most of the time , its DBS first , followed by UOB and the OCBC .
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FATABA Supreme	11-Jul-2025 12:54        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	just wondering why DBS dont need to inform SGX like all others ....or LOL new CEO like to delay it a bit . ( official is SSGX website not DBS own website)  huattuatua      ( Date: 11-Jul-2025 11:17) Posted: 2q fy 25 dbs?s earnings is on 7th aug which is clearly mentioned in their website. FATABA      ( Date: 11-Jul-2025 11:14) Posted: Hmm both UOB and OCBC has announced that 1H result dates on SGS website . Wonder why DBS has not done that ? or I miss it .....someone did mentioned it is 7th Aug morning ...but nothing on SGS site. ?
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huattuatua Elite	11-Jul-2025 11:17        huattuatua About Contact  Quote this Post!
x 0   x 0  Alert Admin	2q fy 25 dbs?s earnings is on 7th aug which is clearly mentioned in their website. FATABA      ( Date: 11-Jul-2025 11:14) Posted: Hmm both UOB and OCBC has announced that 1H result dates on SGS website . Wonder why DBS has not done that ? or I miss it .....someone did mentioned it is 7th Aug morning ...but nothing on SGS site. ?
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FATABA Supreme	11-Jul-2025 11:14        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Hmm both UOB and OCBC has announced that 1H result dates on SGS website . Wonder why DBS has not done that ? or I miss it .....someone did mentioned it is 7th Aug morning ...but nothing on SGS site. ?
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FATABA Supreme	07-Jul-2025 15:52        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	the next few days and weeks will be very important to most market .....basically the tariff issue is NOT resolved yet.  Many of US major partner are not in agreement .....and yet he is OPENING up another front w BRICS. ( major trade partner Brazil and CHina is here )  Fed is NOT going to move if these are not resolved.....not taking any risk.  He can claim all he wants ....but daily bread and butter have to continue for US and the world . Currently STI is still supported above 4000 by the banks .....would this continue ?  Way before the result season .....this tariff issue has to be resolve .....unless he postpone it again LOL > more then possible  Show time is coming up very soon  DYODD
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FATABA Supreme	26-Jun-2025 08:43        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	DBS Group, Singapore&rsquo s largest lender, is targeting hiring about 40 private bankers this year in Hong Kong and Singapore to cater to wealthy clients in North Asia.  The bank has hired roughly half of that number so far this year, said Carol Wu, head of private banking for North Asia, at a media briefing in Hong Kong.
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