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Capitaland Investment Starts Trading 20th Sept 21
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Delvyss
Elite |
11-Mar-2026 11:33
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Singapore banks draw S$77 billion in new wealth from Asia' s richhttps://www.businesstimes.com.sg/wealth/wealth-investing/singapore-banks-draw-s77-billion-new-wealth-asias-rich |
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seanpent
Supreme |
10-Mar-2026 09:12
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Alignment
Elite |
08-Mar-2026 10:04
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Selling is a sign of failure in this space. Most banks who can succeed in asset management wants more as it is a good business to be in. Sad. | ||||||||||||||||||
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JurongW
Elite |
08-Mar-2026 01:39
Yells: "Earnings give weight, Chart give wings" |
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Amundi, KKR, Temasek unit among bidders for UOB Asset Management: SourcesUOB has been exploring options for its asset management arm, including a possible sale, as it seeks to streamline its portfolio, sources said. SINGAPORE &ndash Amundi, KKR and Temasek&rsquo s Seviora unit are bidding for UOB&rsquo s asset management arm, according to people familiar with the matter. The three have submitted non-binding offers to invest in UOB Asset Management, the people said, asking not to be identified because the information is private. A key aspect of the negotiations is how much of its distribution network in South-east Asia UOB is willing to include, two of the people said. Talks are ongoing and no final decisions have been made, the people added, noting that a transaction might not materialise, while other parties could also make a bid. A spokesperson for UOB said the bank does not comment on market rumours or speculation. UOB is focused on delivering long-term value to shareholders and meeting the evolving needs of customers, the spokesperson added. Amundi, Seviora, Temasek and KKR declined to comment. UOB has been exploring options for its asset management arm, including a possible sale, as the Singapore lender seeks to streamline its portfolio, people familiar with the matter said in December.
A transaction may value UOB&rsquo s asset management business at several hundred million dollars, some of the people have said.Established in 1986, the wholly owned UOB subsidiary had about $41 billion of assets under management as at the end of November. In addition to Singapore, the asset manager has a presence in Brunei, Indonesia, Japan, Malaysia, Taiwan, Thailand and Vietnam. |
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Delvyss
Elite |
04-Mar-2026 15:13
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Investors turn to Singapore government bonds as Middle East tensions escalatehttps://sbr.com.sg/in-focus/investors-turn-singapore-government-bonds-middle-east-tensions-escalate |
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Delvyss
Elite |
03-Mar-2026 11:08
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Wealth flows, Asean momentum to anchor DBS, OCBC and UOB as lower rates loom in 2026: analystshttps://www.businesstimes.com.sg/companies-markets/wealth-flows-asean-momentum-anchor-dbs-ocbc-and-uob-lower-rates-loom-2026-analysts |
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sfw2124
Senior |
28-Feb-2026 17:12
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US-Israel Strikes on Iran: Market Uncertainty and SGX OutlookThe joint US-Israeli pre-emptive strikes on Iran&mdash codenamed " Operation Roar of the Lion" &mdash have plunged global markets into uncertainty, as Netanyahu' s existential threat narrative and Trump' s " major combat operations" confirmation signal a multi-day campaign targeting nuclear sites from Tehran to Isfahan and Karaj. Iran' s calibrated missile retaliation on Al Udeid base underscores the risks: proxy swarms (70% likely, oil +8-15% to US$85-95), Hormuz harassment (20%, Brent US$100-120), or critical closures (10%, US$130+ and equities -5-10%). This cascade prompts risk-off liquidation of cyclicals (initial energy pops like Rex Intl/RH PetroGas fading on blockade fears ST Engineering capex worries), driving flows into safe havens amid live Tehran explosions and vowed " crushing" responses. SGX Monday Impact: STI gap-down -0.5-1.5% (worse than 2025' s -0.8% flares), with energy decoupling +8-15% (Rex, Sembcorp leads), defence/offshore +4-8% (ST Eng, Seatrium), banks -0.5 to +1% (UOB/DBS yield appeal, beta ~0.7), REITs/neutrals flat to +1% (Mapletree, Wee Hur infra resilience). Gold/silver gaps up 2-4% overweight defensives for post-de-escalation rebound, hedge energy calls if Hormuz escalates. DYODD
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sfw2124
Senior |
28-Feb-2026 16:17
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Recent UOB drawdowns from S$39.50 ATH (Jan 22) to S$36.31 low (Feb 27) stem primarily from Q4/FY2025 earnings miss on Feb 23-24: 7% profit drop, NIM squeeze to 1.84%, FY provisions drag, plus Wall Street sell-off spillover. 1. Drawdown Hypotheses
2. Continuation RiskUnlikely to extend far below S$36.31 (hammer support, buyback zone)&mdash last buys averaged S$35.39 (Sep 2025), with mandate favoring S$35-36.50 remaining S$1.4b provides floor, plus rebound signs (higher low forming). Further drop to S$35 needs major negative (e.g., Q1 miss), but analysts see stabilization. 3. Dividend Hold AnalysisS$0.71 final (ex ~Apr 24, pay May 8, 2026) yields ~1.9% at S$36.97, total FY25 ~4.2% worthwhile hold for income (5-6% TTM fwd-adjusted), buyback/EPS tailwinds, ATH potential&mdash especially if targeting 4.5%+ yield.
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Delvyss
Elite |
27-Feb-2026 16:31
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UOBKH forecasts STI to hit 5,400 by end-2026 bets on EQDP boost, banking giantshttps://www.businesstimes.com.sg/companies-markets/uobkh-forecasts-sti-hit-5400-end-2026-bets-eqdp-boost-banking-giants |
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Delvyss
Elite |
27-Feb-2026 10:47
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Could be seeing immediate support. | ||||||||||||||||||
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Joelton
Supreme |
25-Feb-2026 11:26
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UOB leads Singapore blue chip losses on lower Q4 earnings, Wall Street&rsquo s tumble The bank&rsquo s Q4 net profit falls 7% to S$1.41 billion amid margin pressures from lower benchmark rates [SINGAPORE] Shares of UOB : U11 -3.92% hit a one-month low in early trade on Tuesday (Feb 24) after the lender posted a 7 per cent decline in fourth-quarter profit. As at 9.13 am, the counter fell as much as 4.6 per cent or S$1.80 to S$37, with over 1.7 million shares changing hands. This marked the stock&rsquo s lowest price in more than a month, as it last traded lower on Jan 22. By 9.45 am, it had pared some losses and was trading at S$37.15, still down 4.3 per cent or S$1.65, with more than 3.1 million shares transacted. This came as UOB&rsquo s net profit for the quarter ended Dec 31 fell 7 per cent to S$1.41 billion amid margin pressures from lower benchmark rates, missing the S$1.44 billion consensus estimate of a Bloomberg survey. UOB&rsquo s peers DBS : D05 -0.28% and OCBC : O39 -0.78% retreated 0.9 per cent or S$0.51 to S$57.64 and 2 per cent or S$0.43 to S$21.26, respectively, on Tuesday morning. Among other Straits Times Index components, ST Engineering, Jardine Matheson, Thai Beverage were down 1.8 to over 2 per cent after the Dow Jones plunged 822 points or 1.66 per cent overnight on Wall Street. For Q4, UOB&rsquo s total income fell 5 per cent to S$3.3 billion, primarily due to lower net interest income. Its net interest margin stood at 1.84 per cent. The bank&rsquo s full-year net profit declined 23 per cent to S$4.7 billion, which was attributed to its decision to set aside close to S$1 billion in allowance provisions during Q3. For FY2025, its total income dropped to S$13.8 billion at the group level, from S$14.3 billion previously. Net interest margin came in at 1.89 per cent. The lender announced a dividend of S$0.71 per share for its second half ended Dec 31. This takes its total net dividend for the full-year to S$1.56 per share, and reflects a payout ratio of 50 per cent, which means that around half of UOB&rsquo s net profit is returned to shareholders as dividends. |
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Fiat500
Veteran |
25-Feb-2026 09:44
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I think Ocbc results also somehow turned out to be disappointing..
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JurongW
Elite |
25-Feb-2026 01:40
Yells: "Earnings give weight, Chart give wings" |
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Refer to page 18 of the CFO' s presentation slides on Dividends. https://links.sgx.com/1.0.0/corporate-announcements/RC8CRBWIO9SESC3V/875684_FY2025%20CFO%20Presentation%20slides.pdf
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JurongW
Elite |
24-Feb-2026 23:53
Yells: "Earnings give weight, Chart give wings" |
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UOB resume SBB today - 35,000 shares bought at $37.03 to $37.60 ($1,309,152) | ||||||||||||||||||
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MrBear12
Supreme |
24-Feb-2026 17:03
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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The best is yet to be in OCBC
Celebrating it's 90th FY result. Champagne overflows 福 杯 满 溢
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huattuatua
Elite |
24-Feb-2026 16:58
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x 0
x 0 Alert Admin |
if this is quite good, then dbs' s should be outstanding.
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Fiat500
Veteran |
24-Feb-2026 13:12
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Results are actually quite good but dividends are disappointing...
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Joelton
Supreme |
24-Feb-2026 12:08
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UOB Q4 profit down 7% to S$1.41 billion on margin pressures declares final dividend of S$0.71 per share This was below the S$1.44 billion consensus estimate in a Bloomberg survey [SINGAPORE] UOB&rsquo s net profit for the fourth quarter fell 7 per cent on the back of margin pressures from lower benchmark rates, the lender said on Tuesday (Feb 24). Net profit for the three months ended Dec 31, 2025 came in at S$1.41 billion, compared with S$1.52 billion a year earlier. This was below the S$1.44 billion consensus estimate in a Bloomberg survey. The bank declared a dividend of S$0.71 per share for the half-year, down from S$0.92 in the corresponding period last year. This brings the full-year dividend to S$1.56 per share, representing a payout ratio of about 50 per cent. Net interest income fell 4 per cent to S$2.35 billion, as margin headwinds outweighed loan growth. Net interest margin narrowed by 14 basis points to 1.86 per cent, from 2 per cent previously. Net fee income increased 10 per cent to S$625 million. Other non-interest income slipped 28 per cent year on year to S$319 million. The non-performing loans ratio remained unchanged at 1.5 per cent. Total allowances fell 50 per cent to S$113 million on lower specific allowances. Wee Ee Cheong, UOB deputy chairman and chief executive officer, said: &ldquo The group delivered a resilient full-year performance, fuelled by strong fee momentum across our diversified business franchise. &ldquo Our balance sheet is strong with robust capital and liquidity and stable asset quality.&rdquo For the full year, net profit fell 23 per cent to S$4.68 billion. UOB was the second of Singapore&rsquo s three local banks to report full-year results, after DBS released its numbers on Feb 9. OCBC is due to report on Wednesday. Shares of UOB closed 0.5 per cent, or S$0.20, higher at S$38.80 on Monday, ahead of the earnings announcement. |
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nott1965
Veteran |
24-Feb-2026 11:32
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Let's see how much more they willing yo short after people realised results were not tgat bad afterall
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huattuatua
Elite |
24-Feb-2026 11:24
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bbs in banks rarely die lo, for all u know they hv been borrowing tons from cdp lending pool to short this down.
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