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DBS
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DBS
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investshare
Supreme |
10-Feb-2025 09:12
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Up up up, $1.5 more
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huattuatua
Master |
10-Feb-2025 09:07
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dam solid, at first glance at the earnings and the dividends declared, tot will experience a selldown, since there isnt any special div component think its after the assurance by the mgmt that 15 cts per qtr per share will be returned to shareholders thats underpinning the sp. this one stock in sgx thats really worth investing. |
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hokpin
Elite |
10-Feb-2025 09:01
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SGD 46+, wow! | ||||
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investshare
Supreme |
10-Feb-2025 08:50
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If it rise to $47.76, I think I will sell.
$3 rise means collect one whole year dividend ahead. What do you think??
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chengwh1
Elite |
10-Feb-2025 08:38
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I will take it as there is no special dividend, and there is an ann' t of ' more payout' every qtr moving fwd, to maintain share price, which is good for long term shareholders. Lower ROE is becos of too much capital,... hence actions are being put in now to ' push-up' this low ROE. I always think,... there is a reason for an asset to have a high or a low PE. Just like a REIT having a high or a low P/NAV. There is a quality factor to it.
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chengwh1
Elite |
10-Feb-2025 08:30
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That' s what I thot. But based on last FY + last qtr results and trend + predictions moving fwd, it is safe to say that DBS will continue to give out a minimum of 54c per qtr,... and using Jiyaji' s assumption of a slight upward estimate of 57c per qtr, DBS would be giving out 72c per qtr for FY25. This equates to $2.88 per year for FY25. $2.88 payout is 6.4% at a share price of $45 today. DBS share price can still move up to $60. ![]()
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MrBear12
Supreme |
10-Feb-2025 08:30
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I will hold positions as results are expected and there is more info on how they will return capital.
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gametheory99
Member |
10-Feb-2025 08:25
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Apologies, I meant quarterly instead of one time bumper distribution*
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gametheory99
Member |
10-Feb-2025 08:21
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My take is that the results are underwhelming. Lower QoQ earnings, expected special dividend was already priced in but now only being distributed one time instead of quarterly. Lower ROE. Only bright spot is increase in NIM. Annualized pe is now about 12x, which is on the higher side. I will sell my position at open to lock in profits. DYODD. | ||||
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MrBear12
Supreme |
10-Feb-2025 08:15
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Assuming 10 percent growth sustained for 2025 and an roe of 20 percent resulting in say a price growth of 15 percent, take last year end price multiplied by 1.15. What do you get?
Nearer 55 dollars by end of 2025. Or somewhere in between 50 and 60.
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Jiyaji
Member |
10-Feb-2025 08:05
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Assuming averages: 0.57 x 4 (div) + 0.6 (cap rtn) = $2.88 (sounds lucky as well!) $2.88 @5.5% yield  => Target Price $52.36   
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MrBear12
Supreme |
10-Feb-2025 07:54
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I guess many analysts will revise their tp upwards towards 60.
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MrBear12
Supreme |
10-Feb-2025 07:52
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No, only 4q 2024 ordinary dividend of 60cents a share declared. 2025 ordinary dividends depends on results for this year.
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chubbybastard
Member |
10-Feb-2025 07:33
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With the average SG bank yielding ~5% p.a. can i say the target price for DBS is $60?
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chengwh1
Elite |
10-Feb-2025 07:26
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Good morning Bear and all DBS investors,............ Congratulations,.... But Bear, did the report mention the basic dividend moving fwd will still be at 54c or at 60c ? Yeah, the report mentioned that the 4th qtr for FY2024 will be at 60c, but I can' t find anywhere saying this will be so moving into FY2025. Have I missed anything ?  
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MrBear12
Supreme |
10-Feb-2025 07:15
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With annual dividend and capital distribution totally 3.00 a share, 50 dollars yields 6 per cent.
Go for it everyone!
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MrBear12
Supreme |
10-Feb-2025 06:41
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So instead of a one off special dividend of 60 cents in 2025, dbs giving a 4 times 15 cents capital return starting fy 2025. And maintained for two more subsequent years. Not bad! Let's catch 50 dollars! | ||||
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spursfan
Elite |
10-Feb-2025 06:37
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DBS FULL-YEAR NET PROFIT UP 11% TO NEW HIGH OF SGD 11.4 BILLION, RETURN ON EQUITY OF 18.0% SUSTAINED AT PREVIOUS YEAR&rsquo S RECORD * * * Board proposes final dividend of 60 cents and will introduce a quarterly Capital Return dividend for financial year 2025 https://links.sgx.com/1.0.0/corporate-announcements/19IKWTJQLX05EYZ7/832552_4Q24_press_statement.pdf |
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investshare
Supreme |
09-Feb-2025 13:37
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Finger crossed
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investshare
Supreme |
09-Feb-2025 13:35
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Sbb is to reduce equity so that roe improves. Share split would not impact equity.
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