Back

Latest Forum Topics / Others

Post Reply

3 BIG Spore banks ....:)) Post Reply Rate topic
FATABA Supreme	07-Dec-2023 10:46        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	1. OUR 3 big banks are making PROFIT ....good profit that other banks are envy  2. Rates are still HIGH ...even any cut wld not affect our banks as they are conservative and prudent in their loans. ( provision are there )  3. At current payout ratio and profit ...our banks are paying close to 6% yield .....where to find this investment ....where our banks are rock solid  so who are selling and WHO * BB are accumulating ???  DYODD  Am sure come end Jan where results and dividend are coming ....these reports wld sing a very diff song ?  Happy investing . Vested and added.
Useful To Me  Not Useful To Me
FATABA Supreme	05-Dec-2023 15:58        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	today banks dropped ....cld be due to Moody' s cuts in China credit outlook to negative. on rising debt .  let see how far this goes into the week.  Dyodd
Useful To Me  Not Useful To Me
RL16EGG Veteran	05-Dec-2023 15:56        RL16EGG About Contact  Quote this Post!
x 0   x 0  Alert Admin	The big boys are selling, esp dbs. But they will be back for the 3 banks after they shuffle their portfolios. Because these 3 banks are still rolling in the $ and are significant components STI. ocbc support @12.61, dbs @31 and uob @26.    DBS Stock Info (SGX:D05) | SG investors.io Echoes      ( Date: 05-Dec-2023 14:22) Posted: OK so after 1 month it turned out that the 3 Nov rally turned out to be a flash in the pan      instead of a Santa Rally that we are hoping for . STI has given up more that what it has gained despite the continuation of the stock market rally in the US .  It seemed that fund managers are not that keen on Sgp stocks despite the attractive valuations across all its sectors .      Echoes      ( Date: 03-Nov-2023 10:51) Posted: Haha yes STI woke up a week late but as they say better late than never . They say that the colour GREEN  is good for your eyes and at the time of writing its a sea of green everywhere you look . All 3 big boys notched healthy gains and none more deserving than UOB which was much oversold since its results announcement . One swallow does not make a summer whether this turns outs to be a flash in the pan or the beginning of a traditional Christmas rally , we shall see .
Useful To Me  Not Useful To Me
Echoes Member	05-Dec-2023 14:22        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	OK so after 1 month it turned out that the 3 Nov rally turned out to be a flash in the pan      instead of a Santa Rally that we are hoping for . STI has given up more that what it has gained despite the continuation of the stock market rally in the US .  It seemed that fund managers are not that keen on Sgp stocks despite the attractive valuations across all its sectors .      Echoes      ( Date: 03-Nov-2023 10:51) Posted: Haha yes STI woke up a week late but as they say better late than never . They say that the colour GREEN  is good for your eyes and at the time of writing its a sea of green everywhere you look . All 3 big boys notched healthy gains and none more deserving than UOB which was much oversold since its results announcement . One swallow does not make a summer whether this turns outs to be a flash in the pan or the beginning of a traditional Christmas rally , we shall see .  FATABA      ( Date: 03-Nov-2023 10:36) Posted: STI woke up w close to 60pts rise on a Friday ....wow  The 3 banks powered the STI rise ....BB accumulation over the drop of STI below 3100 ....are their gain . Mon DBS result will tell more. DYOD
Useful To Me  Not Useful To Me
FATABA Supreme	05-Dec-2023 11:36        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	all 3 banks are under attack w main focus on DBS .....can tell it is from major US house like JPM.  Well either they are in need of capital or the expectation of interest rate cut coming next year ??  ( Whatever OUR banks will still have a good set  of Q4 result and good full yr )  Are they accumulating ......I think so for UOB which can tell it is still supported .  ANYWAY DYODD ....come end Jan , all these BB will and would sing a different song.  ( current main worries are the Mid east war ...how much bigger will it get ? )  Happy holidays
Useful To Me  Not Useful To Me
FATABA Supreme	01-Dec-2023 10:44        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	our 3 BBanks are powering STI ....hopefully to higher level by end 23.  Surely we expect a good set of result for all 3 banks come end Jan/early Feb ....in time for CNY angpow.  Wld not be surprise w some special dividend too .  ( UOB will hv additional contribution from its new integration and see if DBS india any surprise . OCBC might have to wait a little longer for greater China recovery ..?)  Interest rate stabilising or a small cut will NOT affect our banks .......AUM is growing strongly . Fees income strong.  DYODD Happy investing.
Useful To Me  Not Useful To Me
FATABA Supreme	21-Nov-2023 12:01        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	interest rate flattening is NOT dropping ....into 2024 ......so NOTE banks are STILL making at the current high rate of loaning out $$ .  Further , other fees and AUM are growing ....w DBS and UOB adding citi aquisation .....2024 might be even better margin . OCBC is also gaining from the greater bay region and Indonesia.  DYODD   Echoes      ( Date: 21-Nov-2023 10:43) Posted: At start of 2023 : DBS $34  UOB $31 OCBC $12 Current share price : DBS $32 =  -6% UOB $27 = -13% OCBC $12.80 = + 6% UOB profits affected by costs incurred for Citi aquisition but should see better profits next year . It is the most attractive now IMO . But now I no bullets .
Useful To Me  Not Useful To Me
Goldfinger Supreme	21-Nov-2023 10:46        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Interest rates flattening, people may be switching from interest rate plays from banks (former darlings) to REITS (severely oversold and new darlings).
Useful To Me  Not Useful To Me
Echoes Member	21-Nov-2023 10:43        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	At start of 2023 : DBS $34  UOB $31 OCBC $12 Current share price : DBS $32 =  -6% UOB $27 = -13% OCBC $12.80 = + 6% UOB profits affected by costs incurred for Citi aquisition but should see better profits next year . It is the most attractive now IMO . But now I no bullets .
Useful To Me  Not Useful To Me
FATABA Supreme	21-Nov-2023 10:04        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Hmmm this few days ....bb are pushing DBS down ...to below 32 .  I guess they are accumulating for the big rise come end Jan ( full year result ) .....as to how low they can push depend on many factors . But , end Jan we can expect ( relatively sure ....10B profit , higher dividend and it is very possible a special dividend of aro 40c base on 50% payout ratio  DYODD please )  Again this BB is going to benefit by puting out all the " scare" for retails . DYOOD
Useful To Me  Not Useful To Me
Echoes Member	16-Nov-2023 22:02        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/OCBC-Annc_Proposed_acquisition_ofPTBC_16112023.ashx?App=Announcement& FileID=778375 There were subtle hints since last year that there may be some aquisitions in Indonesia as one way use of its ample liquidity . But the aquisition consideration of 100+ million is peanuts actually  plus the announcement is made during todays lunch break means that it should not have any significant material impact in its books .  But still, its better than have the cash sitting around ,  FATABA      ( Date: 16-Nov-2023 17:14) Posted: wow OCBC proposed acquistion of 99% in PT bank Commonwealth .......$300+m another good move since the arrival of this foreign talent .....OCBC is growing from strength to strength ....breaking $13 and moving to $14 w a record 2023 .  DYODD
Useful To Me  Not Useful To Me
FATABA Supreme	16-Nov-2023 17:14        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	wow OCBC proposed acquistion of 99% in PT bank Commonwealth .......$300+m another good move since the arrival of this foreign talent .....OCBC is growing from strength to strength ....breaking $13 and moving to $14 w a record 2023 .  DYODD
Useful To Me  Not Useful To Me
FATABA Supreme	06-Nov-2023 13:02        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	oh also note that the integration cost of Tw is included into this Q3 result . Also  exposure to money laundering is $100m povision etc is more than enough  CEo also mentioned that management changes in IT n several steps to handle recent disruption .  I guess MOST important for investor is that the financial is STILL powering all the way into 2024 w longer and higher interest  DYODD Happy investing. FATABA      ( Date: 06-Nov-2023 08:53) Posted: Wow another good set of results ( expected.) ..48c dividend.  NOTE DBS will cross $10B nett profit this year ....a new record for any local bank  DYODD
Useful To Me  Not Useful To Me
uiop1223 Supreme	06-Nov-2023 12:51        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS exposure to money laundering is $100m
Useful To Me  Not Useful To Me
Echoes Member	06-Nov-2023 10:19        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes profit is in line with analyst estimates in fact if we extrapolate from its 9 month results profit should hit 10.5b for FY 2023 . I have given my estimations on the final dividen in the DBS thread donno why I am unable to copy and paste here too lazy to re-type all over again .
Useful To Me  Not Useful To Me
FATABA Supreme	06-Nov-2023 08:53        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Wow another good set of results ( expected.) ..48c dividend.  NOTE DBS will cross $10B nett profit this year ....a new record for any local bank  DYODD
Useful To Me  Not Useful To Me
Echoes Member	03-Nov-2023 10:51        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha yes STI woke up a week late but as they say better late than never . They say that the colour GREEN  is good for your eyes and at the time of writing its a sea of green everywhere you look . All 3 big boys notched healthy gains and none more deserving than UOB which was much oversold since its results announcement . One swallow does not make a summer whether this turns outs to be a flash in the pan or the beginning of a traditional Christmas rally , we shall see .  FATABA      ( Date: 03-Nov-2023 10:36) Posted: STI woke up w close to 60pts rise on a Friday ....wow  The 3 banks powered the STI rise ....BB accumulation over the drop of STI below 3100 ....are their gain . Mon DBS result will tell more. DYODD Echoes      ( Date: 02-Nov-2023 16:05) Posted: Not sure why ST Index is still sleepy despite a mini rally in US and rest of the world in the past few days . Its hovering near 52 week low . The three big boys has also seen some minor selling except for OCBC . Mr Market didnt seem impressed with UOB results and DBS performance may be due to its tech issue and MAS so called  " punishment  " . In any case , I dont see much issues for all three and lets see what happens when DBS and OCBC report next week .
Useful To Me  Not Useful To Me
FATABA Supreme	03-Nov-2023 10:36        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	STI woke up w close to 60pts rise on a Friday ....wow  The 3 banks powered the STI rise ....BB accumulation over the drop of STI below 3100 ....are their gain . Mon DBS result will tell more. DYODD Echoes      ( Date: 02-Nov-2023 16:05) Posted: Not sure why ST Index is still sleepy despite a mini rally in US and rest of the world in the past few days . Its hovering near 52 week low . The three big boys has also seen some minor selling except for OCBC . Mr Market didnt seem impressed with UOB results and DBS performance may be due to its tech issue and MAS so called  " punishment  " . In any case , I dont see much issues for all three and lets see what happens when DBS and OCBC report next week .
Useful To Me  Not Useful To Me
FATABA Supreme	02-Nov-2023 16:54        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I guess those BB need to push it down to accumulate ...lol  Anyway , end 2023 , all 3 banks are already known to be doing well ...> NOTE interest is still HIGH as the last qtr ....and did not drop ...so ? pls DYODD  Happy investing.  Echoes      ( Date: 02-Nov-2023 16:05) Posted: Not sure why ST Index is still sleepy despite a mini rally in US and rest of the world in the past few days . Its hovering near 52 week low . The three big boys has also seen some minor selling except for OCBC . Mr Market didnt seem impressed with UOB results and DBS performance may be due to its tech issue and MAS so called  " punishment  " . In any case , I dont see much issues for all three and lets see what happens when DBS and OCBC report next week .
Useful To Me  Not Useful To Me
Echoes Member	02-Nov-2023 16:05        Echoes About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not sure why ST Index is still sleepy despite a mini rally in US and rest of the world in the past few days . Its hovering near 52 week low . The three big boys has also seen some minor selling except for OCBC . Mr Market didnt seem impressed with UOB results and DBS performance may be due to its tech issue and MAS so called  " punishment  " . In any case , I dont see much issues for all three and lets see what happens when DBS and OCBC report next week .
Useful To Me  Not Useful To Me

                                                         First   1-20 of 1484   Older>   Last