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DBS
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The Best of the Best Banks
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aragosta
Supreme |
04-Dec-2024 00:47
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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Besides Russia, DBS has been very busy elsewhere.... here are just some of their actions past couple of months..... DBS in India DBS India launches enhanced wealth management with access to 6 markets including Singapore https://bankingfrontiers.com/dbs-india-launches-enhanced-wealth-management-with-access-to-6-markets-including-singapore/ DBS in Indonesia Fitch affirms Indonesia&rsquo s DBS rating at ' AAA' https://en.amwalalghad.com/fitch-affirms-indonesias-dbs-rating-at-aaa/ DBS in Hong Kong DBS Bank buys entire 75th floor in The Center, extending foray into Hong Kong property market https://www.scmp.com/business/article/3285775/dbs-bank-buys-entire-75th-floor-center-extending-foray-hong-kong-property-market DBS in Japan DBS and Japan Finance Corporation partner to strengthen business connectivity between Japan and rest of Asia https://www.dbs.com/newsroom/DBS_and_Japan_Finance_Corporation_partner_to_strengthen_business_connectivity_between_Japan_and_rest_of_Asia DBS in China Foreign financial institutions beef up investment in China amid greater opening up https://www.bignewsnetwork.com/news/274798670/economic-watch-foreign-financial-institutions-beef-up-investment-in-china-amid-greater-opening-up DBS in Taiwan DBS Taiwan has become the largest foreign bank in Taiwan in terms of deposit market share and total assets. https://www.fitchratings.com/research/banks/dbs-bank-taiwan-ltd-update-31-10-2024 DBS in Malaysia DBS eyeing stake in Alliance Bank, Kuwait Finance House assets to expand into Malaysia https://theedgemalaysia.com/node/733340 DBS in Thailand DBS eyes tripling of Thai AUM with onshore-offshore model https://asianprivatebanker.com/private-wealth/private-banking/dbs-eyes-tripling-of-thai-aum-with-onshore-offshore-model/ DBS in Korea DBS has a strong credit rating of AA-/Aa1 amongst the highest rated banks in Korea. https://www.dbs.com/kr/default.page DBS in UAE Singapore' s DBS bank sees Dubai as hub for Mideast expansion https://circuit.news/2024/08/16/singapores-dbs-bank-sees-dubai-as-hub-for-mideast-expansion/ DBS in Singapore DBS, IMDA future-proof SMEs with Spark GenAI https://asianbankingandfinance.net/news/dbs-imda-future-proof-smes-spark-genai
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aragosta
Supreme |
03-Dec-2024 21:27
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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DBS Hires Private Bankers for Rich Russians as Rivals Balk.https://www.bloomberg.com/news/articles/2024-12-03/dbs-hires-private-bankers-for-rich-russians-as-rivals-balkhttps://www.businesstimes.com.sg/companies-markets/banking-finance/dbs-hires-private-bankers-rich-russians-rivals-baulk This could be big ..... if really happens........ |
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Goldfinger
Supreme |
03-Dec-2024 20:10
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Shortists in DBS are now dead ducks or sitting ducks. The highest SBB prices was $43.73 today, also the day high price. Intent to me is clear, they are mopping up the market with aggressive buying.
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aragosta
Supreme |
03-Dec-2024 19:10
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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Stock split ? Not impossible, already said so at one AGM, any option cannot be ruled out..... But I m afraid such move will not be effective in lowering the price.....  Look at OCBC, it did a stock split in 2005...... that time price was $6 plus...... juz look at today' s price. |
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Zetyeo
Member |
03-Dec-2024 13:34
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Dreamt of stock split | |||||||||||
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aragosta
Supreme |
03-Dec-2024 12:03
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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Remember the black market famous saying in YZJSH, DM, SCI before the boh beh chow run? a lot of folks, like the yogi clone, were shouting $40 for DBS, and when it crosses $40, they went MIA....... so I say here again, if you have sold DBS @ $40, juz move on, or buy back at higher, don' t linger around here ...... below $40 is history, $42 to 43+ is new flavour, $45 is ST, $50 is LT.... latest rumor is DBS is applying license to operate in Malaysia as prelude to acquiring shares in two Malaysia banks.... I hv been saying all along sbb will be a phenomenal catalyst..... this Malaysia thingy will be another earthquake type.....if it is true, and really happens..... |
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aragosta
Supreme |
01-Dec-2024 00:13
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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What is the price for DBS to enter Malaysia?
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aragosta
Supreme |
30-Nov-2024 16:04
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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Plus the sbb effect...... as I said, I want to know how good , or naive ,the kateks are....... |
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aragosta
Supreme |
30-Nov-2024 14:07
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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Watch out for The Trump effect....
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pikachu
Master |
29-Nov-2024 07:13
Yells: "Holy Cow!" |
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$50 ! | |||||||||||
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limkt009
Master |
28-Nov-2024 22:16
Yells: "Watch your front, grab $$$$$$$$ at your own time" |
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Die pole standing loh
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aragosta
Supreme |
28-Nov-2024 20:14
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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SBB has started..... i hv said enuf, I hv talked enuf.... I want to see how good the kateks are..... |
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emailpeter
Veteran |
25-Nov-2024 10:36
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Thank you @gjames for sharing your great insights with all of us here. You also aptly elaborated the same insights I hold on all these bank shares. During the last 6 mths (too) sharp CBA rise, I decided divest some to MQG and FMG. The latter one proved very volatile and a tuition fee for supporting the very innovative yet divergent Twiggy. Anyway, I think my average gains are still pretty intact.
As for now, DBS at $42 seems a huge sum again. Akin to 32 which easily punched thru to 40's. Now I am half a mind to DCA in. With 50 at sight .....
Cheers and do keep any fresh news coming.
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aragosta
Supreme |
23-Nov-2024 18:08
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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Fintel latest highest price target forecast $52.50, average consensus $45.21 https://fintel.io/news/dbs-group-holdings-sgx-d05-price-target-increased-by-1205-to-4521-731 https://www.alphaspread.com/security/sgx/d05/analyst-estimates TipRanks latest highest price target forecast $50.09, average consensus $43.21 https://www.tipranks.com/stocks/sg:d05/forecast Yahoo Finance/MSN latest highest price target forecast $50.00 average consensus $44.32 https://www.investing.com/equities/dbs-group-holdings-consensus-estimates |
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MrBear12
Supreme |
23-Nov-2024 11:45
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A point that may seem trivial but significant is this
Aussies love to gear, ie. Borrow highly, more highly than average. Thus cannot compare CBA with DBS. We are Asia's safest bank. Let it remain that way
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MrBear12
Supreme |
23-Nov-2024 11:28
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No need to declare a fixed dividend policy or raise the payout ratio just to entice investors.
A payout ratio of 50 percent is just fine. Fair to investor and to company. A dividend cover of 2 makes dbs both a value and growth stock finely balanced. I think that is the aim of both ocbc and dbs. Especially with ocbc, I recall seeing Helen mention this. |
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gjames2402
Member |
23-Nov-2024 10:48
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Agree @emailpeter. The difference in valuatin between CBA and DBS is vast . Whilst CBA is almost certainly overvalued -DBS is unquestionably undervalued. CBAs secret sauce basicly is it ROE metrics (16.19%) coupled with its high dividend payout policy -circa 80%. This is written policy. Basically you are getting 80% of a 16% return. CBA close above $150 this week and it is not profitble, large, or have the growth prospects that DBS has. If DBS was listed on the ASX it would be pulling a sp significantly over $100. So why is DBS not valued like CBA ? I think basically it simply is not on big investors radar. It will be , and its becoming so, but not there in big way. I also think that DBS board have just woken up to the ROE metric being front of mind of international institutional investors in respect to analysiing banks. It explains why DBS just just started a share buy back.....just months after doing a bonus issue!. The other half of the equation for DBS to start trading at international valuation multiples is the Dividend payout ratio which seems to hover around 50%. I cannot find in board statements or notice to stock exchange a formal statement of declared policy of dividend distribution as a % of earnings. Until this is made crystal clear and chisled in stone publicaly, international institutional investors have to assume the % payout ratio is discretionary and variable, and therefore valuations metrics that use discounted cash flow will mark it down significantly. If DBS copied CBA and declared a fixed % divident payout like the CBA (80%) - then the shareprice will rocket up. $50 will be a speck in the rear view mirror. Finally - I think DBS day in the sun is coming, and from different directions. The worlds largest investment banks (Goldman, UBS, JP Morgan, Morgan Stanley) have released their 2025 outlook statements. There is a lot to unpack but there are two key themes. 2025 is the year of earnings. US stocks as so fully (over) valued in 2024 on the promise of future earnings, there is little head room for upward movement. There will be significant rotation out of stocks that miss earnings in 2025 into those that do have earnings. Specifically UBS is calling for selected diversitifcation out of US growth stocks into " dividend players in Asia with a growth bent" . IMHO there is scarcely a better company that meets this profile than DBS even though it was not named specfically. Maybe they are keeping this secret to themselves. A second interesting movement is the Australian superannuation funds (with over $1t in investments) are faltering for returns as they have so much cash chasing so few options in Australia. They are being actively told to move and invest the cash overshore. Australian super funds looooovvvvvve banks. So watch this space. Momentum is with DBS - good luck to all holders. I think $50 will be blown away before June 25.
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emailpeter
Veteran |
22-Nov-2024 17:06
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Yes, I am gathering views from all your good insights below.
It's seems like past juncture where I "reluctantly" bought in lots at $30-32, it felt so expensive then. We might well be at $42 and it will vibrate all over towards >50. That's why I asked my questions below.... Cheers investors and have a great weekend. |
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huattuatua
Master |
22-Nov-2024 16:53
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my guesstimate is around 65 cts per qtr from fy 25 onwards, just my pov again
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aragosta
Supreme |
22-Nov-2024 16:48
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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And that was in August..... and fundamentals have now changed so much..... by the next FY results report, it would be even better...... there has to be an increase in dividends...has to! I' m guessing 54 to 60 plus another special 50.... bringing the total final payout to $1.10.....
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