
aragosta ( Date: 19-Mar-2026 00:02) Posted:
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SWEE! That' s what we said! Note... this does not apply to just the banks but across the entire market!
DBS, OCBC, UOB could benefit as the Middle East&rsquo s ultra-rich relook where to park their billions
The three local lenders have all spent years expanding their private banking capabilities to capture a growth in global wealth flows  https://www.businesstimes.com.sg/opinion-features/dbs-ocbc-uob-could-benefit-middle-easts-ultra-rich-relook-where-park-their-billionsaragosta ( Date: 18-Mar-2026 09:09) Posted:
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DBS: Why Buying Interest Persists Despite High Prices
The reason behind sustained buying interest in the face of record-high prices is quite straightforward. Contrary to what some might assume, this momentum isn' t driven by retail investors, who are largely sidelined. Instead, the market is being propelled by  institutional funds  and  big money investors.
 
 
The Shift Toward Stability
Recent geopolitical shifts have fundamentally altered global wealth flows. Historically, the Middle East was viewed as a primary sanctuary for capital however, escalating regional conflicts have eroded its reputation as a " safe haven." Wealth advisors report that high-net-worth individuals ~ particularly Asian entrepreneurs previously based in Dubai~ are increasingly migrating their assets to  Singapore  and  Hong Kong  to escape Gulf-related uncertainties. 
 
Recent geopolitical shifts have fundamentally altered global wealth flows. Historically, the Middle East was viewed as a primary sanctuary for capital however, escalating regional conflicts have eroded its reputation as a " safe haven." Wealth advisors report that high-net-worth individuals ~ particularly Asian entrepreneurs previously based in Dubai~ are increasingly migrating their assets to  Singapore  and  Hong Kong  to escape Gulf-related uncertainties. 
 
The " Wealth Exit" from Europe
It isn' t just Middle Eastern capital on the move. Europe is seeing a " wealth exit" triggered by aggressive tax reforms, particularly in the UK, where changes to non-domiciled status and capital gains taxes have pushed the affluent to look elsewhere. While some remain within Europe (moving to Italy or Switzerland), Singapore remains a premier global choice due to its  territorial tax system  and the absence of  estate duties.   
Singapore' s Growing Dominance
The numbers reflect this massive capital migration. In 2025 alone, Singapore' s Big Three banks (DBS, OCBC, and UOB)  captured an estimated  S$77 billion  in new inflows from wealthy individuals globally. In an era of global volatility, Singapore' s predictability and security have become its greatest assets, ensuring that even at high price points, the big money continues to buy in. 
Now, you know, why they say..... WAR IS GOOD...... for some......
The numbers reflect this massive capital migration. In 2025 alone, Singapore' s Big Three banks (DBS, OCBC, and UOB)  captured an estimated  S$77 billion  in new inflows from wealthy individuals globally. In an era of global volatility, Singapore' s predictability and security have become its greatest assets, ensuring that even at high price points, the big money continues to buy in. 
Now, you know, why they say..... WAR IS GOOD...... for some......

Temasek' s major organisational restructuring which is just around the corner.... and which the black market expects DBS, together with Big Three, Keppel, Sembcorp and Seatrium plus SingTel, to feature prominently. 
DBS is committed to raising its quarterly ordinary dividend by S$0.06 to S$0.66 for 2026. The bank is also paying an additional S$0.15 per share in capital return dividends, which it is committed through financial year 2027...... This simply means moving forward into FY2026, we are guaranteed a payout of $3.24 per share.....       WHICH MEANS EVEN IF THE SHARE PRICE IS $60.00 per unit, you are guaranteed a    5.4% yield!!! 
aragosta ( Date: 17-Mar-2026 17:00) Posted:
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IN case you' re wondering......what hits you
I gonna be very brief here.....There are a couple of potential mega developments coming......one of which is the Temasek' s major organisational restructuring which is just around the corner.... and which the black market expects DBS, together with Big Three, Keppel, Sembcorp and Seatrium plus SingTel, to feature prominently. Theres are various speculations of the " features" of the new structure including one which  shifts Temasek from a bank-centric financial services portfolio to a more diversified model..... In that thinking, there is active evidence supporting the theory regarding the transfer or sale of (some) Temasek' s overseas banking assets to DBS..... If this truly happens, it could be a seismic game-changing development......
Also remember another (often goes unnoticed) primary driver for this current sustained rise&hellip is the X-D date of 3 April....... historically the stock will put up a substained rise (in price) 10 days or a week before ex-D.......
NOW, regarding this shareholder returns dividends...... In case you are unaware, DBS is committed to raising its quarterly ordinary dividend by S$0.06 to S$0.66 for 2026. The bank is also paying an additional S$0.15 per share in capital return dividends, which it is committed through financial year 2027...... This simply means moving forward into FY2026, we are guaranteed a payout of $3.24 per share.....     WHICH MEANS EVEN IF THE SHARE PRICE IS $60.00 per unit, you are guaranteed a  5.4% yield!!! &hellip .where to find??!?!?!!
MEANWHILE&hellip &hellip ..
DBS breaks into global top 20 as Brand Finance' s Banking 500 2026 journal reveals Singapore ranks 9th globally by total brand value hints $33 billion.
https://brandfinance.com/press-releases/dbs-ranks-19th-among-the-worlds-500-most-valuable-banking-brands
This Swift' s Partnership With DBS Bank Brings Ripple (XRP) Closer to Global Banking Infrastructure Layer: Pundit
https://36crypto.com/this-swifts-partnership-with-dbs-bank-brings-ripple-xrp-closer-to-global-banking-infrastructure-layer-pundit/
DBS China secures NAFMII underwriting licence for onshore bonds. DBS is the only Singapore-headquartered bank licensed to play a leading role in managing all onshore corporate bond issuances in the China Interbank Bond Market
https://asianbankingandfinance.net/retail-banking/news/dbs-china-secures-nafmii-underwriting-licence-onshore-bonds#:~:text=DBS%20is%20the%20only%20Singapore,release%20on%204%20March%202026.
Letter to shareholders (March 9, 2026) regarding the renewal of its Share Purchase Mandate, which gives the bank flexibility to buy back up to 3% of its issued shares, signalling management' s confidence in the stock' s value.
https://www.marketscreener.com/news/dbs-letter-to-shareholders-dated-9-march-2026-ce7e5fd9da8af721
DBS is First Bank in Asia-Pacific to Pilot Visa Intelligent Commerce for Everyday Payments
https://www.thehindubusinessline.com/brandhub/pr-release/dbs-is-first-bank-in-asia-pacific-to-pilot-visa-intelligent-commerce-for-everyday-payments/article70637780.ece
DBS, Southeast Asia' s largest bank, partners with VC giant Granite Asia to counter the region&rsquo s lack of capital
https://fortune.com/2026/02/22/dbs-granite-asia-partnership-tan-su-shan-jenny-lee-ai-ipo-fund/
DBS' s Wealth Unit Registers All-Time High in AUM, Inflows
https://www.finews.asia/finance/44654-dbs-wealth-management-financial-results-2025#:~:text=PDF-,DBS' %20Wealth%20Unit%20Registers%20All%2DTime%20High%20in%20AUM%2C,was%20also%20a%20record%20high.
Found its way from 53.5 (9-3-26) till 56.88 (today).
Do choose the correct side to ride on.
Do choose the correct side to ride on.
missed the boat
DBS is a " value for money" income investment as the dividend date approaches
Asia' s safest bank going back 60 again, hope so.
Averaged down yday
Coming your way soon!  :))))
prophetjul ( Date: 26-Feb-2026 17:27) Posted:
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Technically we may see $54 to 55. 
5.65% is good for me. Contented. 🫡
JurongW ( Date: 26-Feb-2026 16:11) Posted:
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Dividend yield about 5.65% still good despite high price of $57.30 - (81x 4) / 5730.
seanpent ( Date: 26-Feb-2026 15:17) Posted:
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Even more attractive now for Singapore' s top bank.
81 cts divvy for $57.2x / $57.3x.
81 cts divvy for $57.2x / $57.3x.
CGSI downgrades DBS to &lsquo hold&rsquo on &lsquo muted&rsquo Q4 performance forecast S$60.50 target price unchanged
FY2026 could post a larger-than-expected drop in earnings due to downside risks, says CGSI
 
[SINGAPORE] CGS International (CGSI) has downgraded its call on DBS to &ldquo hold&rdquo from &ldquo add&rdquo , citing forecasts of a &ldquo muted&rdquo performance for the fourth quarter of 2025 and limited upside potential. 
 
Its target price for the bank remained unchanged at S$60.50 &ndash 2.3 per cent above its latest closing price of S$59.12 on Friday (Jan 16). 
 
With valuations at an all-time high, a potential &ldquo lack of earnings growth&rdquo for FY2025 to FY2027 could limit upside potential, said CGSI analyst Tay Wee Kuang in a report on Friday. He noted that DBS&rsquo share price is up 35 per cent since the start of FY2025.  
 
&ldquo On top of a seasonally weaker quarter that would affect flow-related income such as wealth management fees, markets&rsquo trading income and treasury customer sales, we expect DBS&rsquo net interest margin (NIM) to decline (by around) five basis points quarter on quarter in Q4 2025,&rdquo said Tay. 
 
This follows a 28 basis point decline in the Singapore Overnight Rate Average (Sora) to an average of 1.16 per cent in Q4 2025 from 1.44 per cent in Q3 2025, said Tay. 
 
Several downside risks could lead to a larger-than-expected decline in earnings for FY2026, he noted. 
 
These include a potentially lower-than-expected net interest income for FY2026, due to a decline in NIM amid Sora weakness, weaker macroeconomic conditions resulting in higher provisioning, and a slowdown in non-interest income growth. 
 
Wealth management fee growth, potential recovery of exposure to Autobahn
Despite muted forecasts, DBS still offers an &ldquo attractive&rdquo yield of around 5.6 per cent for FY2026, with a forecast dividend per share of S$3.30 for the same period, said Tay. 
 
Capital return initiatives could enhance yield attractiveness, he said, noting that an outstanding S$2.6 billion in capital has been allocated for DBS&rsquo S$3 billion three-year share buyback programme. 
 
The Autobahn group, which includes car-sharing service Shariot, has debts of more than S$300 million. 
Autobahn group fallout tightens private-hire car financing, but COE premiums unlikely to fall
The bank&rsquo s wealth management segment could record further growth in its assets under management (AUM) for Q4 2025, following the segment&rsquo s 18 per cent year-on-year AUM growth for the first nine months of 2025. 
 
This could support its guidance for wealth management fees to grow by a mid-teens percentage in FY2026, said Tay. 
 
Potential increases in credit costs for Q4 2025 as a result of its loan exposure to the indebted car leasing company Autobahn could be buffered by a write-back of DBS&rsquo management overlay which stood at around S$2.5 billion for the first nine months of 2025, said Tay. DBS&rsquo loan exposure to Autobahn is around S$102.6 million. 
 
&ldquo The withdrawal of Autobahn&rsquo s appeal for creditor protection means that creditors&rsquo claims or writs of seizure and sale of Autobahn&rsquo s fleet of vehicles may proceed, potentially allowing DBS to recoup part of its exposure to Autobahn,&rdquo he said. 
Singapore Banks: More positives to come in 2026
https://www.dbs.com.sg/treasures-private-client/aics/archive/templatedata/article/generic/data/en/GR/122025/251209_insights_singapore_banks_more_positives_to_come_in_2026.xml
https://www.dbs.com.sg/treasures-private-client/aics/archive/templatedata/article/generic/data/en/GR/122025/251209_insights_singapore_banks_more_positives_to_come_in_2026.xml
Thats why I also place value on the track records of those who share updates. IMO, you have consistently shown that the information you provide is trustworthy. Even if things do not eventually happen, circumstances can change, and everyone needs to do their own due diligence. That said, there will always be people who choose to antagonize others&mdash sour grapes, really. In any case, appreciate all the sharing.
aragosta ( Date: 15-Jan-2026 23:47) Posted:
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100 will come in your lifetime.
Stay strong and healthy
Stay strong and healthy
aragosta ( Date: 15-Jan-2026 23:47) Posted:
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This?
DBS notched up a one-third increase in economic value from its artificial intelligence (AI) initiatives to hit a record S$1 billion in 2025. The banks have now moved beyond generative AI models, such as OpenAI& rsquo s ChatGPT and Google& rsquo s Gemini, and are now looking at agentic AI as the next stage of development.   Agentic AI models are a major development in the space, being capable of independent reasoning, decision-making and executing multistep tasks with minimum human oversight. But agentic artificial intelligence& rsquo s rise poses challenges for local banking talent.
DBS notched up a one-third increase in economic value from its artificial intelligence (AI) initiatives to hit a record S$1 billion in 2025. The banks have now moved beyond generative AI models, such as OpenAI& rsquo s ChatGPT and Google& rsquo s Gemini, and are now looking at agentic AI as the next stage of development.   Agentic AI models are a major development in the space, being capable of independent reasoning, decision-making and executing multistep tasks with minimum human oversight. But agentic artificial intelligence& rsquo s rise poses challenges for local banking talent.