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DBS    Last:62.82    -0.96

DBS

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Kyoto2008
    18-Jan-2015 16:19  
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the other banks?

OCBC may have some risks with the next results announcements as Wing Hang could spring surprises.  Avoid.

UOB - in my opinion, it' s become a cowboy bank taking too much risk.    Look at the way it handled the Sentosa loans, how did it manage to get so easily " conned" ?   Management issue.   Avoid. 

DBS will benefit most from interest rates increase.  Only need to focus on one bank, buy DBS.   It will hit $24 soon.  
 
 
Kyoto2008
    18-Jan-2015 16:15  
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The sales mix tell a lot about DBS.

It is strongest in institutional banking, two big events will help.  European recovery through QE which will come.   US recovery already underway.

Shift from mass market consumer banking to focus on private banking growth.    DBS bought Soc Generale' s private banking arm in Asia.    Private banking will grow at phenomenal rates in SG. 

Treasury is going negative on growth, but that' s alright, as it is a business wrought with risks.    Rather they don' t do too many derivatives and run the bank down like Barings.  So it' s okay to be small in treasury and big in the mainstay banking business line.

Next, move to regions.

These sales figures should be onshore revenues.    Crossborder revenues for China should be a lot higher but as the CEO has said before, their exposures to China are mostly trade (which is short term max 180 days, usually 90 days) essential goods. So DBS has good credit control.      Remember they were not hit by the trade fraud in China, SCB was badly mauled resulting now in massive closures of biz and retrenchments. Hong Kong has stabilised, earnings should not be impacted, Beijing stands behind the CEO, Leung, and order is back in the streets.   

DBS has all the makings of a fast growing stock.    Definitely a must have in anyone' s portfolio.

Kyoto2008      ( Date: 18-Jan-2015 16:01) Posted:



Sales mix.



Kyoto2008      ( Date: 18-Jan-2015 15:33) Posted:



Earnings expected to spiral upwards, see 2016 and 2017 prospective earnings.  Yield is decent more than 3.5% (nowhere going to get this from FD in the next years), PE (now at 11.8) is extremely low for a high growth stock.       Funds will be buying into it soon.    Results expected Feb 10 or 13?



 


 
 
Kyoto2008
    18-Jan-2015 16:01  
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Sales mix.



Kyoto2008      ( Date: 18-Jan-2015 15:33) Posted:



Earnings expected to spiral upwards, see 2016 and 2017 prospective earnings.  Yield is decent more than 3.5% (nowhere going to get this from FD in the next years), PE (now at 11.8) is extremely low for a high growth stock.       Funds will be buying into it soon.    Results expected Feb 10 or 13?



 

 

 
Kyoto2008
    18-Jan-2015 15:33  
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Earnings expected to spiral upwards, see 2016 and 2017 prospective earnings.  Yield is decent more than 3.5% (nowhere going to get this from FD in the next years), PE (now at 11.8) is extremely low for a high growth stock.       Funds will be buying into it soon.    Results expected Feb 10 or 13?



 
 
 
Kyoto2008
    18-Jan-2015 14:22  
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Should be long, expect good results in early Feb, funds will chase the stock to $24 in no time.      Long for mid term.

Euro QE should overshadow Greecexit, see no big obstacle ahead.      US would recover and move higher as the economy has improved.
 
 
 
hlfoo2010
    18-Jan-2015 07:39  
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From others thermometers,  face north, but need to prepare ANGpar $$$$$ ,so.............   
 

 
Immortal
    17-Jan-2015 16:37  
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Anyone looking to buy on Monday?
 
 
Immortal
    12-Jan-2015 15:25  
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Anything is possible
 
 
hlfoo2010
    12-Jan-2015 11:06  
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19.55 - 18  = -1.55  ???/
 
 
Immortal
    09-Jan-2015 14:34  
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You are spot on Bro.....if interest rate is expected to increase which it will, DBS is the greatest beneficiary....$23 will be easily hit.

But I am looking at $21 first...
 

 
Kyoto2008
    09-Jan-2015 12:40  
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Now all positive factors are in the front. Lot size down to 100 meaning small retailers can buy DBS at $2000 or so for 100 shares. Second, DBS will profit most fr interest rate hike. And Sibor moving up. Plus budget on Monday.
If the negative factors don play up, it may put on $1 easily. With funds support maybe another $3 to challenge UOB.
Vix is going down again so risk seems out of way for time being.
 
 
hlfoo2010
    09-Jan-2015 12:03  
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Immortal
    08-Jan-2015 22:43  
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Dow on super cheong mood.....how to stop this BULL.

DBS see $21 soon?

 
 
 
Immortal
    08-Jan-2015 20:42  
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DBS solid move....I hope to  see a break above $21.
 
 
hlfoo2010
    07-Jan-2015 09:36  
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Still bloody red  ozoon   draining unwilling down,   19.60 below    ????   
 

 
Immortal
    07-Jan-2015 09:32  
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Any one LONG
 
 
Immortal
    07-Jan-2015 07:35  
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Today is a good day to close short and go long slowly
 
 
Kyoto2008
    07-Jan-2015 01:29  
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Gotta sleep, else tomorrow panda eyes at work.

Good luck. 

Open canon tomorrow if the situation warrants it, or if you prefer to wait till VIX hit 30, it could be safer.      But I am quite convinced the time has come.

All four signs are aligned. VIX, 10 year, S& P, DJIA.    There is only one way to go.  Down!
 
 
Kyoto2008
    07-Jan-2015 01:25  
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See Vix rising.    Notice the Oct share market correction and VIX spike coincide.    Plus DJIA, S& P are heading south. 



Kyoto2008      ( Date: 07-Jan-2015 01:16) Posted:



Vix is the options that fund houses use to hedge share price crash.  During the Oct decline, VIX climbed to 30.    Now it' s at 22.  The mkt views this as a risk indicator, when it goes up, it means funds are  anticipating a  selldown.

US 10 year treasury bills is a good indicator of the market, when yields collapse, it shows a flight to safety.        Yields and bond prices move in opp directions.  When yields collapse, bond prices rally.      It just means the big funds are moving out of stocks into bonds.

 

 
 
Kyoto2008
    07-Jan-2015 01:16  
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Vix is the options that fund houses use to hedge share price crash.  During the Oct decline, VIX climbed to 30.    Now it' s at 22.  The mkt views this as a risk indicator, when it goes up, it means funds are  anticipating a  selldown.

US 10 year treasury bills is a good indicator of the market, when yields collapse, it shows a flight to safety.        Yields and bond prices move in opp directions.  When yields collapse, bond prices rally.      It just means the big funds are moving out of stocks into bonds.

 
 
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