Bloomberg Intelligence

Asean banks’ forex and interest rate management may shield bonds from possible volatility from Trump win: Bloomberg - THE EDGE SINGAPORE

US Presidential Race

Asean banks’ forex and interest rate management may shield bonds from possible volatility on Trump win: Bloomberg

Donald Trump won this year’s presidential elections, becoming the US’s 47th president.

Broker's Calls

Singapore banks likely to keep greater China strategies as area is ‘key’ for medium-term growth: Bloomberg Intelligence

Analyst Rena Kwok sees “manageable” risks in the region with the banks’ bond spreads likely to be “rangebound” in 2HFY2024 on “solid credit”.
Tips to fortifying your organisation’s cyber defence (Part 1) - THE EDGE SINGAPORE

Digital Economy

Tips to fortifying your organisation’s cyber defence (Part 1)

What does it take to achieve cyber resilience?
Should investors still buy DBS shares? - THE EDGE SINGAPORE

Banking & finance

Should investors still buy DBS shares?

OCBC strategist Carmen Lee sees that DBS's 'attractive' dividend yield of 5.5% will continue to support its share price.
Bloomberg Intelligence sees ‘flattish’ y-o-y growth for Singapore banks’ housing loans - THE EDGE SINGAPORE

Broker's Calls

Bloomberg Intelligence sees ‘flattish’ y-o-y growth for Singapore banks’ housing loans

The asset quality of Singapore banks may outshine its peers in Hong Kong, add the analysts.

Broker's Calls

Bloomberg Intelligence: credit card operations to remain Singapore banks’ strength in the second half

UOB could see the biggest y-o-y growth in credit cards' contribution to total fee income in 2024 locally, says Bloomberg's Kwok.

Telecommunications

Singtel among key telco players in SEA that can expand revenue streams through data centres: Bloomberg Intelligence

Analyst Chris Muckensturm says she expects the data centre market in SEA to grow by 17% in the next five years.

Property

Singapore’s home prices could remain ‘flattish’; rents may drop by 5% - 10% in 2024: Bloomberg Intelligence

Office rental rates could also remain flattish in 2024, with some downside risks in 2H2024, says analyst Ken Foong.

Broker's Calls

Singapore banks could issue capital securities to optimise their capital structure: Bloomberg Intelligence

The banks may collectively need to issue US$7 billion in AT1s and US$6 billion in T2s by 2025.

Broker's Calls

Analysts keep ‘buy’ and ‘hold’ calls on UOB after 1QFY2024 earnings exceed expectations

Analysts from Maybank, OCBC and RHB have increased their target price estimates.
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