Bloomberg Intelligence

UOB’s credit cards’ contribution to fee income could see highest y-o-y growth thanks to Taylor Swift concert: Bloomberg - THE EDGE SINGAPORE

Broker's Calls

UOB’s credit cards’ contribution to fee income could see highest y-o-y growth thanks to Taylor Swift concert: Bloomberg

For all three Singapore banks, credit cards could become a ‘bright spot’ for fee income this year.

Broker's Calls

Impact of Basel IV on Singapore banks ‘manageable’: Bloomberg

Capital in Singapore banks looks to remain ‘robust’ in second half of the year as well, says Bloomberg Intelligence's Rena Kwok.

Digital Economy

Southeast Asian GMV may grow 15% a year in 2022 – 2030 to exceed US$400 bil, says Bloomberg Intelligence

Sea Limited is expected to reach a full-year breakeven before Grab and GoTo, says analyst Nathan Naidu.
Liquidity risks low for Singapore banks though funding costs will rise in 2H2023: Bloomberg Intelligence - THE EDGE SINGAPORE

Banking & finance

Liquidity risks low for Singapore banks though funding costs will rise in 2H2023: Bloomberg Intelligence

Singapore’s lenders’ LCR ratios remain healthy as at 1QFY2023 despite the rising interest rates, say the analysts.
Singapore’s housing prices and rental growth could slow in 2H2023: Bloomberg Intelligence - THE EDGE SINGAPORE

Property

Singapore’s housing prices and rental growth could slow in 2H2023: Bloomberg Intelligence

Office rents could rise less than 2% in 2H2023 and grow up to 4% in 2023.
Non-interest income recovery the next growth lever for local banks: CLSA - THE EDGE SINGAPORE

Broker's Calls

Non-interest income recovery the next growth lever for local banks: CLSA

Non-interest income is roughly a third of total income for the banks.

Property

How Singapore property could turn on an election: Andy Mukherjee

SINGAPORE (Nov 30): Singapore is getting ready for polls. Because a single party has ruled uninterrupted since 1959, the real importance of the next election lies in the rare leadership transition that will take place afterwards.
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