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CET1
Broker's Calls
Analysts say dividends key to shareholder value for banks as loan growth could stay tepid
Focus on dividends as interest rates stay elevated, NIM to stay resilient but equity risk premium to impact share price
April 21, 2024
Banking & finance
UOB’s CET1 rebounds with net profit growth, dividends could rise
UOB to pay higher dividends as CET1 rebounds, exposure to US office property minimal
April 27, 2023
Banking & finance
OCBC CEO optimistic on outlook as bank reports record earnings in 3Q2022
OCBC's management upbeat about prospects as bank reports record net profit in 3Q2022
November 07, 2022
Banking & finance
Banks are best proxies for inflation, rising interest rates and continued growth
Banks are best proxies for rising interest rates and inflation as CASA remains main source of funding with expenses controlled
February 17, 2022
Banking & finance
The market likes UOB's acquisition of Citi's consumer banking business
The market likes UOB's latest acquisition because it is reasonably priced, earnings accretive, and dividend policy is unchanged
January 14, 2022
Banking & finance
Earnings growth, strong CET1 bode well for banks in restoring dividends
Banks' earnings growth and healthy CET1 levels bode well for restoring dividends to pre-Covid levels
May 14, 2021
Banks look beyond Covid at challenges and opportunities ahead
The local banks have navigated the Covid crisis, controlling credit costs, and NPLs, and are beginning to look for future growth
December 18, 2020
Banking & finance
DBS, UOB forecast to cut dividends this year as OCBC resorts to script in bear case, says Morgan Stanley
The Covid-19 pandemic has changed many aspects of our lives. Since banks are central to the way we live — the way in which banks are perceived have also changed. Take as an example dividends. Local investors have over the past 10 y
April 17, 2020
Covid-19 Solidarity Budget
What the stimulus means for banks
In addition to the stimulus packages, policy interest rates are falling. Singapore’s exchange rate policy and the easing for the SGD NEER leading to a weaker Singapore dollar may limit the decline in local rates.
April 09, 2020
Banking & finance
Seeking shelter in banks
This past week, investors around the world have been compelled to swallow and digest fast-unfolding news by the day, if not the hour. The widening Covid-19 outbreak and the shocking breakdown of ties between Saudi Arabia and Russ
March 13, 2020