DBS Group Holdings (DBS)

What does the Trump presidency mean for banks? - THE EDGE SINGAPORE

Banking & finance

What does the Trump presidency mean for banks?

Analysts expect Donald Trump 2.0 to make banking stocks great again, but there could be challenges .

Insider moves

DBS buys 620,000 units in CICT at $2.02 apiece

Following the purchase, DBS’s stake in CICT stood at 0.3506%.
Citi upgrades DBS to ‘neutral’; keeps UOB’s ‘sell’ call after 3QFY2024 results - THE EDGE SINGAPORE

Broker's Calls

Citi upgrades DBS to ‘neutral’; keeps UOB’s ‘sell’ call after 3QFY2024 results (update)

Even though Citi has not made any changes to UOB's call and target price, analyst Tan Yong Hong notes that UOB could be the next capital management play among Singapore banks.
DBS shares jump 6.9% on 3QFY2024 earnings beat, $3 bil share buyback news - THE EDGE SINGAPORE

Banking & finance

DBS shares jump 6.9% on 3QFY2024 earnings beat, $3 bil share buyback news

DBS CEO Piyush Gupta says the bank is “trying to use every tool” to return dividends to shareholders.
DBS 3QFY2024 net profit up 15% y-o-y, 8% q-o-q to $3.027 bil, announces $3 bil share buyback - THE EDGE SINGAPORE

Results

DBS 3QFY2024 net profit up 15% y-o-y, 8% q-o-q to $3.027 bil, announces $3 bil share buyback

This is the first time third-quarter net profit has surpassed $3 billion. DBS shares breached above $40 for the first time.

Broker's Calls

Banks expected to post ‘robust’ q-o-q earnings in 3QFY2024; attractive forward yields remain bright spot: DBS

Analyst Lim Rui Wen expects UOB to be the outperformer in NIMs among the three banks in 3QFY2024.

Environmental, Social and Governance

DBS issues green loan of ‘about $60 mil’ to Rexus Bioenergy to finance waste wood power plant in Jurong

The RExus Waste Wood-to-Energy Plant is expected to be complete in 2H2026. Waste wood and wooden construction materials will be the main fuel source for the 13-megawatt facility.
HSBC increases Singapore banks’ TPs and estimates; projects strong non-interest income - THE EDGE SINGAPORE

Broker's Calls

HSBC increases Singapore banks’ TPs and estimates; projects strong non-interest income

The analysts see UOB as being “better placed” to do well in 3QFY2024, followed by OCBC and DBS.

Banking & finance

DBS’s Piyush Gupta says only half of banks are making enough tech progress

“If I have to look around the landscape, I’d say maybe 50% of companies have made enough progress on that,” says DBS CEO Piyush Gupta.

Broker's Calls

Maybank upgrades Singapore banks to ‘positive’ as it sees the sector benefiting from China and growth in Asean

Analyst Thilan Wickramasinghe has kept his "buy" call on DBS and upgraded OCBC and UOB to “buy” from “hold” previously. He has also raised his TPs for all three banks.
×