DBS Group Holdings

Right Timing

Bull or bear? Goldman’s take on local banks; iFast continues decline

Despite maintaining buy calls on the three local banks Goldman Sachs sounds a bearish tone. Elsewhere, iFAST continues to fall

Broker's Calls

Analysts satisfied with DBS 1QFY2022 results, warn of 'hazy' 2H ahead

“Management remains cautious into 2H2022 on uncertainties, a marked change from the optimistic tone in 4QFY2021 results briefing.”
Results wrap: Banks navigate interest rates, inflation, growing headwinds - THE EDGE SINGAPORE

Banking & finance

Results wrap: Banks navigate interest rates, inflation, growing headwinds

Rising interest rates boost local banks' net interest income but inflation could dampen customers' prospects
Banks’ results: interest rate trends positive for net interest income, despite impact on HQLA and headwinds    - THE EDGE SINGAPORE

Banking & finance

Banks’ results: interest rate trends positive for net interest income, despite impact on HQLA and headwinds

Banks expect positive impact on net interest income from rising rates despite inflationary pressures

Results

Almost in sync, all three Singapore banks report y-o-y earnings drop of 10% for 1QFY2022

All three Singapore banks have reported a 10% y-o-y drop for their 1Q earnings
Singapore banks' potential earnings drag from lower trading income a buying opportunity, says Maybank Singapore - THE EDGE SINGAPORE

Broker's Calls

Singapore banks' potential earnings drag from lower trading income a buying opportunity, says Maybank Singapore

Nevertheless, Wickramasinghe expects the Singapore banks to show resilience in their core business
The tragedy of Madam Butterfly - THE EDGE SINGAPORE

Global Markets

The tragedy of Madam Butterfly

As we cheer our local red dots who venture into Pinkerton shores, the jury remains out in the throes of a corrective bear.
DBS CEO receives big pay hike to $13.58 mil for FY2021 following record year - THE EDGE SINGAPORE

Banking & finance

DBS CEO receives big pay hike to $13.58 mil for FY2021 following record year

For FY2021, the bank reported record earnings of $6.8 billion, up 44%.

Broker's Calls

PhillipCapital remains overweight on banks ahead of FY2021 results, OCBC 'most attractive'

“Valuations for OCBC are the most attractive and [have the] largest upside surprise from dividends.”
DBS to pay $956 mil in premium to acquire Citi's Taiwan consumer business - THE EDGE SINGAPORE

M&A

DBS to pay $956 mil in premium to acquire Citi's Taiwan consumer business

The acquisition will help DBS speed up its growth in Taiwan by at least ten years
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