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OCBC
Investing strategies
Better market clarity later this year; position for China consumption plays, says OCBC's Menon
Everyone is waiting with bated breath because of Trump's unpredictability and what the Fed will do in the next six months
2 days ago
Broker's Calls
Special dividend from DBS, share buyback programme by UOB in CGSI’s forecasts ahead of FY2024 results
DBS will announce its results on Feb 11, followed by UOB on Feb 19 and OCBC on Feb 26.
3 days ago
Broker's Calls
Morningstar raises target prices on all three Singapore banks by 3%-6%
The Fed may be more likely to hold than to cut US interest rates, and this shift in stance may help maintain margins.
5 days ago
Bonds and treasuries
Constructive Asiadollar and Singdollar credit markets in 2024
OCBC expects Singdollar credit spreads will remain tight relative to historical levels
9 days ago
Broker's Calls
‘Accumulate’ all three local banks, but Phillip Securities prefers OCBC, UOB
Non-interest income will provide a boost in 2025; the banks expect fee income to continue their strong growth from the sustained shift in investor sentiment.
14 days ago
Deals, joint ventures & alliances
OCBC disposes entire 33.33% stake in Hong Kong Life Insurance
OCBC disposes of holdings in Hong Kong Life Insurance for HKD$589.3 million.
21 days ago
Environmental, Social and Governance
Cofco International secures US$600 mil sustainability-linked revolving credit from OCBC
Cofco International is the overseas agriculture business platform of Cofco Corporation, China's largest food and agriculture company.
28 days ago
Banking & finance
C-suite changes, enhanced earnings and capital management to buoy banks in 2025
Local banks to benefit from fewer rate cuts, higher securities prices, low credit costs, regionalisation, trade war, China+1, US deregulation, higher dividends
December 18, 2024
Broker's Calls
Panin Bank acquisition impact for OCBC, DBS could be smaller on uncertainties: RHB
An OCBC-Panin Bank combination would lift the enlarged group to fifth position while a DBS-Panin Bank entity would propel DBS into the top 10 versus its high-teens ranking.
December 13, 2024
Banking & finance
OCBC and CIMB vying for controlling stake in Indonesia's Panin Bank, Maybank working on potential bid: Reuters
Panin Bank is now controlled by the Gunawan family and ANZ, with their combined stakes worth some US$2.4 billion
December 10, 2024