Singapore banking sector

Banking & finance

Singapore banks are so flush with deposits that DBS is loaning MAS $30 bil

This underscores how Singapore has been a beneficiary as Asia’s wealthy shift their money to a perceived safe haven.

Banking & finance

SVB collapse unlikely to cause systemic risk, say analysts

Analysts also largely agree SVB is unlikely to impact markets the way the Global Financial Crisis did in 2008.

Broker's Calls

Analysts remain 'overweight' on Singapore banks; SVB seen as a 'non-event' for the sector

CLSA has upped its target prices for all three banks and see NIMs peaking at around 1Q2024.
Singapore’s banking system has 'insignificant exposures' to SVB and Signature Bank - THE EDGE SINGAPORE

Silicon Valley Bank fallout

Singapore’s banking system has 'insignificant exposures' to SVB and Signature Bank

The impact on Singapore start-ups is also "limited" based on initial feedback, says MAS.
RHB sees fee income to be 'key earnings driver' in FY2023. - THE EDGE SINGAPORE

Broker's Calls

RHB sees fee income to be 'key earnings driver' in FY2023.

Among the three banks, DBS and OCBC are the RHB team's top picks.
Maybank downgrades Singapore banks to 'neutral' on NPL risks; lowers UOB and OCBC to 'hold' - THE EDGE SINGAPORE

Broker's Calls

Maybank downgrades Singapore banks to 'neutral' on NPL risks; lowers UOB and OCBC to 'hold'

Analyst Thilan Wickramasinghe points out that the sector’s risk-reward is now “largely balanced” as operations are still resilient

Broker's Calls

Banks will benefit from the full impact of previous rate hikes in 2023, says UOB Kay Hian

UOB Kay Hian analyst Jonathan Koh has kept his "overweight" rating for the sector with "buy" calls for DBS and OCBC.

Banking & finance

Rich investors' hesitance to trade a blow to Singapore banks

Lenders in the city-state, that’s seen as a safe haven, are seeing less fees from these customers.

Broker's Calls

RHB keeps 'overweight' rating on Singapore banks; sees overall earnings to improve by 20% y-o-y in FY2023

Among the banks, RHB prefers DBS for its higher NIM sensitivity to interest rate changes, and OCBC, given its cheaper valuation.
UOB posts record high earnings of $1.4 bil in 3QFY2022, up 34% y-o-y - THE EDGE SINGAPORE

Results

UOB posts record high earnings of $1.4 bil in 3QFY2022, up 34% y-o-y

During the 9MFY2022, net profit surged by 12% y-o-y to $3.42 billion.
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