DBS Group Holdings (DBS)

Broker's Calls

RHB lowers DBS's TP to $33 amid weak economic outlook

The brokerage prefers UOB amongst the three Singaporean banks.

Global Economy

Briefs: MAS penalises Citi, DBS and OCBC for breaches of anti-money laundering requirements; Grab cuts 1,000 jobs

Quoteworthy: "That’s what the great embarrassment for dictators — when they didn’t know what happened." - US's Joe Biden.

Broker's Calls

UMS and Rex’s CEOs most overpaid in 2022 relative to their share price performances: UOB Kay Hian

Companies that got the most value out of their CEOs were YZJ, Singtel and SIA.
Liquidity risks low for Singapore banks though funding costs will rise in 2H2023: Bloomberg Intelligence - THE EDGE SINGAPORE

Zest

Liquidity risks low for Singapore banks though funding costs will rise in 2H2023: Bloomberg Intelligence

Singapore’s lenders’ LCR ratios remain healthy as at 1QFY2023 despite the rising interest rates, say the analysts.

Broker's Calls

Citi reinstates coverage on DBS with 'sell' call and target price of $26.60

Analyst Tan Yong Hong is proposing investors conduct a pair trade between DBS and OCBC.

Zest

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.

Broker's Calls

DBS's digital prowess could drive more efficient business processes over the longer term: CGS-CIMB

The analysts raise their FY2023-FY2025 DPS estimates to $1.98-$2.22.
Non-interest income recovery the next growth lever for local banks: CLSA - THE EDGE SINGAPORE

Broker's Calls

Non-interest income recovery the next growth lever for local banks: CLSA

Non-interest income is roughly a third of total income for the banks.

Zest

DBS is considering expansion in Dubai, CEO Piyush Gupta says

Gupta’s remarks underscore the growing importance of Dubai, which is emerging as a favourite for hedge funds and financial firms.
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