Welcome!
OCBC
Zest
‘Greenest’ of the three, OCBC also has dividend upside
OCBC is the greenest among the banks and Singapore corporates, and offers higher dividends
June 15, 2023
Zest
Banks ride tailwind of higher interest rates
Comparing the banks as they ride tailwind of rate hikes, while investors focus on Asean, China+1
June 15, 2023
Bonds and treasuries
Stable Singapore-dollar credit market amid debt ceiling saga
Singapore-focused REITs continue to demonstrate good operational statistics in 1Q2023
June 08, 2023
Zest
No stress from commercial real estate, higher dividends and less volatile Great Eastern: OCBC
OCBC reported record earnings in 1Q2023 ensuring higher dividends this year as CEO says CRE loan portfolio is robust
May 11, 2023
Right Timing
Share price performance of banks muted as NIMs reach plateau
Banks' share price performance to be muted as highest growth in NIMs may be over
April 20, 2023
Bonds and treasuries
Rate hikes coming out of the shadows
We expect credit dispersion to increase for both issuers and issues
April 05, 2023
Financially Savvy
The roles of AT1, CET1, bail-in and TLAC in banking stability
Asian regulators maintain that equity is junior to AT1 in the resolution of an FI. Also, a look at banks capital ratios
March 23, 2023
Zest
A balancing act between capital and liquidity
The local banks are largely unscathed from the US banks' collapse, as they reported healthy liquidity ratios and ample capital
March 16, 2023
Bonds and treasuries
In exploration of bond indices
Essentially, a BIF invests in those securities in the index to closely match that performance.
March 08, 2023
Zest
NIM-led earnings growth of banks to ease
Largest gains from NIM growth may be over as rates reach a plateau and funding costs catch up
March 02, 2023