United Overseas Bank Limited (UOB)

Broker's Calls

CGS-CIMB remains 'neutral' about banks as it expects to see mixed NIM performances ahead of 1Q earnings

UOB will release its results on April 27. DBS will release its results on May 2 while OCBC will announce its results on May 10.
The pivot in MAS’s policy came as no surprise to most analysts - THE EDGE SINGAPORE

Singapore economy

The pivot in MAS’s policy came as no surprise to most analysts

Some of the analysts have kept their 2023 GDP estimates while others have lowered their full-year expectations.

Singapore economy

Increase in visitor arrivals, especially with return of Chinese tourists should bode well for retail industry: analysts

Retail sales grew by 12.7% y-o-y in February, reversing the 0.8% y-o-y decline printed in January.
Analysts see 'final tightening' by MAS in April meeting after February's inflation figures - THE EDGE SINGAPORE

Singapore economy

Analysts see 'final tightening' by MAS in April meeting after February's inflation figures

This will be the sixth consecutive tightening move since October 2021.

Zest

UOB CEO Wee Ee Cheong's salary grew by 30.2% y-o-y to $14.2 mil after UOB's record-high earnings for FY2022

In his deputy chairman and CEO’s report, Wee acknowledged that FY2022 was a “strong year” financially for the bank.

Zest

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.

Broker's Calls

Banks to drive market rebound through April, as March Fed meeting outcome looms large for local stocks: DBS

DBS analysts are watching US economic data and Fedspeak that could signal one of two possible outcomes at the March Fed meeting.
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
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