1. Is there any reason not to -To The Moon - Tiger Brokers Online Investing Community - To The Moon

1. Is there any reason not to buy DBS? Will it hit $60 this year?

Upside case: Lower interest rates could spur loan growth, wealth management flows, and trading activity. DBS also benefits from strong capital ratios and consistent dividend payouts.

Risks: Falling interest rates also mean net interest margins (NIMs will compress). Valuation has already priced in optimism, so chasing at highs carries risk of pullback. Regulatory shifts or regional slowdown (esp. China exposure) could dampen sentiment.

Target: $60 is plausible if momentum continues, but the move may be gradual unless earnings guidance strongly exceeds expectations.

---

2. Are you bullish on STI hitting 5,000?

JPMorgan’s call rests on two catalysts:

1. Falling global rates → stronger fund inflows into Asia yield plays.

2. SG’s S$5B market development programme → could boost liquidity, ETFs, and institutional participation.

Risks: STI is bank-heavy; if Fed cuts slower than expected or China drags further, momentum could stall.

Still, 5,000 is achievable if both DBS and UOB/OCBC sustain highs alongside property/REIT recovery.

---

3. Sea or DBS: Your choice would be?

Sea Ltd: Growth stock, highly volatile, reliant on e-commerce/gaming rebound. Execution risk remains, especially in Shopee’s profitability and Garena’s slowing revenue.

DBS: Dividend fortress, stable earnings base, less volatile. With rate cuts, banks won’t enjoy record NIMs, but wealth/fees can cushion.

👉 If you prefer stability + dividends → DBS.

👉 If you prefer higher risk/reward growth → Sea. Personally, DBS looks more attractive given current macro conditions.

---

4. Who may follow the new high trend?

Other local banks: UOB and OCBC often move in tandem with DBS.

SGX-listed REITs: If rates drop, large-cap REITs like CapitaLand Integrated Commercial Trust (CICT) or Mapletree names could rebound.

Singapore Exchange (SGX) itself: Higher trading activity could drive earnings.

Telcos (Singtel): Possible upside if regional operations recover and 5G monetisation improves.

DBS & STI ATH: JPMorgan Sees STI Charging Toward 5,000?

DBS reaches new peak of S$52.87, as STI soars to record high of 4,355.84 points JPMorgan has bullish STI target of up to 5,000 by year’s end, cites declining interest rates and Republic’s S$5 billion market development programme. DBS Group surpasses Sea to become the most-valuable listed company in Southeast Asia once again. -------- 1. Is there any reason not to buy DBS? Will it hit $60 this year? 2. Are you bullish on STI hitting 5000? 3. Sea or DBS: Your choice would be? 4. Who may follow the new high trend?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

DaveLewis
09-12
DaveLewis
I agree, DBS looks solid for stability and dividends, especially in this economic climate.

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Sea or DBS: Your choice would be?</p>\n<p><br></p>\n<p>Sea Ltd: Growth stock, highly volatile, reliant on e-commerce/gaming rebound. Execution risk remains, especially in Shopee’s profitability and Garena’s slowing revenue.</p>\n<p><br></p>\n<p>DBS: Dividend fortress, stable earnings base, less volatile. With rate cuts, banks won’t enjoy record NIMs, but wealth/fees can cushion.</p>\n<p>👉 If you prefer stability + dividends → DBS.</p>\n<p>👉 If you prefer higher risk/reward growth → Sea. Personally, DBS looks more attractive given current macro conditions.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>4. Who may follow the new high trend?</p>\n<p><br></p>\n<p>Other local banks: UOB and OCBC often move in tandem with DBS.</p>\n<p><br></p>\n<p>SGX-listed REITs: If rates drop, large-cap REITs like CapitaLand Integrated Commercial Trust (CICT) or Mapletree names could rebound.</p>\n<p><br></p>\n<p>Singapore Exchange (SGX) itself: Higher trading activity could drive earnings.</p>\n<p><br></p>\n<p>Telcos (Singtel): Possible upside if regional operations recover and 5G monetisation improves.</p></body></html>","htmlText":"<html><head></head><body><p><br></p>\n<p>1. Is there any reason not to buy DBS? Will it hit $60 this year?</p>\n<p><br></p>\n<p>Upside case: Lower interest rates could spur loan growth, wealth management flows, and trading activity. DBS also benefits from strong capital ratios and consistent dividend payouts.</p>\n<p><br></p>\n<p>Risks: Falling interest rates also mean net interest margins (NIMs will compress). Valuation has already priced in optimism, so chasing at highs carries risk of pullback. Regulatory shifts or regional slowdown (esp. China exposure) could dampen sentiment.</p>\n<p><br></p>\n<p>Target: $60 is plausible if momentum continues, but the move may be gradual unless earnings guidance strongly exceeds expectations.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>2. Are you bullish on STI hitting 5,000?</p>\n<p><br></p>\n<p>JPMorgan’s call rests on two catalysts:</p>\n<p><br></p>\n<p>1. Falling global rates → stronger fund inflows into Asia yield plays.</p>\n<p><br></p>\n<p><br></p>\n<p>2. SG’s S$5B market development programme → could boost liquidity, ETFs, and institutional participation.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>Risks: STI is bank-heavy; if Fed cuts slower than expected or China drags further, momentum could stall.</p>\n<p><br></p>\n<p>Still, 5,000 is achievable if both DBS and UOB/OCBC sustain highs alongside property/REIT recovery.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>3. Sea or DBS: Your choice would be?</p>\n<p><br></p>\n<p>Sea Ltd: Growth stock, highly volatile, reliant on e-commerce/gaming rebound. Execution risk remains, especially in Shopee’s profitability and Garena’s slowing revenue.</p>\n<p><br></p>\n<p>DBS: Dividend fortress, stable earnings base, less volatile. With rate cuts, banks won’t enjoy record NIMs, but wealth/fees can cushion.</p>\n<p>👉 If you prefer stability + dividends → DBS.</p>\n<p>👉 If you prefer higher risk/reward growth → Sea. Personally, DBS looks more attractive given current macro conditions.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>4. Who may follow the new high trend?</p>\n<p><br></p>\n<p>Other local banks: UOB and OCBC often move in tandem with DBS.</p>\n<p><br></p>\n<p>SGX-listed REITs: If rates drop, large-cap REITs like CapitaLand Integrated Commercial Trust (CICT) or Mapletree names could rebound.</p>\n<p><br></p>\n<p>Singapore Exchange (SGX) itself: Higher trading activity could drive earnings.</p>\n<p><br></p>\n<p>Telcos (Singtel): Possible upside if regional operations recover and 5G monetisation improves.</p></body></html>","text":"1. Is there any reason not to buy DBS? Will it hit $60 this year? Upside case: Lower interest rates could spur loan growth, wealth management flows, and trading activity. DBS also benefits from strong capital ratios and consistent dividend payouts. Risks: Falling interest rates also mean net interest margins (NIMs will compress). Valuation has already priced in optimism, so chasing at highs carries risk of pullback. Regulatory shifts or regional slowdown (esp. China exposure) could dampen sentiment. Target: $60 is plausible if momentum continues, but the move may be gradual unless earnings guidance strongly exceeds expectations. --- 2. Are you bullish on STI hitting 5,000? JPMorgan’s call rests on two catalysts: 1. Falling global rates → stronger fund inflows into Asia yield plays. 2. SG’s S$5B market development programme → could boost liquidity, ETFs, and institutional participation. Risks: STI is bank-heavy; if Fed cuts slower than expected or China drags further, momentum could stall. Still, 5,000 is achievable if both DBS and UOB/OCBC sustain highs alongside property/REIT recovery. --- 3. Sea or DBS: Your choice would be? Sea Ltd: Growth stock, highly volatile, reliant on e-commerce/gaming rebound. Execution risk remains, especially in Shopee’s profitability and Garena’s slowing revenue. DBS: Dividend fortress, stable earnings base, less volatile. With rate cuts, banks won’t enjoy record NIMs, but wealth/fees can cushion. 👉 If you prefer stability + dividends → DBS. 👉 If you prefer higher risk/reward growth → Sea. Personally, DBS looks more attractive given current macro conditions. --- 4. Who may follow the new high trend? Other local banks: UOB and OCBC often move in tandem with DBS. SGX-listed REITs: If rates drop, large-cap REITs like CapitaLand Integrated Commercial Trust (CICT) or Mapletree names could rebound. Singapore Exchange (SGX) itself: Higher trading activity could drive earnings. Telcos (Singtel): Possible upside if regional operations recover and 5G monetisation improves.","highlighted":1,"essential":1,"paper":1,"likeSize":73,"commentSize":1,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/477413637251216","repostId":0,"isVote":1,"tweetType":1,"viewCount":1850,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1723,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":477720865411608,"commentId":"477720865411608","gmtCreate":1757637371819,"gmtModify":1757639315436,"authorId":9000000000000636,"author":{"id":9000000000000636,"idStr":"9000000000000636","authorId":9000000000000636,"name":"DaveLewis","avatar":"https://static.tigerbbs.com/0f379c0439dbd36ed017761896cd91f0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":477413637251216,"objectIdStr":"477413637251216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I agree, DBS looks solid for stability and dividends, especially in this economic climate.","text":"I agree, DBS looks solid for stability and dividends, especially in this economic climate.","html":"I agree, DBS looks solid for stability and dividends, especially in this economic climate.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/477413637251216"}