01 February 2012
Singapore Banks: 2012 Outlook & Stock Picks
Impact of slowdown from austerity measures in Eurozone and the US to be felt in 2012-2013
|
12 December 2011
Singapore Banks
Implications of new property measures
|
31 October 2011
Singapore Banks Interim Report Card (Part 4) : Favour banks with strong balance sheets
Favour banks with strong balance sheets
|
27 October 2011
Singapore Banks Interim Report Card (Part 3) : Non-interest income – who stands out?
Core non-interest banking income remains robust at UOB & OCBC
|
24 October 2011
Singapore Banks Interim Report Card ( Part 2) - A closer look at Net Interest Income
Weak net interest income due to continual margin contraction
|
20 October 2011
Singapore Banks
Singapore Banks : Interim Report Cards
|
15 August 2011
UOB 2011 Interim Results : Results ahead of market expectations
Cut in European debt securities may sooth investors’ nerves for a while
|
15 August 2011
Hong Leong Finance: Interim net profit down 25%
Bottomline could have fallen by 30% if not for reversal of provisionings
|
14 July 2011
Singapore Banks
Singapore Banks
|
27 June 2011
New Proposal to increase core Tier 1 CAR by Basel III Committee
New Proposal to increase core Tier 1 CAR by Basel III Committee
|
13 June 2011
Singapore Banks Quarterly: 1Q11 Results Review (Part 4)
We continue to favour UOB, followed by OCBC
|
09 June 2011
Singapore Banks Quarterly: 1Q11 Results Review (Part 3)
Non-interest income still going strong
|
08 June 2011
Singapore Banks - First Quarter 2011 Results Review (Part 2)
Strong loans growth helped offset further margin compression
|
03 June 2011
Singapore Banks: Diving beneath the first quarter numbers
Earnings quality better at UOB & OCBC
|
07 April 2011
Singapore Banks 2010 Final Results Review (Part 3)
Balance Sheet Check
|
30 March 2011
Singapore Banks FY10 Final Results (Part 2)
Non-interest income
|
29 March 2011
Singapore Banks FY10 Final Results (Part 1)
UOB stood out amongst the trio
|
21 January 2011
Implication of recent property measures on Singapore Banks
Little impact on bank earnings
|
07 October 2010
Singapore Banks Interim Report Card (Part 4)
Prefer UOB & OCBC
|
21 September 2010
Singapore Banks Interim Report Card: Reading between the lines
Core operating results still poor
|
31 May 2010
Singapore Banks Quarterly Review (Part 3) – UOB still our best bet
An all-round winner
|
26 May 2010
Singapore Banks Quarterly (Part 2) – non-interest income stole the limelight
Boosted by stock market rebound and trading income
|
25 May 2010
Singapore Banks Quarterly (Part 1) : Bottomline looks great but …
Core banking operations not that fantastic
|
24 March 2010
2009 Singapore Banks Final Results (Part 3) – Have we seen the worst in NPLs?
Have we seen the worst in NPLs?
|
15 March 2010
2009 Singapore Banks Final Results (Part 2) – Non-interest income shines
DBS saw stronger growth in fee income than peers
|
15 March 2010
Singapore Banks FY09 results (Part 1).
Don’t be fooled by the numbers
|
04 December 2009
Singapore Banks 3Q Results (Part 3)
UOB still our best bet for long term investors
|
03 December 2009
Singapore Banks 3Q09 results (Part 2) – non-interest income surged on signs of green shoots
DBS saw stronger fee income growth than peers but we are wary of the source
|
02 December 2009
Singapore Banks 3Q09 results (Part 1) – economy seemed to have reached a bottom
But the question is how strong will the rebound be?
|
08 September 2009
Singapore Banks Interims (Part 3) – which one to bank on?
UOB our best bet for long term investors
|
02 September 2009
Singapore Banks Interims (Part 2) – Non-interest income star performer at interim
But strong growth not sustainable
|
31 August 2009
Singapore Banks Interims (Part 1) – Are we are out of the woods yet?
Not quite, it’s too early to pop the champagne bottle
|
05 May 2009
Singapore Banks (Part 2) – Déjà-vu? Are we seeing a repeat of the Asian Financial Crisis?
Yes, we think the bulk of the bad news have been priced in
|
04 May 2009
Singapore Banks (Part 1) – Is it time to bottomfish?
Yes, we think the bulk of the bad news have been priced in
|
21 April 2008
Singapore Banks Review - Part III
UOB our top banking pick for 2008
|
18 April 2008
Singapore Banks Review - Part I
A recap on local banks’ CDO exposure
|
18 April 2008
Singapore Banks Review - Part II
OCBC surprised with the best operating results in 2007
|