SEA vs DBS : Which is a Better Buy?

koolgal
09-12

🌟🌟🌟SEA vs DBS - it is the clash of titans - 2 Singapore stocks, both rewriting the rules of Southeast Asia's financial and digital future.  Which is a Better Buy? 

The case for SEA:

$Sea Ltd(SE)$  is the comeback kid.  Once battered, now blazing, SEA has surged over 300% since early 2024, briefing reclaiming its crown as Southeast Asia's most valuable company. 

Shoppee dominates e-commerce while Garena is reviving its gaming mojo.  SeaMoney is riding the Fintech wave.  It is CEO Forrest Li's digital empire - fast, fluid and fiercely ambitious.  Investors are not just buying the stock, they are buying a vision of Southeast Asia 's digital transformation. 

The case for DBS:

$DBS Group Holdings(D05.SI)$  is the quiet juggernaut.  At its latest' s highest closing price at SGD 52.87, DBS has been delivering 65% gains since 2024.

With a 5.2% dividend yield, stellar ROE and fortress like balance sheet, DBS is the bedrock of Singapore's financial system.  It is not chasing hype, it is compounding trust. 

DBS is the heartbeat of Singapore's financial centre.  It is the kind of stock that doesn't just rise, it reassures. 

JPMorgan has just upgraded DBS to Overweight with a Target Price of SGD 56.  

Goldman Sachs sees SGD 57.20.

DBS is the bank that stood firm through crises and the bank that grew alongside Singapore's journey into a dynamic financial centre of Southeast Asia. 

Concluding Thoughts 

While SEA might dazzle with growth, DBS rewards with its resilience. 

This isn't just growth versus stability.  It is SEA's dreams versus DBS's dividends,  SEA's velocity versus DBS's gravity, SEA's tech ambition versus DBS's banking conviction. 

SEA maybe the spark but DBS is the flame that never flickers. 

To some investors, SEA might offer the thrill of the chase but to me DBS is the triumph of my conviction.  I will pick DBS over SEA as it is the bank that grew with the nation, stood firm through crisis and is a mirror of Singapore's economic and financial success. 

SEA maybe the sprint but DBS is the marathon. 

As Charlie Munger likes to say "The Big Money is not in the Buying and Selling but in the Waiting". 

@Tiger_SG  @Tiger_comments @TigerStars   @CaptainTiger @TigerClub  


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

  • ATAT10
    09-12
    ATAT10
    DBS for me at current valuations. SEA is the Fast & Furious and DBS is Slow and steady.
    • koolgal:Β 
      I also like Slow and Steady - DBS is  exactly that  πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      All the best πŸ€πŸ€πŸ€
    • koolgal:Β 
      Have a fantastic weekend  πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Thanks for sharing your valuable insights.
    • koolgal:Β 
      Well said 😍😍😍
  • AgathaHume
    09-12
    AgathaHume
    Both are strong contenders, but DBS offers stability and dividends that can’t be ignored.
    • koolgal:Β 
      I like DBS 's stability and great dividends πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Have a wonderful weekend πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      All the best πŸ€πŸ€πŸ€
    • koolgal:Β 
      Well said.😍😍😍
  • 不死鸟.
    09-12
    不死鸟.
    θ°’ θ°’εˆ†δΊ«
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a wonderful weekend πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      My pleasure 😍😍😍
  • Subramanyan
    09-12
    Subramanyan
    Very beautifully articulated. Unfortunately, $Sea Ltd(SE)$ is a counter I missed. I wish I had picked this gem in early 2024.
Leave a comment
18
28