$iShares MSCI Singapore ETF(EWS)$ In a world of elevated valuations and uncertain growth prospects, Singapore's banking sector stands out as a rare combination of growth, value, and income. Despite strong performance over the past year, several structural factors suggest there's more room to run. Here's why global investors are increasingly turning their attention to Singapore, particularly its three banking giants: DBS, OCBC, and UOB. Attractive Valuations in an Expensive World Let's start with the numbers that catch every value investor's eye. Singapore's big three banks currently trade at price-to-earnings (PE) ratios between 10-11x while offering dividend yields of 5-6%. To appreciate how attractive these valuations are, let's look at th
With DBS at an All-Time High, Are OCBC & UOB Next?
DBS soared to a record high on Monday after Singapore's largest bank flagged an improvement in net interest income for 2025 and a dividend capital return plan, in line with a jump in fourth-quarter profit that met expectations. DBS now expects 2025 group net interest income to slightly exceed last year's S$15.04 billion ($11.1 billion), an upgrade from its previous forecast of remaining at 2024 levels. ------------------ DBS Upgrades 2025 Outlook—What Does This Mean for Singapore Banks? Will it hit $50 in Feb.? Are you holding DBS? What's your take-profit target?
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