wouldn't DBS more attractive than OCBC ? div yield almost same with OCBC (4.xx%) but PER of DBS is lower (~8) ...

Comparison of dbs and ocbc, extracted partly from the edge this week:

Dbs 4.x% dy, p/nav 0.89, per 7.9, price vs 31/12/15 -16%
Ocbc 4.x% dy, p/nav 0.99, per 8.x, price vs 31/12/15 -10%

Both are solid. Concerns are exposure to China, both has around 30%+ loan exposure to China ...

This morning dbs reported its strongest earnings ever for 2015. But concern is NPL charges went up 17% showed some of its borrowers are struggling, hence outlook is not as rosy as the numbers showed.

My hand itchy, nimble some this morning ...

Ya lor.... When i nimble it was still green...

This post has been edited by Vector88: Feb 22 2016, 07:07 PM

Sabana, one of my old fav as well... it was yielding close to 9-10% if I remembered. I bot at 96.5 cents and sold at 1.11 ... I sold because i read one of the research report back then which said that many of Sabana's leases were expiring and mgmt didn't do enough to renew them pro-actively... hence the occupancy dropped and the dividend dropped accordingly as well...

This post has been edited by Vector88: Mar 31 2016, 01:10 PM

Yes .. Already masuk Keppel Corp

Brexit looks like a reality now!!
What is the impact to market ???

Can share why based on ur analysis?

OCBC said in one of the recent report that they will buy if the price goes below 5.30

anyone know why DBS is on steroid lately? from 15 1-2 weeks ago to 16.3 today.. almost 10% up...

Banks had a super good run over past 1 year DBS is already up 40% since its 52 week low and OCBC around 30%. They may still have some rooms to go when Fed starts raising interest rate this yr and OnG industry sees some light at the end of the tunnel... I think I will keep my DBS for a bit longer and see how...

Was the early investors of Sabana too back in 2012 ... It was 96 cents when I bot and lucky to get out at 1.11... sold it cos it hit 15% cap appreciation .. Generally I get out from a REIT when its cap appreciation (excluding dividend) exceeds 15%...

hi ...
I have a CDP account (still valid) when I was working in Singapore but my trading acc (DBS Vickers) was already dormant since ages ago...
Now I would like to link other trading acc to my CDP account ... (as I understand, Multiple trading acc from different broker firm can be linked to the same CDP account)

From what I read here, Standard Chartered is the best with lowest brokerage fee ?

I have been using CIMB MY to buy SGX shares... Now I would like to use the SGD to buy overseas shares like ASX ... which broker firm suits me best in this case ?

Thanks in advance for your advice.

This post has been edited by Vector88: Feb 1 2017, 05:00 PM

can be either way... 50/50..

Oh...then seems like the goose that lay golden eggs is gone... now just hope the offer price is good...

69.5 cents is cheap right??? Even cheaper than IPO right? I can't find any reason not to subscribe, please enlighten..

I dun keep track my profits on yearly basis... But just did a quick calculations recently as two months ago was my 5 yrs anniverssary investing in SGX... Over 5 years in RM term, it has appreciated about 110% (including dividend which was mainly re-invested), which gives me around 14-15% return p.a... So far pretty happy

I am mostly in Reits, some non reits I bought before are Keppel, DBS, SingTel.

This post has been edited by Vector88: Oct 13 2017, 10:37 PM

wow.. sea of red... even SingTel is down to 3.45

any good dividend stocks in LSE to recommend?