2019-03-15

Thilan Wickramasinghe

-

Singapore Banks - Marketing Feedback From Across The Causeway

Maybank Kim Eng

2019-03-08

Andrea CHOONG | LIM Siew Khee

-

Banks - Leaning On Stronger Capital

CGS-CIMB

2019-03-04

LIM Siew Khee | Singapore Research Team

-

Singapore Strategy - Low Quality Beats, Better Than None

CGS-CIMB

2019-03-04

LIM Siew Khee | Singapore Research Team

-

Singapore Strategy - Alpha Picks March 2019

CGS-CIMB

2019-03-01

Tin Min Ying

-

Singapore Banking Monthly - Mortgage Growth At A 17-Year Low

Phillip Securities

2019-02-26

Jonathan KOH [CFA]

-

Banking – Singapore - 4Q18 Round-Up ~ Hunker Down As External Environment Becomes More Uncertain

UOB Kay Hian

2019-02-26

Leng Seng Choon [CFA]

-

Singapore Banks - More Room For NIM Expansion

RHB Invest

2019-02-21

Thilan Wickramasinghe

-

DBS Group - No Time To Be Sentimental

Maybank Kim Eng

2019-02-19

Andrea CHOONG | LIM Siew Khee

-

DBS Group - Scope For Upside

CGS-CIMB

2019-02-19

Tin Min Ying

-

DBS Group Holdings Ltd - Stellar Roe Supported By Recurrent Interest Income

Phillip Securities

2019-02-19

Carmen Lee

-

DBS Group - Record Year; Continued Improvement Expected

OCBC Investment

2019-02-19

Jonathan Koh [CFA]

-

DBS Group - 4Q18 Resiliency From Diversified Revenue Streams

UOB Kay Hian

2019-02-18

Andrea CHOONG | LIM Siew Khee

-

DBS Group - 4Q18 First Take ~ NIM Expansion To Continue In FY19

CGS-CIMB

2019-02-18

Thilan Wickramasinghe

-

DBS Group - On Track To Deliver In 2019E

Maybank Kim Eng

2019-02-18

Leng Seng Choon [CFA]

-

DBS - More NIM Widening As Loans Reprice

RHB Invest

2019-02-11

Thilan Wickramasinghe

-

Singapore Banks - 4Q18 What To Expect

Maybank Kim Eng

2019-02-07

Jonathan Koh [CFA]

-

DBS Group - 4Q18 Results Preview ~ To Deliver Good Results Despite Headwinds

UOB Kay Hian

2019-02-01

Tin Min Ying

-

Singapore Banking Monthly - Consumer Loans Pulling Back But NIMs Stay Healthy

Phillip Securities

2019-02-01

Sue Lin LIM

-

Singapore Banks - Loan Growth Continues To Be Tepid

DBS Research

2019-01-31

Thilan Wickramasinghe

-

Singapore Banks - Still Got The Juice

Maybank Kim Eng

2019-01-30

Thilan Wickramasinghe

-

DBS Group - Finally The Bride?

Maybank Kim Eng

2019-01-28

Andrea CHOONG | LIM Siew Khee

-

Singapore Banks - 4Q18F Preview ~ Seasonally Weaker

CGS-CIMB

2019-01-28

Andrea CHOONG | LIM Siew Khee

-

DBS Group - Hope For NIM Expansion, Upgrade On Valuations

CGS-CIMB

2019-01-25

Sue Lin LIM

-

Singapore Banks - An Eventful Start To The Year

DBS Research

2019-01-21

Leng Seng Choon [CFA]

-

DBS - Still More Upside From Wider NIM Trend

RHB Invest

2019-01-18

Jonathan Koh [CFA]

-

Banking – Singapore - Relief Rally Explained

UOB Kay Hian

2019-01-10

Andrea CHOONG | LIM Siew Khee

-

Banks - O&G Trouble Could Be One-Off

CGS-CIMB

2019-01-08

Jonathan Koh [CFA]

-

Banking – Singapore - A Dovish Twist, Limiting Upside For US Interest Rates

UOB Kay Hian

2019-01-02

Andrea CHOONG | LIM Siew Khee

-

Banks - FD Wars Not Over Yet

CGS-CIMB

2019-01-02

Leng Seng Choon [CFA]

-

Banks - SIBOR Rises As Expected; OVERWEIGHT

RHB Invest

2018-12-14

Singapore Research

-

2019 Singapore Stock Picks & Investment Themes - Buy Selectively & Stay Defensive

RHB Invest

2018-12-14

Jonathan Koh [CFA]

-

Banking – Singapore - Goodbye 2018, Welcome 2019

UOB Kay Hian

2018-12-14

Leng Seng Choon [CFA]

-

DBS - Riding On Widening NIM

RHB Invest

2018-12-14

Leng Seng Choon [CFA]

-

Singapore Strategy 2019 ~ Banks - NIM Widening To Drive Earnings

RHB Invest

2018-12-06

Carmen Lee

-

2019 Stock Picks - Value Over Growth; Stable and Sustainable Dividends

OCBC Investment

2018-12-04

Sue Lin LIM

-

Singapore Banks - At The Crossroads

DBS Research

2018-12-04

Singapore Research Team

-

Singapore Stock Alpha Picks (December 2018) - A Mixed November

UOB Kay Hian

2018-11-29

Lim Siew Khee

-

Navigate Singapore 2019 ~ Banks - OVERWEIGHT

CGS-CIMB

2018-11-26

Jonathan Koh [CFA]

-

Banking – Singapore - Flashes Of Green Shoots Ahead Of G20 Summit

UOB Kay Hian

2018-11-22

Carmen Lee

-

Banking Sector - Trade War Won’t Break The Banks! 

OCBC Investment

2018-11-07

Jonathan Koh [CFA]

-

Banking – Singapore - 3Q18 Round-Up ~ Steady Performance In Volatile Environment

UOB Kay Hian

2018-11-07

Leng Seng Choon [CFA]

-

Banks - Potential NIM Expansion Yet To Be Priced In

RHB Invest

2018-11-07

Tin Min Ying

-

DBS Group Holdings Ltd - Strong And Sustainable Performance

Phillip Securities

2018-11-07

Jonathan Koh [CFA]

-

DBS Group Holdings - 3Q18 Sustained NIM Expansion From Developed Markets

UOB Kay Hian

2018-11-07

Andrew Chow [CFA]

-

2019 H1 Stock Picks - Singapore Market Strategy

UOB Kay Hian

2018-11-05

Lim Siew Khee

-

DBS Group - 3Q18 Waiting On Further NIM Pass-Through

CGS-CIMB

2018-11-05

Carmen Lee

-

DBS Group - Value Despite Market Volatility

OCBC Investment

2018-11-05

Leng Seng Choon [CFA]

-

DBS - Future Earnings Still On Growth Momentum

RHB Invest

2018-11-02

Singapore Research

-

Singapore Stock Alpha Picks (November 2018) - An October To Forget

UOB Kay Hian

2018-11-01

Tin Min Ying

-

Singapore Banking Monthly (November 2018) - Loans Modestly Weaker And Bulking Up On Deposits

Phillip Securities

2018-10-17

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 3Q18 Results Preview ~ Double-digit Growth In Net Interest Income

UOB Kay Hian

2018-10-08

Carmen Lee

-

Market Strategy Singapore - Corporate Actions Heating Up

OCBC Investment

2018-10-02

Tin Min Ying

-

Singapore Banking Monthly - With Great Interest Rates Comes Great Pricing Power

Phillip Securities

2018-09-17

Leng Seng Choon [CFA]

-

DBS - Net Interest Margin Widening Trend Intact

RHB Invest

2018-09-03

Tin Min Ying

-

Singapore Banking Monthly - SIBOR And SOR Set To Soar

Phillip Securities

2018-08-23

Paul Chew

-

Phillip Singapore Monthly - August 2018 ~ Global Growth Has Peaked

Phillip Securities

2018-08-08

Carmen Lee

-

SG Market Dividend Stocks - Stable Is The New Sexy

OCBC Investment

2018-08-07

Carmen Lee

-

Banking Sector - You Can Bank On It!

OCBC Investment

2018-08-07

Jonathan Koh [CFA]

-

Banking – Singapore - 2Q18 Round-up ~ Everything In Moderation, Except Dividends

UOB Kay Hian

2018-08-06

Leng Seng Choon [CFA]

-

Banks - Widening NIM Remains Catalyst Going Forward

RHB Invest

2018-08-03

Lim Siew Khee

-

DBS Group - Income Growth Target Seems Like A Tall Order

CGS-CIMB

2018-08-03

Tin Min Ying

-

DBS Group Holdings Ltd - NIM At 2-Year High & Guided Higher

Phillip Securities

2018-08-03

Jonathan Koh [CFA]

-

DBS Group Holdings - 2Q18 Trade Tension Affects Trade Loans & Sentiments; Downgrade To HOLD

UOB Kay Hian

2018-08-03

Carmen Lee

-

DBS - Growth Momentum To Continue

OCBC Investment

2018-08-02

Leng Seng Choon [CFA]

-

DBS - Management Raises 2018 Net Interest Margin Guidance

RHB Invest

2018-08-01

Singapore Research

-

Singapore Stock Alpha Picks (Aug 2018) - A Better July

UOB Kay Hian

2018-07-19

Sue Lin LIM | Rui Wen LIM

-

Singapore Banks - Diverging Earnings Trends Expected In 2Q18

DBS Research

2018-07-18

Jonathan Koh [CFA]

-

DBS Group Holdings - 2Q18 Results Preview ~ Robust Loans Growth; Benign Asset Quality

UOB Kay Hian

2018-07-18

Carmen Lee

-

Stock Strategy Singapore - Great Summer To Cherry Pick 

OCBC Investment

2018-07-13

Leng Seng Choon [CFA]

-

Banks - Overweight On Wider Net Interest Margin Offsetting Trade War Effects

RHB Invest

2018-07-12

Carmen Lee

-

DBS - Eyes Still On The Ball

OCBC Investment

2018-07-10

Jonathan Koh [CFA]

-

Banking – Singapore - Past Cooling Measures Have Already Tamed Investment Demand

UOB Kay Hian

2018-07-06

Leng Seng Choon [CFA]

-

Singapore Banks - Mortgage Weakness From Property Measures

RHB Invest

2018-07-04

Singapore Research

-

Singapore Stock Alpha Picks (July 2018) - Weathering A Difficult Period

UOB Kay Hian

2018-07-02

Tin Min Ying

-

Singapore Banking Monthly - Positive Loan & Margin Trends Intact

Phillip Securities

2018-06-29

Leng Seng Choon [CFA]

-

DBS - Golden Opportunity On Rising NIM

RHB Invest

2018-06-28

Jonathan Koh [CFA]

-

Singapore Stock Strategy - Assessing Risk Premium In Volatile Times

UOB Kay Hian

2018-06-26

Jonathan Koh [CFA]

-

Banking Stocks Singapore - Outlook For Firmer Rates Intact; Trade Conflicts Exacerbate Volatility

UOB Kay Hian

2018-06-13

Carmen Lee

-

Banking Sector - Bank For Your Buck!

OCBC Investment

2018-06-08

Jonathan Koh [CFA]

-

Banking – Singapore - Risk On The Upside For Domestic Interest Rates

UOB Kay Hian

2018-06-05

Singapore Research

-

Singapore Stock Alpha Picks (June 2018) - A Challenging May; Tweaks Portfolio On Moderate Upside For Market

UOB Kay Hian

2018-06-04

Tin Min Ying

-

Singapore Banking Monthly - SIBOR Will Keep NIMs Elevated

Phillip Securities

2018-06-01

Andrew CHOW [CFA]

-

2H18 Market Strategy - Stock Picks For The Rest Of 2018

UOB Kay Hian

2018-05-24

Lim Siew Khee | Singapore Research Team

-

Stock Strategy Singapore - Analysts’ Alpha Picks For 2H18 (Large Cap) 

CGS-CIMB

2018-05-21

Ng Li Hiang

-

Singapore Banks - Scope For Liability Management

Maybank Kim Eng

2018-05-16

Leng Seng Choon [CFA]

-

Singapore Banks - NIMs Expansion & Loans Growth On Track

RHB Invest

2018-05-08

Jonathan Koh [CFA]

-

Banking Singapore (DBS vs OCBC vs UOB) - 1Q18 Round-up ~ New Normal Of Lower Credit Cost

UOB Kay Hian

2018-05-03

Singapore Research

-

Singapore Stock Alpha Picks (May 2018) - Taking Profit On Sheng Siong & Adding CSE Global.

UOB Kay Hian

2018-05-02

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 1Q18 NIM And Wealth Management Up; Credit Costs Down

UOB Kay Hian

2018-05-02

Jeremy Teong

-

DBS Group Holdings Ltd - ROE At Multi-year Highs

Phillip Securities

2018-05-02

Ng Li Hiang

-

DBS Group - Solid Outlook But Fairly Valued

Maybank Kim Eng

2018-05-02

Leng Seng Choon [CFA]

-

DBS - Strong Nim Expansion From Higher Interest Rates

RHB Invest

2018-04-30

Carmen Lee

-

DBS Group - Buy Lah!

OCBC Investment

2018-04-30

YEO Zhi Bin

-

DBS Group - 1Q18 When All Stars Align

CIMB Research

2018-04-27

Sue Lin LIM | Rui Wen LIM

-

Singapore Banks - The Quarter All Have Been Waiting For

DBS Research

2018-04-19

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 1Q18 Earnings Preview ~ NIM And Wealth Management Up; Credit Costs Down

UOB Kay Hian

2018-04-19

YEO Zhi Bin

-

SG Banks (DBS vs OCBC vs UOB) - 1Q18F Preview ~ The Perfume Of Goldilocks Lingers

CIMB Research

2018-04-04

Leng Seng Choon [CFA]

-

Singapore Banks - MAS Stance Will Affect NIM Outlook

RHB Invest

2018-04-03

Singapore Research

-

Singapore Stock Alpha Picks (April 2018) - Selectively Emphasising Defensives. Added Sheng Siong.

UOB Kay Hian

2018-03-20

Ng Li Hiang

-

Singapore Banks (DBS vs OCBC vs UOB) - Clear Skies

Maybank Kim Eng

2018-03-15

Leng Seng Choon [CFA]

-

DBS - SIBOR Uptrend To Drive DBS’ NIMs

RHB Invest

2018-03-05

Carmen Lee

-

DBS - Still Our Top Pick In The Sector

OCBC Investment

2018-03-02

Singapore Research

-

Singapore Stock Alpha Picks (March 2018) - A Challenging February But Look Ahead

UOB Kay Hian

2018-02-19

Jonathan Koh [CFA]

-

Singapore Banking - 4Q17 Round-up ~ Dividends Aplenty

UOB Kay Hian

2018-02-12

Jeremy Teong

-

DBS GROUP HOLDINGS LTD - Stellar Performance Across All Key Parameters

Phillip Securities

2018-02-12

Jeremy Teong

-

Singapore Banking Monthly - SIBOR Surrendered December Gains In January

Phillip Securities

2018-02-09

Ng Li Hiang

-

DBS Group (DBS SP) - A Strong Franchise

Maybank Kim Eng

2018-02-09

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 4Q17 Dividend Bonanza

UOB Kay Hian

2018-02-09

Carmen Lee

-

DBS Group - Special S$0.50 CNY AngBao!

OCBC Investment

2018-02-08

YEO Zhi Bin

-

DBS Group - 4Q17 Raining Dividends, Hallelujah!

CIMB Research

2018-02-08

Leng Seng Choon [CFA]

-

DBS - Stable Growth, But Largely Priced In

RHB Invest

2018-02-07

Carmen Lee

-

Singapore Market - Great Singapore Sale!

OCBC Investment

2018-02-02

Singapore Research

-

Singapore Stock Alpha Picks - Strong Start To 2018; Reflation And Cyclical Recovery Plays Stand Out

UOB Kay Hian

2018-02-01

Carmen Lee

-

DBS - Our Pick In The Banking Sector

OCBC Investment

2018-01-22

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 4Q17 Results Preview ~ More Goodies From Second Review Of Dividend Policy

UOB Kay Hian

2018-01-10

Jeremy Teong

-

Singapore Banking Monthly - 2017 Ended With A Strong Performance In December

Phillip Securities

2018-01-05

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - The Digital Warrior

UOB Kay Hian

2018-01-05

Jonathan Koh [CFA]

-

Banking – Singapore - Fintech – Enabler Or Disruptor?

UOB Kay Hian

2018-01-05

Leng Seng Choon [CFA]

-

Singapore Banks - SIBOR Spikes After Christmas

RHB Invest

2018-01-02

Jonathan Koh [CFA]

-

Banking – Singapore - Monthly Statistics Nov 17 – Consumer Loans Catch Up With Business Loans

UOB Kay Hian

2017-12-18

Jeremy Teong

-

DBS Group Holdings Ltd - Poised To Outperform

Phillip Securities

2017-12-14

Jonathan Koh [CFA]

-

Banking – Singapore - Assessing Productivity And Cost Efficiency

UOB Kay Hian

2017-12-13

Carmen Lee

-

Singapore Stocks 2018 Strategy - Sailing Into Another Good Year

OCBC Investment

2017-12-13

Carmen Lee

-

DBS Group - Expecting Another Good Year

OCBC Investment

2017-12-08

Jeremy Teong

-

Singapore Banking Monthly - All Looking Good

Phillip Securities

2017-12-01

Jonathan Koh [CFA]

-

Banking – Singapore - Oct 17 Monthly Statistics ~ Acceleration In Loans To Businesses

UOB Kay Hian

2017-11-27

Jeremy Teong

-

DBS Group Holdings Ltd - This Leader In Digital Banking Is About To Fly Even Higher

Phillip Securities

2017-11-22

YEO Zhi Bin

-

Singapore Banks - Earnings Growth To Follow Multiple Expansion

CIMB Research

2017-11-20

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - DBS Investor Day ~ The Digital Warrior

UOB Kay Hian

2017-11-20

Leng Seng Choon [CFA]

-

DBS - Going Digital To The Core

RHB Invest

2017-11-17

YEO Zhi Bin

-

DBS Group - Transforming Into Digital Bank Of Singapore

CIMB Research

2017-11-07

Jonathan Koh [CFA]

-

Singapore Banking - 3Q17 Round-up ~ DBS Leads In Transition To FRS 109

UOB Kay Hian

2017-11-07

Ng Li Hiang

-

DBS Group (DBS SP) - Look Beyond 2017

Maybank Kim Eng

2017-11-07

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 3Q17 Brutal Cleansing Of Exposure To O&G

UOB Kay Hian

2017-11-07

Jeremy Teong

-

DBS Group Holdings Ltd - Major Spring Cleaning Before FY18

Phillip Securities

2017-11-07

Leng Seng Choon [CFA]

-

DBS - Accelerated Recognition Of NPAs

RHB Invest

2017-11-06

YEO Zhi Bin

-

DBS Group - 3Q17 Happy Days Ahead

CIMB Research

2017-11-06

Carmen Lee

-

DBS Group - Allowances Of S$815M

OCBC Investment

2017-11-01

Jonathan Koh [CFA]

-

Banking – Singapore - Sep 17 Monthly Statistics ~ Slight Pick-up In Loan Growth

UOB Kay Hian

2017-10-20

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 3Q17 Results Preview ~ Higher Specific Provisions Offset By Consolidation Of Acquisitions

UOB Kay Hian

2017-10-20

Jeremy Teong

-

Singapore Banking And Finance - 3Q17 Earnings Preview

Phillip Securities

2017-09-18

Jeremy Teong

-

DBS Group Holdings Ltd - Standing Firm Amid Stiff Competition

Phillip Securities

2017-09-18

Jeremy Teong

-

Singapore Banking And Finance - Stronger Economy And Higher Dividends Expected

Phillip Securities

2017-09-18

Ng Li Hiang

-

Singapore Banks - Cashing In On Cashless Payments?

Maybank Kim Eng

2017-09-14

Carmen Lee

-

DBS Group - Time To Buy

OCBC Investment

2017-09-11

Leng Seng Choon [CFA]

-

Banks - Fixed Rate Mortgages – A Response To FFR Hike Delay?

RHB Invest

2017-09-05

Carmen Lee

-

DBS - Approval For Indian Operation

OCBC Investment

2017-08-22

Ng Li Hiang

-

Singapore Banks - A Clearer Path

Maybank Kim Eng

2017-08-07

Ng Li Hiang

-

DBS Group (DBS SP) - Patience Is A Virtue

Maybank Kim Eng

2017-08-07

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 2Q17 Progressively Paying More Dividends

UOB Kay Hian

2017-08-07

Jeremy Teong

-

DBS GROUP HOLDINGS LTD - Profit Before Allowance Remains Weak As Coverage Ratio Deteriorates

Phillip Securities

2017-08-07

Jonathan Koh [CFA]

-

Banking – Singapore - 2Q17 Round-up ~ Keeping Up The Good Work

UOB Kay Hian

2017-08-04

Leng Seng Choon [CFA]

-

DBS - 2H17 Provisions Expected To Stay High

RHB Invest

2017-08-04

Leng Seng Choon [CFA]

-

DBS - Sequentially Flat NIM

RHB Invest

2017-08-04

YEO Zhi Bin

-

DBS Group - 2Q17 Good But Not Great

CIMB Research

2017-08-04

Carmen Lee

-

DBS Group - Outlook Is Healthy, But Some Challengers Remain

OCBC Investment

2017-07-19

Leng Seng Choon [CFA]

-

Banks - Initial Signs Of SIBOR Uptrend

RHB Invest

2017-07-18

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 2Q17 Results Preview ~ Sequential Pull-back From Near-Record Earnings In 1Q17

UOB Kay Hian

2017-07-17

Ng Li Hiang

-

Singapore Banks - Singapore Property And Housing Loans

Maybank Kim Eng

2017-07-04

Jonathan Koh [CFA]

-

Banking – Singapore - Unwinding QE – Implications For Banks

UOB Kay Hian

2017-07-03

Ng Li Hiang

-

Singapore Banks - Positive Momentum, Albeit Moderated

Maybank Kim Eng

2017-06-28

Ng Li Hiang

-

Singapore Banks - Tail Risks From O&G

Maybank Kim Eng

2017-06-14

Ng Li Hiang

-

Singapore Banks - CASA ~ Good Or Bad?

Maybank Kim Eng

2017-06-08

Jonathan Koh [CFA]

-

Singapore Banking - DBS Outperforms On Flawless Execution And Stronger Growth

UOB Kay Hian

2017-06-08

Neel Sinha

-

Singapore Market Monitor ~ Strategy & Outlook - Growth Ahoy?(!)

Maybank Kim Eng

2017-05-11

Jonathan Koh [CFA]

-

Banking – Singapore - 1Q17 Roundup ~ Easing Of Specific Provisions Across The Board

UOB Kay Hian

2017-05-03

Leng Seng Choon [CFA]

-

DBS - Stabilising Asset Quality, Positives In The Share Price

RHB Invest

2017-05-03

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 1Q17 NPL Formation And Specific Provisions Have Eased Sequentially

UOB Kay Hian

2017-05-03

Jeremy Teong

-

DBS GROUP HOLDINGS LTD - Profit Boost from Wealth Management

Phillip Securities

2017-05-03

Ng Li Hiang

-

DBS Group (DBS SP) - Positive Signs

Maybank Kim Eng

2017-05-02

Jessalynn CHEN

-

DBS Group - Earnings Beat On Lower Provisions

CIMB Research

2017-05-02

Carmen Lee

-

DBS Group - Above Consensus 1Q

OCBC Investment

2017-04-25

Jessalynn CHEN

-

Banks - 1Q17 Earnings Preview

CIMB Research

2017-04-20

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 1Q17 Results Preview ~ Stabilisation In Asset Quality, Moderation In Credit Costs

UOB Kay Hian

2017-04-03

Ng Li Hiang

-

Singapore Banks - Loan improvement in Feb; key is sustainability in FI loans

Maybank Kim Eng

2017-03-23

Jonathan Koh [CFA]

-

Singapore Banks - Long/Short Ideas: BUY OCBC, SELL DBS

UOB Kay Hian

2017-03-21

Ng Li Hiang

-

Singapore Banks - O&G Woes Not Over

Maybank Kim Eng

2017-03-14

Jonathan Koh [CFA]

-

Banking – Singapore - Unexpected Boost From Real Estate

UOB Kay Hian

2017-03-10

Leng Seng Choon [CFA]

-

Singapore Banks - Impact of Property Measures Tweak on ~ BUY UOB

RHB Invest

2017-03-02

Jessalynn CHEN

-

Banks - With high expectations, it is easy to disappoint

CIMB Research

2017-02-27

Ng Li Hiang

-

Singapore Banks - Silver Lining; U/G Sector to NEUTRAL

Maybank Kim Eng

2017-02-20

Jonathan Koh [CFA]

-

Singapore Banking - 4Q16 Round-up ~ Limited Downside From O&G, Upside From Rate Hikes

UOB Kay Hian

2017-02-17

Jeremy Teong

-

DBS GROUP HOLDINGS LTD - Lower FY16 Profit amid Rising Non-Performing Loans

Phillip Securities

2017-02-17

Jonathan Koh [CFA]

-

DBS Group Holdings (DBS SP) - 4Q16 Lightning Never Strikes Twice

UOB Kay Hian

2017-02-17

Ng Li Hiang

-

DBS Group (DBS SP) - Proactive steps

Maybank Kim Eng

2017-02-16

Jessalynn CHEN

-

DBS Group - Expect earnings pressure to continue through 1H17

CIMB Research

2017-02-16

Carmen Lee

-

DBS GROUP - Single-Digit Growth

OCBC Investment

2017-02-16

Leng Seng Choon [CFA]

-

DBS - NIM To Widen From The Current Level

RHB Invest

2017-02-02

Jonathan Koh [CFA]

-

DBS Group Holdings - 4Q16 Results Preview ~ Lumpy O&G Exposure Already Recognised As NPLs

UOB Kay Hian

2017-02-02

Jessalynn CHEN

-

Banks - Assessing the impact of Ezra group

CIMB Research

2017-02-01

Ng Li Hiang

-

Singapore Banks - A Challenging Year

Maybank Kim Eng

2017-01-17

Ng Li Hiang

-

Singapore Banks - Covered Bonds: Diversify Source Of Funding

Maybank Kim Eng

2017-01-16

Jeremy Teong

-

DBS Group Holdings Ltd - Expect More Acquisitions to Boost Growth

Phillip Securities

2017-01-16

Jeremy Teong

-

Singapore Banking Sector - Challenges to Loans and Net Interest Income Growth

Phillip Securities

2017-01-10

Jonathan Koh [CFA]

-

Singapore Alpha Picks - Switching Large-cap Picks

UOB Kay Hian

2017-01-06

Jonathan Koh [CFA]

-

Singapore Banking - Upside From Rate Hikes, Limited Downside From O&G

UOB Kay Hian

2017-01-03

Carmen Lee

-

DBS Group - Downgrade To HOLD

OCBC Investment

2017-01-03

Leng Seng Choon [CFA]

-

DBS - Riding On Fed Funds Rate Hikes

RHB Invest

2017-01-03

Leng Seng Choon [CFA]

-

Banks - Wider NIMs a Catalyst Going Forward

RHB Invest

2017-01-03

Ng Li Hiang

-

Singapore Banks - Still Uninspiring

Maybank Kim Eng

2016-12-05

Jessalynn CHEN

-

DBS Group - Cost discipline amid weak topline growth

CIMB Research

2016-12-05

Ng Li Hiang

-

DBS Group - Better cost management, but outlook still challenging

Maybank Kim Eng

2016-12-05

Ng Li Hiang

-

Singapore Banks - No Change In Fundamentals

Maybank Kim Eng

2016-11-28

Jonathan Koh [CFA]

-

Banking – Singapore - Positive News From The O&G Sector

UOB Kay Hian

2016-11-23

Leng Seng Choon [CFA]

-

DBS - More Certainty On Fed Funds Rate Hike a Boon

RHB Invest

2016-11-23

Ng Li Hiang

-

Singapore Banks - Assessing FX Impact

Maybank Kim Eng

2016-11-09

Leng Seng Choon [CFA]

-

Banks - Provisions On The Radar, But Stay Alert To Wider NIMs

RHB Invest

2016-11-07

Ng Li Hiang

-

Singapore Banks - Post-3Q16 ~ Focus On Revenue

Maybank Kim Eng

2016-11-02

Jessalynn CHEN

-

Banks - Beware of the speed bump ahead

CIMB Research

2016-11-01

Jessalynn CHEN

-

DBS Group - 3Q16 Earnings beat, but oil & gas woes remain

CIMB Research

2016-11-01

Jeremy Teong

-

DBS GROUP HOLDINGS LTD - Asset Quality is the Red Herring

Phillip Securities

2016-11-01

Jonathan Koh [CFA]

-

DBS Group Holdings - 3Q16 Trims Costs While Maintaining Industry-Leading CET-1 CAR

UOB Kay Hian

2016-11-01

Ng Li Hiang

-

DBS Group - Negatives price in; U/G HOLD

Maybank Kim Eng

2016-11-01

Leng Seng Choon [CFA]

-

DBS - Widening NIM The Catalyst To Watch

RHB Invest

2016-11-01

Jonathan Koh [CFA]

-

Singapore Banking - 3Q16 Round-up: Bulk Of Vulnerable And Lumpy Exposure Already Recognised As NPLs

UOB Kay Hian

2016-10-31

Carey Wong

-

DBS Group - Strengthening Its Wealth Business

OCBC Investment

2016-10-18

Jessalynn CHEN

-

Banks - Earnings decline could be manageable, for now

CIMB Research

2016-10-07

Carey Wong

-

Banks - Challenges ahead; valuations are decent

OCBC Investment

2016-10-07

Ng Li Hiang

-

Singapore Banks - Indonesia Tax Amnesty and SG Banks ~ A Closer Look

Maybank Kim Eng

2016-10-04

Leng Seng Choon [CFA]

-

Banks - Minimal Impact From Indonesia's Tax Amnesty

RHB Invest

2016-10-03

Ng Li Hiang

-

Singapore Banks - Uninspiring

Maybank Kim Eng

2016-09-08

Jonathan Koh [CFA]

-

Singapore Banking - Gradual Progress Of Recovery From Swiber

UOB Kay Hian

2016-09-07

Ng Li Hiang

-

Singapore Banks - Six Smoking Guns

Maybank Kim Eng

2016-09-02

Leng Seng Choon [CFA]

-

Banks - Oil & Gas Exposures Are Largely Priced In

RHB Invest

2016-08-30

Jonathan Koh [CFA]

-

Singapore Banking - Stress Test To Uncover Breaking Points

UOB Kay Hian

2016-08-18

Ng Li Hiang

-

Singapore Banks - Pressure points

Maybank Kim Eng

2016-08-15

Carey Wong

-

DBS Group - TOOK A HIT FROM SWIBER

OCBC Investment

2016-08-10

Jessalynn CHEN

-

Banks - Slippery slope

CIMB Research

2016-08-10

Jeremy Teong

-

DBS Group Holdings Ltd - Profit Growth Under Pressure

Phillip Securities

2016-08-10

Jonathan Koh [CFA]

-

DBS Group Holdings - 2Q16: Absorbing The Blow From Swiber

UOB Kay Hian

2016-08-10

Jonathan Koh [CFA]

-

Singapore Banking - 2Q16 Roundup ~ Weathering The Offshore Mayhem

UOB Kay Hian

2016-08-09

Ng Li Hiang

-

DBS Group - A tougher road

Maybank Kim Eng

2016-08-08

Jessalynn CHEN

-

DBS Group - ROE dented by one Swiber case

CIMB Research

2016-08-08

Carey Wong

-

DBS Group - Allowances more than doubled

OCBC Investment

2016-08-08

Leng Seng Choon [CFA]

-

DBS - Credit Cost Concerns Likely Overblown

RHB Invest

2016-08-01

Jonathan Koh [CFA]

-

Singapore Banks - Fear Of Contagion Triggered By Swiber

UOB Kay Hian

2016-07-29

Jessalynn CHEN

-

Banks - NPL reality hits

CIMB Research

2016-07-26

Jonathan Koh [CFA]

-

DBS Group Holdings - 2Q16 Results Preview: Maintaining Positive Momentum

UOB Kay Hian

2016-07-18

LIM Siew Khee | Kenneth NG [CFA]

-

Singapore Strategy - Potential misses and beats in 2Q16 earnings

CIMB Research

2016-07-13

Leng Seng Choon [CFA]

-

DBS - To Ride On A Firmer SIBOR

RHB Invest

2016-06-29

Ng Li Hiang

-

Singapore Banks - Added to Post-Brexit Complexities

Maybank Kim Eng

2016-06-22

Andrew Chow [CFA] | Singapore Research Team

-

Market Strategy - Singapore Strategy And Mid-Cap Marketing Feedback

UOB Kay Hian

2016-05-30

Ng Li Hiang

-

Singapore Banks - SG Savings Bonds ~ Scant Interest (Again)

Maybank Kim Eng

2016-05-19

Jonathan Koh [CFA]

-

Singapore Banking - Anaemic Growth But Balance Sheet Not At Risk

UOB Kay Hian

2016-05-17

Kenneth NG [CFA]

-

Singapore Strategy - Bright spots here & there, amidst the misses

CIMB Research

2016-05-04

Kenneth NG [CFA] | Jessalynn CHEN

-

DBS Group - Manulife deal, decent trading help cushion

CIMB Research

2016-05-04

Jeremy Teong

-

DBS Group Holdings - Staying nimble

Phillip Securities

2016-05-04

Jonathan Koh [CFA]

-

DBS Group Holdings - 1Q16 Non-Interest Income Exceeds Expectations

UOB Kay Hian

2016-05-04

Ng Li Hiang

-

DBS Group - Near-term headwinds

Maybank Kim Eng

2016-05-04

Singapore Research

-

DBS - Holding Up Well In Challenging Times

RHB Invest

2016-05-04

Jonathan Koh [CFA]

-

Singapore Banking - 1Q16 Roundup ~ Pull-back From Trade Loans; Well Capitalised

UOB Kay Hian

2016-05-03

Kenneth NG [CFA] | Jessalynn CHEN

-

Banks - Limited upside from here

CIMB Research

2016-05-03

Carey Wong

-

DBS Group - 1Q Beats Expectations

OCBC Investment

2016-04-20

Jonathan Koh [CFA]

-

DBS Group Holdings - 1Q16 Results Preview ~ Moderate Impact From Market Turmoil; Resilient Asset Quality

UOB Kay Hian

2016-04-07

Jonathan Koh [CFA]

-

Singapore Banking - Back From The Brink

UOB Kay Hian

2016-03-24

Jonathan Koh [CFA]

-

Singapore Banking - Adopting Best Practices In Tax Transparency

UOB Kay Hian

2016-03-24

Ng Li Hiang

-

Singapore Banks - Not Without Risks

Maybank Kim Eng

2016-03-10

Jonathan Koh [CFA]

-

Singapore Banking - The Beginning Of The Return To Normalcy

UOB Kay Hian

2016-03-07

Singapore Research

-

Banks - Asset Quality Trends To Track In 2016

RHB Invest

2016-03-03

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - 4Q15 Report Card ~ Sharply Lower Growth Outlook

UOB Kay Hian

2016-02-25

Jeremy Teong

-

DBS Group Holdings - Sanguine despite macro headwinds

Phillip Securities

2016-02-23

Kenneth NG [CFA] | Jessalynn CHEN

-

Banks - Asset quality takes centre stage

CIMB Research

2016-02-23

Kenneth NG [CFA] | Jessalynn CHEN

-

DBS Group - Soft outlook real, but market prices in a crisis

CIMB Research

2016-02-23

Jonathan Koh [CFA]

-

DBS Group Holdings - 4Q15: Balance Sheet More Resilient

UOB Kay Hian

2016-02-23

Ng Li Hiang

-

DBS Group - Shades of Gray

Maybank Kim Eng

2016-02-23

Singapore Research

-

DBS - Management Confident On Asset Quality

RHB Invest

2016-02-23

Jonathan Koh [CFA]

-

Singapore Banking - 4Q15 Round-up: Mean Reversion With OCBC Outperforming

UOB Kay Hian

2016-02-22

Carey Wong

-

DBS Group - Lowering FV to S$17.50

OCBC Investment

2016-02-12

Jonathan Koh [CFA]

-

Singapore Banking - Reverse Engineering To Work Out Implied Impact On Asset Quality

UOB Kay Hian

2016-02-04

Jonathan Koh [CFA]

-

Singapore Banking - Fear Factor Brings Valuations Near GFC Troughs

UOB Kay Hian

2016-01-28

Kenneth NG [CFA] | Jessalynn CHEN

-

DBS Group - Still growing amid fall in China trade finance

CIMB Research

2016-01-18

Singapore Research

-

Banks - Slump In Oil Prices Raise Earnings Risks

RHB Invest

2016-01-04

Kenneth NG [CFA] | Jessalynn CHEN

-

Banks - Moderating to a new norm

CIMB Research

2016-01-04

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - Picking Up After Hitting Bottom

UOB Kay Hian

2015-12-10

Kenneth NG [CFA]

-

Singapore Strategy 2016 - Somewhere over the rainbow

CIMB Research

2015-12-09

Kenneth NG [CFA] | Jessalynn CHEN

-

DBS Group - Positioned to capture China flows

CIMB Research

2015-12-09

Kenneth NG [CFA] | Singapore Research Team

-

Singapore Strategy 2016 - Sector Preferences and Country Top Picks

CIMB Research

2015-12-02

Singapore Research

-

Banks - Strong Balance Sheet Over Topline Growth

RHB Invest

2015-12-02

Singapore Research

-

DBS - Anchored On Sound Fundamentals

RHB Invest

2015-12-01

Carmen Lee [CFA] | Research Team

-

Singapore Strategy - Bumpy road ahead, but opportunities exist

OCBC Investment

2015-11-20

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - 3Q15 Report Card ~ Lacking Beats

UOB Kay Hian

2015-11-03

Singapore Research

-

-

Phillip Securities

2015-11-03

Kenneth NG [CFA] | Jessalynn CHEN

-

DBS Group - Slower IB-related fees, no NPL red flag yet

CIMB Researc

2015-11-03

Jonathan Koh [CFA]

-

DBS Group Holdings - 3Q15 ~ Steady Performance Despite Adverse Operating Environment

UOB Kay Hian

2015-11-03

Ng Li Hiang

-

DBS Group - Currency Impact

Maybank Kim Eng

2015-11-03

Singapore Research

-

DBS - Asset Quality Holding Up Well

RHB Invest

2015-11-02

Kenneth NG [CFA] | Jessalynn CHEN

-

Banks - Weak investment markets, rising credit costs

CIMB Research

2015-11-02

Carey Wong

-

DBS Group - Better than expected 3Q, Cutting FV to S$21.35

OCBC Investment

2015-10-19

Jonathan Koh [CFA]

-

DBS Group Holdings - 3Q15 Results Preview ~ Weakness In Market-Sensitive Revenue Streams

UOB Kay Hian Research

2015-10-15

Singapore Research

-

Banks - Asset Quality The Key Focus Of 3Q15 Results

RHB Research

2015-10-15

Singapore Research

-

DBS Group - Credit Cost To Normalise In 3Q15

RHB Research

2015-10-14

Ng Li Hiang

-

DBS Group - Not optimistic

Maybank Kim Eng

2015-10-14

Ng Li Hiang

-

Singapore Banks - The NIM Enigma.

Maybank Kim Eng

2015-10-05

Jonathan Koh [CFA]

-

Strategy Singapore - Positioning Ahead Of A Potential Technical Recession

UOB Kay Hian

2015-09-04

Phillip Research Team

-

The Bank Picture - Compelling value, but waiting for a catalyst.

Phillip Securities

2015-08-26

Kenneth NG [CFA] | Jessalynn CHEN

-

CIMB Securities 2015-08-26: DBS Group - DBS Group - Factoring in weaker fees, NPLs.

CIMB Securities

2015-08-04

Jonathan KOH, CFA

-

UOB Kay Hian 2015-08-04: Sector Update - Sector Update - Singapore Banks 2Q15 Round-up: NIM Expansion And Strong Growth In Fee Income.

UOB Kay Hian

2015-07-28

Kenneth NG, CFA; Jessalynn CHEN

-

CIMB Research 2015-07-28: DBS Group Holdings - DBS Group Holdings - Stronger IB, lower credit costs. Maintain ADD.

CIMB Research

2015-07-28

Singapore Research

-

RHB Research 2015-07-28: DBS Group Holdings - DBS Group Holdings - DBS’s 2Q15 earnings came in within expectations. Maintain BUY.

RHB Research

2015-07-28

Jonathan KOH, CFA

-

UOB Kay Hian Research 2015-07-28: DBS Group - DBS Group - 2Q15: Steady Broad-based Growth. Maintain BUY.

UOB Kay Hian Research

2015-07-23

Kenneth NG, CFA; Jessalynn CHEN

-

CIMB Research 2015-07-23: Singapore Banks - Singapore Banks - Warren Buffett’s No.1 rule.

CIMB Research

2015-07-16

-

- Hopes Pinned on NIM. OCBC Remains the Preferred Pick.

DBS Group Research