Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>DBS may need to accelerate expansion into Malaysian market due to urgency of JS-SEZ project, according to CreditSights.</li><li>Singtel is focused on enhancing shareholder value, as confirmed by UOBKH, which also maintains a buy rating for KORE and Prime post office return mandate.</li><li>Venture Corp receives a 'buy' rating from UOB Kay Hian due to promising medium-term growth prospects, while Maybank predicts S-REIT distributions to stabilize by 2H2025 and growth in FY2026.</li></ul>

DBS may need to accelerate expansion into Malaysian market due to urgency of JS-SEZ project, according to CreditSights.Singtel is focused on enhancing shareholder value, as confirmed by UOBKH, which also maintains a buy rating for KORE and Prime post office return mandate.Venture Corp receives a 'buy' rating from UOB Kay Hian due to promising medium-term growth prospects, while Maybank predicts S-REIT distributions to stabilize by 2H2025 and growth in FY2026.

Singapore Market Roundup (21-Jan-2025): DBS must accelerate Malaysia expansion due to JS-SEZ urgency - CreditSights

<ul><li>RHB predicts strong earnings growth for SGX in 1HFY2025 with interim DPS of 17.5 cents, indicating positive performance ahead.</li><li>DBS issues special dividend as UOB plans share buyback, showcasing strong financial health and confidence in future prospects.</li><li>CGSI forecasts DBS's 4QFY2024 net profit at $2.7 billion and quarterly dividend rising to 60 cents, suggesting continued profitability.</li></ul>

RHB predicts strong earnings growth for SGX in 1HFY2025 with interim DPS of 17.5 cents, indicating positive performance ahead.DBS issues special dividend as UOB plans share buyback, showcasing strong financial health and confidence in future prospects.CGSI forecasts DBS's 4QFY2024 net profit at $2.7 billion and quarterly dividend rising to 60 cents, suggesting continued profitability.

Singapore Market Roundup (16-Jan-2025): RHB predicts strong 1HFY2025 earnings growth for SGX.

<ul>
<li>Morningstar's positive assessment of SGX boosts the company's value, attracting optimism from major financial institutions like Citi, Morgan Stanley, and RHB.</li>
<li>Maybank's decision to maintain a 'buy' rating on Sembcorp and raise its target price follows the company's deal to import renewable energy from Malaysia, indicating confidence in its future prospects.</li>
<li>DBS sells off 54,600 CLINT units for $61,152, suggesting the bank may be reallocating its investment portfolio or adjusting its positions in certain assets.</li>
</ul>


Morningstar's positive assessment of SGX boosts the company's value, attracting optimism from major financial institutions like Citi, Morgan Stanley, and RHB.
Maybank's decision to maintain a 'buy' rating on Sembcorp and raise its target price follows the company's deal to import renewable energy from Malaysia, indicating confidence in its future prospects.
DBS sells off 54,600 CLINT units for $61,152, suggesting the bank may be reallocating its investment portfolio or adjusting its positions in certain assets.


Singapore Market Roundup (12-Dec-2024): Morningstar Boosts SGX's Value

External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

ABN AMRO is a personal bank in the digital age. A bank committed to playing a serious role in society. This digital age helps us to bring banking ever closer to our clients and what they need. Our areas of focus are inclusion, sustainability, social entrepreneurship, innovation, daily banking and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>When bank bond issuers face ESG risks such as climate change, this should be translated in the market through significant pick-up on longer maturities</li><li>Based on that, we use the ValueCo ESG opinions to assess where banks stand with regards to such risks</li><li>Our analysis indeed reveals a relation between such opinions and the steepness in the curve, but that relationship is more clear when we purely focus on the environmental part of such opinion.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

When bank bond issuers face ESG risks such as climate change, this should be translated in the market through significant pick-up on longer maturitiesBased on that, we use the ValueCo ESG opinions to assess where banks stand with regards to such risksOur analysis indeed reveals a relation between such opinions and the steepness in the curve, but that relationship is more clear when we purely focus on the environmental part of such opinion.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ESG Opinions Are Affecting the Shape of Bank Spread Curves

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

<ul><li>SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process is continuously evolving.</li><li>Despite the market downturn our cumulative redemptions are a mere basis points of the fund.</li><li>We are more concerned with the ‘two birds in the bush’ so to speak; and then extending the adage further: what is the price implying to catch these plump birds.</li><li>With a more concentrated portfolio of businesses, portfolio volatility can be higher, but volatility can be compensated with higher returns.</li><li>We have no conviction about the direction of the market - we don’t believe one can consistently predict this with high accuracy.</li></ul>

SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process is continuously evolving.Despite the market downturn our cumulative redemptions are a mere basis points of the fund.We are more concerned with the ‘two birds in the bush’ so to speak; and then extending the adage further: what is the price implying to catch these plump birds.With a more concentrated portfolio of businesses, portfolio volatility can be higher, but volatility can be compensated with higher returns.We have no conviction about the direction of the market - we don’t believe one can consistently predict this with high accuracy.

SaltLight Capital Management Q3 2022 Co-Investor Letter

United States

Citigroup Inc. is a diversified financial services holding company that provides a broad range of financial services to consumer and corporate customers. The Company services include investment banking, retail brokerage, corporate banking, and cash management products and services. Citigroup serves customers globally.

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Citigroup Inc (C US)

Singapore Market Roundup (21-Jan-2025): DBS must accelerate Malaysia expansion due to JS-SEZ urgency - CreditSights

DBS urged to accelerate expansion into Malaysia as Singtel aims to enhance shareholder value, UOBKH maintains buy ratings for KORE and Prime,...

Singapore Market Roundup

Singapore Market Roundup (16-Jan-2025): RHB predicts strong 1HFY2025 earnings growth for SGX.

RHB predicts strong earnings growth for SGX in 1HFY2025, while DBS issues special dividend, UOB plans share buyback, and CGSI predicts positive...

Singapore Market Roundup

Singapore Market Roundup (12-Dec-2024): Morningstar Boosts SGX's Value

Morningstar's positive assessment of SGX boosts the company's value, attracting optimism from major financial institutions like Citi, Morgan...

Singapore Market Roundup

ESG Opinions Are Affecting the Shape of Bank Spread Curves

When bank bond issuers face ESG risks such as climate change, this should be translated in the market through significant pick-up on longer...

ABN AMRO

SaltLight Capital Management Q3 2022 Co-Investor Letter

SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process...

Fund Newsletters

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