Former buy-side equity analyst covering Asia Pacific equities with a decade of experience under my belt. I employ a fundamental bottom-up approach with a macroeconomic overlay to identify stocks that are set to benefit from broader trends globally. I focus mainly on Financials, Industrials and Consumer Discretionary sectors. I started writing on Seeking Alpha to share my thoughts and shine a light on Asian equities listed in US markets. Asian equities (ex-China) are often times overlooked and under-allocate ...

智通财经6月9日电，星展集团市值首次突破1000亿美元。 ...

星展集团市值首次突破1000亿美元。 ...

星展集团投资总监侯伟福：中国仍有很大的财政刺激空间，若刺激措施出台，或为中国经济增长带来意 外上行空间 智通财经4月9日电，星展集团投资总监侯伟福在今日星展Q2CIO分享会上表示，随着美国对主要贸易伙 伴的关税升级，市场低估了其对经济增长和通胀的影响。基于此，随着全球总需求放缓，包括中国和欧 洲在内有能力推出财政刺激措施的国家将处于较佳位置。当前，由于中国中央政府的杠杆率仅为GDP的 25%，因此中国仍有很大的财政刺激空间。这给政府提供了额外的弹性，可推出由政府主导的刺激措 施，并推动国内消费。而刺激性财政政策可能为欧洲和中国经济增长带来意外上行空间。 股票方面，在中国科技快速崛起的背景下，维持对亚洲市场（除日本）的超配，同时继续投资美国科技 股以把握长期增长机会。（智通财经记者 郭子硕） ...

Investors with an interest in Banks - Foreign stocks have likely encountered both Canadian Imperial Bank (CM) and DBS Group Holdings Ltd (DBSDY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision ...

Management at Singapore's DBS Group ( OTCPK:DBSDY )( OTCPK:DBSDF ) continues to face a nice dilemma: when your balance sheet is already flush with capital, what do you do with all the money you are making? One logical solution is toI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names ...

In our last article on DBS Group Holdings Ltd. ( OTCPK:DBSDY ) ( OTCPK:DBSDF ) four months ago, we kept our neutral stance of a hold on the back of the increased share priceAnalyst’s Disclosure: I/we have a beneficial long position in the shares of DBSDY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stoc ...

文章核心观点 - DBS集团被Zacks评级系统升级为Zacks Rank 2（买入），反映其盈利预期上升，公司基本面业务改善，股价可能在短期内上涨 [1][4] 评级系统优势 - Zacks评级系统对个人投资者有用，因华尔街分析师评级多受主观因素影响，而Zacks评级基于盈利预期变化，能反映公司盈利前景 [2] - Zacks评级系统利用盈利预期修正的力量，将股票分为五组，有良好的外部审计记录，自1988年以来Zacks Rank 1股票平均年回报率达+25% [5][6] 盈利预期对股价的影响 - 公司未来盈利潜力变化与股价短期走势强相关，机构投资者用盈利和盈利预期计算股票公允价值，其大量交易导致股价变动 [3] - DBS集团盈利预期上升和评级上调意味着公司基本面业务改善，投资者认可会推动股价上涨 [4] DBS集团盈利预期情况 - 截至2025年12月的财年，公司预计每股收益11.84美元，较上年报告数字变化10.3% [7] - 过去三个月，Zacks对该公司的共识预期提高了3.2% [7] 评级结论 - Zacks评级系统对超4000只股票保持“买入”和“卖出”评级比例相等，仅前5%为“强力买入”，接下来15%为“买入” [8] - DBS集团升至Zacks Rank 2，处于Zacks覆盖股票前20%，暗示股价短期内可能上涨 [9]

文章核心观点 - DBS Group Holdings Ltd和Victory Capital Holdings表现出色，有望延续良好表现，值得关注 [9] 行业情况 - Financial - Investment Management行业有37只股票，排名第59，今年以来涨幅38.6% [1] - Banks - Foreign行业有66只股票，排名第74，今年以来平均涨幅11% [5] - Finance板块有871家公司，排名第3 [6] DBS Group Holdings Ltd情况 - 过去一个季度，其全年盈利的Zacks共识估计提高1.5%，分析师情绪改善，盈利前景增强 [2] - 目前Zacks排名为2（买入） [4] - 今年以来回报率39.1%，优于Finance板块平均的21.6% [7] Victory Capital Holdings情况 - 今年以来回报率93.5%，表现优于板块 [5] - 过去三个月，当前年度的共识每股收益估计提高1.1%，目前Zacks排名为1（强力买入） [8]

文章核心观点 - 星展集团控股资本状况强劲，即便在网上银行系统故障后面临更严格监管审查仍能维持，个人投资者专注长期财富创造，投资策略围绕选有强增长潜力和稳定股息率股票，重视股息对收益和投资组合价值的作用，主要关注金融股 [1] 公司情况 - 星展集团控股资本状况强劲，在网上银行系统故障后严格监管审查下仍维持该状态 [1] 投资者情况 - 年轻个人投资者专注长期财富创造，投资策略围绕选有强增长潜力和稳定股息率股票，认为耐心是关键，让投资随时间复利增长，重视股息对收益和投资组合价值的作用，会选基本面强且有持续股息支付历史的公司，主要关注金融股包括银行和商业发展公司 [1]