Malay
颜色选择
阳光橙
深夜黑
天空蓝
葡萄紫
薄荷绿
深海蓝
首页
论坛
佳礼报道
新闻
搜索
17367
查看
102
回复

【DBS D05 交流专区】星展 DBS GROUP HOLDINGS LTD

[复制链接]

楼主: john123       显示全部楼层   阅读模式

发表于 10-12-2012 04:16 PM | 显示全部楼层
星展集团将以8亿4,800万美元购入滨海湾金融中心
http://www.sharesinv.com/zh/articles/36100/

文: 道琼斯通讯社 (译:麦美莹) 2012年12月10日 道琼斯通讯社
星展集团(DBS Group Holdings)以资产计算是东南亚最大银行,它表示将从由香港富商李嘉诚拥有的集团手中,以8亿4,800万美元购入滨海湾金融中心(Marina Bay Financial Centre)其中一座办公大楼的股权,即公司目前总部所在的大楼。

这个商业区可与伦敦的金丝雀码头(Canary Wharf)及上海浦东金融中心等媲美。自从价值55亿美元的滨海湾金沙(Marina Bay Sands)赌场于2010年在这个区域的东面开始经营后,很多跨国企业为求提高其在新加坡的形象,都把总部迁入这一带。

星展集团将透过李嘉诚的和黄(00013.HK)及长实(00001.HK)的合资控股公司Central Boulevard Development购入滨海湾商业中心第三座大楼的股权。

星展集团在今年完成把总部从滨海湾南的珊顿大道的两座办公大楼搬迁至位于滨海湾金融中心的楼高40层办公楼,并获得为大楼命名的权利。

星展集团的总裁古普塔(Piyush Gupta)在一份声明中表示:“公司决定收购总部所在的滨海湾金融中心第三座的部份股权是为能更有效地控制长期租用成本。”

“滨海湾地带是顶尖金融机构的理想经商地点,相信当新加坡作为亚洲金融中心的领导地位日益巩固之际,将会有更多的金融业务向往在这个地区营业。”

收购协议也包括以1亿1,500万元买入该大楼3.3%股权的期权。

这个地区坐落在360公顷(889英亩)的市中心土地上,后者是新加坡政府为了在这个弹丸岛国增添更多可供经济发展之用的土地而在30年前开始填海而成。

其他在过去两年搬入这个金融区的公司包括渣打银行、花旗集团及谷歌公司。

莱坊(Knight Frank)产业顾问公司指出,这个地区的办公楼第三季每月有效租金为每平方英尺10.60元至11.90元,而在邻近历史悠久的莱佛士坊(Raffles Place)金融中心,每平方英尺为9.40元至10.30元,乌节路零售带的租金则为9.00元至10.20元。

新加坡政府已经为该区的基建投放了90亿元,但它承诺将在未来10至15年将再投放多33亿元。
回复

使用道具 举报

发表于 11-12-2012 11:15 PM | 显示全部楼层
DBS' MBFC stake Buy is better use of capital: CIMB
http://www.theedgesingapore.com/the-daily-edge/business/41903-dbs-mbfc-stake-buy-is-better-use-of-capital-cimb.html

Tue, 11 Dec 17:26
DBS’ acquisition of 30% of Marina Bay Financial Centre Tower 3 is more of a strategic exercise to hedge against rental step-ups ahead, CIMB says.

“It could potentially be a better use of capital as yield on investment is around 40bps higher than NIM, though risks lie in upward rate revisions.” It views the acquisition as a mild positive and raises its FY13-14 earnings estimates by 0.7% after accounting for associate contributions from MBFC-3.

It estimates the investment’s incremental yields could be 1.97%-2.23%, assuming 100% occupancy, around 31-57bps above 3Q12’s NIM of 1.66%. It keeps a high-conviction Outperform call with $17.36 target.

“We continue to like DBS for its deposit strength and robust fee income trends. DBS’s 1.08x 2013 P/BV valuation is also the cheapest in the region.” The stock is up 0.1% at $14.82.
回复

使用道具 举报

发表于 31-12-2012 01:51 AM | 显示全部楼层
近十五元了(37500ringgit) ...still can keep????
回复

使用道具 举报

发表于 3-1-2013 05:31 PM | 显示全部楼层
星展集团仍对收购印尼Danamon银行寄予厚望
http://www.sharesinv.com/zh/articles/36478/

2013年01月03日
星展集团(DBS Group Hldgs)在8个多月前首次宣布拟以62亿元收购淡马锡控股(Temasek Holdings)在印尼Danamon银行的67%股权,并以29亿元(每股7,000印尼盾)现金献购余下股权。虽然收购献议受到印尼政客及当地其他相关人士的批评和反对,但公司对此计划依旧寄予厚望。印尼央行(Bank Indonesia)曾表示,它不会在新的银行控股条例及其他条规生效前批准公司的收购献议。新条例已在去年7月和11月公布,并且至少在形式上并不会阻挠公司的收购计划。公司的发言人Karen Ngui昨天表示,公司“将遵照印尼央行的指引”,而印尼央行在受访时也给予相同的说词。

启示:尽管收购行动仍是未知数,但公司股东似乎对此事的进展无动于衷,并大致上保持中立态度,尽管一些股东有点担心收购价过高及可能会带来稀释效应。但野村(Nomura)等经纪行依旧认为公司是诱人的,因为公司是国际性企业,并在北亚设有业务。
回复

使用道具 举报

发表于 6-2-2013 05:44 PM | 显示全部楼层
DBS profit misses estimates as lending profitability narrows: Updated
http://www.theedgesingapore.com/the-daily-edge/business/42651-dbs-profit-misses-estimates-as-lending-profitability-narrows-updated.html

Wed, 6 Feb 17:34  
DBS Group Holdings, Southeast Asia’s largest bank, said fourth-quarter profit rose 4%, excluding a gain from the sale of a Philippine bank, missing analysts’ estimates as loan margin narrowed.

Earnings before the $450 million gain increased to $760 million from $731 million a year earlier, the lender said in a statement to the Singapore stock exchange today. That fell short of the $795 million average of eight analysts’ estimates adjusted by Bloomberg. Net income jumped 66% to $1.2 billion, including the one-time item.

The shares slumped after DBS reported thinner interest margins, led by a decline in corporate lending profitability. Chief Executive Officer Piyush Gupta has delivered 10 quarters of earnings growth as he moves into faster-expanding markets amid slowing credit demand in the bank’s home market.

“The biggest disappointment in the quarter came from interest margins as management had indicated this would remain stable,” said Ken Ang, a Singapore-based analyst at Phillip Securities Pte. “It’s an area of concern and we’ll be looking to hear more from management on this and what would be the guidance moving forward.”

DBS shares fell 1.6% to $14.96 at the close in Singapore, the biggest decline in three weeks and the worst performer on the city’s benchmark Straits Times Index. Rival Oversea-Chinese Banking Corp., which reports earnings next week, slid 0.5%.

MARGIN NARROWS
Net interest margin narrowed to 1.62% in the quarter from 1.73% a year earlier as corporate loan spreads and yields on investment securities declined, DBS said.

Banks in Singapore earn the least on loans in Southeast Asia, based on their average net interest margin of 1.99%, according to the most recent data compiled by Bloomberg. Net interest margin at OCBC was 1.75% at the end of the third quarter, while United Overseas Bank Ltd.’s stood at 1.84%.

In search of more profitable lending, Gupta in April bid about US$6.8 billion ($8.4 billion) for Bank Danamon Indonesia and is now awaiting approval from regulators in Indonesia, where average net interest margins for banks with a market value of at least US$5 billion is 6.9%.

Gupta told reporters in Singapore today that he’s positive about the approval coming through, based on signals coming from Bank Indonesia. He declined to comment on timing or details.


‘SLIGHTLY SOFTER’
The bank’s net interest income, the difference between what it makes from lending and pays on deposits, was little changed last quarter from a year earlier at S$1.29 billion. The lender’s loan book grew 8% to S$210 billion.

“We came in slightly softer in the quarter than I had anticipated,” Gupta said. “We expected the China business to start picking up in September-October, but we saw it in our numbers only in December.”

The lender reported a fourth-quarter loss of $23 million from China, compared with a profit of $36 million a year earlier.

In October, DBS cut its stake in Bank of the Philippine Islands in half to boost capital. Ayala Corp. bought the 10.4% stake in the Philippine lender for $757.3 million.

For the full year, profit excluding the gain from the stake sale rose 11% to a record $3.36 billion, DBS said.

FEES, COMMISSIONS
Net fees and commissions climbed 9% in the quarter to $372 million, led by wealth management, DBS said. Investment banking fees fell 18% to $27 million. Other non-interest income advanced 4% to $294 million as the bank booked gains on fixed assets.

Provisions for credit and other losses declined 50% from a year earlier to $114 million, the bank said in the statement.

Loan growth in Singapore slowed to 10.4% in 2012 from 24% a year earlier, according to a Jan. 31 note to clients from Daiwa Capital Markets Singapore. The city’s economy rose at the slowest pace in three years in 2012 and the government predicts economic growth of 1% to 3% this year.


星展末季獲利增4%
國際  2013-02-06 18:44
(新加坡6日訊)東南亞最大銀行─星展集團控股(DBS)指出,不含銷售菲律賓銀行事業收益,第四季獲利成長4%,低於分析師預期,因貸款獲利率下滑。

星展集團向新加坡證交所聲明指出,不含事業銷售挹注,第4季獲利擴增至7.60億新元,相較上年同期獲利7.31億新元。彭博社調整8名分析師平均估計為7.95億新元。

包含一次性項目,星展集團第4季淨利成長66%至12億新元。

值信貸需求減緩和貸款獲利性降低之際,執行長高博德拓展成長較快市場,帶領星展集團連10季獲利增長。

根據星展集團,因企業貸款利差和投資有價證券收益縮水,第4季淨利息收益率降至1.62%,相較上年同期1.73%。

星展集團今年以來在新加坡股市計漲2.4%,相較指標─富時海峽時報指數漲幅3.3%。(星洲日報/財經)


星展集团FY12盈利创纪录
http://www.sharesinv.com/zh/articles/37229/

2013年02月07日
星展集团(DBS Group Hldgs)在截至2012年12月31日的财年录得盈利从30亿元增加26%至38亿元新高,其中包括脱售在菲律宾群岛银行(Bank of Philippines Islands)的部分股权而获得的4亿5,000万元收益。若不包括后者在内,净利则增加11%至34亿元。表现提高归功于总收入突破80亿元及拨备减少。不包括脱售收益的股本回报率升至11.2%,是5年来最佳。但季比而言,4Q12的核心净利从7亿3,100万元仅增加4%至7亿6,000万元,由于毛利的跌幅比预期来得大及中国经济回暖的效应滞后。4Q12的净利季比下跌11%,部份原因是季节性因素。

启示:公司的资产素质依旧稳健,并备有流动资金来未雨绸缪及支持业务增长。公司符合新巴塞尔协议(Basel III)的资本及流动资金充足率要求绰绰有余。 本帖最后由 icy97 于 7-2-2013 08:45 PM 编辑

回复

使用道具 举报

发表于 7-2-2013 08:04 PM | 显示全部楼层
DBS must show margin reprieve in 1Q13: CIMB
http://www.theedgesingapore.com/the-daily-edge/business/42669-dbs-must-show-margin-reprieve-in-1q13-cimb.html

Thu, 7 Feb 15:41  
DBS' (D05.SG) share price weakness after its sub-par quarter was understandable, CIMB says, even as it keeps a High-Conviction Outperform call on the stock, with a $17.39 target.

But it adds, "if the other two banks show less earnings drag, DBS might stay weak till their 1Q13. We think the environment is not easy for others to do well either."

It notes the 4Q12 seasonal weakness in some fee streams was understandable, with some of the cost spikes also appearing one-off. DBS also shortened the duration of its securities portfolio when the yield curve's long-end started to rise, sacrificing some yield and causing margin contraction, it notes.

"We do not think these are major negatives. The main factor on whether one still believes in the DBS thesis is margins; getting long-dated securities out of the way seems right when interest rates are now so low and long-end rates are rising.


DBS results tip sector loan-price pressure: Citi
http://www.theedgesingapore.com/the-daily-edge/business/42660-dbs-results-tip-sector-loan-price-pressure-citi.html

Thu, 7 Feb 11:43  
After DBS' (D05.SG) analyst briefing on its 4Q12 results, Citigroup says the readthrough for the sector is for single-digit loan growth and pressure on loan prices, which may continue into 2013.

"Softer Singapore mortgages may take around 1-1.5 percentage points off of 2013 banks' loan growth. It would be logical for both banks to shorten the duration of their securities books in anticipation of higher long bond yields, which could add to 4Q NIM pressure, but we will have to see if other non-interest income is boosted by divestment gains from AFS securities."

It expects asset quality is likely benign and capital positions healthy. It expects OCBC (O39.SG) saw a pick up in China trade finance demand, with a potential windfall profit boost from its insurance non-par fund. It expects UOB (U11.SG) will likely continue to focus on double-digit fee growth in 2013. Citigroup doesn't rate DBS due to its involvement in the Bank Danamon deal.

本帖最后由 icy97 于 7-2-2013 08:14 PM 编辑

回复

使用道具 举报

发表于 12-3-2013 10:14 PM | 显示全部楼层
DBS Hong Kong lending to grow 10% as Yuan business thrives
http://www.theedgesingapore.com/the-daily-edge/business/43086-dbs-hong-kong-lending-to-grow-10-as-yuan-business-thrives.html

Tue, 12 Mar 19:32
DBS Group Holdings, Southeast Asia’s largest bank, plans to expand its Hong Kong loan book by about 10% this year as trade with mainland China drives demand for renminbi-currency services.

DBS’s 2012 yuan trade settlement surged 60% from a year earlier, said Sebastian Paredes, the Singapore-based bank’s chief executive officer for the Chinese city. He predicts business using the renminbi, as China’s currency is known, will grow beyond the 17% of total revenue that it reached last year.

Lenders in Hong Kong handled about 90% of China’s yuan-denominated trade payments last year, while sales of so- called Dim Sum bonds climbed to 174 billion yuan ($35 billion), a 15% jump from a year earlier, data compiled by Bloomberg show. Premier Wen Jiabao last week pledged to expand global use of the currency as the nation seeks to cut reliance on the dollar.

“What we clearly want is to continue the RMB products, the RMB services and the RMB capabilities to be in the forefront of the banking sector,” Paredes said in an interview March 8. “You would expect a continuation of rapid growth in the utilization of the RMB not only in trade, but in FX, in money markets, in debt.”

Hang Seng Bank Ltd., the second-largest Hong Kong-based lender by assets, said last week that loan growth may be stable this year as the city imposes mortgage restrictions to cool housing prices. The unit of HSBC Holdings Plc posted an 11% increase in lending last year.

DBS rose 1.1% to S$15.62 at 10:18 a.m. in Singapore, the highest level since September 2008, bringing its gain for the year to 5.3%.


YUAN LENDING
The Qianhai district of Shenzhen, a city that borders Hong Kong, was picked as the testing ground for cross-border yuan loans, in which 15 banks based in Hong Kong provided about 2 billion yuan to companies in January.

While DBS wasn’t among the first batch of lenders, cross- border lending in Qianhai is “one of our key priorities,” said Paredes. “We are discussing with several customers the opportunities to finance.”

The bank is also keen to participate in the Renminbi Qualified Foreign Institutional Investor program, Paredes said. The so-called RQFII allows yuan raised offshore to be invested in China’s domestic capital markets. China last week expanded it to include institutions registered in Hong Kong.

Net income at the Hong Kong unit of DBS, the largest profit contributor outside Singapore, grew 25% last year to $716 million, while net interest income, the difference between what it makes from lending and what it pays on deposits, rose 12%.

HIRING PLANS
DBS will add staff at its corporate banking unit, along with debt capital markets employees as companies turn to bonds and other debt obligations from loans, Paredes said. This year’s increase will be less than 5%, he said.

After increasing its staff by 16% in 2009-2012, DBS has more than 4,000 employees in Hong Kong.
回复

使用道具 举报

发表于 13-3-2013 08:23 PM | 显示全部楼层
星展集团拟在2013年把香港放贷额增加10%
http://www.sharesinv.com/zh/articles/37803/

2013年03月13日
东南亚最大银行星展集团(DBS Group Hldgs)计划在今年把其香港放贷额提高约10%,并把焦点锁定于中小型企业及与中国大陆的贸易上。在2012年,公司所结算的、以人民币为货币的交易年比增长60%。公司香港业务的总裁Sebastian Paredes告诉彭博社,他预期,以人民币为货币的商业交易将占去年总收入的超过17%。公司目前着眼于深圳前海区。Paredes表示:“我们正与多个客户协商潜在的融资安排。”此外,公司也有意参与人民币合格境外机构投资者(Qualified Foreign Institutional Investor)计划。后者允许把在境外筹集的人民币投资于中国国内资本市场。

启示:随着中国致力于把人民币国际化,以减低对美元的依赖,公司的计划将从中受惠,因为人民币的使用率将继续快速提高。
回复

使用道具 举报

发表于 23-3-2013 05:16 PM | 显示全部楼层
DBS bid for Danamon near approval, presidential adviser says: update
http://www.theedgesingapore.com/the-daily-edge/business/43209-dbs-bid-for-danamon-near-approval-presidential-adviser-says-update.html

Fri, 22 Mar 17:04
DBS Group Holdings Ltd.’s bid for PT Bank Danamon Indonesia is set to be approved as soon as this month as Singaporean and Indonesian regulators near an agreement over bank access, according to Chairul Tanjung, an economic adviser to Indonesia’s president.

DBS’s proposal to buy Danamon for US$6.77 billion ($8.47 billion) has been on hold for almost a year as Indonesia’s central bank weighed the deal while seeking greater access for its own lenders in Singapore. DBS has recently stepped up discussions with Bank Indonesia over the acquisition’s structure and final ownership levels, two people with knowledge of the matter said, asking not to be identified because the discussions are confidential.

“We want our neighbor to become like family, if we are kind to them, please be kind to us,” Tanjung, chairman of Indonesia’s CT Corp., which controls PT Bank Mega, said in an interview in Hong Kong yesterday.

Regulatory approval would help DBS gain access to more profitable lending opportunities, while clearing the way for further acquisitions of Indonesian banks. Mitsubishi UFJ Financial Group Inc. is among banks considering a purchase of a stake in Indonesia’s PT Bank Tabungan Pensiunan Nasional, people familiar with the matter said this month.

STOCK REACTION
Danamon rose 5.8% to 6,350 rupiah as of 3:16 p.m. in Jakarta today, the stock’s biggest gain in more than nine months. At that level the shares are still more than 9% below what DBS plans to offer the lender’s shareholders, other than Temasek Holdings Pte, reflecting investors’ doubts about the deal. DBS rose 0.2% to $15.62 a share.

“For Danamon shares, the overhang will be over when the market gets some sense that the deal with DBS will go through,” said Tjandra Lienandjaja, a Jakarta-based analyst at PT Mandiri Sekuritas. “Everything’s ultimately in the government’s hands.”

Bank Indonesia and the Monetary Authority of Singapore have “finalized an understanding,” Tanjung said. Tanjung, who is chairman of the national economic committee to President Susilo Bambang Yudhoyono, said he has been informed of the matter by Indonesia’s central bank.

The Indonesian regulator is targeting approval of the deal this month, although the deadline could slip by a few weeks, he said. A spokeswoman for Singapore’s monetary authority said the central bank does not comment on speculation, while an official at Bank Indonesia also declined to comment.


66 TRILLION
DBS is seeking to tap rising demand for banking services in Southeast Asia’s fastest-growing economy, which will average 6.4% from 2013 to 2017, the Organization for Economic Cooperation and Development estimated in November. The sixth- largest bank in Indonesia, Danamon has more than 3,000 branches across Indonesia with about 6 million customers.

Indonesia may approve the DBS acquisition of Danamon while Singapore simultaneously announces it will provide an operating license for Indonesian banks, Tanjung said.

DBS said on April 2 last year it would pay 66 trillion rupiah ($68.47 billion) to acquire Danamon in two steps -- first obtaining the 67% currently held by Singapore investment company Temasek, and then making a 7,000 rupiah-a-share cash offer for another 32%.

Bank Indonesia said the same month that it was seeking equal access for Indonesian lenders to expand in Singapore, without being more specific, and then said a review of the bid would wait for new bank-ownership rules.

NEW RULES
Any lender seeking to purchase more than 40% of an Indonesian bank must meet capital adequacy requirements and be committed for a “certain period of time,” according to regulations released last July. The acquirer also needs to show good corporate governance for three consecutive assessment periods over a five-year span, the bank said, without specifying the length of each assessment period.

Karen Ngui, a Singapore-based spokeswoman for DBS, Southeast Asia’s largest bank, declined to comment. Chief Executive Officer Piyush Gupta said Feb. 6 that he’s positive about the approval coming through, based on signals coming from Bank Indonesia.

“We are not in the position to comment on the regulators,” said Vera Eve Lim, finance director at Danamon. “We continuously comply with BI’s regulations and policies.”

Stephen Forshaw, a spokesman for Temasek said he declined “to comment on market speculation.”
回复

使用道具 举报

发表于 26-3-2013 03:00 AM | 显示全部楼层
DBS appoints Tan Su Shan as Group Head of Consumer Banking/Wealth Management
http://www.theedgesingapore.com/the-daily-edge/business/43235-dbs-appoints-tan-su-shan-as-group-head-of-consumer-bankingwealth-management.html

Mon, 25 Mar 23:13
DBS Group Holdings announced today that Tan Su Shan will be promoted to Group Head of Consumer Banking/Wealth Management.

Tan, who has been DBS’ Head of Wealth Management since July 2010, will take on her expanded role with effect from 15 April 2013.

At DBS, Tan has overseen the growth of the Wealth Management business and led the development of the DBS wealth continuum which encompasses DBS Treasures, DBS Treasures Private Client and DBS Private Bank. In her expanded role, Tan will be taking over from Tan Kong Khoon, who is leaving DBS, and will be relocating from Singapore for personal reasons.

Tan was the founder and past president of the Financial Women’s Association in Singapore. She sits on the investment committee of Ministry of Health Holdings and is a member of the Monetary Authority of Singapore Private Banking Advisory Group, and a Nominated Member of Parliament.

In addition, Domenic Fuda, currently Chief Financial Officer (CFO) of Consumer Banking (CBG), has been named Deputy Group Head of Consumer Banking/Wealth Management. Tan will continue to personally oversee the Wealth Management business and Fuda will take responsibility for the rest of the Consumer Banking business, reporting to Tan.

He will also be appointed to DBS’ Group Management Committee.

Fuda joined DBS in March 2010, and has almost 20 years of experience in consumer banking and wealth management. Prior to joining DBS, he spent over 15 years at Citigroup in a variety of senior management roles across Asia. His entire working career has been in Consumer Banking and Wealth Management covering the whole range of functions from front line sales, branch management and business line management to senior roles in credit risk management and finance. Before joining DBS, Fuda was Citi’s Chief Operating Officer for South East Asia Pacific, Australia and New Zealand.
回复

使用道具 举报

发表于 4-4-2013 01:02 AM | 显示全部楼层
超巴克莱德银 星展银行CEO年薪2316 万

财经 天下  2013-04-03 12:52
(新加坡2日讯)东南亚第一大行星展银行(DBS)总执行长高博德去年总薪酬按年增长15%至930万新元(2315.7万令吉),超过巴克莱和德意志银行总执行长。

根据企业财报,德意志银行联席总执行长安舒贾恩和尤尔根菲茨岑去年分别获得480万欧元(1905.6万令吉),巴克莱银行安东尼詹金斯去年总薪酬260万英镑(1222万令吉)。

高博德薪酬的增加与星展银行去年创纪录的38亿新元(94.6亿令吉)利润,以及在快速增长的亚洲市场上扩张的计划一致。

贾恩和菲茨岑去年6月出任德银联席总执行长,在划拨额外资金覆盖美国抵押贷款相关诉讼成本后,德银去年的利润降至2.91亿欧元(11.6亿令吉),按年大降93%。

詹金斯去年8月30日担任巴克莱银行总执行长,今年2月份表示,希望不考虑给他发放2012年的奖金。在拨备10亿英镑(47亿令吉)用于补偿客户损失后,巴克莱银行去年净亏损10.4亿英镑(49亿令吉),为20年来首次。[南洋网财经]
回复

使用道具 举报

发表于 9-4-2013 02:06 AM | 显示全部楼层
DBS extends deadline for Danamon stake acquisition from Temasek
http://www.theedgesingapore.com/the-daily-edge/business/43365-dbs-extends-deadline-for-danamon-stake-acquisition-from-temasek.html

Mon, 8 Apr 18:26  
DBS Group Holdings, which bid to acquire PT Bank Danamon Indonesia last year, extended a deadline to complete the deal with Temasek Holdings by two months as the sale awaits approval from Indonesian regulators.

The parties set a tentative date of June 2, said Karen Ngui, a Singapore-based spokeswoman for DBS. The earlier agreement ran through April 2, she said. Jeffrey Fang, a Singapore-based Temasek spokesman, confirmed the contract has been extended.

The sale has been left on hold on hold as Indonesia’s central bank considers approval while seeking greater access for its own lenders in Singapore. Regulatory approval would help DBS gain access to more profitable lending opportunities and a faster-growing economy.

Bank Indonesia is still processing DBS’s bid, central bank Governor Darmin Nasution said last week.

DBS said last April it would acquire 99% Danamon for 66.4 trillion rupiah ($6.8 billion rupiah), with the equivalent of 45.2 trillion rupiah of that to be paid to Temasek for its 67.4% stake.
回复

使用道具 举报

发表于 11-4-2013 02:59 AM | 显示全部楼层
淡马锡卖股权期限到 星展延长收购印尼金融银行

财经 天下  2013-04-10 14:18
(雅加达9日讯)由于收购印尼金融银行的计划至今仍然未获得印尼监管当局的批准,星展集团控股已经延后了从淡马锡控股手中买下印尼金融银行股权的最后期限。

星展集团去年4月2日献议以近68亿美元(208亿令吉)收购印尼金融银行的计划,至今已经拖延了超过一年。

这是因为印尼央行一直在考虑这项交易,并争取新加坡让印尼的银行取得全面银行执照以扩展业务。

根据星展集团与淡马锡的协议,星展将分两个阶段收购印尼金融银行,首先是取得淡马锡在印尼金融银行的67%股权,接着再以每股7000印尼盾(2.24令吉)献议全面收购剩余股权。

延至6月2日

不过,由于收购计划一直未得到印尼监管当局的批准,星展集团与淡马锡的协议已经在本月2日,也就是协议刚好满一年后失效。

星展集团和淡马锡发言人昨天分别证实,有关期限已经延长至6月2日,以继续等待印尼当局评估有关收购计划。

据熟悉情况的消息人士说,这个期限预料会在必要时进一步延长。[南洋网财经]
回复

使用道具 举报

发表于 16-4-2013 01:24 AM | 显示全部楼层
星展银行获准购入印尼金融银行的股权
http://www.sharesinv.com/zh/articles/38291/

文: 道琼斯通讯社 (译:麦美莹) 2013年04月15日 道琼斯通讯社

新加坡星展集团(DBS Group Holdings)在一年前提议购入印尼金融银行(Bank Danamon)后,印尼央行终于通过有关提议,准许这宗可能是印尼有史以来最大的收购案。

有关决定让星展集团可以购入印尼金融银行的部份股权,后者是印尼第六大银行(以资产计算)。星展集团有意以73亿 美元购入该银行的全部股权。

知情的银行家在4月12日透露,星展集团将获准购入印尼金融银行的40%股权(这是收购印尼当地银行的初步限额),之后如果它能够符合央行定出的管治及财政标准,便可以累积更多的股权。

印尼央行不愿对有关交易置评。

当星展集团在去年4月宣布购买印尼金融银行的计划时,它提议购入银行的99%股权,但印尼对有关交易延后处理,同时对银行的所有权条例作出修改。在七月份的时候,印尼宣布新规定,外国投资者只可以购入国内银行的40%股权,但如果投资者的财政状况良好,它们可能获准购入最多高达99%的股权。分析师说,有关规定似乎是为星展集团的交易铺路。

印尼央行也为那些希望在新加坡经营银行的企业寻求对等的保证,而新加坡是区内对外国银行定出较严厉营运规定的国家之一,至星期天,有关协议是否达成还不得而知。在大部份亚洲国家,外国投资者只获准持有当地银行少于50%的股权。

星展集团是东南亚最大型的银行(以资产计算),有关交易将令它可以打进不断增长的印尼市场。在未来10年,亿万印尼人预期将晋升至中产阶级。

印尼最近几年的经济增长超过6%。

星展集团原先计划从新加坡国家投资公司淡马锡控股(Temasek Holdings)购入其所持有的印尼金融银行的67.4%股权,然后对余下股份提出全面收购,让其可以最终拥有该银行的99%股权。淡马锡控股是星展集团的控股股东。

有关交易将很可能消除市场对印尼银行业实施保护注意的恐慌。由于全国大选即将举行,议员对多个行业的外国持有权水平表示关注。外国采矿公司最近必须把它们在公司的所有权减少至50%以下。

美国银行美林的亚细安经济师蔡学敏表示;“这是一个好消息。有关准许令投资者可以放心,印尼依然对外国投资持开放态度,并给予金融业适度的自由。”

印尼大学(University of Indonesia)的经济师及教授Kahlil Rowter在星期日表示,他认为星展银行的收购行动对印尼银行业的发展意义并不重大,“毕竟,淡马锡控股最终将会持有星展集团及印尼金融银行,但比较重要的是,印尼央行对外国银行在本地经营所释放出的信号。”

他说,未来可能会出现更大的变化,由于印尼准备在2015年加入东盟经济共同体(Asean Economic Community),此举将很可能推动银行合并来与区域银行竞争。他补充:“国内银行及其他金融机构必须扩充它们的业务。”

星展集团这次的收购行动很可能是这家新加坡银行自从在2001年收购香港道亨银行后,最大的扩张计划。


Indonesia central bank says no decision on DBS bid for Danamon
http://www.theedgesingapore.com/the-daily-edge/business/43440-indonesia-central-bank-says-no-decision-on-dbs-bid-for-danamon.html

Mon, 15 Apr 10:08
Bank Indonesia hasn’t decided on the proposed acquisition of PT Bank Danamon Indonesia by DBS Group Holdings, the central bank said today, denying a report the deal had been approved.

The Wall Street Journal reported on April 13 that Southeast Asia’s largest lender got approval to buy as much as 40% of Danamon and will be allowed to build a majority stake later if it meets corporate governance and financial health standards. No decision has been made, Bank Indonesia spokesman Difi Johansyah said in a text message today.

DBS is seeking to acquire 99% of Danamon for 66.4 trillion rupiah ($8.4 billion), including the equivalent of 45.2 trillion rupiah to be paid to Temasek Holdings, Singapore’s state-owned investment company, for its 67.4% stake.

The sale, announced a year ago, has stalled as Indonesia’s central bank considers approval while seeking greater access for its own lenders in Singapore. The acquisition would help DBS gain access to more profitable lending opportunities and a faster-growing economy.

Karen Ngui, a Singapore-based spokeswoman for DBS, declined to comment when contacted on April 13. She didn’t answer a call to her mobile phone today.
本帖最后由 icy97 于 16-4-2013 02:13 AM 编辑

回复

使用道具 举报

发表于 24-4-2013 02:25 AM | 显示全部楼层
Indonesia president hopes DBS/Danamon deal resolved soon
http://www.theedgesingapore.com/the-daily-edge/business/43575-indonesia-president-hopes-dbsdanamon-deal-resolved-soon.html

Tue, 23 Apr 11:01
Indonesian President Susilo Bambang Yudhoyono said he hoped the long-delayed bid by Singapore's DBS Group Holdings for PT Bank Danamon can be resolved in the “very short term.”

Indonesia's central bank, the final decider on the deal, said last week the year-old DBS bid to buy the Indonesian bank from Singapore state investor Temasek Holdings may get the go-ahead in May but that there were regulatory issues to resolve.

“I hope it will move forward,” Yudhoyono told a Thomson Reuters Newsmaker event in Singapore on Tuesday. But he added it must have benefits for all parties involved.

The US$7.2 billion ($8.9 billion) deal has been stuck, with Bank Indonesia capping ownership stakes in local banks and politicians calling for the Monetary Authority of Singapore (MAS) to grant greater access for Indonesian banks in Singapore in return.
回复

使用道具 举报

发表于 2-5-2013 10:02 PM | 显示全部楼层
營收增加‧星展獲利超預期

國際  2013-05-02 18:40
(新加坡2日訊)東南亞最大銀行星展集團控股公司連續第11季獲利意外增加,主因手續費、傭金和交易收入增加。

星展集團今天在送給新加坡證交所的財報中說,到3月31日為止的3個月淨利較去年同期的9億3千300萬新元成長2%,達到9億5千萬新元(7億7千萬美元)。這項數字超過彭博社彙編6位分析師預測均值8億2千400萬新元。

在近零利率限制貸款息差下,星展集團首席執行員高博德押注在如財富管理,以及透過建議併購印尼金融銀行等能夠產生手續費用的業務上。規模較小的華僑銀行本週稍早公佈財報,獲利優於分析師預期。(星洲日報/財經)

DBS Q1 profit up 2% at record high
http://www.theedgesingapore.com/the-daily-edge/business/43686-dbs-q1-profit-up-2-at-record-high.html

Thu, 2 May 10:00   
DBS Group Holdings, Singapore’s biggest bank, posted a record quarterly profit, beating expectations, as higher fee and commission income offset a slight drop in income from its key lending business.

DBS earned $950 million in the three months ended March, compared with the previous record profit of $933 million a year earlier. Its profit was far above the $836 million average forecast of eight analysts polled by Reuters.

Singapore’s no. 2 lender Oversea-Chinese Banking Corp on Tuesday posted a 16% fall in first quarter profit, hurt by lower contributions from its insurance unit and weak interest rate margins.

At DBS, which gets about 80% of its earnings from Singapore and Hong Kong, net fee and commission income rose 25% to $507 million. That overcame a 1% drop in net interest income.

“After a slower second half in 2012, we started the year on a very solid note,” Chief Executive Piyush Gupta said in a statement.

“Business momentum is strong, and growth has been broad-based, showing the impact of our investments across all lines of business.”

DBS, in a bid to diversify its business, made a US$7.2 billion ($8.9 billion) bid a year ago to take over Indonesia’s sixth-biggest bank PT Bank Danamon .

But the deal has been stuck, with Indonesia’s central bank capping ownership stakes in local banks and politicians calling for Singapore’s central bank to grant greater access for Indonesian banks in the city-state in return.

Shares of DBS are up nearly 13% so far this year, outperforming rises of about 11.5% by OCBC and 7.7% by United Overseas Bank.



DBS results beat expectations "by a mile": CIMB
http://www.theedgesingapore.com/the-daily-edge/business/43692-dbs-results-beat-expectations-by-a-mile-cimb.html

Thu, 2 May 12:35
DBS' 1Q13 results beat expectations “by a mile,” or 11%-15%, on broad-based strength in all revenue, CIMB says.

It notes net interest income rose 2.6% on-quarter as NIMs unexpectedly expanded and loans grew 6.2% on-quarter, while fee income was “strong all around,” especially for trade-related and capital-markets-related fees.

DBS HK continued its “impressive” turnaround, it adds. “DBS remains an Outperform and our high-conviction top pick in Singapore banking,” CIMB says.

It keeps its target at $17.39. The stock is up 3.2% at $17.29.
本帖最后由 icy97 于 3-5-2013 02:23 AM 编辑

回复

使用道具 举报

发表于 22-5-2013 03:13 AM | 显示全部楼层
Indonesia lets DBS buy 40% stake in Bank Danamon
http://www.theedgesingapore.com/the-daily-edge/business/43988-indonesia-lets-dbs-buy-40-pct-stake-in-bank-danamon.html

Tue, 21 May 20:00  
Indonesia’s central bank approved a long-delayed bid by Singapore’s DBS Group to buy up to 40% of PT Bank Danamon, governor Darmin Nasution said on Tuesday.

The approval follows the central bank’s earlier ruling that bidders can first take only a 40% stake in a local bank. They must then undergo three financial-soundness tests, one every six months, before moving to majority ownership.

That would mean it would be at least 18 months before DBS could take control of Indonesia’s sixth largest lender.

DBS wants to buy the Danamon stake from Singapore’s state investor Temasek, which is the biggest shareholder in DBS with owns just over 29%.

“If they want more ... we want to see a realisation from MAS (the Monetary Authority of Singapore) regarding our need for reciprocity,” the outgoing governor told parliament members and reporters.

But the approval for an only 40% stake in Danamon may complicate the DBS plan. It has said it would be reluctant to take a minority stake.

The deal hit a wall last year when the Indonesian regulator capped ownership in local banks shortly after DBS announced the bid. There have also being growing calls in parliament for Singapore to open up to Indonesian banks if the DBS deal is allowed to go through.

If DBS agrees to buy a 40% stake it will have to take a hit of 100 to 150 basis points on its core capital under Basel III, said a Singapore-based banking analyst, who asked not to be named . The new global capital rules for banks makes it punitive for lenders to own minority stakes in rival banks.

In its original bid, DBS would buy most of that stake in the form of new DBS shares issued to Temasek, which in turn would become an even bigger owner of DBS, and cash.

Temasek already owns about 29% of DBS and its stake would rise to about 40% were DBS to take the full 67% Temasek holds in Danamon.

Temasek has obtained a regulatory waiver from MAS from having to make a general offer for the remaining DBS shares.

If the full takeover were allowed, it would make Singapore-based DBS the fifth-biggest lender in Indonesia, one of southeast Asia’s hottest markets, where bank penetration is low and annual loan growth runs at 20%.

It would also be the biggest banking deal on record in Southeast Asia.

Danamon has lower returns on equity than some peers and a heavy exposure to auto financing, an area vulnerable to recently announced steps by policymakers to curb excessive lending in the region’s largest economy.

The deal’s implied price-to-book ratio of 2.6 times is below the 4.5 times paid by Sumitomo Mitsui Financial Group for Indonesia’s Bank Tabungan Pensiunan Nasional this month.
回复

使用道具 举报

发表于 23-5-2013 02:16 AM | 显示全部楼层
星展集团获准入股印尼金融银行,但不得全面收购
http://www.sharesinv.com/zh/articles/39148/

2013年05月22日
新加坡最大银行星展集团(DBS Group Hldgs)在过去一年来收购印尼金融银行(PT Bank Danamon)(PBD)的行动终于有结果,但印尼央行仅允许公司收购该银行的高达40%股权,而不是全面收购。即将在5月23日卸任的印尼央行行长Darmin Nasution表示,星展集团能否获准增持PBD的股权将取决于新加坡金管局(Monetary Authority of Singapore)是否放宽印尼银行业者涉足于新加坡市场的条例。星展集团于2012年4月建议全面收购PBD,包括以约67亿7,000万美元向淡马锡控股(Temasek Holdings)收购其手上的67% PBD股权,以及以每股7,000印尼盾在公开市场收购其余股权。

启示:印尼央行行长的言论似乎意味着,星展集团要在印尼市场大展拳脚恐怕前路崎岖。印尼银行服务市场是本区域内最未被发掘,但最有利可图的市场之一。另一方面,新加坡金管局也扮演着重大的角色,因为它将决定是否把新加坡金融领域部份开放给印尼银行业者。


最多只能持40%股权 星展全购印尼银行受挫

财经 天下  2013-05-23 09:53
(雅加达22日讯)星展集团(DBS)收购印尼金融银行(PT Bank Danamon Indonesia)的计划受挫。

《联合早报》报道,印尼央行行长达尔敏昨日在印尼国会上透露,目前只允许星展收购印尼金融银行最多40%股权。

星展在去年4月宣布的计划,是先发出相等于62亿元(149亿令吉)的新股,买下淡马锡控股(Temasek)手中的67.37%印尼金融银行股权,再以每股7000印尼盾(2.24令吉)献议全面收购剩余股权。

然而,达尔敏并未完全限制星展只能收购到40%,他说:“如果星展想要收购更多,我们希望新加坡金融管理局也能够回应我们的互惠要求(reciprocity)。”

据早前报道,印尼央行一直希望借助星展收购印尼金融银行的契机,作为与新加坡政府交涉的筹码,以求金管局扩大新加坡对印尼银行的开放度。

金管局发言人昨日受询时,对印尼央行愿意让星展收购印尼金融银行不超过40%的股权表示欢迎,并表示新加坡和印尼的合作关系良好,金管局和印尼央行正在探讨如何进一步加大彼此市场的开放度。

“对于在新加坡的印尼银行而言,这将包括能够提供更广泛的金融服务,不仅是在批发银行业务方面,也可以是在为印尼学生和工作准证持有者提供服务等。”

星展不愿持少数股权

这个收购案受到各方面的高度关注,印尼总统苏西洛上个月到新加坡访问时也表示,希望收购案能向前推进,并认为这宗交易必须对各方都有利。

这项总值约91亿元(218.4亿令吉)的交易如果得以落实,将让星展成为印尼第5大银行,星展的客户可期待将来在印尼使用更广泛的自动提款机网络。

收购计划宣布后因一直未获印尼央行批准而停滞不前,直到昨天才终于在印尼国会上,从达尔敏口中获得较明确的结果。然而,这恐怕并不符合星展意愿。

据路透社报道,星展早前曾表示不太愿意只持有少数股权。

星展集团发言人昨日受询时并未明确对40%的收购上限表态,只表示说星展目前尚未收到印尼央行针对收购计划的正式书面通知,而星展还是希望申请会“如原本提交的那样”获得批准。

换句话说,星展显然还是希望能够像它一年多前宣布的计划那样,分两阶段朝全面收购印尼金融银行的目标迈进,而不是被限制于只能够收购40%股权。

在星展于去年4月宣布收购计划后,印尼央行在去年7月发布新规定,要求任何金融机构在收购印尼国内商业银行股权时,最多只能收购40%,除非获得有关当局的特殊批准。[南洋网财经] 本帖最后由 icy97 于 23-5-2013 10:14 PM 编辑

回复

使用道具 举报

发表于 25-5-2013 09:26 PM | 显示全部楼层
If DBS successfully acquired PTBank DAnamon, do you think it'll cause the year end P&L statement turn negative?
回复

使用道具 举报

发表于 4-6-2013 12:51 AM | 显示全部楼层
星展集团与淡马锡控股就收购Danamon银行延长协议期限
http://www.sharesinv.com/zh/articles/39409/

2013年06月03日
为了收购淡马锡控股(Temasek Holdings)在印尼银行PT Bank Danamon Indonesia Tbk所持有的控股权,星展集团(DBS Group Holdings)已将其与淡马锡控股的协议延长多两个月。星展在今天发布的文告中宣布,该项协议的最后期限(long-stop date)将延长至8月1日,除非双方同意将期限进一步展延,否则购股协议将会在8月1日之后失效。消息公布后,星展的股价在早盘交易中从17.16元的上一个收盘价下跌2%至16.82元。印尼央行之前仅批准星展买入Danamon的40%股份,或总值27亿美元。星展于2012年4月提议收购Danamon大部分的股权,收购额将约为72亿美元。

启示:这是星展第二次展期完成这项交易。虽然星展持有Danamon少数股份将减少其对新加坡业务的依赖,但由于印尼当局利用这项交易为其银行取得进军新加坡的平等机会,交易可能无法达成。


DBS, Temasek to extend Danamon accord
http://www.theedgesingapore.com/the-daily-edge/business/44134-dbs-temasek-to-extend-danamon-accord.html

Fri, 31 May 18:29  
DBS Group, Southeast Asia’s biggest lender, will extend its agreement with Temasek Holdings to buy the Singapore state investor’s controlling stake in Indonesia’s PT Bank Danamon for two more months, sources said.

The extension, which could be announced on Monday, will give the deal one more chance after Indonesia’s central bank gave DBS Group Holdings the greenlight to buy only a 40%, or US$2.7 billion ($3.4 billion), stake in PT Bank Danamon Indonesia Tbk. Singapore-based DBS proposed a majority takeover.

“lThe agreement will be extended,” one source familiar with the matter told Reuters.

Spokespeople for DBS and Fullerton Financial Holdings (FFH), a Temasek unit, declined to comment. FFH owns a controlling stake in Danamon.

DBS Chief Executive Piyush Gupta made a bid to takeover Danamon a year ago in order to diversify earnings and lift rock-bottom interest rate margins.

DBS, partly owned by Temasek Holdings, earns 80% of its income in Singapore and Hong Kong.

DBS and Temasek, which owns 67.4% of Danamon, are waiting for formal notification from Bank Indonesia allowing DBS to buy only 40% of Indonesia’s sixth-biggest bank.

This is the second time DBS will extend its deal with Temasek after the current “long-stop date” or the last date for the agreement expires on June 2.

Temasek owns 29% of DBS, which could have risen to 40% if DBS was allowed to buy 99% of Danamon.



星展再试购印尼金融银行

财经 天下  2013-06-04 11:54
(新加坡3日讯)东南亚最大银行--星展集团(DBS)周一再给自己一次机会来收购印尼金融银行(PT Bank Danamon Indonesia)的控股权,此前印尼当局对这项价值72亿美元(223亿令吉)的收购交易加以阻挠。

星展指出,与淡马锡控股达成购买后者所持印尼金融银行67.4%控股股权的协议,时间延长两个月。此前印尼央行批准了这项交易,但限制星展持有股份的上限在40%。

分析员指出,星展和淡马锡目前处境困难,因为这笔东南亚最大的银行业交易悬而未决。

一名了解交易过程的消息人士说:“目前的处境有些棘手,星展内部的讨论是,是忍受短痛争取交易还是选择放弃。”由于未没有得到授权向媒体发言,该消息人士拒透露身份。

若不掌握控股权,星展将难以把印尼金融银行与其印尼的既有业务整合在一起。

持有40%的股份也意味着,星展不得不把巴塞尔协议III所规定的核心资本率扣减100到150个基点,作为对银行持有少数股权的惩罚。

同时,淡马锡还希望拿手中所持印尼金融银行的67.4%股份换取更多星展股份,以便通过星展间接投资于印尼快速增长的银行业。[南洋网财经] 本帖最后由 icy97 于 4-6-2013 06:14 PM 编辑

回复

使用道具 举报

您需要登录后才可以回帖 登录 | 注册 | 登入

本版积分规则

 WeChat
 CARI App
Get it FREE Google play
 Instagram
cari_malaysia
FOLLOW
- 版权所有 © 1996-2019 Cari Internet Sdn Bhd 佳礼网络有限公司 (483575-W) -
Private Cloud provided by IPSERVERONE
0.175312s Gzip On
快速回复 返回顶部 返回列表