The Bull Case For United Overseas Bank (SGX:U11) Could Change Following Its S$3 Billion Capital Return Package

Simply Wall St.12-16

In recent weeks, United Overseas Bank (UOB) priced £750 million and €850 million of covered bonds and announced a S$3.00 billion capital return package, including a special dividend and share buyback,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2591609610?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/7012000-choice1-main-header/1585186660482","is_english":true,"pubTime":"2025-12-16 12:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2591609610","market":"us","top_or_hot":-1,"title":"The Bull Case For United Overseas Bank (SGX:U11) Could Change Following Its S$3 Billion Capital Return Package","media":"Simply Wall St.","content":"<div>\n<p>In recent weeks, United Overseas Bank (UOB) priced £750 million and €850 million of covered bonds and announced a S$3.00 billion capital return package, including a special dividend and share buyback,...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/the-bull-case-for-united-overseas-bank-sgxu11-could-change-f\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Bull Case For United Overseas Bank (SGX:U11) Could Change Following Its S$3 Billion Capital Return Package</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Bull Case For United Overseas Bank (SGX:U11) Could Change Following Its S$3 Billion Capital Return Package\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 12:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/the-bull-case-for-united-overseas-bank-sgxu11-could-change-f><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent weeks, United Overseas Bank (UOB) priced £750 million and €850 million of covered bonds and announced a S$3.00 billion capital return package, including a special dividend and share buyback,...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/the-bull-case-for-united-overseas-bank-sgxu11-could-change-f\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0831103253.SGD","symbol_name":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","start_time":0,"source_url":"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/the-bull-case-for-united-overseas-bank-sgxu11-could-change-f","article_id":"2591609610","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/7012000-choice1-main-header/1585186660482"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/the-bull-case-for-united-overseas-bank-sgxu11-could-change-f","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591609610","pubTimestamp":1765859500,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In recent weeks, United Overseas Bank (UOB) priced £750 million and €850 million of covered bonds and announced a S$3.00 billion capital return package, including a special dividend and share buyback, even as its Q3 2025 net profit fell 72% on higher pre-emptive credit allowances.\nThis combination of bolstered shareholder payouts and proactive funding and provisioning signals management’s emphasis on balance-sheet resilience amid a less favourable interest rate backdrop.\nNext, we’ll examine...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","BK6516":"银行与投资服务概念","SG9999002620.SGD":"LionGlobal South East Asia SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","BK4211":"区域性银行","UBCP":"联合合众银行","LU0048597586.USD":"富达亚洲焦点A","BK6523":"ESG概念","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","BK6112":"综合性银行","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0048573645.USD":"富达东盟基金","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","U11.SI":"大华银行","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD"},"translate_title":"大华银行(SGX：U11)30亿新元资本回报计划后的牛市可能会发生变化","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UBCP":1.5,"U11.SI":1.5},"content_text":"In recent weeks, United Overseas Bank (UOB) priced £750 million and €850 million of covered bonds and announced a S$3.00 billion capital return package, including a special dividend and share buyback, even as its Q3 2025 net profit fell 72% on higher pre-emptive credit allowances. This combination of bolstered shareholder payouts and proactive funding and provisioning signals management’s emphasis on balance-sheet resilience amid a less favourable interest rate backdrop. Next, we’ll examine how UOB’s S$3.00 billion capital return package reshapes its investment narrative around earnings quality, capital strength, and growth. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.United Overseas Bank Investment Narrative RecapTo own UOB, you need to believe in its role as a core ASEAN bank that can grow fees and asset‑light businesses even as loan growth and margins soften. The latest quarter’s sharp profit drop, driven by higher credit allowances, reinforces that credit costs remain the near term swing factor, while margin compression from rate cuts is still the key earnings risk. Against this backdrop, the S$3.00 billion capital return package, combining a special dividend and share buyback, matters most for the current story because it directly influences how investors weigh earnings quality, capital strength, and income visibility against rising credit allowances and softer net interest margins. Yet investors should be aware that prolonged margin compression could still weigh on returns even as capital is handed back... Read the full narrative on United Overseas Bank (it's free!)United Overseas Bank's narrative projects SGD16.0 billion revenue and SGD6.7 billion earnings by 2028. This requires 6.2% yearly revenue growth and about SGD0.8 billion earnings increase from SGD5.9 billion today.Uncover how United Overseas Bank's forecasts yield a SGD35.83 fair value, a 3% upside to its current price.Exploring Other PerspectivesSGX:U11 1-Year Stock Price Chart Ten fair value estimates from the Simply Wall St Community span roughly S$32 to S$60, showing how differently individual investors are sizing up UOB’s potential. As you weigh those views, remember that persistent net interest margin compression could be just as important for long run performance as any near term capital return story.Explore 10 other fair value estimates on United Overseas Bank - why the stock might be worth 8% less than the current price!Build Your Own United Overseas Bank NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your United Overseas Bank research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free United Overseas Bank research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate United Overseas Bank's overall financial health at a glance.Contemplating Other Strategies?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Rare earth metals are the new gold rush. Find out which 36 stocks are leading the charge.These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591609610","isCrawlerRequest":true}