A Look At OCBC (SGX:O39) Valuation As Investors Await Full Year 2025 Results

Simply Wall St.02-05 03:32

AdvertisementWhy OCBC's latest share move is catching attention Oversea-Chinese Banking (SGX:O39) slipped about 1.4% in mid-afternoon trade as Singapore bank stocks softened alongside a metals selloff...

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ISF ASIAN DIVIDEND MAX \"A\" (USD) INC MF"},"translate_title":"投资者等待2025年全年业绩，看看华侨银行(SGX：O39)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"O39.SI":1.98},"content_text":"AdvertisementWhy OCBC's latest share move is catching attention Oversea-Chinese Banking (SGX:O39) slipped about 1.4% in mid-afternoon trade as Singapore bank stocks softened alongside a metals selloff, with investors turning their attention to the bank’s upcoming full-year 2025 results on February 25. See our latest analysis for Oversea-Chinese Banking. Looking past today’s move, Oversea-Chinese Banking’s recent 30 day share price return of 7.41% and 90 day share price return of 24.72% point to building momentum. Its 1 year, 3 year and 5 year total shareholder returns of 32.50%, 95.95% and 164.62% respectively show how patient investors have been rewarded over time. If this kind of steady interest in bank stocks has your attention, it could be a good moment to broaden your watchlist with fast growing stocks with high insider ownership. With the share price up strongly over the past year and trading at about a 34% discount to one estimate of intrinsic value, the key question is whether OCBC still offers a mispricing or if the market is already factoring in expectations of future growth. Most Popular Narrative: 8.3% Overvalued With Oversea-Chinese Banking last closing at SGD21.44 against a widely followed fair value estimate of SGD19.80, the current price sits above that narrative anchor and puts more focus on the assumptions sitting underneath that gap.  Conservative capital management and proactive credit risk policies, coupled with a strong capital buffer (CET1 17%), position OCBC to defensively capture market share and maintain asset quality during downturns. This should result in more resilient earnings and potentially allow for higher shareholder returns (via dividends or buybacks) as the macro environment stabilizes.  Read the complete narrative. Curious what has to happen for that valuation to stack up? The narrative leans on steady revenue expansion, firm margins and a richer earnings multiple than the sector. The exact mix of those inputs may surprise you. Result: Fair Value of SGD19.80 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on interest rates and trade remaining supportive, and a sharp hit to net interest margins or cross-border loan demand could quickly challenge that narrative. Find out about the key risks to this Oversea-Chinese Banking narrative. Another angle on valuation Those fair value estimates around SGD19.80 are based on one narrative model, but OCBC’s current P/E of 13.2x tells a different story. It sits below peers at 15.9x and in line with a fair ratio of 13.2x, which points to more balanced pricing than the 8.3% overvaluation label suggests. Which signal do you weigh more heavily? See what the numbers say about this price — find out in our valuation breakdown. SGX:O39 P/E Ratio as at Feb 2026 Build Your Own Oversea-Chinese Banking Narrative If you see the numbers differently or want to stress test your own assumptions, you can build a custom OCBC story in just a few minutes, starting with Do it your way. A great starting point for your Oversea-Chinese Banking research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If OCBC is on your radar, do not stop there. The market is full of other angles that could fit your goals just as well.  Spot potential high growth stories early by checking out these 3532 penny stocks with strong financials that already show stronger financial footing than many expect from this corner of the market. Ride the AI wave more intentionally by scanning these 26 AI penny stocks that tie artificial intelligence themes to listed companies you can actually invest in. Zero in on income potential by reviewing these 13 dividend stocks with yields > 3% that may line up better with a steady, yield focused plan.   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.New: 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. 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