Muppy

    • MuppyMuppy
      ·05-04
      $DBS(D05.SI)$ **DBS stands out as Singapore’s leading bank** due to its superior performance across key metrics compared to OCBC and UOB. It consistently delivers the **highest Return on Equity (ROE)** — often 17%+ recently — reflecting strong profitability, efficient operations, and a diversified earnings base from wealth management and regional growth. DBS excels in **digital banking**, earning titles like World’s Best Digital Bank (Euromoney) and Most Innovative in Digital Banking. Its platforms (digibank, PayLah!, IDEAL) offer seamless experiences, driving customer satisfaction and efficiency. The bank leads in **wealth management** with record net new money, fee income growth, and Asia’s top private banking status. It boasts the largest de
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    • MuppyMuppy
      ·04-27
      $Broadcom(AVGO)$ **Broadcom (AVGO) stands out as one of the strongest investment opportunities in 2026**, driven by its explosive position in the AI infrastructure boom. In Q1 FY2026, the company reported record revenue with AI semiconductor sales hitting **$8.4 billion**, up **106% year-over-year**. It is guiding for continued acceleration, with Q2 revenue expected at ~$22 billion (47% YoY growth) and a clear line of sight to over **$100 billion in cumulative AI revenue by 2027**, backed by a massive ~$73 billion backlog. Major custom silicon deals with hyperscalers like Google, Anthropic, and others fuel this, alongside leadership in high-speed AI networking (e.g., Tomahawk switches). Beyond AI chips, Broadcom benefits from diversified revenue
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    • MuppyMuppy
      ·04-20
      $Broadcom(AVGO)$ Broadcom (AVGO) stands out as a compelling investment for the next five years due to its pivotal role in the AI infrastructure boom. The company has transformed into a leader in custom AI accelerators (ASICs) and high-speed networking chips, powering data centers for hyperscalers like Google (with its TPUs) and others building large language models. In fiscal 2025, AI semiconductor revenue surged to about $20 billion (up 65%), representing 31% of total sales, with strong growth in Ethernet switches and XPUs. Management projects $60-90 billion in annualized AI revenue by fiscal 2027, potentially exceeding $100 billion, backed by a massive $73 billion AI backlog and multi-year contracts. Analysts forecast revenue and EBITDA CAGRs o
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    • MuppyMuppy
      ·04-13
      $Broadcom(AVGO)$ Broadcom (AVGO) stands out as a compelling investment for the next five years due to its pivotal role in the AI infrastructure boom. The company has transformed into a leader in custom AI accelerators (ASICs) and high-speed networking chips, powering data centers for hyperscalers like Google (with its TPUs) and others building large language models. In fiscal 2025, AI semiconductor revenue surged to about $20 billion (up 65%), representing 31% of total sales, with strong growth in Ethernet switches and XPUs. Management projects $60-90 billion in annualized AI revenue by fiscal 2027, potentially exceeding $100 billion, backed by a massive $73 billion AI backlog and multi-year contracts. Analysts forecast revenue and EBITDA CAGRs o
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    • MuppyMuppy
      ·04-06
      $DBS(D05.SI)$ DBS Group Holdings (SGX: D05) emerges as the clear leader among Singapore’s Big Three banks for long-term investors. As of early April 2026, DBS commands the largest market cap, highest profitability, and superior shareholder returns compared to OCBC (O39) and UOB (U11). In FY2025, DBS delivered S$11.03 billion net profit—far ahead of OCBC’s S$7.42 billion and UOB’s S$4.68 billion. Its return on equity (ROE) consistently exceeds 16%, outpacing OCBC and UOB’s 11-13% range, thanks to efficient operations and a low cost-to-income ratio. Wealth management fees surged, providing resilient non-interest income that cushions net interest margin (NIM) pressure from lower rates. Dividend leadership seals DBS’s edge. It guides S$3.24 annuali
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    • MuppyMuppy
      ·03-30
      $DBS(D05.SI)$ DBS (Singapore's largest bank) stands out as a compelling investment thanks to its market leadership, strong fundamentals, and consistent shareholder returns. In FY2025, it delivered a record profit before tax of SGD 13.1 billion and net profit of SGD 11.0 billion, achieving a robust ROE of 16.2% and ROTCE of 17.8%. Its balance sheet remains exceptionally safe with a transitional CET1 ratio of 17.0% (fully phased-in 15.0%), low NPL ratio at 1.0%, and top-tier AA/Aa1 credit ratings supported by Singapore's AAA sovereign stability. Wealth management is a key growth driver, named among the world's best. It powered record fee income (up 18% to SGD 4.90 billion) and total wealth income, with AUM surging 19% in constant currency to SGD
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    • MuppyMuppy
      ·03-23
      $DBS(D05.SI)$ **DBS Group Holdings (D05.SI) remains a strong investment** due to its leadership as Singapore’s largest bank, superior fundamentals, and reliable shareholder returns in Asia’s wealth hub. It boasts high ROE (~16%), a resilient balance sheet (CET1 ratio 15.1%), stable NPLs at 1%, and diversified revenue. 3Q2025 delivered record total income of S$5.93bn (+3% YoY), with wealth management fees surging 30% to S$796m—now half of fee income—as affluent inflows boost Singapore’s role as a global wealth centre. Dividends shine: trailing yield ~5.1% at recent S$57.40 price, with 2026 ordinary dividends rising to S$0.66 quarterly (+S$0.06) plus S$0.15 capital returns, annualising ~S$3.24. Ongoing S$3bn buybacks (only ~12% used) and potentia
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    • MuppyMuppy
      ·03-17
      $CapLand IntCom T(C38U.SI)$ **CapitaLand Integrated Commercial Trust (SGX: C38U)** is a strong investment as Singapore's largest commercial REIT, with a high-quality, diversified portfolio of prime retail malls (e.g., Plaza Singapura, Raffles City) and office properties, plus select overseas assets. **Current price** (mid-March 2026): ~S$2.34, offering a trailing dividend yield of around **4.9-5%** (annual DPU ~S$0.115-0.12, semi-annual payouts, well-covered by earnings). Key strengths: - **Scale & stability**: Largest REIT by market cap (~S$17-18B), backed by CapitaLand, with ~97% occupancy and positive rental reversions. - **Recent performance**: FY2025 showed solid DPU growth (e.g., beats estimates, strong 4Q results), portfolio resilie
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    • MuppyMuppy
      ·03-16
      $DBS(D05.SI)$ **Why DBS Group Holdings is a Good Investment in March 2026** DBS, Southeast Asia’s largest bank by assets, remains a compelling investment despite moderating interest rates. As of mid-March 2026, the stock trades at S$55.31 after a pullback from 2025 highs, delivering a strong 33% one-year total return while offering stability in a volatile environment. FY2025 results were resilient: net profit reached S$11.0 billion (down 3% YoY due to rate headwinds and higher tax), but total income hit a record S$22.9 billion (+3%), driven by deposit growth of 12% and proactive hedging. Pre-tax profit set a new high at S$13.1 billion with ROE at 16.2%. NIM eased to 1.93%, yet fee income (especially wealth management) and treasury sales surged,
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    • MuppyMuppy
      ·03-09
      $DBS(D05.SI)$ (&(&(&) &)) 4)4)4)44))4
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