Wednesday, May 4, 2016

DBS kept at ‘buy’ by OCBC with $17.50 target price

OCBC has kept its “buy” recommendation on DBS, after Singapore biggest bank put in a market-beating performance in 1Q16.

DBS posted 1Q net earnings of $1.2 billion, up 20% q-o-q, and surpassing market expectations of $1.04 billion. Excluding one-off items in 1Q15, net earnings would have been up 6% y-o-y in 1Q16.

“DBS remains as our top pick in the sector,” OCBC lead analyst Carmen Lee said in a Tuesday report.

Despite the softer market conditions in 1Q, Wealth Management fees grew both y-o-y and q-o-q due to better contribution from Bancassurance Income, which rose 63% y-o-y to $98 million.

While DBS’s Oil & Gas exposure remained flat for the quarter, Lee said digital banking will be a new area of focus, including the recent launch of digibank in India.

FY16 estimates were raised to $4.448 billion from $4.226 billion, largely due to lower allowances. Allowances fell to $170 million in 1Q16, from $247 million in the previous quarter and $181 million in 1Q15.

Target price was kept at $17.50 due to “the still uncertain market conditions”, says Lee.

DBS gained 0.1% to $15.45 at 9.35am.

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