My view of $SK hynix(SKHY)$ is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!
$DBS(D05.SI)$ I agree with several contributors that this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!
$SK hynix(SKHY)$ $Roundhill Memory ETF(DRAM)$ Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!
$DBS(D05.SI)$ Now is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!
$Singtel(Z74.SI)$ Besides the 3 SG banks which are all great ($DBS(D05.SI)$ $UOB(U11.SI)$ ), DBS just published a list of 7 alternative deep value stocks and Singtel made the list! I would say a lot of people are overlooking Singtel despite its attractive 4.3% dividends (whether due to bad personal experience or otherwise). Here’s the blurb from DBS: “Catalysts include a potential Singapore data centre (Nxera) IPO, an advanced discussion on a 30 per cent Optus stake sale, further sell-downs of its Bharti Airtel stake and exiting its remaining Gulf Development