Core Viewpoint - Investors are evaluating the value propositions of Lloyds (LYG) and DBS Group Holdings Ltd (DBSDY) to determine which stock offers better value at present [1]. Valuation Metrics - Both LYG and DBSDY currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3]. - LYG has a forward P/E ratio of 10.49, while DBSDY has a forward P/E of 12.12, suggesting LYG may be undervalued compared to DBSDY [5]. - The PEG ratio for LYG is 0.86, indicating a favorable valuation when considering expected EPS growth, whereas DBSDY has a significantly higher PEG ratio of 7.72 [5]. - LYG's P/B ratio stands at 1.03, compared to DBSDY's P/B of 1.98, further supporting LYG's position as a more attractive value option [6]. Value Grades - LYG has a Value grade of B, while DBSDY has a Value grade of D, indicating that LYG is perceived as a superior value investment based on the analyzed metrics [6].

Group 1 - The article emphasizes the importance of Asian equities (excluding China) in investment portfolios, highlighting that they are often overlooked and under-allocated by investors [1] - The author employs a fundamental bottom-up approach combined with macroeconomic analysis to identify stocks poised to benefit from global trends, focusing on the Financials, Industrials, and Consumer Discretionary sectors [1] - The intention behind writing on Seeking Alpha is to share insights and expand the investment universe for readers interested in Asian equities listed in US markets [1]

智通财经6月9日电，星展集团市值首次突破1000亿美元。 ...

星展集团市值首次突破1000亿美元。 ...

Core Viewpoint - The comparison between Banco Bilbao (BBVA) and DBS Group Holdings Ltd (DBSDY) indicates that BBVA currently offers better value for investors based on various financial metrics [1][7]. Valuation Metrics - BBVA has a forward P/E ratio of 7.64, while DBSDY has a forward P/E of 11.21, suggesting BBVA is more attractively priced [5]. - The PEG ratio for BBVA is 1.44, compared to DBSDY's PEG ratio of 3.37, indicating BBVA's expected earnings growth is more favorable relative to its price [5]. - BBVA's P/B ratio stands at 1.30, while DBSDY's P/B ratio is 1.83, further supporting BBVA's valuation advantage [6]. Earnings Outlook - Both BBVA and DBSDY have a Zacks Rank of 2 (Buy), reflecting an improving earnings outlook due to positive analyst estimate revisions [3]. - BBVA has earned a Value grade of B, while DBSDY has a Value grade of C, highlighting BBVA's stronger position in terms of value investing metrics [6].

星展集团投资总监侯伟福：中国仍有很大的财政刺激空间，若刺激措施出台，或为中国经济增长带来意 外上行空间 智通财经4月9日电，星展集团投资总监侯伟福在今日星展Q2CIO分享会上表示，随着美国对主要贸易伙 伴的关税升级，市场低估了其对经济增长和通胀的影响。基于此，随着全球总需求放缓，包括中国和欧 洲在内有能力推出财政刺激措施的国家将处于较佳位置。当前，由于中国中央政府的杠杆率仅为GDP的 25%，因此中国仍有很大的财政刺激空间。这给政府提供了额外的弹性，可推出由政府主导的刺激措 施，并推动国内消费。而刺激性财政政策可能为欧洲和中国经济增长带来意外上行空间。 股票方面，在中国科技快速崛起的背景下，维持对亚洲市场（除日本）的超配，同时继续投资美国科技 股以把握长期增长机会。（智通财经记者 郭子硕） ...

Investors with an interest in Banks - Foreign stocks have likely encountered both Canadian Imperial Bank (CM) and DBS Group Holdings Ltd (DBSDY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision ...

Group 1 - DBS Group is currently facing a dilemma regarding the management of its capital, as its balance sheet is already well-capitalized [1] - A logical solution for the company is to adopt a long-term, buy-and-hold investment strategy, focusing on stocks that can sustainably generate high-quality earnings [1]

Group 1 - The previous analysis on DBS Group Holdings maintained a neutral stance due to an increase in share price [1] - The company has a beneficial long position in its shares, indicating confidence in its future performance [1] Group 2 - The article does not provide specific investment recommendations or advice regarding DBS Group Holdings [2] - It emphasizes that past performance is not indicative of future results, highlighting the inherent uncertainties in investment [2]

Core Viewpoint - DBS Group Holdings Ltd has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system highlights the importance of changing earnings estimates in determining near-term stock price movements, making it a valuable tool for investors [2][3]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in stock price movements due to their large transactions [3]. Business Improvement Indicators - The upgrade in rating for DBS Group reflects an improvement in the company's underlying business, which is expected to drive the stock price higher as investors recognize this trend [4]. Earnings Estimate Revisions - For the fiscal year ending December 2025, DBS Group is projected to earn $11.84 per share, representing a 10.3% increase from the previous year [7]. - Over the past three months, the Zacks Consensus Estimate for DBS Group has risen by 3.2%, indicating a positive outlook from analysts [7]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [6]. - The upgrade of DBS Group to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9].