Investors interested in Banks - Foreign stocks are likely familiar with Canadian Imperial Bank (CM) and DBS Group Holdings Ltd (DBSDY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that ta ...

Buoyed by optimism in global growth, markets remain close to record highs. For many investors, market highs feel like a time for opportunities in new investments. Record highs can be exhilarating, but they can be lethal, costly mistakes.The decision to pivot in for quick wins and trade in for new trendy stocks can be very tempting, but the regret of acting too impulsively is almost a culture.Follow as we break down five common and expensive mistakes that you can avoid during the market’s record peaks.  Mist ...

Core Viewpoint - Hesai Technology successfully listed on the Hong Kong Stock Exchange, raising approximately HKD 4.16 billion through the issuance of 19,550,000 shares at an issue price of HKD 212.80 per share, marking a significant milestone as the first lidar company dual-listed in Hong Kong and the U.S. [1][3] Group 1 - The listing received strong market attention, with the Hong Kong public offering being oversubscribed by nearly 170 times and the international placement being oversubscribed by over 14 times [1] - Hesai Technology is recognized as a global leader in lidar research and manufacturing, focusing on advanced lidar products for applications in advanced driver-assistance systems (ADAS), autonomous vehicles, and various robotic applications [5][6] - According to revenue, Hesai Technology has been the largest lidar supplier globally for the years 2022, 2023, and 2024 [5] Group 2 - DBS Group played a crucial role in the successful listing by leveraging its extensive sales capabilities and integrating resources across its cross-border financial services [3][5] - The successful dual listing reflects the competitiveness and attractiveness of Chinese hard-tech companies in the global market [5]

Group 1: DBS Group Holdings Ltd - DBS Group Holdings Ltd is up 17.8% year to date (YTD) and reported solid results for the second quarter of 2025, with net interest income (NII) remaining resilient despite expected interest rate cuts [2][3] - The bank experienced strong deposit growth of 5% year on year (YoY) in the first half of 2025 and proactive hedging against lower rates [3] - Fee income from wealth management grew 25.3% YoY to S$649 million, contributing 46.5% of total fee income [3][4] Group 2: SATS Ltd - SATS Ltd is down approximately 10.4% YTD, but global travel demand is projected to grow at 6.5% YoY in 2025, which may aid in recovery [5] - Following the acquisition of Worldwide Flight Services (WFS), SATS's total income increased 5% YoY to S$5.7 billion, with net interest income up 2% YoY to S$3.6 billion [6] - The company declared a dividend per share of S$0.75 for 2Q 2025, with an ordinary dividend increase of 11% compared to the previous year [6][8] Group 3: Genting Singapore Ltd - Genting Singapore Ltd's shares are relatively unchanged YTD, with lackluster results in the first half of 2025 due to renovation disruptions and temporary closures [9][14] - The company is expected to benefit from a rise in international visitor arrivals, particularly from Chinese tourists, which could boost its premium gaming market [10] - A final dividend of S$0.02 per share was declared, unchanged from the previous year, despite a decline in gaming revenue by 12.3% YoY [14] Group 4: Singtel - Singtel is up 40.5% YTD, driven by recovery in mobile and roaming services, alongside growth in data centres and regional associates [11] - The company plans to invest S$2.5 billion in capital expenditures, with S$1.7 billion allocated for core expenditure and S$0.8 billion for data centres [12] - Singtel's underlying net profit for dividend payout increased 14% YoY to S$686 million, with a total core dividend of S$0.123 per share, representing a 2.8% yield [15][16]

Core Viewpoint - DBS Group's research team anticipates that Singapore's non-oil domestic exports may decline for the second consecutive month in August, primarily due to a high base effect from the previous year [1] Summary by Relevant Categories Export Performance - Singapore's non-oil domestic exports are expected to decrease by 1.0% in August, an improvement from the 4.6% contraction observed in July [1] - The decline is partly attributed to last year's record high in electronic non-oil domestic exports in August, alongside the 10% tariffs imposed by the U.S. on its goods [1] External Factors - Increased tariffs on Singapore's trade partners by the U.S. may have impacted the supply chain, exerting pressure on external demand for other non-oil domestic export products [1]

Group 1 - Sea's soaring sales are positioning it to reclaim the title of Southeast Asia's most valuable company, with a market valuation nearing $103 billion, just behind DBS Group's $113 billion [1] - The company's recent performance alleviated market concerns regarding its core e-commerce business, Shopee, as Southeast Asian consumers increasingly shift to online shopping [1][2] - Sea's revenue for the quarter ending June grew by 38% to a record $5.26 billion, surpassing analyst expectations of $5 billion, marking the largest stock price increase in over two years [2] Group 2 - Sea's logistics network, SPX Express, has significantly improved customer experience, contributing to nearly 30% growth in total e-commerce orders and gross merchandise value [2] - The company has raised merchant commission rates by approximately one-third in core markets since early last year, indicating confidence in attracting and retaining merchants due to its large user base and mature logistics services [2][3] - Sea's financial services segment, Monee, saw a 70% increase in sales to $882.8 million, while its gaming division, Garena, experienced a 23% revenue growth [3] Group 3 - Analysts expect that the growth across Sea's three main business segments will lead to a quadrupling of net profit by 2025, driven by strong momentum in the first half of the year and continued growth in the third quarter [3] - Improvements in advertising technology are anticipated to increase merchant spending and the number of advertisements, further enhancing monetization rates [3] - The scale effects, particularly in Brazil, are expected to lower average costs and enhance overall e-commerce profitability, with self-operated logistics remaining a key competitive advantage [3]

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]

Core Insights - DBS Group's market capitalization has surpassed $100 billion for the first time [1] Company Summary - DBS Group has achieved a significant milestone by crossing a market value of $100 billion, indicating strong investor confidence and robust financial performance [1]

Core Viewpoint - DBS Group's market capitalization has surpassed $100 billion for the first time, marking a significant milestone in its financial performance and market position [1] Group 1: Company Performance - The achievement of a market cap exceeding $100 billion reflects strong investor confidence and robust financial results [1] - This milestone positions DBS Group as one of the leading financial institutions in Asia, enhancing its competitive edge in the banking sector [1] Group 2: Market Implications - The increase in market capitalization may attract more institutional investors, potentially leading to further growth in share price [1] - This development could influence the overall banking industry in Asia, prompting other banks to enhance their strategies to compete with DBS Group [1]