What Adam Khoo said in this video:
- Otherneutrallong-termThe host discloses a large, long-held position in the three Singapore bank stocks, collected dividends every year, with a portfolio objective of dividends plus capital gains; no price direction is stated.Source
- ValuationneutralThe host argues bank stocks cannot be valued with PE or discounted cash flow and that price-to-book is the only valid method, later computing intrinsic value with five-year average P/B and justified P/B based on normalized ROE; no price direction is stated.Source
- Bonds & RatesneutralThe host says the interest-rate regime has changed and that although rates have dropped, they remain higher than in the past, using this to explain higher bank profitability; no forward rate direction is given.Source
- ValuationneutralThe host says he uses roughly a 10 to 11 percent cost of equity when valuing US banks, a valuation-input choice without a directional call on any specific US bank.Source
- OtherneutralThe host warns that special dividends and capital returns are not guaranteed, that ordinary dividends are more dependable, and that current headline yields look less attractive once special payouts are excluded.Source
- Otherneutralshort-termFrom a technical perspective, the host says DBS is still above the 40-period EMA and 50-period simple moving average and looks overbought on the monthly chart; he would not add until price nears those averages, while not predicting a short-term drop.Source
- Otherneutralshort-termThe host says short-term market direction cannot be predicted and that his discipline is to value shares and buy only when undervalued, which he credits for long-term safety and outperformance; no directional call is made.Source