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DBS CEO says bank hunting for bolt-on deals, not game-changing ones

Published 07/08/2024, 10:43 PM
Updated 07/09/2024, 05:00 AM
© Reuters. FILE PHOTO: DBS CEO Piyush Gupta speaks during a Reuters Newsmaker event in Singapore September 14, 2023. REUTERS/Mindy Tan/File Photo
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By Sameer Manekar and Una Galani

SINGAPORE (Reuters) -DBS Group is looking for bolt-on acquisitions that would support its geographic and business strategy but has ruled out making a major buy to save itself from distraction, Piyush Gupta, CEO of the Singapore bank, said on Tuesday.

In an interview at the Reuters NEXT forum in Singapore, Gupta also said that despite growing geopolitical risks DBS remained optimistic on Asia because of its economic growth rates of 4% to 5%. That rate, he said, was almost double that recorded elsewhere in the world.

DBS is the largest bank in Singapore and Southeast Asia by asset size.

Gupta said DBS had chosen to focus its geographical growth during his 15-year tenure at the helm on the four major markets of China, India, Indonesia and Taiwan.

In August last year, DBS completed the acquisition of Citigroup's consumer banking business in Taiwan, making it Taiwan's largest foreign bank by assets.

"We have focused on building out a wealth business, we have tried to grow SME retail business, we have tried to build out transaction services business, and so as long as we can do bolt- on deals that play to that strategy in the big markets and the lines of business we will always look for opportunity," he said.

"We have stayed away from any earth shattering, game-changing M&A. We are convinced that in tomorrow's world it's about digital, it's about AI, it's about changing the culture and the way you work. Any large scale acquisition will take too long, be too messy and distract from the future."

The bank is now the largest shareholder in China's Shenzhen Rural Commercial Bank, which it said gave it a good footprint in the Greater Bay Area, according to its annual report published in March.

"It's a nice bank, it's wholly in Shenzhen ... we are the largest shareholder, it's in the small to medium enterprise (SME) space, it has nothing in property or real estate, it's relatively clean," Gupta said when asked if DBS wanted to increase its ownership stake.

"Over time as it grows, there is an agenda for it to IPO. We are so bullish on the Greater Bay Area ... we think activity is good. We think it's a great platform.

"But before we do that there is opportunity for two-way flow of business, and frankly our returns on our investment are great."

DBS posted in May record-beating quarterly results and said it expected its 2024 net profit to exceed last year's record.

© Reuters. DBS CEO Piyush Gupta speaks at the Reuters NEXT conference in Singapore July 9, 2024. REUTERS/Ore Huiying

Shares of DBS have risen 23.1% so far this year outpacing its peers OCBC, which is up 16.3%, and UOB, which has gained 15.8%. The share gains have come on expectations of a higher-for-longer interest rate environment, analysts have said.

To view the live broadcast of the World Stage go to the Reuters NEXT news page: https://www.reuters.com/world/live-video-reuters-next-apac-2024-07-09/

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