Todamoon
04-12

Risk is overblown. As long as Trump delays and/or not actually implement those tariffs at those quoted rates then S-Bank will not suffer a plunge in price. S-Banks are incredibly resilient in earnings and BS. Expect another blowout earnings this coming earning season before it moderates. Dividends are at attractivite levels and if one is disciplined to DCA through, one will make it out wealthier than before

Maintain Guidance, Profit Drops: How Will SG Banks Move Post-Earnings?
UOB drops near 2% as it drops 2025 guidance due to US tariffs, posts stable Q1 net profit that misses estimates. It will resume giving 2025 guidance when the impact of U.S. tariffs becomes clearer. DBS Q1 net profit drops 2% to $2.9 billion, but beats bloomberg estimates; sees lower earnings for 2025; Bank to pay total dividend of 75 cents, which includes a capital return dividend of 15 cents. --------- How will their guidance affect stock trend? Who is stronger in Q1?
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