Tigerwong
05-08

OCBC is likely to release a slight decline year on year result of -5% due to compression of NIM arising from lower SORA, which will be offset partially by rise in fee incomes.  This should be in line with most analysts expectation.  As for guidance wise, I expect them to await for more clarity of the tariffs situation before providing any further guidance.  This is in line with the conservative approach that OCBC took in previous years.

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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