I think $DBS(D05.SI)$ will del-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I think $DBS(D05.SI)$ will deliver a decent set of Q1 results, even if it’s not a blowout quarter. The bar has clearly been reset lower after the FY25 miss & with NIM compression already well flagged, lot of downside feels priced in. What matters is whether wealth management & trading income can provide some upside surprise, especially with safe-haven flows coming into Singapore.

From a positioning standpoint, I don’t expect the stock to break out aggressively. Rate cuts & softer SORA will likely keep a lid on sentiment & I don’t think this is the kind of quarter that drives a sharp re-rating. That said, as long as guidance remains stable and management doesn’t sound overly cautious on macro risks, the market should react positively.

So my call: I think DBS will beat the Q1 net profit estimate — Yes. But in terms of price action, I don’t see it closing above 60 this week. My prediction is that DBS will close at SGD 58 on Friday.

@Tiger_SG @TigerStars @Tiger_comments @TigerClub

DBS Beats! $60 is Coming in May?

DBS reported Q1 2026 results with net profit of S$2.93B (+1% YoY), beating the Bloomberg consensus of S$2.88B. Shares closed +3.4% at S$58.50. Non-interest income and wealth management fees both hit all-time highs. Dividend raised to S$0.81/share from S$0.75 a year earlier. In a lower-rate world, DBS proved the model works — just not the way the market expected. Up next: UOB (May 7) and OCBC (May 8). Are you bullish on DBS hitting $60 in May? Does DBS earnings signal a good start for the other two?

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","winRationPercentage":70.3125,"tradeVolumeEst":0},"themes":[{"themeId":"578f5b29dba5411b9fbd556a5fff8e75","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"DBS Beats! $60 is Coming in May?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":578f5b29dba5411b9fbd556a5fff8e75}&rnconfig={\"headerBarHidden\": true}","description":"DBS reported Q1 2026 results with net profit of S$2.93B (+1% YoY), beating the Bloomberg consensus of S$2.88B. Shares closed +3.4% at S$58.50. Non-interest income and wealth management fees both hit all-time highs. Dividend raised to S$0.81/share from S$0.75 a year earlier. In a lower-rate world, DBS proved the model works — just not the way the market expected.\nUp next: UOB (May 7) and OCBC (May 8).\nAre you bullish on DBS hitting $60 in May?\nDoes DBS earnings signal a good start for the other two?","image":"https://community-static.tradeup.com/news/19f0ec82c5735e7e7940bee488a73a13"}],"images":[{"img":"https://community-static.tradeup.com/news/f8a98fdd09430c02cc4e97f7c1c82c09"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/f8a98fdd09430c02cc4e97f7c1c82c09"}],"title":"","html":"<html><head></head><body>I think<a href=\"https://ttm.financial/S/D05.SI\"> $DBS(D05.SI)$ </a>will deliver a decent set of Q1 results, even if it’s not a blowout quarter. The bar has clearly been reset lower after the FY25 miss &amp; with NIM compression already well flagged, lot of downside feels priced in. What matters is whether wealth management &amp; trading income can provide some upside surprise, especially with safe-haven flows coming into Singapore.\n<p></p>\n<p>From a positioning standpoint, I don’t expect the stock to break out aggressively. Rate cuts &amp; softer SORA will likely keep a lid on sentiment &amp; I don’t think this is the kind of quarter that drives a sharp re-rating. That said, as long as guidance remains stable and management doesn’t sound overly cautious on macro risks, the market should react positively.</p>\n<p>So my call: I think DBS will beat the Q1 net profit estimate — <b>Yes</b>. But in terms of price action, I don’t see it closing above 60 this week. My prediction is that DBS will close at <b>SGD 58 on Friday</b>.</p>\n<p><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/f8a98fdd09430c02cc4e97f7c1c82c09\"></t-t></p></body></html>","htmlText":"<html><head></head><body>I think<a href=\"https://ttm.financial/S/D05.SI\"> $DBS(D05.SI)$ </a>will deliver a decent set of Q1 results, even if it’s not a blowout quarter. The bar has clearly been reset lower after the FY25 miss &amp; with NIM compression already well flagged, lot of downside feels priced in. What matters is whether wealth management &amp; trading income can provide some upside surprise, especially with safe-haven flows coming into Singapore.\n<p></p>\n<p>From a positioning standpoint, I don’t expect the stock to break out aggressively. Rate cuts &amp; softer SORA will likely keep a lid on sentiment &amp; I don’t think this is the kind of quarter that drives a sharp re-rating. That said, as long as guidance remains stable and management doesn’t sound overly cautious on macro risks, the market should react positively.</p>\n<p>So my call: I think DBS will beat the Q1 net profit estimate — <b>Yes</b>. But in terms of price action, I don’t see it closing above 60 this week. My prediction is that DBS will close at <b>SGD 58 on Friday</b>.</p>\n<p><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/f8a98fdd09430c02cc4e97f7c1c82c09\"></t-t></p></body></html>","text":"I think $DBS(D05.SI)$ will deliver a decent set of Q1 results, even if it’s not a blowout quarter. The bar has clearly been reset lower after the FY25 miss & with NIM compression already well flagged, lot of downside feels priced in. What matters is whether wealth management & trading income can provide some upside surprise, especially with safe-haven flows coming into Singapore. From a positioning standpoint, I don’t expect the stock to break out aggressively. Rate cuts & softer SORA will likely keep a lid on sentiment & I don’t think this is the kind of quarter that drives a sharp re-rating. That said, as long as guidance remains stable and management doesn’t sound overly cautious on macro risks, the market should react positively. So my call: I think DBS will beat the Q1 net profit estimate — Yes. But in terms of price action, I don’t see it closing above 60 this week. My prediction is that DBS will close at SGD 58 on Friday. @Tiger_SG @TigerStars @Tiger_comments @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/558645140677600","repostId":0,"isVote":1,"tweetType":1,"viewCount":803,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["D05.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":821,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/558645140677600"}