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?

DBS or OCBC? 2025’s Bank Winner Revealed | 🦖 #TheInvestingIguana EP827

🟩 📊 Ready to decode the latest DBS & OCBC results? Join Iggy as he breaks down the Q1 2025 performance of Singapore's banking titans, shedding light on what it all means for your investment decisions. This video is packed with insights on dividends, share buybacks, and how net interest margins are impacting these financial giants. Whether you're a seasoned investor or just starting, there's something here for everyone! $ocbc bank(O39.SI)$ $DBS Group Holdings(D05.SI)$ 💡 Highlights include: - Why DBS's $3 billion share buyback plan and OCBC's $2.5 billion capital returns could reshape your portfolio. - The surprising growth in fee income from wealth management and what it means for the future of ban
DBS or OCBC? 2025’s Bank Winner Revealed | 🦖 #TheInvestingIguana EP827
The earnings reports for Singapore’s three major banks—DBS, OCBC, and UOB—are set to reveal the impact of moderating net interest margins (NIMs) and other macroeconomic factors. Based on analysts' expectations: 1. Projected Earnings Trends DBS: Anticipated 4.4% y-o-y decline in net income to $2.95 billion for 1QFY2025. This reflects challenges in maintaining NIMs amidst rate cuts and a potential slowdown in loan growth. OCBC: Expected to post a 5.7% y-o-y decrease in net income to $1.98 billion. A similar narrative of narrowing NIMs and weaker growth drivers applies here. UOB: Forecast to achieve a 1.1% y-o-y growth in net income, marking the slowest pace since 2QFY2024. This modest growth suggests some resilience but highlights the industry-wide pressure on profitability. 2. Impact of Dec

What You Missed at DBS, OCBC & UOB’s 2025 AGMs: Key Insights for Investors | 🦖 EP834

🟩 🏦 Curious about Singapore's top bank dividends for 2025? This video dives into DBS, OCBC, and UOB’s latest AGM highlights, shedding light on their dividend plans, trade strategies, and how they're preparing for interest rate changes. Packed with insights, you'll discover why these banks remain a solid choice for income-focused investors, boasting attractive yields—DBS at 5.6%, OCBC at 5.9%, and UOB topping at 6.2%. Plus, find out how they’re navigating trade wars, expanding regional operations, and boosting wealth management to tackle rate cuts. $DBS Group Holdings(D05.SI)$ $ocbc bank(O39.SI)$ $UOB(U11.SI)$ Whether you're holding, selling, or buying share
What You Missed at DBS, OCBC & UOB’s 2025 AGMs: Key Insights for Investors | 🦖 EP834

STI at a Technical Crossroad: Gap Resistance in Focus

STI $Straits Times Index(STI.SI)$ Technical Analysis (Weekly Chart) The Straits Times Index (STI) continues to hold its long-term upslope trendline, which has acted as dynamic support since the 2020 lows. Recently, the index rebounded sharply from the historical support zone around 3,400, a level that previously capped price in 2021–2022 and is now acting as a key demand area. A visible gap between 3,750 and 3,800 has formed after the strong rally, with price now pushing toward the lower boundary of the gap. After rebounding sharply from this zone, price has moved back up and is now approaching a gap area between 3,750 and 3,800. This gap serves as a resistance zone, as gaps are often seen as price inefficiencies left behind by rapid moves. Such
STI at a Technical Crossroad: Gap Resistance in Focus

OUE REIT 1Q 2025 Analysts' Views

[强] We are pleased to have received a vote of confidence from our covering analysts following the release of our 1Q 2025 Business Updates: CGS International Securities Singapore upgraded OUE REIT’s rating to “ADD”, citing our attractive FY25F DPU of 7.3% and undemanding price-to-book value of 0.47 times Beansprout, DBS Bank, OCBC and PhillipCapital maintained their “BUY” ratings KGI 凱基 reiterated “OUTPERFORM” Maybank raised our 12-month price target and increased FY25 and FY26 DPU estimates by 3.4% and 7.0% respectively Analysts highlighted OUE REIT’s relative value compared to its pure-play peers. While the hospitality segment may face sector-wide headwinds in 2025, our performance is expected to remain resilient, supported by steady contributions from our commercial assets, as well as po
OUE REIT 1Q 2025 Analysts' Views
avatarBK99
05-02
$ocbc bank(O39.SI)$  Investing in dividend-paying stocks offers several key advantages, especially for long-term investors. Here’s a clear breakdown: 1. Regular Income • Dividends provide predictable cash flow, which can supplement salary or retirement income. • Useful for income-focused investors, such as retirees. 2. Compounding Power • Reinvesting dividends (via DRIP: Dividend Reinvestment Plans) lets you buy more shares, increasing your total return through compounding over time. 3. Stability and Lower Volatility • Dividend-paying companies are often established, profitable, and financially stable. • Their stocks tend to be less volatile than non-dividend growth stocks. 4. Hedge Against Inflation • Dividends can grow over time, especia

Is Singapore's Avoidance of Retaliatory Tariffs a Smart Move?

Following the announcement of US tariff policies, many countries began considering retaliatory countermeasures.With the US imposing a 10% tariff on Singapore, despite free trade agreement and a trade deficit with the US, Prime Minister Lawrence Wong has made it clear:No Retaliatory Tariffs, Strengthening Partnerships with Like-minded CountriesHe said, “The world is entering a more arbitrary, protectionist, and dangerous phase.”What Do US tariffs Mean for Singapore Markets?As for the short-term impact of tariffs, Singapore expects weaker global growth, which will reduce external demand for its goods and services.Outward-facing sectors like manufacturing, wholesale trade, transport, and finance will be hit first.While it's unclear if a recession will occur, economic growth will certainly tak
Is Singapore's Avoidance of Retaliatory Tariffs a Smart Move?
The banking sector exhibits cyclical characteristics. High net interest margins (NIM) and wealth management fees seen in 2024 may not be sustainable due to anticipated US interest rate cuts and the potential for a recession. Many Singaporean investors are long-term holders focused on dividend income, having acquired bank shares at lower prices in the past. These investors are generally less affected by short-term market fluctuations. New investors should adopt a patient approach, gradually accumulating positions at more favorable prices.

Trade Wars: DBS Recommends 11 Stocks to Buy and Avoid | 🦖 #TheInvestingIguana EP796

🟩 🚨 Trade wars got you worrying about your portfolio? Join Iggy as we dive into stocks to buy and avoid now! Packed with insights, this video sheds light on how escalating trade tensions impact markets, industries, and your investment decisions. Whether you're navigating tariffs or looking for resilient investments, you'll discover actionable strategies perfect for these uncertain times. 📊 From defensive sectors like consumer staples and utilities to industries thriving on structural growth trends, Iggy breaks down smart picks that can weather the storm. Plus, learn which stocks to avoid—like cyclical industries tied to global trade flows—that crumble under economic pressure. This financial analysis is a must-watch for anyone serious about protecting and growing their wealth. 🌍 With a focu
Trade Wars: DBS Recommends 11 Stocks to Buy and Avoid | 🦖 #TheInvestingIguana EP796
UOB is earning billions every quarter and giving so good dividend. Dividend is so much better than most counters in STI. Yet share price drops amind the lofty expectations from analyst. Those analyst need to take into account this when putting up target price. Please moderate your expectations in comparison to other similar banks in the world too. Do other banks give such good dividend and returns to shareholders ? Do other banks buy back and cancel common shares regularly like UOB or DBS ? Thank You. 
Singapore's UOB Drops 2025 Guidance Due to US Tariffs, Posts Stable Q1 Net Profit
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.
avatar1PC
05-06
$UOB(U11.SI)$ Among the 3 Banks $UOB(U11.SI)$  , I'm in position with Both DBS and UOB, but I find that the UOB charts 📈 looks Better although Both Rebound 🪃 differently from the recent tariffs saga [Sweats]  [OMG] .  More Upside maybe 🤔. Nevertheless am anticipating that the Banks will still have upside after their announcement 🙏. Holding on to the ride 💪. Good luck to all shareholders 🤞😊
Should have bought more UOB when it dropped due to tariffs worries. Waiting for it to drop to 200 day moving average and buy more.  Sg banks are solid dividend players. Growth and 5% yield to turbo boost your portfolio.  DBS is stronger than UOB and OCBC though. If I had a choice, DBS is first choice and UOB and OCBC both 2nd choice.
DBS's strong financial health, strategic initiatives, and consistent dividend policy is a good option for long     term investment for a stable returns. While short-term market volatility may impact performance, the bank's fundamentals support a positive outlook over the long term. Will dollar averaged if it drop to certain support. 
Below or beat estimation all depends on the person ' writing ' . I like the bank I will write a good report and slightly lower revenue as Nd profit...so that when the bank announced the results, it will fit perfectly into their report ls.  There are many hidden agendas behind their reports... especially those targets price 
avatar1PC
05-07
$UOB(U11.SI)$  UOB drop 💧 2% .... I view it as being conservative But TA price actions Closed with a Fake Bull 🐂[Thinking]  . Institutional maybe 🤔 using opportunity to Deep Wash [Thinking] .... I will still wait and see 😁. 
avatar1PC
05-11
DBS Price actions seem to be the strongest after the announcement of the 3 Banks, I view it will be the resilience among the 3 Banks [Happy]Lets join in to Grab some 🪙 [Happy]) @Jes86188 @Aqa @koolgal @Barcode @JC888 @Shyon @yourcelesttyy @Shernic
OCBC will continue to perform once GE 100% integrated into OCBC.  UOB will need to continue expanding overseas to expand its growth. As for DBS, let's wait and see will it succeed in the Malaysia expansion.