From my perspective, DBS’s $DBS(D05.SI)$ recent weakness seems more like a short-term market reaction than a fundamental issue. The one-off real estate provision and margin pressure explain most of the profit drop, while OCBC’s YoY profit growth and strong non-interest income show it’s managing both revenue and margin well.

Valuation-wise, DBS looks attractive with a 5.9% dividend yield and a share price below SGD 55, offering an income cushion and potential upside for long-term investors. This makes me consider adding exposure, assuming the bank weathers geopolitical and macro volatility.

Still, I’d be cautious on timing. Ongoing Middle East tensions could push DBS lower before stabilizing, so I’d likely scale in rather than buy all at once. Overall, DBS is a strong dividend play, while OCBC $ocbc bank(O39.SI)$ remains a steadier performer with growth momentum.

@Tiger_comments @TigerStars @TigerClub @Tiger_SG

# DBS Up 2%! Are Sellers Done, or Will the Downtrend Resume?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet