Three months later: How the market finally caught up to OCBC (O39)
Three months ago, the market was skeptical of OCBC’s conservative stance on capital allocation while peers made splashier headlines. Fast forward to today, and a surge in wealth management fees, record non-interest income, and a steady capital return plan have forced a broad re-rating.
With the stock hitting new momentum highs, the real question is whether the market has already priced in the best of these tailwinds—or if there's still a margin of safety left.
I’ve updated the original thesis to analyze what changed over the last 90 days and where the valuation sits post-rally: https://stockbutts.com/ocbc-o39-three-months-later-what-the-market-came-around-to/
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