CGS International forecasts a

CGS International forecasts a −3 bps sequential NIM decline, driven by falling SORA and HIBOR. 3-month SORA dropped sharply since the start of the year. DBS had already guided for SORA at 1.25% and two Fed rate cuts in 2026 — any rate path deviation will move guidance.

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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