DBS Earnings: Will Safe Haven Demand Support NII?

DBS will fire the first shot on April 30, followed by $UOB(U11.SI)$ (May 7) and $OCBC Bank(O39.SI)$ (May 8). Singapore’s three local lenders – DBS, OCBC and UOB – could see first-quarter net interest income supported by safe-haven deposit inflows linked to the ongoing Middle East war, analysts said. How do you expect DBS earnings? Can DBS sprint to 60 this time?

avatarTiger_SG
04-29 01:41

[Game] Can DBS Close Above $60 This Week?

$DBS(D05.SI)$ reports Q1 2026 results this Thursday, April 30. The stock has pulled back from its record highs since the FY2025 earnings miss in February — when DBS posted net profit of S$11.033B, falling short of the Bloomberg consensus of S$11.375B and down 3% YoY. 4Q FY2025 net profit of S$2.358B also came in 10% below the prior year.Now heading into Q1, the bar has been set lower. But can DBS clear it?What analysts expect for Q1 FY2026Net profit consensus: S$2.78B (−4.0% YoY) — Visible Alpha pollTotal income: S$5.85B (−1.0% YoY)Three things to watchNIM compression continues.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 g
[Game] Can DBS Close Above $60 This Week?
avatarInvestordude1301
04-30 01:09
Guess DBS close at $58.50. And yes it will beat estimates
avatarECLC
04-29 23:12
1. Guess DBS close at SGD57.80 2. Yes
avatarKAI2021
04-29 23:10
go go go dbs
avatar程俊Dream
04-29 20:35

A Higher Probability Path of “Unstable Peace” Under Remote Signaling Dynamics

Macro Theme: De-escalation and “Unstable Peace” as the Core Pricing Driver Although last weekend’s White House dinner shooting incident attracted significant attention, it did not create any material impact, and markets were not disrupted at the start of the week. Meanwhile, the ongoing “Middle East saga” continues steadily, and the U.S. decision not to arrange “in-person” negotiators suggests that the intermediary model has shifted toward “remote” communication. If no surprise attacks occur within the next one to two weeks, it can largely be concluded that this tug-of-war style “peace” will persist until around the midterm elections, when potential changes or turning points may emerge. The three potential models and scenarios of U.S.-Iran negotiations have already been discussed in previo
A Higher Probability Path of “Unstable Peace” Under Remote Signaling Dynamics
avatarj islandfund
04-29 19:32
i think dbs will close 56.065 on friday. and will miss the target.
avatarLanceljx
04-29 17:56
1) Closing price (Friday): SGD 51 DBS Bank has been resilient on strong NIM, wealth inflows, and capital return appeal. Unless guidance disappoints sharply, downside may be cushioned. 2) Q1 net profit beat estimate? Yes, slight beat is my lean. Higher fee income and treasury contribution could offset some margin compression concerns. Key watchpoint: forward guidance. A beat with softer outlook can still pressure shares. A beat + confident FY guidance could push DBS higher.
avatarkoolgal
04-29 17:34
🌟🌟🌟Can DBS $DBS(D05.SI)$ close above SGD 60 tomorrow?    It is a coin toss but I believe it will close at SGD 59.00 tomorrow. The market is bracing for a good but not great performance that reflects a stabilising but pressured banking environment. Analysts expect a net profit of around SGD 2.78 billion to SGD 2.88 billion, a slight YoY decline of 2 to 4%. Net Interest Margin or NIM is expected to slide by 3 to 22 basis points as interest rates globally begin to moderate.  This means that DBS earns less on every loan. However the bright spot would be Wealth Management and treasury customer sales, potentially delivering mid teens growth
avatarMrzorro
04-29 16:51
1) I think DBS will close at SGD 59.25 on Friday. 2) Will DBS beat the Q1 net profit estimate? Yes
avatarCadi Poon
04-29 12:23
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.
avatarTimothyX
04-29 12:23
$DBS(D05.SI)$ reports Q1 2026 results this Thursday, April 30. The stock has pulled back from its record highs since the FY2025 earnings miss in February — when DBS posted net profit of S$11.033B, falling short of the Bloomberg consensus of S$11.375B and down 3% YoY. 4Q FY2025 net profit of S$2.358B also came in 10% below the prior year.
avatarhighhand
04-29 11:14
yes can. nice support now... it's going up up up
avatarTK360
04-29 10:09
DBS 20million in Apac data centre positive news might raise the price
avatarJade78
04-29 09:53
Dbs may close at $58.80. Will not beat estimate
avatarxc__
04-29 09:42

🏦 DBS Q1 Earnings: The NIM Squeeze That's Actually a Feature, Not a Bug 💰 $DBS

$DBS Group Holdings Ltd.(DBSDF)$ $OCBC Bank(O39.SI)$ $SGX(S68.SI)$ $UOB(U11.SI)$ Pulse DBS just reported Q1 2026 net profit of S$2.89 billion—down 2% YoY on the surface, but here's the plot twist: this is a record pre-tax profit of S$3.44 billion being hammered by the global 15% minimum tax. While NIM compression to 1.93% is real (from 2.12% YoY), wealth management surged to record levels, safe-haven deposit inflows are flowing like never before, and treasury customer sales stayed healthy. The headline miss masks an engine that's humming harder than the numbers suggest. Key News 📊 • Q1 Net Profit: S$2.89 billion —
🏦 DBS Q1 Earnings: The NIM Squeeze That's Actually a Feature, Not a Bug 💰 $DBS
avatarJackosen
04-29 09:12
No. i do not think it will hit 60.
avatarMyrttle
04-29 09:09
1. I think DBS will close at $59.50SGD on Friday 2. Yes, DBS is likely to outperform Q1 net profit estimates
avatarwiwe
04-29 08:45
I think dbs will close at $59 on Friday Yes, dbs is likely to outperform q1 net profit estimates
avatarLazyCat Invests
04-29 08:39

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avatarKaren19845
04-29 08:17
I believe this week Dbs will closed ard 57
avatarRXU
04-29 08:09
No..DBS could very well post a solid, respectable report but that might not be enough to carry past $60. Not when war is stalled and the spillover effect is not fully known or materialised yet. the mood likely remain cautious. Further pressure of NIM is real and a focus. profit-taking at $60 more likely rather than a clean break above