MHh
04-12

I have not bottomed the banks as I was expecting them to go lower before Trump’s surprise u-turn on tariffs. But it is only a 90-day period which means the tariffs could return. If the tariffs return, I’m bearishb on their returns for 2025. DBS has always been the best choice but I prefer to wait and see for now. US big bank earnings would provide guidance for Singapore banks as the nature of business is similar; the main differentiation is the market that they are exposed to and as a open market, Singapore banks are exposed to similar risk to the US banks.
@Universe宇宙 @Wayneqq @HelenJanet @DiAngel @KYHBKO @Success88 @Kaixiang @rL @SPOT_ON @Fenger1188 come join
# Maintain Guidance, Profit Drops: How Will SG Banks Move Post-Earnings?

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