BTS
03-13

$DBS(D05.SI)$  $ocbc bank(O39.SI)$  $UOB(U11.SI)$  

The recent volatility in the Singapore banking sector, sparked by escalating Middle East tensions, has pushed DBS (D05) into the spotlight as both a risk and an opportunity

With a 5.9% dividend yield and a unique commitment to fixed quarterly capital returns, D05 stands out among its peers, OCBC Bank (O39) and UOB (U11), as a top choice for income-seeking investors

As the geopolitical shock drags the Straits Times Index (STI) lower in early March 2026, the risk-reward ratio now favors long-term bargain hunters over those looking to exit the market

While the long-term potential remains intact, investors should consider averaging into positions rather than making a lump-sum buy to hedge against short-term volatility and potential further price fluctuations

Although the stock may not have definitively "bottomed out" if global headlines worsen, D05 remains the fundamentally superior pick among the Big Three banks for those willing to navigate the current market noise。。。

DBS Finally Rebounds! Better Dividend Yield, Better Pick?

@Tiger_SG：
The year 2026 started off strong, but recent geopolitical tensions sent the three major banks sliding. Surprisingly, $DBS(D05.SI)$ , has become this year’s laggard—down 1.2% year-to-date, while $OCBC Bank(O39.SI)$ bucked the trend with a 5.9% gain. In the investment world, a price drop often signals opportunity, especially in dividend yield. Who Has the Stronger Fundamentals? Despite share price pressure, are Singapore banks’ fundamentals really shaken? Let’s review 4Q25 results: OCBC Shines: The only local bank with year-on-year net profit growth (+3.4%) in 4Q25. Non-interest income performed well, and net interest margin (NIM) also rebounded. DBS Under Pressure: Net profit fell 10.5% YoY, mainly due to margin compression and a one-off real estate loan provision. Is DBS Worth Buying Now? With its share price recently dipping below SGD 55, DBS’s dividend yield has risen to an attractive 5.9%. Compared to the start of the year, its valuation now seems much cheaper. output0.png 💬 Discussion: With a 5.9% dividend yield, do you find DBS more attractive than OCBC and UOB? Given current Middle East tensions and macro volatility, would you buy the dip or stay on the sidelines? Do you think DBS’s share price has bottomed out, or will it test lower support levels?
DBS Finally Rebounds! Better Dividend Yield, Better Pick?

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  • NormaHansen
    ·03-16 18:21
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    DBS yield solid, averaging in smart move for long-term gains. [微笑]
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    • BTS: 
      [Smile]
      02:21
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