I'm currently most bullish on
$DBS Group Holdings(D05.SI)$ due to its strong Q1 showing and ability to maintain NIM above 2% despite industry pressure. Its record-high fee income and treasury sales show strong diversification beyond interest income, while a solid cost-to-income ratio supports sustained performance. The bank's share price has also outperformed peers this year, reflecting market confidence.
UOB’s $UOB(U11.SI)$ weaker stock performance could be a long-term opportunity. Despite lower net interest income, its non-interest income segments like wealth management and trading showed strong growth. Its consistent dividend payout also adds to its appeal for income-focused investors.
The key for UOB is whether it can consistently grow non-interest income. While DBS already proves its resilience, UOB still needs to show it can maintain momentum. For now, I remain more confident in DBS.
@TigerStars @Tiger_comments
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