$DBS(D05.SI)$ $ocbc bank(O39.SI)$ hitting all-time highs together isn’t just about dividends anymore — to me, it reflects earnings resilience and a clear return of local capital to familiar, high-quality names. In a volatile global backdrop, that kind of certainty matters.
I’m still holding tight on both DBS and OCBC. DBS remains my core banking position, and the April 2025 pullback only strengthened my conviction in its long-term trend. OCBC breaking above $20 feels more like a psychological unlock than a peak, with the market clearly looking past near-term noise and pricing in forward earnings momentum.
UOB could be next, but it likely needs a clearer catalyst to re-rate. Even if 2026 brings gradual rate cuts, I don’t see that as bearish for the local banks — as long as cuts are orderly, strong franchises can still compound steadily. For now, I’m letting my winners run rather than rushing to take profits.
@TigerStars @Tiger_comments @Tiger_SG @TigerClub
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