My take: 1. I think OCBC OCBC -To The Moon - Tiger Brokers Online Investing Community - To The Moon

My take:

1. I think OCBC OCBC will close at S$22.35 on 9 May (Fri).

2. I think UOB UOB will close at S$36.90 on 8 May (earnings day).

3. Will OCBC or UOB match DBS DBS’s wealth management fee surprise?
My vote: Yes, but OCBC is more likely to surprise on the upside than UOB.

Reason: DBS just posted record wealth fees, showing client activity remains strong despite rate headwinds. OCBC has already been delivering standout wealth growth momentum, while UOB’s upside may be steadier rather than explosive.

If I had to pick one dark horse for a “DBS-like” fee surprise: OCBC.

UOB Profit Beats but Revenue Pressured: Can OCBC Wealth Fees Surprise?

UOB posted Q1 net profit of S$1.44B, down 4% year-on-year but above the S$1.39B consensus; net interest margin compressed from 2.00% to 1.82%, with both net interest and non-interest income declining — a stark contrast to DBS, which beat on record non-interest revenue. The bright spots were a 30% drop in credit loss provisions and an improvement in NPL ratio from 1.6% to 1.5%, with management maintaining full-year NIM guidance of 1.75–1.80%. DBS beat via wealth management, UOB beat via cost discipline — can OCBC carve out a third path tomorrow?

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.

Comments

We need your insight to fill this gap

Leave a comment

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":559758023803040,"tweetId":"559758023803040","gmtCreate":1777691464968,"gmtModify":1777691470857,"author":{"id":4176423247955812,"idStr":"4176423247955812","authorId":4176423247955812,"authorIdStr":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.06","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":579,"starInvestorFlag":false},"themes":[{"themeId":"578f5b29dba5411b9fbd556a5fff8e75","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"UOB Profit Beats but Revenue Pressured: Can OCBC Wealth Fees Surprise?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":578f5b29dba5411b9fbd556a5fff8e75}&rnconfig={\"headerBarHidden\": true}","description":"UOB posted Q1 net profit of S$1.44B, down 4% year-on-year but above the S$1.39B consensus; net interest margin compressed from 2.00% to 1.82%, with both net interest and non-interest income declining — a stark contrast to DBS, which beat on record non-interest revenue. The bright spots were a 30% drop in credit loss provisions and an improvement in NPL ratio from 1.6% to 1.5%, with management maintaining full-year NIM guidance of 1.75–1.80%. DBS beat via wealth management, UOB beat via cost discipline — can OCBC carve out a third path tomorrow?","image":"https://community-static.tradeup.com/news/19f0ec82c5735e7e7940bee488a73a13"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>My take:\n<p></p>\n<p>1. I think OCBC OCBC will close at S$22.35 on 9 May (Fri).<br></p>\n<p>2. I think UOB UOB will close at S$36.90 on 8 May (earnings day).<br></p>\n<p>3. Will OCBC or UOB match DBS DBS’s wealth management fee surprise?<br>\n  My vote: Yes, but OCBC is more likely to surprise on the upside than UOB.<br><br></p>\n<p>Reason: DBS just posted record wealth fees, showing client activity remains strong despite rate headwinds. OCBC has already been delivering standout wealth growth momentum, while UOB’s upside may be steadier rather than explosive.</p>\n<p>If I had to pick one dark horse for a “DBS-like” fee surprise: OCBC.</p></body></html>","htmlText":"<html><head></head><body>My take:\n<p></p>\n<p>1. I think OCBC OCBC will close at S$22.35 on 9 May (Fri).<br></p>\n<p>2. I think UOB UOB will close at S$36.90 on 8 May (earnings day).<br></p>\n<p>3. Will OCBC or UOB match DBS DBS’s wealth management fee surprise?<br>\n  My vote: Yes, but OCBC is more likely to surprise on the upside than UOB.<br><br></p>\n<p>Reason: DBS just posted record wealth fees, showing client activity remains strong despite rate headwinds. OCBC has already been delivering standout wealth growth momentum, while UOB’s upside may be steadier rather than explosive.</p>\n<p>If I had to pick one dark horse for a “DBS-like” fee surprise: OCBC.</p></body></html>","text":"My take: 1. I think OCBC OCBC will close at S$22.35 on 9 May (Fri). 2. I think UOB UOB will close at S$36.90 on 8 May (earnings day). 3. Will OCBC or UOB match DBS DBS’s wealth management fee surprise? My vote: Yes, but OCBC is more likely to surprise on the upside than UOB. Reason: DBS just posted record wealth fees, showing client activity remains strong despite rate headwinds. OCBC has already been delivering standout wealth growth momentum, while UOB’s upside may be steadier rather than explosive. If I had to pick one dark horse for a “DBS-like” fee surprise: OCBC.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/559758023803040","repostId":0,"isVote":1,"tweetType":1,"viewCount":357,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["U11.SI","RJAW.SI","D05.SI","O39.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":473,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/559758023803040"}