$OCBC Bank(O39.SI)$ should per

$OCBC Bank(O39.SI)$ should perform between DBS and UOB where its non-interest income may not perform as well as DBS but should be sizeable than UOB, and will beat UOB on NPL yet may not be as good as DBS 1%. An additional element which OCBC has is the contributions from $Great Eastern(G07.SI)$ that may be the surprising attribute. [Happy]

SG Banks Q1: NII Under Pressure, Who Held Up on Wealth Management?

All three beat Bloomberg consensus, but for different reasons: DBS and OCBC outperformed on wealth management, while UOB defended earnings through lower credit provisions. With SORA averaging 1.07% in Q1 versus 2.54% a year earlier, NII compression across the board is a foregone conclusion. The real question is which bank's wealth management narrative can sustain momentum in the second half — after these three reports, which do you favor?

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