Shyon
07-19
I've been holding the Singapore banks for a while, and they've been one of the steadiest performers in my portfolio this year. Personally, I prefer $DBS(D05.SI)$ for its strong franchise, consistent dividend growth, and leading digital banking platform. While the stocks are at record highs, I believe the rally is supported by improving fundamentals rather than just market optimism.

That said, I'm not chasing prices after such a strong run. Valuations are definitely higher now, so I'd rather wait for pullbacks or volatility to add more. If earnings continue to surprise through stronger net interest income, wealth management fees, and healthy loan growth, I think the long-term trend remains intact.

For me, Singapore's big three banks are core long-term holdings, not short-term trades. They generate strong cash flow, pay attractive dividends, and have proven resilient across market cycles.

@TigerStars @Tiger_comments @TigerClub @TigerTradeNewbie

Big Five Banks Kick Off Q2 Earnings Tuesday — Who Sets the Tone?
JPMorgan, Goldman Sachs, Citigroup, Bank of America, and Wells Fargo report Q2 results before Tuesday's open, firing the first shot of earnings season. Markets will focus on net interest income trends, investment banking and trading performance amid elevated volatility, and credit provisions signaling consumer health. With rate path uncertainty and geopolitical headwinds clouding the outlook, will the banks' H2 guidance and credit cost trajectories lift market sentiment or deliver a cold shower?
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Comments

  • 1PC
    07-22
    1PC
    Nice Sharing 😁 Congratulations 🎉👏 @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
    • Shyon: 
      Thanks for your comment
  • LeoIII.
    07-20
    LeoIII.
    I added on that 32 pullback too. NIM and wealth fees are the real test this earnings
    • Shyon: 
      Wow you have a great profit, congratulations
  • dailyovr
    07-22
    dailyovr
    sometimes it's so hard to add more when it has moved so high from the price you've bought earlier
    • Shyon: 
      That's true, I also waiting for a massive pullback but it never happens
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