Shyon
12-17 00:22
Quiet compounder. Holding both DBS and OCBC has been a steady and reassuring experience for me. Seeing them hit fresh intraday highs reinforces why I like Singapore banks as core positions — strong wealth-management income, disciplined capital returns, and clear dividend visibility make them feel dependable even as the rate cycle turns.

Between the two, I appreciate DBS for its consistency and dividend clarity, while OCBC adds value with a slightly cheaper valuation and improving fee momentum. Even with some NIM pressure ahead, the overall package still feels resilient, especially when buybacks and dividends continue to support share prices.

I also use DLCs $DBS 5xLongSG280330(LQSW.SI)$ $OCBC 5xLongSG261217(TUAW.SI)$ selectively to enhance returns during strong trends, and this recent move has worked out well. It’s not about chasing excitement — it’s about compounding quietly, collecting yield, and letting time do the heavy lifting.

@Tiger_SG @Tiger_comments @TigerStars

DBS & OCBC New Highs! How’s Your SG Bank Holding Experience?
DBS and OCBC Bank both pushed to new intraday highs of $56 and $19.47, supported by strong wealth-management fees, solid capital-return plans, and attractive dividend yields. Even as interest rates are expected to fall, analysts see Singapore banks as resilient, backed by: Wealth-management fees offsetting NIM pressure 5%–6% implied yields into 2026 Buybacks and dividends supporting share prices. For example, Stable? Defensive? Boring but reliable? Quiet compounder? Or if you don’t hold them yet — what’s stopping you?
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