BTS
01-08 03:06

With DBS (D05) and OCBC (O39) at record highs driving the Straits Times Index past 4,700, investors face a dilemma between adding on strength or locking in profits。。。

Treating DBS as a "core asset"with a one-way upward trend, portfolio rebalancing depends on whether the $20 mark for OCBC is a milestone or psychological barrier as investors weigh capital preservation against continued momentum

While UOB (U11) has recently lagged its peers, its valuation discount and emphasis on wealth management provide a defensive catch-up opportunity for value-oriented investors

If 2026 marks the start of a rate-cut cycle, bank stocks can still rise; resilience will depend on shifting focus from margin expansion to capital returns and buybacks, with diversified fee-based income supporting growth despite margin compression

Strategic positioning for the year ahead requires balancing the growth potential of SG banks with broader economic risks and evolving market conditions

@Tiger_SG：SG Banks Start the Year at Highs: Are You Celebrating or Profit-Taking?
SG Banks Start the Year at Highs: Are You Celebrating or Profit-Taking?
January 6 is a meaningful day worth celebrating for many Singapore investors. OCBC shares broke through the $20 mark for the first time in history, opening at $20.04 DBS also set a new record, touching $57.93 intraday Among Singapore’s three local banks, having two reach all-time highs at the same time is a rare sight over the past decade. With DBS and OCBC at record highs, are you adding on strength or locking in profits? Will UOB be the next bank to catch up, or continue to lag?
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.

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