Market consensus: Annual Net P

Market consensus:

Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%).

Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%).

Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth).

DBS Q4 Profit -10%: More Decline On The Way With Record High?

DBS Group shares slipped 1.9% intraday after Q4 net profit fell ~10% YoY to S$2.36B, missing consensus S$2.52B. Net interest margin compressed sharply to 2.34% (vs 2.77%), offsetting strong +13.5% fee income growth. While full-year profit dipped 3.2%, total dividends jumped 38% to S$3.06, supported by capital return payouts through 2027. After a ~60% rally since last April and a recent record high, investors are reassessing rate headwinds versus capital returns. Is this just post-earnings digestion—or the start of a deeper bank rotation?

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

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":529889860768360,"tweetId":"529889860768360","gmtCreate":1770389249599,"gmtModify":1770389254600,"author":{"id":4143001014413252,"idStr":"4143001014413252","authorId":4143001014413252,"authorIdStr":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":90,"starInvestorFlag":false},"themes":[{"themeId":"65b8e536bfd64ced80468b36b2dcf4e3","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"DBS Q4 Profit -10%: More Decline On The Way With Record High?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":65b8e536bfd64ced80468b36b2dcf4e3}&rnconfig={\"headerBarHidden\": true}","description":"DBS Group shares slipped 1.9% intraday after Q4 net profit fell ~10% YoY to S$2.36B, missing consensus S$2.52B. Net interest margin compressed sharply to 2.34% (vs 2.77%), offsetting strong +13.5% fee income growth. While full-year profit dipped 3.2%, total dividends jumped 38% to S$3.06, supported by capital return payouts through 2027. After a ~60% rally since last April and a recent record high, investors are reassessing rate headwinds versus capital returns.\n\nIs this just post-earnings digestion—or the start of a deeper bank rotation?","image":"https://community-static.tradeup.com/news/d6bac49ab89449b08526b26d89ba08f1"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Market consensus:\n\nAnnual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%).\nQ4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%).\nTotal Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth).</body></html>","htmlText":"<html><head></head><body>Market consensus:\n\nAnnual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%).\nQ4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%).\nTotal Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth).</body></html>","text":"Market consensus: Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%). Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%). Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth).","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/529889860768360","repostId":0,"isVote":1,"tweetType":1,"viewCount":274,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":219,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/529889860768360"}