Even though DBS' Q4 profits mi

Even though DBS' Q4 profits missed forecast, it's share price pullback has been fairly modest. This suggests that most investors are still confident in the company's fundamentals. Moreover, DBS remains the local bank that is better positioned to withstand NIM pressures as compared to its peers. Will continue to hold as an income and growth stock in my portfolio and buy in when opportune.

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?

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