For Q2 earnings, I'll be watching net interest margins, wealth management fees, and management's outlook. Even if NIM stays under pressure, stable credit quality and stronger fee income should continue to support earnings. Positive guidance on loan growth or capital returns would be another catalyst.
I'm not taking profits simply because prices are at record highs. I'd rather stay invested, collect dividends, and let compounding work over time. As long as fundamentals remain intact, I believe Singapore's big three banks can continue delivering long-term value. I may even add on meaningful pullbacks if the long-term thesis remains unchanged.
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- pixelo·07-15 16:22TOPI reinvested my DBS dividend last quarter too, compounding > timing here1Report