Singapore banks

HOT STOCK

Banks drag STI below 5,000 post-Budget, but analysts see ample ‘fiscal dry powder’

The scaled-back handouts leave room for future support; the new measures could enable the continued recovery of the capital market

On Feb 9, DBS posted a 10% fall in net profit to S$2.26 billion for the fourth quarter ended Dec 31, 2025.

DBS capital return plans remain bright spot even with weaker earnings ahead: analysts

For 2026, the lender sees total income around 2025 levels and net profit slightly below 2025 levels

AT DBS, AI has compressed work that previously took months or even years into a matter of weeks.

DBS says AI push is paying off as it shifts from efficiency tool to growth engine

The time savings from the technology can be redeployed towards business expansion, says chief Tan Su Shan

The banking trio are set to release their fourth-quarter and full-year 2025 results: DBS on Feb 9, UOB on Feb 24 and OCBC on Feb 25.

Margin relief lifts outlook for DBS, OCBC and UOB, extending Singapore bank rally

Sentiment remains largely positive on the sector amid resilient asset quality, steady capital returns

The banking trio drove the STI up 1.3% to close at 4,923.02 on Jan 27.
BROKERS’ TAKE

How high can they go? Analysts set new target prices for DBS, OCBC, UOB after record week

The three Singapore banks are driving the STI to new peaks as well

RHB maintains its “neutral” call on OCBC.
BROKERS’ TAKE

‘Swiftest pace of expansion’: RHB lifts OCBC target price to S$21.30 on Q4 earnings growth forecast

The quarter’s expected S$0.575 DPS would bring DPS for FY2025 to S$0.985

UOB surged 7.5% last week, which made it the best performing constituent of the STI by a long way.
MARK TO MARKET

Will UOB climb higher after its big rebound?

Softer rates are squeezing NIMs at the 3 Singapore banks, but also spurring excitement about the potential for valuations to rise and converge

Years of rate swings have left borrowers cautious, with many prioritising predictable monthly repayments even as floating rate packages get more attractive.

Floating rates are back on the radar, but fixed mortgages still rule Singapore’s home loans

After several years of rate volatility, many borrowers are placing greater emphasis on certainty

Singapore banks are poised to benefit from wealth asset management inflows, given the city-state's "safe-haven" status, says one analyst.
HOT STOCK

UOB soars 5% as OCBC jumps 3.4%; record highs drive STI to all-time peak

This comes as analysts raise their target prices for both lenders