UB-HSBC@EP2703A

Keeping an eye on the bank earnings, the US jobs report, and any updates on the Strait of Hormuz. This week could influence market sentiment across financials, tech, and energy, so volatility may create both risks and opportunities for investors.

Everyone is still in shock right now. Once bitten by a snake, ten years afraid of a rope.

Fed’s Schmid sees AI capex fuelling inflation. Provoking thought: if AI forces higher-for-longer rates, could the technology driving productivity today become the catalyst behind tomorrow’s valuation reset?

Michael Burry says the stock market is "near a major top, and we could see a drop similar to 1987." Do you agree?

My opinion : Most major markets are trading close to record highs now, except HK stock market. Future gains will have to come mainly from earnings growth and not from valuations that are getting more expensive now.

Invest carefully or look to gold or REITs as an alternative.😆

It has been a good response from the market since the lows last week. It held those lows and is making higher highs on the smaller timeframes. Encouraging indeed.

Really one of a kind company. But at current valuations, might be better off to wait for the unlocking of shares to come through first.

even with cash injection. the stock price still unable to hold or goes up. earning is still a question for both companies.

$OCBC Bank(O39.SG)

OCBC remains the value play among Singapore’s three local banks. While DBS commands the highest valuation due to its superior ROE and digital leadership, and UOB benefits from its ASEAN franchise, OCBC offers an attractive balance of growth, dividend yield and valuation. At around 1.6–1.7x book value, OCBC still trades at a discount to DBS despite delivering a healthy ROE above 13%. (Minichart⁠)

Is this the right entry point? For long-term income investors, the answer is likely yes. Although the share price has rallied strongly, OCBC continues to offer a compelling dividend yield, supported by a robust capital position and ongoing capital return programme. (Reuters⁠)

With NIMs facing pressure from lower interest rates, OCBC’s next growth engine will come from wealth management, insurance and regional expansion. Wealth management income has already reached record levels, while the acquisition of HSBC Indonesia’s retail and wealth business provides another avenue for growth. (Reuters⁠)

New CEO Tan Teck Long has started positively. While it is still early to assess his long-term impact, he has maintained strategic continuity, accelerated OCBC’s wealth ambitions and preserved shareholder-friendly capital returns. (Reuters⁠)

For investors seeking a combination of stable dividends, prudent management and exposure to Asia’s growing wealth segment, OCBC remains an attractive core holding.

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