JHWY

📈 Share your trades, earn SGD $2 per post! 
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

Small win, steady progressLogged into Longbridge tonight and saw this — +157.55 SGD in daily P/L.Not a huge gain, not a home run. But it's real, and it's mine.No chasing hot stocks, no panic selling.Just sticking to the plan, holding quality names, and letting time do its work.Some days you win big, some days you lose sleep —but today, I'll quietly take the green.#LongbridgeSG

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: https://longbridge.com/topics/100000000601111?channel=WHAB0001

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

BANK OF CHINA

Bank of CN HK SDR 1to1

Bank Of China

Bank of China

YZJ Maritime

SG Bank Earnings Round 2: Can UOB + OCBC Match the Bar DBS Just Set? DBS just printed a record income quarter, kept the 15-cent capital return dividend, and still has SGD 2.6B of buyback firepower left through 2027. The bar is high. This week, UOB and OCBC have to answer it — and both are walking into the same headwind: a falling-rate world that's chewing into NIM. Two reports. Two very different questions. 🗓️ Wednesday, May 7 — $UOB(U11.SG)The most NIM-exposed of the big three. Consensus net profit ~SGD 1.4B (–8% YoY, –3% QoQ). Management's own 2026 NIM guide: 1.75%–1.80% — already below where DBS just printed (1.89%). Three things to watch:- Can wealth + cards + treasury offset the NIM squeeze? UOB's non-interest income engine grew 20%+ in 2024 — Q1 will tell us if that flywheel is still spinning.- Credit costs: management guided 25–30 bps for the year. Anything above and the regional/SME exposure story gets harder.- Capital return signal: DBS just normalised the &#34;extra dividend on top of payout&#34; playbook. Will UOB follow with anything beyond a routine interim?UOB has been the cheapest of the three on P/B for months. A clean Q1 changes that overnight. 🗓️ Thursday, May 8 — $OCBC Bank(O39.SG)The special-dividend story. Consensus net profit ~SGD 1.80B (–4.5% YoY, +3.0% QoQ), NIM compressing to ~1.82%, and management has reaffirmed the 50% payout ratio. The thing investors actually want to know:- Does OCBC declare a special dividend / capital return? This is the single biggest catalyst on the call. The Street has been pricing in optionality; results day is when the optionality cashes — or doesn't.- Wealth franchise: OCBC has been quietly leading the big three on wealth growth. Q1 is the test for whether that's still a structural story or a 2024 high-water mark.- 2026 guidance refresh: in February, OCBC guided &#34;stable to rising&#34; income for 2026. Whether that survives a quarter of NIM compression matters more than the EPS print itself.Of the three, OCBC has the cleanest &#34;buy on capital return news&#34; setup if the special dividend lands. 📊 The Benchmark — DBS Just Reported (Apr 30)For context, here's what UOB and OCBC are being measured against:- Net profit: SGD 2.93B (+1% YoY, +24% QoQ — beat)- Total income: record SGD 5.95B- NIM: 1.89% (–23 bps YoY)- Dividend: 81 cents total (66c ordinary + 15c capital return)- Buyback: SGD 400M done, SGD 2.6B remaining through 2027DBS made it look easy by leaning on wealth, deposit growth, and capital discipline. The question for UOB and OCBC is whether the same playbook works at their scale. 💡 Bottom LineThe 2026 SG bank thesis just narrowed to one question: who has the capital to keep returning it to shareholders while NIM compresses? DBS already answered. UOB and OCBC have 48 hours to make their case. By Friday, you'll know which of the three deserves the overweight in your STI sleeve. 🎁 How to Earn Rewards:🟢 Vote = 200 Task Coins (everyone gets this!)🔵 Vote + Comment + Repost (30+ words) = 888 Task Coins⭐️ Extra SGD 1 Cash Coupon for any qualifying post with original commentary (≥ 80 words: your view, observation). ⏰ Activity Period: Now — Sunday, May 10, 2026, 23:59:59 (SGT) ‼️ Important:1. No reward for duplicate or similar content.2. Rewards issued within 7 working days.

DBS Group

United Overseas Bank (UOB)

OCBC Bank

FTSE Straits Times Index

DBS — record-setting machine, premium valuation

UOB — deep value, biggest NIM risk

OCBC — special dividend optionality

Watching the sector from the sidelines

Who's your top SG bank pick?

DBS posted a resilient 1.89% NIM despite the rate headwind, UOB recorded 1.79% NIM with ongoing pressure, and OCBC (out tomorrow) is expected to be the most resilient thanks to its wealth management business.

ComfortDelGro (C52.SG) – Quick UpdateCurrent price: S$1.48Ex-date:4 May 2026Dividend: S$0.0459 per share The stock has been trading in a range between S$1.40 – S$1.56 over the past few months.ComfortDelGro is a steady, defensive play – public transport and mobility services. Not a high‑growth stock, but reliable dividend and stable business. Good for long‑term income seekers.What’s your view on C52? Still holding or taking profit?

ComfortDelGro

BS6 – Yangzijiang ShipbuildingCurrent price: S$4.23Dividend: S$0.2 per shareThe dividend is decent, but the stock price has run up a lot.P/B ratio is now ~2.6x.Is this still worth buying for dividend at this price? Or better to wait for a pullback?Share your thoughts below 👇

Seatrium

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C