我喜欢你说的话……“市场永远都在,做多或做空,无需感到悲伤”。
“我在仙股建议上亏光了军队津贴。后来我成了会计师。” — Bridgers 的故事 #01 已上线。

持有以获取收益。
$星展集团控股(D05.SG) just dropped its Q4/FY2025 results, and it’s a mixed bag that‘s got everyone talking.
It was a tough quarter. Net profit fell 10% YoY to S$2.26B, missing street estimates. The main culprit? That squeezed Net Interest Margin (NIM), which dropped to 1.93% from 2.15% a year ago, thanks to lower rates.
But it’s not all bad news. The wealth management machine is still humming, with assets under management up 19% to a record S$488B. Also, they‘re sharing the spoils with a total dividend of S$0.81 per share for the quarter (up from S$0.60 last year).
Looking ahead, the guidance is cautious. CEO Tan Su Shan expects 2026 net interest income and net profit to be slightly below 2025 levels, given the ongoing rate pressures.
So, the big picture question is this: Is the strong fee income (especially from wealth) and solid capital return enough to offset the clear pressure from falling interest margins, especially with a cautious outlook?
持有以获取收益。
$星展集团控股(D05.SG) just dropped its Q4/FY2025 results, and it’s a mixed bag that‘s got everyone talking.
It was a tough quarter. Net profit fell 10% YoY to S$2.26B, missing street estimates. The main culprit? That squeezed Net Interest Margin (NIM), which dropped to 1.93% from 2.15% a year ago, thanks to lower rates.
But it’s not all bad news. The wealth management machine is still humming, with assets under management up 19% to a record S$488B. Also, they‘re sharing the spoils with a total dividend of S$0.81 per share for the quarter (up from S$0.60 last year).
Looking ahead, the guidance is cautious. CEO Tan Su Shan expects 2026 net interest income and net profit to be slightly below 2025 levels, given the ongoing rate pressures.
So, the big picture question is this: Is the strong fee income (especially from wealth) and solid capital return enough to offset the clear pressure from falling interest margins, especially with a cautious outlook?
如今没有什么能让我感到惊讶,因为这就是股票市场的本质。波动是家常便饭。不要根据头条新闻投资,而要根据强劲的基本面投资。耐心是一种美德,所以只需保持投资。
高层外交和高风险科技押注为今日市场定调。以下是您需要了解的重点内容:🌐 宏观与地缘政治:外交舞台高层对话:习近平与特朗普通话讨论贸易和台湾问题,同时习近平与普京视频峰会庆祝战略伙伴关系 30 周年,凸显大国外交主导的一天。📊 大宗商品与市场:两种交易的故事黄金试探 5000 美元:现货黄金短暂收复 5000 美元/盎司关口后再次回落,显示这一关键心理价位的激烈争夺。软件股承压:科技股抛售持续...
如今没有什么能让我感到惊讶,因为这就是股票市场的本质。波动是家常便饭。不要根据头条新闻投资,而要根据强劲的基本面投资。耐心是一种美德,所以只需保持投资。
高层外交和高风险科技押注为今日市场定调。以下是您需要了解的重点内容:🌐 宏观与地缘政治:外交舞台高层对话:习近平与特朗普通话讨论贸易和台湾问题,同时习近平与普京视频峰会庆祝战略伙伴关系 30 周年,凸显大国外交主导的一天。📊 大宗商品与市场:两种交易的故事黄金试探 5000 美元:现货黄金短暂收复 5000 美元/盎司关口后再次回落,显示这一关键心理价位的激烈争夺。软件股承压:科技股抛售持续...
