我喜歡你説的話……“市場永遠都在,做多或做空,無需感到悲傷”。
“我在仙股建議上虧光了軍隊津貼。後來我成了會計師。” — Bridgers 的故事 #01 已上線。

持有以獲取收益。
$星展集團控股(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?
持有以獲取收益。
$星展集團控股(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?
如今沒有什麼能讓我感到驚訝,因為這就是股票市場的本質。波動是家常便飯。不要根據頭條新聞投資,而要根據強勁的基本面投資。耐心是一種美德,所以只需保持投資。
高層外交和高風險科技押注為今日市場定調。以下是您需要了解的重點內容:🌐 宏觀與地緣政治:外交舞台高層對話:習近平與特朗普通話討論貿易和台灣問題,同時習近平與普京視頻峯會慶祝戰略伙伴關係 30 週年,凸顯大國外交主導的一天。📊 大宗商品與市場:兩種交易的故事黃金試探 5000 美元:現貨黃金短暫收復 5000 美元/盎司關口後再次回落,顯示這一關鍵心理價位的激烈爭奪。軟件股承壓:科技股拋售持續...
如今沒有什麼能讓我感到驚訝,因為這就是股票市場的本質。波動是家常便飯。不要根據頭條新聞投資,而要根據強勁的基本面投資。耐心是一種美德,所以只需保持投資。
高層外交和高風險科技押注為今日市場定調。以下是您需要了解的重點內容:🌐 宏觀與地緣政治:外交舞台高層對話:習近平與特朗普通話討論貿易和台灣問題,同時習近平與普京視頻峯會慶祝戰略伙伴關係 30 週年,凸顯大國外交主導的一天。📊 大宗商品與市場:兩種交易的故事黃金試探 5000 美元:現貨黃金短暫收復 5000 美元/盎司關口後再次回落,顯示這一關鍵心理價位的激烈爭奪。軟件股承壓:科技股拋售持續...
