Saturday, 8 November 2025

DBS beat-ed expectations

Stoks

STI 4492.24

Nasdaq 23004.54

  • Not very good news for the US markets this week, QQQ went down as much as 4% for the week as shutdown continues.
  • PLTR beat earnings but got sold down to lows of 170 from last week 201s before closing at 180 aftermarket.
  • Went to as high as 210 on Tues morning but Burry's news of shorting got the better of it.
  • Sold out of remaining US positions, holding only CSPs on IBIT.
  • Thankfully DBS managed to beat expectation despite earning lesser than 1year ago but still higher than Q2.
  • Stock went up as high as 55.55, a new ath but closed under 55 on Fri.
  • Not so good for UOB as they took 600m as additional provision, do they see something DBS n OCBC don't?
  • OCBC also hit ath on Fri after earning more than last year Q3, very surprising.
  • Anyway, not much catalyst for local banks imo till next earnings.
  • Good news for DBS dividend policy, another 6c increase w the 60c extra payout till 2027.
  • Still left with more than 2.6B for share buybacks only if prices are low according to TSS.
  • Upcoming earnings will be from LINK in 12 days time.

US P/L 278072.38

SG P/L 591822.86

HK P/L 177039.81

Up-ed approx 28K, managed to hit 52wk highs of 1.66m










1.2968 USD FX















Life
  • Went for Choux pastry class at SSA, slept late the night before. Fking dogshit market, never again.
  • Just gonna fk it and focus on local markets that's all.
  • Did some eclairs and pandan cream 'bolo' puffs.
  • 1 more session to go and looking to make more pastries next Thurs.
  • Fking stye can't be poked so just leaving it there and applying the cream till body removes the pus.
  • Traded my starbucks for a VSF mint green smooth jubilee, finally got what I wanted. No reason to go gen anymore.
  • Explorer shipment is fkin stuck somewhere, ridiculous but still have to wait till 27th before another piece can be sent from them.
  • CB logistics, knn...pkl

















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