MeowyMeow
reacted to
27
3
$JD-SW (09618.HK)$
mgmt in earnings call said marketing expenses will be much lower for 2026
thus do expect 2026 earnings to rebound 25% to 50%
green dragon lets go
mgmt in earnings call said marketing expenses will be much lower for 2026
thus do expect 2026 earnings to rebound 25% to 50%
green dragon lets go
10
2
MeowyMeow
liked
$DBS (D05.SG)$ to the newbies here pls dun listen to these dbs bulls, they hv vested interest.
3
2
$DBS (D05.SG)$
coming april Q1 results will be horrible
earnings likely to fall 10%
1) lower net interest margins
2) wealth management fees lower as asset under management decline investors de-risking on iran war
3) increase in bad loans as more small medium businesses in singapore goes in default (auto bahn cathay deliveroo all exploding already)
management will be stubborn to maintain the high dividends for 2026 but investors will see that this cannot be sustained for 2027
investors will worry...
coming april Q1 results will be horrible
earnings likely to fall 10%
1) lower net interest margins
2) wealth management fees lower as asset under management decline investors de-risking on iran war
3) increase in bad loans as more small medium businesses in singapore goes in default (auto bahn cathay deliveroo all exploding already)
management will be stubborn to maintain the high dividends for 2026 but investors will see that this cannot be sustained for 2027
investors will worry...
1
1
4
1
$Lion-OCBC Sec HSTECH S$ (HST.SG)$
JD results will show the worst is over
BYD new launch will reaffirm its technology leadership
stay strong and hang on tight
JD results will show the worst is over
BYD new launch will reaffirm its technology leadership
stay strong and hang on tight
4
$Lion-OCBC Sec HSTECH S$ (HST.SG)$
two session begins
china targets 4.5% to 5% GDP growth still solid
no scared lah
two session begins
china targets 4.5% to 5% GDP growth still solid
no scared lah
7
1
$DBS (D05.SG)$
expect dbs to reach 48 by mid year and 40 by year end of 2026
dbs to reach 30 by year end 2027
expect dbs to reach 48 by mid year and 40 by year end of 2026
dbs to reach 30 by year end 2027
11
11
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