Market View: Banks, Planes & Political Signals

Will dividends, one-off gains and Washington politics reshape market momentum this week?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 billion and what its special dividend signals about capital strength.

We compare performance across Singapore’s banking trio - OCBC, DBS, and UOB - and examine why OCBC shares are outperforming.

Then we turn to Singapore Airlines, where record operating revenue contrasts sharply with a steep drop in net earnings after last year’s Vistara one-off gain.

From there, we assess what investors will be listening for as U.S. President Donald Trump delivers his State of the Union - tariffs, cost-of-living pressures, and election risk in focus.

In UP or DOWN, we track deal tension around Warner Bros.

Discovery, Paramount, Stripe, PayPal, JPMorgan Chase, and Genting Singapore, before checking whether the STI is clawing back losses.

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