Alfie Yeo, head of small-mid cap research at RHB Singapore discusses why there is compelling value to look at small caps despite a lacklustre past year, and shares his picks that includes consumer and healthcare stocks such as Sheng Siong, Audience Analytics, and ISOTeam.



(00:00) Intro 

(01:48) Downside risks for small caps?

(02:58) Upside potential for 20 small cap "jewels"

(04:01) Sheng Siong - a defensive play

(04:50) Audience Analytics - highest ranked in terms of ROE

(05:58) ISOTeam - turnaround story with negative ROE

(07:07) Cromwell European REIT - encouraging growth and earnings

Alfie Yeo, head of small-mid cap research at RHB Singapore discusses why there is compelling value to look at small caps despite a lacklustre past year, and shares his picks that includes consumer and healthcare stocks such as Sheng Siong, Audience Analytics, and ISOTeam.
 
(00:00) Intro 
(01:48) Downside risks for small caps?
(02:58) Upside potential for 20 small cap "jewels"
(04:01) Sheng Siong - a defensive play
(04:50) Audience Analytics - highest ranked in terms of ROE
(05:58) ISOTeam - turnaround story with negative ROE
(07:07) Cromwell European REIT - encouraging growth and earnings

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

Bigger Picture: Top 20 small cap "jewels" in Singapore

A night-time cycling trend that started with four Chinese students riding 50km for soup dumplings blew out to a reported 100,000 to 200,000 people recently, jamming major roads, overwhelming a small tourist city and drawing the attention of authorities.

Following that, Chinese officials imposed restrictions on bike hire after the huge gathering blocked a highway between Zhengzhou and Kaifeng.

On this episode of Morning Shot, Dr Lim Tai Wei, East Asian expert & Professor at Soka University shares his insights on the reasons behind concerns over this phenomenon. He also weighs in with a broader outlook on persistent youth unemployment in China and how Chinese youths should adjust their mindsets when it comes to job market expectations.

Presented by: Audrey Siek
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Ma Jian / VCG via Reuters

A night-time cycling trend that started with four Chinese students riding 50km for soup dumplings blew out to a reported 100,000 to 200,000 people recently, jamming major roads, overwhelming a small tourist city and drawing the attention of authorities.
Following that, Chinese officials imposed restrictions on bike hire after the huge gathering blocked a highway between Zhengzhou and Kaifeng.
On this episode of Morning Shot, Dr Lim Tai Wei, East Asian expert &amp; Professor at Soka University shares his insights on the reasons behind concerns over this phenomenon. He also weighs in with a broader outlook on persistent youth unemployment in China and how Chinese youths should adjust their mindsets when it comes to job market expectations.
Presented by: Audrey Siek Produced &amp; Edited by: Yeo Kai Ting (<a href="mailto:ykaiting@sph.com.sg">ykaiting@sph.com.sg</a>) Photo credits: Ma Jian / VCG via Reuters

Morning Shot: China's clampdown on quest for soup dumplings by 'Night Riding Army'

With the upcoming changes to retirement and re-employment ages, senior professionals possess a wealth of experience that can greatly benefit companies.

However, sometimes they may face the risk of being sidelined during workforce reductions.

To effectively leverage their skills and knowledge, companies should prioritise strategies that recognize the value of senior team members.

What practical approaches can help organisations support these valuable employees and ensure they remain engaged while contributing meaningfully to the workforce? We will be speaking with an experienced senior, who believes in continuing to work beyond the traditional retirement age.

He is Stephen Lin, Asian Regional Managing Partner of the Haines Centre for Strategic - who once led over 700 technicians in Singapore’s Navy before going on to guide global organisations in strategic management, exemplifying a deep commitment to leadership and transformation across sectors. 



Presented by Audrey Siek

This podcast is produced and edited by Anthea Ng (nganthea@sph.com.sg)

She produces Mind Your Business, Biz-How-To and Breakfast Special segments on the Breakfast Show.

Do contact her for topics: C-Suite, SME, Startups, Health-tech, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech and trending businesses in town.

With the upcoming changes to retirement and re-employment ages, senior professionals possess a wealth of experience that can greatly benefit companies.
However, sometimes they may face the risk of being sidelined during workforce reductions.
To effectively leverage their skills and knowledge, companies should prioritise strategies that recognize the value of senior team members.
What practical approaches can help organisations support these valuable employees and ensure they remain engaged while contributing meaningfully to the workforce? We will be speaking with an experienced senior, who believes in continuing to work beyond the traditional retirement age.
He is Stephen Lin, Asian Regional Managing Partner of the Haines Centre for Strategic - who once led over 700 technicians in Singapore’s Navy before going on to guide global organisations in strategic management, exemplifying a deep commitment to leadership and transformation across sectors. 
 
Presented by Audrey Siek
This podcast is produced and edited by Anthea Ng (<a href="mailto:nganthea@sph.com.sg">nganthea@sph.com.sg</a>)
She produces Mind Your Business, Biz-How-To and Breakfast Special segments on the Breakfast Show.
Do contact her for topics: C-Suite, SME, Startups, Health-tech, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech and trending businesses in town.

Biz-How-To: How to retain and make the most of our senior workforce?

From residential homes to award-winning commercial spaces, one homegrown interior design studio has built a strong reputation, winning international awards and expanding its reach across the region.

The co-founder’s entrepreneurial journey is a testament to resilience and vision, with successful collaborations on major projects like the LVMH Fashion Group’s Bangkok office.

Her story is one of perseverance, beginning in a modest one-room flat, and now shaping the future of design in the region.

How do these early experiences continue to shape her leadership and vision for the studio’s growth?

Here's our conversation with Renee Lim, Co-Founder, Lemonfridge Studio



Presented by Audrey Siek

This podcast is produced and edited by Anthea Ng (nganthea@sph.com.sg)

She produces Mind Your Business, Biz-How-To and Breakfast Special segments on the Breakfast Show.

Do contact her for topics: C-Suite, SME, Startups, Health-tech, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech and trending businesses in town.

From residential homes to award-winning commercial spaces, one homegrown interior design studio has built a strong reputation, winning international awards and expanding its reach across the region.
The co-founder’s entrepreneurial journey is a testament to resilience and vision, with successful collaborations on major projects like the LVMH Fashion Group’s Bangkok office.
Her story is one of perseverance, beginning in a modest one-room flat, and now shaping the future of design in the region.
How do these early experiences continue to shape her leadership and vision for the studio’s growth?
Here's our conversation with Renee Lim, Co-Founder, Lemonfridge Studio
 
Presented by Audrey Siek
This podcast is produced and edited by Anthea Ng (<a href="mailto:nganthea@sph.com.sg">nganthea@sph.com.sg</a>)
She produces Mind Your Business, Biz-How-To and Breakfast Special segments on the Breakfast Show.
Do contact her for topics: C-Suite, SME, Startups, Health-tech, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech and trending businesses in town.

Bigger Picture: Top 20 small cap "jewels" in Singapore

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