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.
(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