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

From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

Start your day with the stories shaping Singapore — and your place in it.

Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

And it’s not just talk — it’s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let’s Talk, Singapore keeps you informed, connected, and ready for the day ahead.

Start your day with the stories shaping Singapore &mdash; and your place in it.
Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what&rsquo;s happening &mdash; and what&rsquo;s worth your attention.
And it&rsquo;s not just talk &mdash; it&rsquo;s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let&rsquo;s Talk, Singapore keeps you informed, connected, and ready for the day ahead.