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.

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