John Cheong
Head of Retail Research, UOB Kay Hian
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Our previous SMID cap picks have navigated a more volatile market backdrop, as Singapore equities remained resilient despite renewed geopolitical tensions, higher oil prices and the US Federal Reserve’s latest rate hike. With macro uncertainties remaining elevated and market performance becoming increasingly selective, we believe stock selection remains key, particularly among companies with visible earnings drivers and company-specific growth catalysts.
Join us this October as we revisit our SMID cap selections. We continue to see opportunities supported by sustained offshore and FPSO activity, a growing renewable energy and sustainable aviation fuel pipeline, AI-driven cleanroom demand, and continued consumer growth across key regional markets. These structural growth drivers, coupled with still-reasonable valuations, continue to provide an attractive growth themes underpinning our selections.
Head of Retail Research, UOB Kay Hian