John Cheong
Head of Retail Research, UOB Kay Hian
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Our previous SMID cap picks delivered resilient performance despite a volatile market backdrop, with the majority of our selections registering positive returns. This reinforces our view that stock selection remains key in navigating an environment where macro uncertainties continue to coexist with selective growth opportunities.
Join us this August as we revisit our high-conviction SMID cap ideas, which we believe remain well-positioned to benefit from Singapore's resilient economic momentum and favourable industry trends. We continue to see opportunities supported by a healthy pipeline of domestic infrastructure and coastal protection projects, the ongoing recovery in marine engineering and maintenance activities, and consumer companies expanding their presence across regional markets. These structural growth drivers, coupled with still-reasonable valuations, continue to provide an attractive backdrop for our SMID cap selections.
Head of Retail Research, UOB Kay Hian