Small-Mid Caps - UOB Kay Hian 2025-04-10: 3 Stocks That Should Outperform Relative To Singapore Equities

• We share our take on the recent market sell-off and explore value in three small/mid cap stocks, namely PropNex, China Sunsine and Oiltek.
• - Read this at SGinvestors.io -

Uncertainty over final tariffs continues to loom at the outset of the 90-day pause.

• US President Trump has issued a 90-day pause on tariffs for “non-retaliating countries”, reducing the tariffs to 10% across the board. Meanwhile, he has raised tariffs on China to at least 125%, effective immediately. We note that the list of countries the pause would cover has yet to be disclosed.
• - Read this at SGinvestors.io -

We identify 3 small-mid cap stocks that should outperform relative to Singapore equities.

• These stocks stand out for their potential to deliver above-average earnings growth, robust balance sheet, attractive P/E multiples and ability to offer solid dividend yield:
  1. PropNex: beneficiary of tailwinds in the residential property industry and potential special dividends,
  2. China Sunsine: global leader in rubber accelerators and attractive dividend yield of 6%, and
  3. Oiltek: solid orderbook growth and multiple positive developments in 2025.

Key discussion points with retail investors during the webinar:

Will these stocks be affected by Trump’s tariffs?

• Read more at SGinvestors.io.

Heidi Mo UOB Kay Hian Research | John Cheong UOB Kay Hian Research | https://research.uobkayhian.com/ 2025-04-10

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