- 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:
- PropNex: beneficiary of tailwinds in the residential property industry and potential special dividends,
- China Sunsine: global leader in rubber accelerators and attractive dividend yield of 6%, and
- 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.
