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The Singapore Small Cap Jewels turns 16 this year. 60% of the names in this edition are companies that have not been featured in the previous two editions, reflecting a deliberate refresh of the stock selection.
Our picks stem from both top-down thematic ideas and bottom-up fundamental analysis.
- - Read this at SGinvestors.io -
- regional growth, especially in Vietnam,
- the growth of the semiconductor, artificial intelligence (AI) and data centre (DC) segments,
- the current elevated oil and Certificate of Entitlement (COE) prices,
- robust property and construction sectors, and
- - Read this at SGinvestors.io -
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Every stock in the book exhibits at least one fundamental characteristic, whether from its compelling valuation, interesting growth story, strong balance sheet, cash-generation capability, or situational event-driven catalysts. While the companies may vary in terms of business, market capitalisation, and investor interest, they share common traits – they are fundamentally sound companies with a great probability of generating good returns for investors. We hope to eventually see these names graduate into larger-cap players in the not-too-distant future.
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RHB Research wishes to express our gratitude to the management teams of the featured firms for their generosity with time and insights, and our dedicated team of analysts, who have invested countless hours into producing this year’s edition.
More than half of our picks stem from the industrial and technology sectors.
- Read more at SGinvestors.io.
