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Published: SEP 27, 2024
RHB’s top small-cap picks for 2025
Uncover promising opportunities that lie ahead in the small-cap market for the remainder of the year, especially since Singapore’s GDP has been forecast at 2 per cent, with downside.
The latest episode of BT Podcasts by The Business Times features a discussion with Alfie Yeo, head of small-mid cap research at RHB Singapore, who offers valuable insights into the small-cap market. In this episode, host Howie Lim and Alfie Yeo unpack RHB's Singapore Small Cap Jewels in 2025 report.
What’s in the read
The report identifies small-cap stock picks worthy of consideration, a topic of great relevance for investors looking to shore up their portfolios during these volatile times.
Yeo’s wealth of knowledge as the head of small-mid cap research at RHB Singapore offers listeners an inside look at the factors driving the small-cap market's performance and his top stock picks for 2025.
Produced by: Howie Lim, Claressa Monteiro & Chai Pei Chieh Edited by: Howie Lim & Claressa Monteiro
BTVisual: CHARMAINE MARTIN
Performance recap of 2024 picks
The podcast provides a review of the performance of small-cap stocks highlighted in the previous year's report. Noteworthy performers include Centurion, Econ Healthcare, and Dyna-Mac, which saw substantial gains, demonstrating RHB's keen insights and well-researched recommendations.
Yeo shares the rigorous criteria used to select the top 20 small-cap companies in Singapore. The podcast outlines both top-down and bottom-up approaches, emphasising themes like the impact of President Trump’s international tariffs and the focus on sectors with limited exposure to international trade.
Sector insights
Listeners will gain a deeper understanding of specific sectors identified as promising, such as the construction and pawn shop sectors. The conversation then turns to the dominance of domestic factors over international trade uncertainties and the rationale behind selecting these sectors.
Lim and Yeo examine potential risks each sector might face, like the dependency on gold prices for pawn shops and the pace of construction projects providing a balanced perspective valuable for making informed investment decisions.
Strategic stock picks for 2025
Yeo then discusses his top stock picks across various industries, including healthcare, oil and gas, property, and tech. Examples like Livingstone Healthcare's turnaround strategy, Marco Polo Marine's new CSOV vessel offer practical investment ideas. The podcast highlights more.
The episode wraps up with insights into broader economic trends and financial conditions that could impact the small-cap space beyond the Trump tariffs. Yeo provides advice on navigating these trends and conditions, focusing on more certain variables and regional opportunities.
Listen now to get a list of promising stocks; but also receive a comprehensive understanding of the economic landscape and strategic insights into navigating the market.
This podcast is an invaluable resource for anyone interested in smart small-cap investments. Don't miss out on these valuable insights.
For questions or thoughts about the show, feel free to email: btpodcasts@sph.com.sg
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This episode was brought to you by
Singapore
RHB Top 20 Small Cap Jewels 2025
RHB Commercial Banking
RHB goes beyond market analysis, combining insights with commercial banking expertise to help businesses grow. Visit rhbgroup.com.sg/business to discover how RHB can support your business.
RHB LinkedIn
Alfie Yeo
Head of small-mid cap research at RHB Singapore
