Date: 24 February 2025
Overview
On 21 Feb 2025, the Monetary Authority of Singapore (MAS) announced a S$5b investment initiative aimed at boosting liquidity for Singapore’s capital market. This initiative is expected to benefit small and mid-cap stocks, particularly those listed on the Singapore Exchange (SGX).
Top Small/Mid Cap Picks
Company | Recommendation | Share Price (S$) | Target Price (S$) | Upside (%) |
---|---|---|---|---|
ComfortDelGro | BUY | 1.36 | 1.77 | 30.1 |
CSE Global | BUY | 0.45 | 0.59 | 31.1 |
China Sunsine | BUY | 0.48 | 0.58 | 20.8 |
Centurion | BUY | 1.02 | 1.11 | 8.8 |
Digital Core REIT | BUY | 0.57 | 0.88 | 54.4 |
Marco Polo Marine | BUY | 0.05 | 0.072 | 41.2 |
Propnex | BUY | 1.13 | 1.18 | 4.4 |
Riverstone | BUY | 1.00 | 1.16 | 16.0 |
Singapore Post | BUY | 0.56 | 0.72 | 29.7 |
Valuetronics | BUY | 0.65 | 0.78 | 20.0 |
Analysis
The MAS investment initiative is designed to enhance market liquidity and is expected to significantly benefit small and mid-cap stocks. The focus on actively managed strategies rather than index-focused investments will help diversify investments and bring attention to undervalued stocks with strong growth potential.
Valuation Overview
Key metrics such as P/E ratios, P/B ratios, and dividend yields were considered in selecting the top stock picks. This approach ensures that the selected stocks not only have strong growth potential but also offer attractive valuations and returns to investors.