Consider investing in undervalued firms as trading picks up in S’pore stock market: Panel

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By stock picking, investors can find companies whose valuations are cheap compared with their peers.

Mr Thilan Wickramasinghe, Maybank’s head of research for Singapore, moderating a panel discussion with ST senior columnist Ven Sreenivasan, Sats CEO Kerry Mok, Beng Kuang Marine CEO Yong Jiunn Run and Centurion Corporation CEO Kong Chee Min.

At the event, guest speaker Ven Sreenivasan, who is a senior columnist at The Straits Times, noted there has been a resurgence of trading activity in the Singapore stock market in recent weeks. He added that by stock picking, investors can find companies whose valuations are cheap compared with their peers, and check if the management team has a plan.

Mr Sreenivasan highlighted the three companies on the panel – aviation cargo and food specialist Sats, marine and offshore company Beng Kuang Marine, and specialised accommodation assets operator Centurion Corporation – as examples of businesses with strong growth potential and a bright outlook. The report added: “Apart from an increase in global air cargo volumes, Sats’ cargo handling segment could also see stronger yields, benefiting from stronger pricing, and the group offering more value-added services.”

 

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