Episode Details

Back to Episodes
Companies To Watch: Sheng Siong slides after OCBC downgrade despite Budget boost

Companies To Watch: Sheng Siong slides after OCBC downgrade despite Budget boost

Published 7 months, 2 weeks ago
Description

Sheng Siong is back in focus after OCBC downgraded the supermarket operator to “hold”, citing stretched valuations following a strong 2025 rally.

Dan Koh and Emaad Akhtar examine whether fundamentals justify the premium pricing, how Budget 2026’s CDC vouchers could help stabilise demand, and what investors should monitor next.

See omnystudio.com/listener for privacy information.

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us