Long-Term Opportunities in a Volatile Market: Insights from ST Wong of Prime Value
In a market defined by uncertainty—shaped by shifting tariffs, geopolitical tensions, and domestic election outcomes—ST Wong, Portfolio Manager at Prime Value Asset Management, emphasizes the importance of maintaining a long-term investment lens. Rather than reacting to the “zigzag” nature of short-term market movements, Wong encourages investors to stay focused on fundamentals and structural growth trends.
Earlier this week, ST appeared live in the Sydney ausbiz studio with Nadine Blayney (Head of Growth & Content), sharing his insights on “Three Bottom-Up Stock Picks for the Long-Term Horizon.” You can view the full segment here: [Watch the clip]
ST sees compelling opportunities among emerging players in the telecommunications sector, highlighting Superloop (ASX:SLC) and Aussie Broadband (ASX:ABB). These companies are steadily gaining market share from incumbents like Telstra (ASX:TLS), driven by agile business models and strong infrastructure leverage. While operating in highly competitive environments—Australia and Singapore—Wong notes that rational pricing in Australia provides a supportive backdrop, with potential for increased competition later in the year.
For those seeking diversification and defensiveness, ST points to Qube Holdings (ASX:QUB) as a standout. With quality management and exposure across logistics, ports, and industrial services, Qube offers resilience in uncertain conditions. Its diversified operations and strategic positioning make it a reliable option in volatile markets.
ST concludes by stressing the importance of looking beyond immediate financial metrics. At Prime Value, the investment philosophy is anchored in identifying companies with strong management, sustainable value creation, and long-term strategic vision—essential qualities for building enduring equity portfolios.