After Beng Kuang and Oiltek, ISOTeam Is Ginko-AGT Fund&rsquo s Newest Bet

The Ginko-AGT Global Growth Fund is becoming known for spotting companies primed for growth but still flying under the market&rsquo s radar. The fund has just become a substantial shareholder in ISOTeam, a well-known name in Singapore&rsquo s building maintenance and HDB estate upgrading sector. That sort of explains the recent strength in ISOTeam' s stock price, which is up  50%  year to date. Sharp price appreciation  of two small-caps  Beng Kuang Marine  and  OilTek  was also seen prior to the fund emerging as their substantial shareholder  (charts below).

According to a  filing  on the SGX yesterday, the fund holds 370.8 million shares of ISOTeam, or 5.24% stake, worth $3.2 million (based on stock price of 8.7 cents).
 

Why ISOTeam stood out to Ginko-AGT?    ISOTeam has been reinventing itself in the past few years.

The company&rsquo s financial turnaround in 2024 included a recovery from Covid-19 slump, completion of low-margin projects secured pre-pandemic, and a successful rights issue that bolstered its balance sheet.

ISOTeam&rsquo s order book of nearly  S$200 million --  as reported in Feb 2025 -- offers mid-term revenue visibility.

Other key reasons for ISOTeam&rsquo s appeal include:

• 
  
  Strong government contracts:  Much of ISOTeam&rsquo s business is tied to public sector contracts in Singapore, offering a steady stream of work and resilience even during economic uncertainty.
  
  New technology-driven edge:  The company has invested in AI-driven drone painting solutions, making it a first mover in the market and enhancing efficiency.
  
  Attractive valuation and returns:  Analysts see upside for ISOTeam&rsquo s stock, supported by improving profits and a rising dividend, with a new policy to return up to 30% of net profit to shareholders.
   

After Beng Kuang and Oiltek, ISOTeam Is Ginko-AGT Fund&rsquo s Newest Bet

The Ginko-AGT Global Growth Fund is becoming known for spotting companies primed for growth but still flying under the market&rsquo s radar. The fund has just become a substantial shareholder in ISOTeam, a well-known name in Singapore&rsquo s building maintenance and HDB estate upgrading sector. That sort of explains the recent strength in ISOTeam' s stock price, which is up  50%  year to date. Sharp price appreciation  of two small-caps  Beng Kuang Marine  and  OilTek  was also seen prior to the fund emerging as their substantial shareholder  (charts below).

According to a  filing  on the SGX yesterday, the fund holds 370.8 million shares of ISOTeam, or 5.24% stake, worth $3.2 million (based on stock price of 8.7 cents).
 

Why ISOTeam stood out to Ginko-AGT?    ISOTeam has been reinventing itself in the past few years.

The company&rsquo s financial turnaround in 2024 included a recovery from Covid-19 slump, completion of low-margin projects secured pre-pandemic, and a successful rights issue that bolstered its balance sheet.

ISOTeam&rsquo s order book of nearly  S$200 million --  as reported in Feb 2025 -- offers mid-term revenue visibility.

Other key reasons for ISOTeam&rsquo s appeal include:

• 
  
  Strong government contracts:  Much of ISOTeam&rsquo s business is tied to public sector contracts in Singapore, offering a steady stream of work and resilience even during economic uncertainty.
  
  New technology-driven edge:  The company has invested in AI-driven drone painting solutions, making it a first mover in the market and enhancing efficiency.
  
  Attractive valuation and returns:  Analysts see upside for ISOTeam&rsquo s stock, supported by improving profits and a rising dividend, with a new policy to return up to 30% of net profit to shareholders.