With interest rates expected to come down soon, dividend stocks and REITs are becoming even more appealing.

Lower rates usually mean these income-generating investments shine brighter, making it the perfect time to focus on dividend growth opportunities.

And if you would like to be the guy above enjoying your dividend passive income…

You would be interested in our upcoming NEW Dividend Growth membership on Beehiiv. This membership includes:

• Ad-free experience: say No More to ads & support me directly through the membership $$ 🙏

• Stock Idea of the Week: A fresh stock idea sent to your inbox every week (US, HK, SG)

• Dividend Model Portfolio: Featuring dividend growth stocks and REITs - starting with 7 carefully chosen picks.

• Premium Reports: You'll also get access to premium reports on top stocks and hot industries like AI and Cybersecurity.

But before we launch it next week, we'd love your input!

Help us pick the perfect name for this membership by voting in the poll below…

Big Hits [U.S.] 📉

Here are the news that shocked the world…

Just build it: Nike and Lego have signed a multi-year partnership to create and sell new products and services for kids. [Read More]

Nvidia beat expectations: Nvidia’s latest financial results beat market expectations, while it announced a US$50 billion share buyback program.[Read More]

Dell also beat: Dell’s 2Q 2024 profits rose by 85% to US$841 million, boosted by 80% growth in server sales. [Read More]

Crowdstrike stronger-than-expected: Crowdstrike’s revenue grew by 32% in 2Q 2024 despite the global outage to Microsoft computers. [Read More]

U.S. consumer confidence: The U.S. consumer confidence index rose to a six-month high of 103.3 in August 2024 [Read More]

Big Hits [Asia] 📊

Here are the news covering the Asia market…

1.1 billion Chinese Internet users: Internet users in China approach 1.1 billion as of June 2024, as short videos and mobile payment attract both young and old. [Read More]

Singapore Airlines and Air India: Singapore Airlines has received approval from India’s government to invest SG$250 million for a share of 25% in Air India. [Read More]

Keppel Infra REIT private placement: Keppel Infrastructure Trust is launching a private placement to raise SG$200 million. [Read More]

Civmec’s financial results: Civmec’s revenue grew by 24% to A$64.4 million driven by its infrastructure and marine & defence segments. [Read More]

Chinese EV stocks down: Chinese electric vehicle stocks dropped sharply as investors are concerned over intense competition and slowing demand. [Read More]

Analyst Reports 📝

See below for our handpicked analyst reports:

Stock Idea of the Week* 🎲

Do you love to eat Hotpot… esp. Haidilao?

Then you will be thrilled to see that Haidilao has expanded internationally under a new listed entity called: Super Hi International.

Watch the above to understand the company’s aspirations and economics in just a few mins…

And lets now check out some of its investment merits:

1. Strong Brand Association: As a subsidiary of Haidilao, Super Hi International benefits from the global recognition and reputation of the Haidilao brand.

   This established brand equity can accelerate market penetration and customer acquisition in new regions.

2. Growth Potential in International Markets (including SG): The global demand for Chinese cuisine, particularly hot pot, presents a significant growth opportunity.

   

   Their 1H2024 results

   Super Hi got lots of room to grow internationally!

3. Experienced Management Team: The management team at Super Hi International comes from Haidilao itself and possesses a deep understanding of the restaurant industry and the specific dynamics of the Haidilao brand.

4. Potential for Synergies: As a subsidiary of Haidilao, Super Hi International can potentially benefit from synergies in areas such as supply chain management (Yihai supplier), marketing, and technology.

   These synergies can enhance operational efficiency and reduce costs.

To end off… Ms. Yang Lijuan, CEO & Executive Director of Super Hi, commented on their 1H2024 results (summarized):

*Disclaimer: This information is for general informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions.

P.S. We will convert this ‘Stock Idea of the Week’ section into a membership-exclusive next week… stay tuned for our membership launch!

Infographic of the Week

Insert to cart … insert to cart again … and checkout!

There’s no better feeling than opening up a freshly-delivered parcel. E-commerce companies have become part and parcel of everyone’s shopping habits these days.

When you think about e-commerce companies, Amazon, Alibaba, JD and PinDuoDuo come to mind.

However, the tide is shifting beneath everyone’s feet.

In 2024, companies like SEA Ltd, Coupang, eBay and MercadoLibre have outperformed the big boys.

And you know what’s interesting, SEA Ltd operates Shopee which is mainly in the Southeast Asia region.

Are we seeing a new hot market in Southeast Asia’s consumers? Read up more on this here!