With the conflict in the Middle East intensifying again, the theme for this week is to look for boring but stable dividend companies.

You will be seeing some familiar names but recent developments meant that its dividend values are getting more attractive.

Before we proceed, we have some interesting content this week that might change how you think about your portfolio!

Federal Reserve $SPX ( ▲ 0.17% ) : Inflation data didn’t go that well, so the Federal Reserve decided to raise interest rates. Kevin Warsh’s job might be in danger as Trump appointed him as Fed head cause he thought Kevin would toe his interest rate policy of keeping it low. Tough times. [Read More]

Nvidia $NVDA ( ▲ 1.34% ) : Nvidia wants to sell twice as many chips next year. Bold claims from the CEO of the most valuable company in the world, but he might not be far off. Nvidia sales have been booming so much that Nvidia is forecasting 70% growth for fiscal year ending January 2028. [Read More]

Nokia & Microsoft $NOK ( ▲ 0.76% ) $MSFT ( ▼ 0.8% ) : Nokia is expanding its partnership with Microsoft to build a unified data foundation for telecommunications network automation. [Read More]

Generac & Amazon $GNRC ( ▲ 0.1% ) $AMZN ( ▲ 1.0% ) : Generac Holdings is entering into a major long-term supply agreement with Amazon to expand its data centre infrastructure market. [Read More]

Vital Farms $VITL ( ▲ 2.48% ) : The egg and butter company is looking to bring the company private at $10 per share. Things haven’t been going well for the company as its market capitalisation has fallen off a cliff from $2.3 billion at its peak to just $430 million now. [Read More]

ByteDance $BYTEZZX ( ▲ 0.0% ) : ByteDance just spun off its AI drug segment, Anew Labs and raised US$290 million for it. It said that the strategy to grow Anew Labs is different from ByteDance, as it operates in a different industry. [Read More]

Grab $GRAB ( ▼ 0.53% ) : Grab is acquiring a 60% stake in Atome Financial for $1.5 billion, as it seeks to expand its financial services offerings in Southeast Asia [Read More]

Reclaims Global: Reclaims Global’s earnings for 1H 2027 were up by 53.1%, while revenue also grew by 52.9%. This was driven by stronger demand across its excavation, logistics & leasing, and recycling segments. [Read More]

Banyan Tree: Banyan Tree Holdings is acquiring a majority stake in Newmark Hotels & Reserves, a hospitality management company headquartered in Cape Town, South Africa. [Read More]

UMS: JEP Holdings (owned by UMS), a manufacturer of precision parts for the aviation industry, is mulling a listing on SGX’s mainboard [Read More]

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PepsiCo manufactures and sells various beverages and convenient foods worldwide.

👆️ Dividend Play: PepsiCo is currently generating a 4.4% dividend yield, with analysts forecasting that it will rise to 4.9% in the next few years.

Its dividends have also steadily grown throughout the years, giving it a very stable profile that can withstand risks in the market.

💪 Investment Case: In the past few months, investors were worried about the impact of weak consumer sentiment and higher inflation on PepsiCo’s numbers. And their fears were well justified.

However, the recent 2Q 2026 results suggest that PepsiCo is still growing steadily. Revenue was up by 6.4%, with organic revenue growth at 2.4%. This was driven mainly by the stronger international business segment, especially within the Asia Pacific Foods and International Beverages Franchise.

Positively, its beverage business in North America is still doing relatively well. The only downside here is that its convenient foods business net revenue declined due to lower net pricing.

Its long-term fundamentals still remain intact. With no impairment charges this year, its profits for 1H 2026 have grown by 72%, giving it now a relatively cheap valuation. The price-to-earnings ratio (PER) is at 17.5 times, much cheaper than the peers’ average of 29 times.

❓  Market Analysts: Average target price is at US$155 with an implied upside of +18.2%.

American Tower Corporation is a real estate investment trust that owns and manages multi-tenant communications real estate.

👆️ Dividend Play: Dividend yield at 4.1%, with analysts projecting it will go up to 4.6% in the next 3 years.

Same case with PepsiCo: quarterly and annual dividends have been growing at a stable rate every period.

💪 Investment Case: We have covered American Tower Corporation once or twice before. And let’s be honest. It’s boring, but boring is good. It owns communications towers that every company in the world needs. And it will be so for the foreseeable future.

Its 2Q 2026 results show that revenue was up by 6.3%, while adjusted EBITDA grew by 3.2%. Very stable numbers. The data centre segment’s revenue grew by 13.4% for 2Q 2026.

There are some tailwinds for American Tower coming from the data centre outperformance. It is projecting that data centre billing will grow by 15%, and has raised its outlook for 2026 slightly.

❓ Market Analysts: Average target price of US$215.7 with an implied upside of +24.3%

Nike sells athletic footwear, apparel, equipment, accessories and services.

👆️ Dividend Play: Nike currently gives about a 4.5% dividend yield, one of the highest in recent years. Analysts are projecting that it will rise to 5.0% in the next three years.

In the past, Nike was highly sought after based on their brand awareness. Dividend yield was typically only around 1% to 3% due to expensive valuations. However, recently, the stock has suffered selling pressure due to concerns about its overall sales in North America and China.

💪 Investment Case: Nike is in a tough spot now in terms of top-line. Revenue was basically flat for 4Q 2026 as stable growth in North America was dragged down by a 12% decline in China.

The good news is that 4Q 2026 yielded better cost management as gross profit margin rose sharply to 49.2% from 40.3% in 4Q 2025. This has resulted in net profit growing fivefold to $1.1 billion from $211 million over the same period.

Valuation-wise, Nike is currently at an attractive position. PER has declined significantly from a peak of 41 times in February 2026 to 17 times currently.

❓  Market Analysts: Average target price of $47.15 with implied upside of +29.7%.