Hong Kong and China markets have been making the news recently.

While Trump and Xi’s meeting did yield some results, investors are still riding the AI boom trend in the markets.

We thought about it and decided that this might be a good time to once again, find some undervalued opportunities that yields high dividends also.

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

Cheers,
InvestKaki Team 🤜🤛

Moving on, here are the news that shocked the world…

SpaceX IPO: SpaceX has finally filed for an IPO with a potential US$1.25 trillion valuation. Elon Musk will be the first trillionaire in the world including his stake in Tesla [Read More]

Nvidia $NVDA ( ▼ 1.9% ): Nvidia once again reports strong results but investors seem to disagree, sending share prices down. Revenue is up by 85%, while profits more than doubled [Read More]

Home Depot $HD ( ▼ 0.23% ): The American economy is chugging along despite high gas prices. Home Depot’s revenue rose by 5%, exceeding analyst expectations [Read More]

Cava $CAVA ( ▼ 1.05% ): Cava is not caving in. 1Q 2026 results were stronger-than-expected. Revenue was up by 32%, while it also increased its annual guidance [Read More]

NextEra X Dominion $NEE ( ▼ 1.27% ) $D ( ▼ 0.91% ): A global monopoly is in the cards. NextEra is buying Dominion for US$67 billion to supply electricity to data centres [Read More]

Here are the news covering the Asia market…

Baidu $BIDU ( ▼ 2.58% ): Baidu is making that leap into AI. Despite weaknesses in advertising, its AI-powered businesses are up by 49% and now accounts for half of the company’s revenue [Read More]

DayOne IPO: DayOne, a data centre operator, is considering to have a dual listing on the Singapore Exchange and Nasdaq, which could value the company at US$20 billion [Read More]

Nam Cheong: Nam Cheong reported a profit gain of 160% due to a one-off gain. Its revenue increased slightly on higher vessel utilisation rate [Read More]

Delfi: Delfi reported a 6.2% growth in revenue driven by its Indonesian sales. However, its agency brand sales were lower due to the termination of a brand account [Read More]

SingTel: SingTel earnings are higher by 40% after a gain of US$2.8 billion, while its underlying profits increased by 12%. [Read More]

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Warren Buffett on Why he Never Sells Insurance

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Bank of Tianjin provides banking and financial services in China.

Why we like this: The bank is currently trading at very cheap valuations. Price-to-earnings (PER) and price-to-book (PB) ratios are at 3.1 times and 0.2 times respectively, much lower than the industry average.

Revenue for the company is down by 1.7% despite an increase of 6.1% in its total assets in 2025. However, net interest income and profits are up by 10% and 2.6% respectively. With its cheap valuation, dividend yield is also attractive at 6.9% compared to the industry’s average of 5.1%.

Pico Far East provides curation and renovation services to create brand experiences and design museum exhibitions.

Why we like this: PER is at 6.5 times, lower than its peers’ average of 14.8 times. According to discounted cash flow (DCF) valuation, the company is potentially 40.9% undervalued.

Dividend yield is high at 8.5%, and is higher than the industry average of 6.4%.

C&D Property Management provides property management services in China.

Why we like this: Cheap PER of 9.8 times compared to industry average of 13.8 times. Meanwhile, DCF valuation indicates a 88.5% undervaluation opportunity. Dividend yield is steady at 5.1%

The Chinese property market is still weak, but has shown signs of a recovery. Home prices has narrowed to its lowest decline in April 2026, while used home prices in major cities have also risen.

However, its valuation is considered very attractive now as its PER is very cheap compared to its historical trends.

Datang Environment provides environmental and energy conservation solutions and services to coal energy players in China.

Why we like this: Both PER and PB ratios are cheap at 5.4 times and 0.4 times respectively in comparison to indudstry’s averages. DCF valuation also showed 88% potential undervaluation.

Coal-related companies could be riding the coal boom now as China reverts back to coal power generation to supplement oil & gas. Dividend yield is at 8.6%, higher than the industry average of 5.7%.

S.A.S Dragon Holdings provides electrical and electronic supply chain services to global companies.

Why we like this: Valuation is cheap with a PER of 6.8 times compared to peers’ average of 12.9 times. DCF shows 47.7% undervaluation opportunity.

Dividend yield is decently high at 6.6%. And SAS is riding the AI boom in China, as companies demand for their services in the AI chip supply chain.

And that’s a wrap!

Cheers,
James Yeo~