
Hyundai Motor (005380.KS) enters the next three years with solid top-line momentum but mixed cash signals. Over the last twelve months, revenue reached 182,250B, supported by 7.3% year‑on‑year quarterly revenue growth, while profit margin stands at 6.30% and operating margin at 7.46% (ttm). Return on equity is 10.64%. Liquidity is tight (current ratio 0.77) amid 26,500B in cash against 155,370B in total debt and a negative operating cash flow of -5,930B (ttm), partly offset by 954.46B in levered free cash flow. The stock closed at ₩221,500 on 1 September 2025, within a 52‑week range of ₩175,800–₩259,000, leaving the 52‑week change at -10.57% and beta at 0.89. A forward dividend of ₩10,000 per share (4.55% yield; payout ratio 23.96%) anchors returns as investors weigh EV execution and macro policy risks.

XPeng Inc. enters its next three-year stretch with rapid top-line expansion, improving product mix, and a stronger software story, but profitability remains the key swing factor. Trailing-12-month revenue stands at 60.29B with quarterly revenue growth of 125.30% year over year, while margins are still negative (profit margin -7.10%; operating margin -5.30%). The stock has rebounded sharply over the past year (52-week change 151.14%), though volatility is high (beta 2.50) and recent trading has been choppy. Liquidity is supported by 34.95B in cash against 16.95B in total debt and a current ratio of 1.14. Headlines highlight a first hybrid launch, a major system upgrade, delivery acceleration to 103,181 and an expanded Volkswagen partnership on software—potential catalysts if execution holds. Against a competitive and policy-sensitive backdrop, XPeng’s ability to lift margins will likely define returns.

MediaTek (2454.TW) enters September 2025 with improving fundamentals and a solid balance sheet. Trailing‑twelve‑month revenue stands at 573.54B with net income of 106.31B, translating to a 18.54% profit margin and 19.54% operating margin. Cash of 196.74B far exceeds total debt of 15.26B, while operating cash flow of 140B underpins investment and dividends (forward dividend rate 54; 3.94% yield; payout ratio 80.96%). Shares have risen 11.84% over the past year, below the S&P 500’s 16.84%, trading between a 52‑week low of 1,080 and high of 1,575; the 50‑day and 200‑day averages sit at 1,355.70 and 1,381.20. With quarterly revenue growth of 18.10% year over year and earnings up 8.30%, the three‑year outlook hinges on Android demand, on‑device AI adoption, and competitive dynamics in 5G and edge computing.

Alibaba (BABA) enters the next three years with a steadier share price and improving profitability, but a measured growth profile. As of August 2025, the stock closed at $135.00, up 64.09% over 52 weeks and trading above its 50-day and 200-day moving averages. The business prints sizable scale (Revenue ttm: 1T; Gross Profit: 412.15B) with a 14.63% profit margin and 14.13% operating margin, supported by 416.41B in cash against 253.27B in debt and a 1.45 current ratio. Yet quarterly revenue growth is modest at 1.8% year over year, and levered free cash flow sits at -33.09B despite strong operating cash flow. Recent headlines point to AI product launches and portfolio pruning, while broker commentary remains constructive but selective. This outlook weighs those signals alongside valuation, balance sheet, and near-term execution risks.

Royal Bank of Canada (RY.TO) enters the next three years with improving fundamentals and a firm share-price backdrop. Over the last year the stock is up 21.88%, sits near its 52‑week high of 204.60 after a recent 199.58 close, and outpaced the S&P 500’s 16.84%. Revenue (ttm) is 60.27B with quarterly revenue growth of 15.30% and quarterly earnings growth of 20.80%, underpinned by a 31.77% profit margin and 14.73% ROE. The bank continues to return cash, with a forward dividend of 6.16 (3.09% yield) and a 44.78% payout ratio. Strategically, management is exploring a potential $2 billion sale of Moneris (with BMO) and partnering with a new defence bank, while Barclays recently flagged stronger Q3 prospects and raised its price target. These drivers frame the risks and catalysts ahead.
- NVIDIA three‑year outlook: AI demand, margins, and policy risks define the path to 2028
- Deutsche Telekom three‑year outlook: steady cash, high leverage, resilient shares into 2028
- Aegon ups buybacks as shares test 52‑week highs — three‑year outlook
- Siemens AG three-year outlook: steady margins, innovation push, and disciplined dividends