Wilmar International (F34.SI) enters the next three years with value‑style metrics and a cyclical backdrop. The stock trades near 2.88, toward the 52‑week range of 2.87–3.47, and is down 6.17% over the past year while the S&P 500 rose 15.22%. On fundamentals, the group generated 69.34B revenue (ttm), 1.19B net income and 3.51B EBITDA, implying a 1.71% net margin and 6.79x EV/EBITDA on a 38.74B enterprise value. Market cap stands at 17.98B, with a trailing P/E of 11.88 and forward P/E of 11.82. Cash of 12.92B offsets part of 29.38B total debt; current ratio is 1.16. Yield‑oriented holders note a forward dividend of 0.14 (4.86% yield; ex‑dividend 8/19/2025). With beta of 0.23 and insider ownership at 70.08%, Wilmar offers defensive characteristics if margins stabilize.

Unilever Indonesia (UNVR.JK) enters the next three years from a position of mixed signals. Trailing twelve‑month revenue stands at 34.3T with net income of 3.06T, translating to an 8.91% profit margin and 14.63% operating margin. Year‑on‑year trends are softer, with quarterly revenue growth at -2.50% and quarterly earnings growth at -9.80%. The share price has been volatile: it touched a 52‑week low of 985 and rebounded toward 1,770 in late July, yet the 52‑week change remains -25.85%; the 50‑day and 200‑day moving averages cluster near 1,585–1,593. Balance sheet and cash‑flow metrics are resilient but tight in places—2T in cash versus 1.94T in debt, a current ratio of 0.50, and 1.38T in levered free cash flow. The forward dividend yield is 5.03% on a 110.00% payout ratio, underscoring a key debate for income investors.

Kweichow Moutai enters the remainder of 2025 with enviable profitability but a cooler growth pulse. The baijiu leader reports trailing‑twelve‑month revenue of 178.36B, a profit margin of 50.42% and an operating margin of 63.70%, with net income at 89.94B and ROE of 39.04%. Liquidity is strong: cash of 178.71B against just 268.63M of debt and a 5.73 current ratio. The share price has steadied near recent levels around 1,422, leaving the 52‑week change at −0.24% and beta at 0.76. Income remains a draw, with a 3.63% forward dividend yield and a 71.97% payout ratio following the 6/26/2025 ex‑date. Growth has moderated (Q2 yoy revenue +7.3%, earnings +5.2%), and recent coverage highlighted the weakest expansion in years as consumers pare back. Against this backdrop, we map a three‑year outlook as of .

Honda Motor (7267.T) enters the next three years with a mixed setup: stable cash generation and a dependable dividend offset by compressed profitability and uneven sales. Trailing 12‑month revenue stands at 21.62T with gross profit of 4.54T and EBITDA of 1.42T, yet the profit margin is 2.95% and quarterly earnings growth is -50.20% year over year. Liquidity is solid (current ratio 1.30; total cash 4.17T) against total debt of 11.87T and debt/equity of 98.42%. Shares recently closed at 1,637.5, near the 52‑week high of 1,674.5 and above both the 50‑day and 200‑day moving averages. A forward dividend yield of 4.27% with a 47.25% payout ratio provides income support. Recent updates include a June 2025 production/sales report and a push into insurance distribution.