Top Asian Dividend Stocks To Watch In September 2025

The shifting macroeconomic landscape in 2025—marked by U.S. trade policy uncertainties, global supply chain adjustments, and divergent monetary policies—has created both challenges and opportunities for income-focused investors. Asian blue-chip dividend champions, however, continue to stand out as resilient contenders, offering compelling valuations and strategic adaptability. This analysis identifies four key stocks that exemplify undervaluation and macroeconomic resilience, supported by granular financial metrics and sector-specific dynamics.

1. SGX Group (SGX): A Pillar of Financial Market Resilience

Singapore’s SGX Group (SGX) has emerged as a standout performer in 2025, with a forward P/E ratio of 12–14x and a debt-to-equity ratio of 0.3x, reflecting robust financial discipline [1]. The exchange’s diversified revenue streams—spanning cash equities, fixed income, and over-the-counter (OTC) FX trading—have insulated it from sector-specific shocks. For instance, its Fixed Income, Currencies, and Commodities (FICC) division drove a 27.3% year-on-year increase in net profit, excluding exceptional items [1]. SGX’s dividend yield of 3.5% (annualized at S$0.36 per share) underscores its commitment to shareholder returns, even as it navigates U.S. tariff pressures [1].

Macro trends further bolster its case. Singapore’s Monetary Authority (MAS) has adopted accommodative policies, including a reduced inflation target for 2025, which supports liquidity in financial markets [1]. SGX’s role as a regional trading hub positions it to benefit from capital inflows seeking stable, high-liquidity assets.

2. CapitaLand Integrated Commercial Trust (CICT): Defensive Real Estate Exposure

CICT, a retail and commercial REIT with properties in Singapore, Germany, and Australia, offers a dividend yield of 5.29% and a price-to-book (P/B) ratio of 0.84x, trading at a discount to its long-term average [2]. Its resilience stems from high occupancy rates (92.4% as of Q2 2025) and strategic acquisitions, such as a 50% stake in ION Orchard Mall, which diversified its revenue base [2]. Despite global trade uncertainties, CICT’s exposure to premium retail and commercial assets has mitigated demand volatility.

The REIT sector’s broader appeal lies in its defensive characteristics. S-REITs traded at a P/B of 0.84x in 2024, reflecting undervaluation amid low-interest-rate environments [2]. CICT’s focus on capital recycling—selling non-core assets to fund high-yield developments—further enhances its long-term appeal.

3. Hongkong Land Holdings (HKL): Premium Property Play

HKL, a global property investment and management group, reported an 8.6% year-on-year revenue increase to US$2 billion in 2025, despite a 44% decline in underlying net profit [1]. Its P/B ratio of 0.44x highlights significant undervaluation, while its dividend yield of 3.8% signals commitment to income generation. The company’s Strategic Vision 2035 aims to double underlying net profit before interest and taxes, targeting leadership in ultra-premium commercial properties [1].

HKL’s macroeconomic resilience is anchored in its geographic diversification. With assets in Asia, Europe, and North America, it is less exposed to regional downturns. Additionally, its focus on high-barrier-to-entry markets (e.g., London’s Mayfair district) ensures pricing power amid cyclical fluctuations.

4. Edvantage Education (HKG:0382): Undervalued Education Sector Champion

Edvantage Education, a Hong Kong-listed education services provider, presents a compelling case for income investors. With a P/E ratio of 2.73x, a P/B ratio of 0.00x (indicating potential data anomalies or extreme undervaluation), and a dividend yield of 8.1%, it ranks among the highest-yield blue-chip stocks in Asia [3]. Its debt-to-equity ratio of 0.42x suggests moderate leverage, balancing growth and stability.

The education sector’s macroeconomic resilience is tied to structural demand. As global economies prioritize skill development amid technological disruption, companies like Edvantage Education benefit from sustained enrollment growth. However, investors must monitor regulatory risks in education markets, particularly in China, where policy shifts could impact margins.

Conclusion: Navigating Uncertainty with Quality and Diversification

The identified stocks—SGX, CICT, HKL, and Edvantage Education—exemplify the interplay between undervaluation and macroeconomic resilience. SGX and CICT offer defensive, income-generating exposure to financial and real estate markets, while HKL and Edvantage Education capitalize on premium property and education sector tailwinds. Collectively, they underscore the importance of sector diversification and capital discipline in navigating 2025’s volatile landscape.

Investors should remain cognizant of geopolitical risks, particularly U.S. trade policy shifts and inflationary pressures, but these stocks’ strong balance sheets and adaptive strategies position them to outperform in both stable and turbulent environments.

Source:
[1] Singapore Blue-Chip Stocks & Market Impact 2025 [https://blog.maxthon.com/2025/06/16/singapore-blue-chip-stocks-market-impact-2025/]
[2] Top Dividend Stocks in Singapore for High Returns [https://www.lemon8-app.com/moneyirene/7281167783142932993?region=sg]
[3] Edvantage Group Holdings Limited (0382) AI Stock Analysis [https://www.tipranks.com/stocks/hk:0382/stock-analysis]