Core Insights - AbbVie’s global aesthetics leader, Allergan Aesthetics, is driving unprecedented innovation in China's aesthetic industry, aiming to collaborate with local biotech firms and industry platforms to foster high-quality technologies and solutions from China [1][2] Group 1: Event Overview - The "China Innovation Collaboration Day" hosted by Allergan Aesthetics in Shanghai gathered leaders from the medical aesthetics industry, investment sector, and upstream innovation fields to discuss trends, R&D progress, commercialization, and industry investment [1] - The event featured the launch of the "AbbVie China Innovation Award (Aesthetics Award)," which aims to identify and empower early-stage technologies and projects in the medical aesthetics sector [1][2] Group 2: Innovation Award Details - The innovation award will select promising early-stage biotech companies and provide a support package valued at 500,000 yuan, including access to high-standard laboratories, office space, R&D team support, and professional advice on R&D, production, quality, and compliance [2] - Allergan Aesthetics emphasizes the importance of aligning technological breakthroughs with localized service systems, aiming to create a sustainable and replicable innovation model in China [2] Group 3: Future Development Plans - Allergan Aesthetics plans to maintain an open collaboration approach, adhering to global quality and scientific standards while supporting the cultivation and development of high-quality local innovation projects [2]

Core Insights - The article emphasizes the importance of global diversification for investors, particularly in the context of Singaporean investors who typically focus on local dividend stocks. It suggests three US dividend stocks that can enhance portfolio resilience and growth potential. Group 1: AbbVie Inc. (NYSE: ABBV) - AbbVie is a diversified biopharmaceutical company with a strong portfolio in various therapeutic areas and is part of the S&P 500 Dividend Aristocrats Index, having increased dividends for at least 25 consecutive years [2] - For 3Q2025, AbbVie's revenue rose 9.1% YoY to US$15.8 billion, driven by the success of its immunology drug Skyrizi [2] - Despite a significant drop in GAAP net earnings to US$186 million (down 88% YoY) due to one-time charges of nearly US$2.7 billion, operating cash flow increased 17.5% YoY to US$13.8 billion [3] - AbbVie raised its dividend to US$1.73 per share for 3Q2025, reflecting a 5.5% YoY increase, with a sustainable payout ratio of around 68% of free cash flow [4] Group 2: Automatic Data Processing (ADP) (NASDAQ: ADP) - ADP is a global leader in HR and payroll solutions, serving clients in over 140 countries, and operates primarily under the PEO and Employer Services segments [6] - For 1Q FY2026, ADP's revenue increased 7% YoY to US$5.2 billion, with net earnings growing 6% to US$1 billion [7] - ADP has a remarkable track record of 50 consecutive years of dividend growth, with quarterly dividends raised by 12.9% YoY to US$1.7 per share, maintaining a payout ratio of 68% [7] - The company is investing in AI capabilities and updating its HCM technologies to enhance productivity and capture higher-value clients [8] Group 3: Kinder Morgan, Inc. (NYSE: KMI) - Kinder Morgan is one of North America's largest energy infrastructure companies, operating approximately 79,000 miles of pipelines and 139 terminals [9] - For 3Q2025, Kinder Morgan's revenue grew 12% YoY to US$4.1 billion, while net income remained stable at US$654 million [10] - The company expects dividends to increase by 2% to US$1.17 per share for 2025, marking its eighth consecutive year of dividend increases [10] - Kinder Morgan's US$9.3 billion backlog of natural gas projects is anticipated to drive future growth, supported by rising US natural gas demand [11] Group 4: Investment Opportunities - The article highlights that investing in US-listed companies provides global exposure across various sectors, including healthcare, industrial, and energy, which can enhance dividend resilience across different market cycles [12] - It notes that US companies typically have a proven track record of growth, stable cash flow, and business resilience, offering quality income through sustainable dividends [13]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Viewpoint - The healthcare sector is anticipated to potentially rebound in 2026, with several attractive stocks identified for investment, including AbbVie, Eli Lilly, and Intuitive Surgical. AbbVie - AbbVie is recognized as a reliable dividend payer, boasting 54 consecutive payout increases, qualifying it as a Dividend King [3] - The company reported third-quarter revenue of $15.8 billion, reflecting a 9% increase year-over-year [4] - AbbVie's product portfolio includes key drugs such as Vraylar, Botox Therapeutics, Qulipta, Skyrizi, and Rinvoq, which are expected to drive future growth [6][8] - Skyrizi is projected to become the second best-selling drug globally by 2030, with estimated sales of $26.6 billion [7] Eli Lilly - Eli Lilly's third-quarter revenue reached $17.6 billion, marking a significant 54% year-over-year growth [9] - The company is leveraging tirzepatide, marketed as Zepbound and Mounjaro, to sustain its growth trajectory, alongside promising pipeline candidates like orforglipron [10] - Eli Lilly is diversifying its portfolio, with recent launches in oncology, including Jaypirca for mantle cell lymphoma and Inluriyo for breast cancer [13] - The company's strategic investments in artificial intelligence and other therapeutic areas position it favorably for future growth [14] Intuitive Surgical - Intuitive Surgical faces challenges from tariffs and increased competition, particularly from Medtronic's Hugo system [15] - Despite these challenges, the company maintains a strong economic moat with 10,763 da Vinci systems installed, which creates high switching costs for customers [16] - The da Vinci system has over two decades of clinical evidence supporting its effectiveness, allowing Intuitive Surgical to command significant pricing power [18] - The company is expected to benefit from label expansions and increased procedure volumes, which will enhance revenue and margins over time [19]

Core Insights - Building wealth through dividends requires a strategy that goes beyond simply chasing high yields, emphasizing the importance of meaningful current income and consistent dividend growth supported by sustainable business fundamentals [1] Group 1 - The path to wealth accumulation involves a combination of current income and dividend growth [1] - Sustainable business fundamentals are crucial for supporting dividend growth [1]

Core Insights - The "High Income DIY Portfolios" service aims to provide high income with low risk and capital preservation for DIY investors, particularly targeting income investors such as retirees [1][2] - The service offers a total of 10 model portfolios, including various strategies like buy-and-hold and rotational portfolios, designed to create stable, long-term passive income with sustainable yields [1][2] Group 1: Portfolio Strategies - The service includes seven portfolios: three buy-and-hold, three rotational, and a conservative NPP strategy portfolio, focusing on low drawdowns and high growth [1] - The portfolios are categorized into two High-Income portfolios, two Dividend Growth Investing (DGI) portfolios, and a conservative NPP strategy [1] Group 2: Investment Approach - The investment approach emphasizes a unique 3-basket strategy that targets 30% lower drawdowns and aims for a 6% current income with market-beating growth over the long term [2] - The service provides buy and sell alerts, as well as live chat for real-time support and guidance [2]

Core Viewpoint - The healthcare sector presents affordable investment opportunities despite broader market performance, with AbbVie and Merck identified as attractive stocks for 2026 [1][2]. AbbVie - AbbVie has diversified its product lineup following the loss of patent exclusivity for Humira in 2023, reducing dependency on a single product for sales growth [4][5]. - The company is now less risky, with no major patent cliffs until at least 2030, allowing for strategic planning and growth [6]. - AbbVie is focusing on expanding into oncology with pipeline candidates like ABBV-969 for metastatic prostate cancer and ABBV-514 for lung and neck cancers [7]. - The company is also entering the weight loss market through a licensing deal for GUB014295, which could enhance its revenue and earnings over the next five years [8]. - AbbVie is recognized as a Dividend King, having increased its dividends annually for over 50 years, indicating strong business resilience [10].

Core Insights - AbbVie's stock has recently slipped below its 50-day simple moving average (SMA), indicating recent selling pressure, despite a recovery after a post-earnings dip [1][2][8] - The company has successfully launched new drugs, Skyrizi and Rinvoq, which are expected to drive revenue growth in the coming years, offsetting declines from Humira and the Aesthetics unit [5][7][29] Financial Performance - AbbVie reported combined sales of Skyrizi and Rinvoq at $18.5 billion for the first nine months of 2025, with expectations to exceed $25 billion in 2025 and $31 billion by 2027 [6][7] - The oncology segment generated revenues of $5.0 billion in the first nine months of 2025, a 2.7% year-over-year increase, driven by new drug sales [10] - Neuroscience drug sales increased by 20.3% to nearly $7.8 billion in the same period, supported by products like Botox Therapeutic and Vraylar [11] Market Challenges - Humira's sales have declined over 50% in the first nine months of 2025 due to biosimilar erosion, significantly impacting overall revenue [15] - The Aesthetics segment has seen a 7.4% decline in global sales, with Juvederm and Botox Cosmetics sales falling by 16.7% and 7.4%, respectively [16][17] Strategic Initiatives - AbbVie has been actively pursuing acquisitions to enhance its early-stage pipeline, completing over 30 M&A transactions since early 2024 [14] - The company recently settled patent litigation for Rinvoq, extending its patent exclusivity to 2037, which is expected to bolster its revenue stream [9] Future Outlook - AbbVie anticipates returning to mid-single-digit revenue growth in 2025, driven by strong performances from Skyrizi and Rinvoq, with a high single-digit CAGR projected through 2029 [29] - The company has increased its quarterly cash dividend by 5.5%, reflecting confidence in future growth despite recent estimate declines [30]

Group 1: McDonald's Corporation - McDonald's continues to show strong performance with a notable increase in global comparable sales, which rose by 10.3% in the last quarter [1] - The company is focusing on digital innovation and menu enhancements to drive customer engagement and sales growth [1] - McDonald's expansion strategy includes opening new locations in international markets, contributing to overall revenue growth [1] Group 2: Walmart Inc - Walmart reported a 6.2% increase in total revenue, reaching $152.9 billion for the last quarter, driven by strong e-commerce sales [1] - The company is investing heavily in technology to improve supply chain efficiency and enhance customer experience [1] - Walmart's grocery segment remains a key growth driver, with a significant increase in online grocery orders [1] Group 3: AbbVie Inc - AbbVie experienced a revenue increase of 8.5%, totaling $14.5 billion, primarily due to strong sales of its immunology and oncology products [1] - The company is actively pursuing strategic acquisitions to diversify its product portfolio and enhance growth prospects [1] - AbbVie is focusing on research and development to bring new therapies to market, which is expected to drive future revenue growth [1]

Core Insights - The article emphasizes the importance of dividend investing, highlighting that the best dividend stocks not only provide consistent payouts but also increase their dividends over time, benefiting long-term shareholders [1] Group 1: Dividend Growth Leaders - Johnson & Johnson (JNJ) has a 2.54% yield and has increased dividends for 62 consecutive years, supported by a diversified portfolio in healthcare [5][6] - Coca-Cola (KO) boasts a 2.87% yield with 63 years of dividend increases, demonstrating strong operational performance and pricing power [8][9] - Procter & Gamble (PG) leads with 68 consecutive years of dividend increases, offering a 2.96% yield and showcasing operational excellence [11][12] - AbbVie (ABBV) has the fastest dividend growth in this ranking, with a recent 5.5% increase, bringing its yield to 2.94% [15][16] - Realty Income (O) offers a unique monthly dividend structure with a 5.62% yield, supported by a strong rent recapture rate and a long history of dividend increases [18][19] Group 2: Financial Performance - JNJ reported Q3 2025 EPS of $2.80, with revenue of $24.0 billion, and raised its full-year guidance, indicating confidence in growth [6][7] - Coca-Cola's Q3 2025 EPS was $0.86, with revenue of $12.5 billion and a stable operating margin of 32%, reflecting its ability to pass costs to consumers [9][10] - Procter & Gamble's Q1 fiscal 2026 EPS was $1.95, with revenue of $22.4 billion and a free cash flow of $5.4 billion, indicating strong cash generation [12][13] - AbbVie's Q3 2025 EPS was $1.86, with revenue of $15.8 billion, and management raised its EPS guidance for the full year [16][17] - Realty Income's Q3 2025 AFFO reached $1.08 per share, with a full-year guidance increase and a quarterly revenue growth of 10.3% year-over-year [19][20]