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Top International Stocks to Watch in September 2025: Global Growth Opportunities

Top International Stocks to Watch in September 2025: Global Growth Opportunities

25 tháng 8 2025

September 2025 marks a critical period for the global stock market as investors seek growth opportunities in technology, e-commerce, fintech, and financial services. Several international stocks are attracting strong institutional interest thanks to robust earnings growth, strategic expansion, and attractive valuations. Below is a detailed breakdown of the most promising stocks to watch this month.

1. Sea Ltd (Ticker: SE) – Southeast Asia’s E-Commerce Giant

Sector: E-commerce & digital services (Shopee, Garena).

Key Financials:

Q2 EPS surged from $0.14 to $0.65, up over 360%.

Revenue reached $5.26 billion, a 38% year-over-year increase.

2025 EPS forecast: $3.59, up 385% from 2024.

Growth Drivers:

Expansion in fintech services through SeaMoney.

Strong performance in gaming under Garena.

Why It Matters:

Southeast Asia’s e-commerce market continues double-digit growth.

Attractive valuation compared to future growth prospects.

2. AppLovin (Ticker: APP) – A Mobile Advertising Powerhouse

Sector: Mobile advertising & app optimization.

Recent Performance:

Latest quarterly EPS up 153%, reaching $2.28.

Revenue grew 77%, driven by AXON 2.0 AI platform for ad optimization.

2025 EPS projection: $9.18 (double current levels), with an additional 46% growth expected in 2026.

Strengths:

AI and big data at the core of its growth strategy.

Strong positioning in gaming and mobile app monetization.

Risks: Privacy policy changes from Apple and Google impacting ad revenue models.

3. MercadoLibre (Ticker: MELI) – The Amazon of Latin America

Sector: E-commerce & digital payments (Mercado Pago).

Highlights:

Shares recently rebounded 4%, breaking above the 10-week moving average.

Plans to hire 28,000 new employees in 2025 for expansion.

EPS and revenue growth expected to remain above 20% annually.

Competitive Edge:

Dominant market share in Latin America, a region with rapid internet adoption and a growing middle class.

Strong fintech operations boosting revenue diversification.

4. Value and Dividend Plays

Intesa Sanpaolo (Italy): Italy’s largest bank, delivering stable performance with an attractive dividend yield around 7%.

Diageo (UK): Global leader in premium beverages, including brands like Johnnie Walker and Guinness.

Infosys (India): A top IT services provider investing in AI and automation, benefiting from global digital transformation trends.

5. Blue-Chip Global Leaders

According to Barron’s, several global heavyweights remain highly attractive:

Alphabet (Google): Positioned for growth in AI and digital advertising.

ASML: The world’s leading semiconductor equipment maker, benefiting from AI-driven chip demand.

Alibaba: Recovery in cloud computing and leadership in Chinese e-commerce.

Uber: Profitability milestone achieved, expanding delivery and ride-hailing services.
Other notable names include Berkshire Hathaway, Citigroup, LVMH, Moderna, and Schlumberger (SLB) for their strong fundamentals and sector leadership.

6. Why International Stocks Deserve Attention in September 2025

The MSCI ACWI ex-USA index is up 9% year-to-date, while the S&P 500 is down 5%, highlighting stronger performance outside the U.S.

International equities currently offer attractive valuations and higher dividend yields compared to U.S. stocks.

Experts recommend allocating 20–30% of a portfolio to international equities for diversification and growth potential.

Bottom Line

September 2025 presents a prime opportunity to monitor high-growth international stocks in technology, e-commerce, and financial services. While the upside potential is significant, investors should apply risk management strategies and conduct both fundamental and technical analysis before making investment decisions.

Infofinance.com disclaimer:

All information on our website is for general reference only, investors need to consider and take responsibility for all their investment actions. Info Finance is not responsible for any actions of investors.
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