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全球股息總額第二季增長近5% 逾八成公司增加或保持派息額
駿利亨德森投資(Janus Henderson)指出,根據最新駿利亨德森全球股息指數,第二季全球股息度創紀錄,派息總額增長4.9%至5,681億美元;經調整較低的特別股息、匯率變動和次要技術因素後,基本按年增長率達到6.3%。 數據又顯示,全球約88%的公司在第二季度增加股息或保持派息額,當中銀行業貢獻全球一半的股息增長,成為全年股息增長動力來源。 港股市場方面,香港的股息按年基本增長保持平穩,增幅為0.6%,達到157億美元,指數中有四分之一的公司在第二季削減股息。該行指出,中國移動(00941.HK)的影響較為顯著,作為香港派息最高的公司,其2022年終期派息按年下降,但考慮到其2022年9月的中期派息,全年總股息則較高,反映了輕微增加的利潤。另外最大的增長來自中遠海運(01199.HK),其2022年的利潤與世界各地貨運公司一樣強勁。 亞太區(日本除外)各市場的股息增長於第二季度呈現出明顯分野,除新加坡和澳洲表現較強勁外,其他地區則較為疲弱。同時由於香港、台灣和澳洲於第二季分派股息的公司相對較少,因此相關地區的數據受到少數派發高息的公司影響而明顯波動。
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