「好息之人」注意! 大摩列出美股最佳派息股名單 首選天然氣管道公司ET
摩根士丹利於最新報告中表示,於選擇派息股票及動盪時期穩定投資組合時,不應該只追求更高的收益率,仍需要尋找增長股。
大摩指出,股息為積極的回報提供緩衝,尤其於通脹居高不下時。自2000年以來,除了非必需消費品外,在市場波動期間,派息股票的表現明顯優於不派息股票,股息有增長的股票通常能跑贏大市,但高收益率股票或較波動。
大摩分析師從他們的研究範圍內挑選了一份首選名單,包括天然氣管道公司Energy Transfer(ET.US),評級「增持」,指該股支付8.9%股息,明年股息率9.6%,其股價今年迄今上升近 18%。
大摩亦推介Mondelez International(MDLZ.US),該股為Oreo餅乾的母公司,評級「增持」,指雖然其2024年股息收益率僅2.4%,股價今年迄今升4.2%,但預計至2025年每股收益將實現兩位數增長,可預測的資本支出將有助於維持其近50%的派息比率,認為該股穩定及可預測的。
第三位為銀行股Regions Financial(RF.US),大摩稱,該銀行股息收益率為5.6%,預計至2024年該銀行股息將能增長約5%。
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