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中金公司:中期推荐从两个维度关注偏红利领域

China International Capital Corporation: Mid-term recommendations focus on dividend-oriented areas from two dimensions.

Breakings ·  07:58

China International Capital Corporation stated that mid-term recommendations focus on the following dividend-oriented areas: 1) CSI Central State-owned Enterprises Dividend Index, with a focus on Telecommunications, Public Utilities, and the Financial Dividend Sector. In recent years, the system related to Market Cap management for A-share listed companies has been continuously improved and implemented. The operation indicator system for central enterprises has been continuously updated, with increasing shareholder returns and improving the frequency and proportion of dividends becoming one of the key focus areas. Relevant high-dividend companies in the central state-owned enterprises are expected to benefit. At the same time, major incremental funds such as insurance capital also prefer traditional central state-owned enterprises in Banks, Public Utilities, Transportation, and the Financial Dividend Sector. 2) New type of dividends with increased dividend yield and growth attributes, focusing on the Consumer Dividend. The fundamentals of the Consumer Dividend Sector are affected by the economic cycle, and the stage-wise decline in fundamental expectations this year has led to an increase in dividend uncertainty, with higher risk compensation for dividend yields. Some leading companies have reached a dividend yield of over 5%. It is believed that the current market still has a high expectation for stable growth policies, and funds are relatively active. The high-dividend Consumer Dividend Sector, which has certain elasticity, is expected to demonstrate a balanced performance.

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