【东兴证券:高速公路高股息个股强势表现有望延续】东兴证券研报指出,1)降息周期下,高股息个股或持续强势高速公路板块受益于其现金流充沛,盈利稳定且高股息的特质,受到市场的持续关注。随着市场对于高股息概念关注度提升,高速公路个股对分红也越发重视。同时,股息率对于个股股价的锚定作用还在提升,可以观察到行业重点公司的股息率曲线有逐步向LPR曲线贴近的趋势,降息直接影响市场对于企业股息率的要求。2)市场对稳定回报的诉求并非短期改变,而是长期趋势;降息周期则进一步提高了高速公路股的安全边际,因此新的一年里,高速公路高股息个股的强势表现有望延续。建议关注:皖通高速、宁沪高速、越秀交通基建等。

金融界
26 Dec 2024
东兴证券研报指出,1)降息周期下,高股息个股或持续强势高速公路板块受益于其现金流充沛,盈利稳定且高股息的特质,受到市场的持续关注。随着市场对于高股息概念关注度提升,高速公路个股对分红也越发重视。同时,股息率对于个股股价的锚定作用还在提升,可以观察到行业重点公司的股息率曲线有逐步向LPR曲线贴近的趋势,降息直接影响市场对于企业股息率的要求。2)市场对稳定回报的诉求并非短期改变,而是长期趋势;降息周期则进一步提高了高速公路股的安全边际,因此新的一年里,高速公路高股息个股的强势表现有望延续。建议关注:皖通高速宁沪高速越秀交通基建等。

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