2024全年回顾 | 哪些高股息怪兽在2024年看到了最大的增长？

Moomoo News Canada 发表了文章 · 2024/12/20 16:53

在2024年最后的利率公告中，加拿大银行连续第二次降息半个百分点，将政策利率从3.75%降至3.25%。麦克姆行长指出，如果经济按照预期发展， 更多的利率降低将以更加渐进的方式发生.

随着政策利率目前大幅降低，如果经济发展基本符合预期，我们预计货币政策会更加渐进。
——加拿大银行行长蒂夫·麦克拉姆

12月17日，加拿大统计局宣布，11月份年通胀率从10月的2%下降至1.9%。这种轻微下降归因于一系列因素，包括降低的抵押利率成本和旅行价格，以及季节性影响，例如汽油价格下降和黑色星期五促销。

这一小幅下降使经济学家们更加坚定了他们的预期，即 加拿大银行将在新的一年实施一个温和的季度股息利率下调根据BMO资本市场首席经济学家道格拉斯·波特的说法，最新的通胀数据显示2025年降息的方式将更加渐进。

我们预计1月29日会进一步削减，下个月又会有一组重要的核心数据，这可能会引发一些关于暂停的讨论，特别是随着（美国）联邦储备局在1月份似乎朝这个方向发展，而加元则岌岌可危。
-- BMO资本市场首席经济学家 Douglas Porter

尽管显著降息时代可能已经结束，但加拿大通胀普遍放缓加强了市场预期，认为BIOC创业板ETF将在2025年实施进一步降息。随着利率下降，诸如债券之类的收入生成资产由于收益率下降和潜在收入减少而变得不太具吸引力。在这种环境下，支付股息的股票变得更有吸引力，提供持续收入的可能性，以确保投资者至少获得部分投资回报。这些税收高效的收入来源可以帮助缓解股价下跌带来的损失，在股价下跌的情况下减少投资组合的波动性和风险。 高股息股变得更具吸引力，提供了持续收入的可能性，确保投资者至少部分获得投资回报。这些税收高效的收入来源可以帮助缓解股价下跌带来的损失，从而减少投资者投资组合中的波动性和风险。

下面的图表展示了加拿大市场表现最佳的前10家公司，每家公司的市值均超过100亿加元，且股息率使它们位列加拿大市场前30。值得注意的是，这些公司中大多数属于金融板块，因为他们受益于由较低利率导致的借款成本下降。分析师强调寿险公司正在有效适应不断变化的利率环境，银行收入凸显国内个人和商业银行业务的强劲。板块，因为他们从较低的利率导致的借款成本下降中受益。分析人士强调，寿险公司正在有效适应不断变化的利率环境，而银行业务的收入凸显了国内个人和商业银行业务的健壮性。

$Manulife Financial Corp (MFC.CA)$, a leading Canadian life insurance and financial services company, has consistently been a standout choice for dividend income seekers due to its reliable dividend payments. The company's stock has demonstrated remarkable market performance, achieving a year-to-date growth rate of 54.57%, which is primarily due to its strong performance across diverse business segments. With its robust excess capital, expanding global presence and commitment to rewarding shareholders, analysts suggested that Manulife would continue to be a compelling opportunity for income-focused investors.

$Canadian Imperial Bank of Commerce (CM.CA)$ achieved record financial performance in 2024, marked by a significant increase in its stock price, which has risen by 49.40% year-to-date. In its fourth-quarter earnings report, CIBC reported higher profits driven by improved performances across all its business segments. In line with its reduced provisions for credit losses, CIBC announced an increase in its quarterly dividend by seven cents, bringing it to 97 cents per share.

Outside the financials sector, top Canadian energy infrastructure firms 像 $TC Energy Corp (TRP.CA)$ 和 $Enbridge Inc (ENB.CA)$ care renowned for their durable dividend payouts. TC Energy offers a dividend yield of 5.84% and has seen a year-to-date stock increase of 32.60%. The company has successfully monetized non-core assets to reduce debt and spun off its oil pipeline business in 2024, which is anticipated to support steady dividend growth in 2025. Meanwhile, Enbridge Inc offers a 6.20% dividend yield and a 31.68% year-to-date growth. It recently finalized a US$140亿 acquisition of three U.S. natural gas utilities, becoming the largest operator in North America. However, investors should be mindful of potential risks, such as the impact of potential tariffs on imports implemented by the Trump administration, which could create new headwinds for the energy sector.