share_log

2 ASX Dividend Shares Brokers Are Backing Right Now

2 ASX Dividend Shares Brokers Are Backing Right Now

2 ASX股息股票经纪商正在支持的股票
The Motley Fool ·  09/05 01:20

Looking for ASX dividend shares to add to your ASX portfolio? Brokers are currently backing $Telstra Group Ltd (TLS.AU)$ and $Eagers Automotive Ltd (APE.AU)$ as top contenders.

正在寻找可添加到ASX投资组合的ASX股息股票?目前经纪人看好 $Telstra Group Ltd (TLS.AU)$和页面。$Eagers Automotive Ltd (APE.AU)$ 作为头号竞争者。

Both companies offer reasonable dividend yields, and brokers are positive on their growth prospects, making them candidates for long-term investors.

这两家公司提供合理的股息收益,经纪人看好它们的增长前景,使它们成为长期投资者的候选。

Let's take a closer look at why the experts rate these 2 ASX dividend shares.

让我们更仔细地看看为什么专家评价这两个ASX分红股票。

ASX dividend shares for the future

未来的ASX分红股票

Telstra continues to capture the attention of brokers as a reliable ASX dividend share.

作为一只可靠的ASX分红股,Telstra继续吸引经纪人的关注。

The telecommunications giant reported decent earnings growth in FY24, supported by its mobile business and improving margins in the NBN segment.

这家电信巨头在FY24年报告了可观的收益增长,得益于其移动业务和NBN业务部分的利润率提升。

At its current share price of $3.88 apiece, Telstra's trailing dividend yield is 4.6%. Brokers believe Telstra's dividends will continue to grow steadily moving forward.

在每股$3.88的当前股价下,Telstra的股息收益率为4.6%。经纪人们相信Telstra的股息将继续稳定增长。

Goldman Sachs retained its buy rating on Telstra in a recent note, with an improved price target of $4.35 per share. It is bullish on the telco's resilient earnings, saying:

高盛最近的一份报告中维持了对Telstra的买入评级,将其目标股价上调至每股$4.35。他们对电信公司的抗风险盈利持看好态度,称:

Telstra is the incumbent telecom operator in Australia. We believe the low risk earnings (and dividend) growth that Telstra is delivering across FY22-25, underpinned through its mobile business, is attractive.

Although at a headline level, Telstra valuation appears relatively full...we note: (1) Adjusting out NBN recurring payments (a unique asset), Telstra trades at a much more compelling multiple; (2) Although its yield spread is compressed vs. history, when factoring dividend growth this is more attractive.

Telstra是澳大利亚的电信运营商,在FY22-25期间,我们认为Telstra所提供的低风险盈利(和分红)增长具有吸引力,这主要得益于其移动业务。

尽管从表面上看,Telstra的估值相对高...我们注意到:(1)调整NBN的重复付款(一项独特的资产)后,Telstra的估值更具吸引力;(2)尽管其股息收益差距相对压缩,但考虑到股息增长,这更具吸引力。

Goldman expects fully franked dividends of 19 cents per share in FY25, rising to 20 cents per share in FY26.

高盛预计,在FY25年,每股的分红将达到19分, FY26年将达到20分。

This translates to dividend yields of 4.9% and 5.1% based on today's share price.

根据今天的股价计算,这相当于4.9%和5.1%的分红收益。

With projected earnings and dividend growth, Telstra is poised to keep its place on the mantlepiece as a top ASX dividend share.

有了预期的收益和股息增长,Telstra有望保持在澳交所分红股中的地位。

Eagers Automotive in favour

Eagers Automotive受青睐

Eagers Automotive is another ASX dividend share that brokers are backing. It is one of Australia's leading automotive retail groups, operating for over a century.

Eagers Automotive是另一家备受证券经纪支持的澳交所分红股之一。它是澳大利亚领先的汽车零售集团之一,已经运营一个多世纪。

The stock has had a difficult last 12 months, down 32%. But brokers are bullish on its outlook.

该股票过去12个月表现不佳,下跌了32%。但证券经纪对其前景持看好态度。

On the valuation front, Morgans rates Eagers a buy with a $14 price target, indicating a 33% upside potential.

在估值方面,摩根评价Eagers为买入,目标价为14美元,表明上涨潜力33%。

It is joined by Ord Minnett, with a buy rating and $12.80 apiece valuation.

Ord Minnett也给予买入评级,每股估值为12.80美元。

Meanwhile, Bell Potter also has a buy rating on Eagers with a price target of $13 per share. The broker believes Eagers has more room to run and forecasts fully franked dividends of 74 cents per share in FY25.

同时,贝尔波特也对Eagers给予买入评级,目标价格为每股13美元。该经纪认为Eagers有更大的上涨空间,并预测FY25年每股分红为74分带有充分抵押。

This gives investors a dividend yield of 7% at the current share price.

这使投资者在当前股价下获得了7%的股息收益。

Consequently, Eagers is one of the higher-yielding ASX dividend shares, a feature that income investors may find appealing.

因此,Eagers是ASX股息股中收益较高的之一,这是收入投资者可能会觉得有吸引力的特点。

Compared to most high-interest savings accounts, this one takes the cake, especially with the prospects of additional capital gains, if those bullish brokers are correct.

与大多数高利息储蓄账户相比,这个账户是其中翘楚,特别是如果那些看好的经纪人判断正确的话,还有额外的资本收益。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发