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2 ASX Dividend Shares Brokers Are Backing Right Now

2 ASX Dividend Shares Brokers Are Backing Right Now

2 ASX股息股票經紀商正在支持的股票
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.

正在尋找可添加到ASX投資組合的ASX股息股票?目前經紀人看好 $Telstra Group Ltd (TLS.AU)$和頁面。$Eagers Automotive Ltd (APE.AU)$ 作爲頭號競爭者。

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

這兩家公司提供合理的股息收益,經紀人看好它們的增長前景,使它們成爲長期投資者的候選。

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

讓我們更仔細地看看爲什麼專家評價這兩個ASX分紅股票。

ASX dividend shares for the future

未來的ASX分紅股票

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

作爲一隻可靠的ASX分紅股,Telstra繼續吸引經紀人的關注。

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

這家電信巨頭在FY24年報告了可觀的收益增長,得益於其移動業務和NBN業務部分的利潤率提升。

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的當前股價下,Telstra的股息收益率爲4.6%。經紀人們相信Telstra的股息將繼續穩定增長。

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:

高盛最近的一份報告中維持了對Telstra的買入評級,將其目標股價上調至每股$4.35。他們對電信公司的抗風險盈利持看好態度,稱:

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是澳大利亞的電信運營商,在FY22-25期間,我們認爲Telstra所提供的低風險盈利(和分紅)增長具有吸引力,這主要得益於其移動業務。

儘管從表面上看,Telstra的估值相對高...我們注意到:(1)調整NBN的重複付款(一項獨特的資產)後,Telstra的估值更具吸引力;(2)儘管其股息收益差距相對壓縮,但考慮到股息增長,這更具吸引力。

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

高盛預計,在FY25年,每股的分紅將達到19分, FY26年將達到20分。

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

根據今天的股價計算,這相當於4.9%和5.1%的分紅收益。

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

有了預期的收益和股息增長,Telstra有望保持在澳交所分紅股中的地位。

Eagers Automotive in favour

Eagers Automotive受青睞

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是另一家備受證券經紀支持的澳交所分紅股之一。它是澳大利亞領先的汽車零售集團之一,已經運營一個多世紀。

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

該股票過去12個月表現不佳,下跌了32%。但證券經紀對其前景持看好態度。

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

在估值方面,摩根評價Eagers爲買入,目標價爲14美元,表明上漲潛力33%。

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

Ord Minnett也給予買入評級,每股估值爲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.

同時,貝爾波特也對Eagers給予買入評級,目標價格爲每股13美元。該經紀認爲Eagers有更大的上漲空間,並預測FY25年每股分紅爲74分帶有充分抵押。

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

這使投資者在當前股價下獲得了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股息股中收益較高的之一,這是收入投資者可能會覺得有吸引力的特點。

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.

與大多數高利息儲蓄帳戶相比,這個帳戶是其中翹楚,特別是如果那些看好的經紀人判斷正確的話,還有額外的資本收益。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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