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U.S. Global Investors Announces Continuation of Monthly Dividends With Total Shareholder Yield Topping 9%, Offers an Update on Airlines and Gold

U.S. Global Investors Announces Continuation of Monthly Dividends With Total Shareholder Yield Topping 9%, Offers an Update on Airlines and Gold

美國全球投資公司宣佈持續每月分紅派息,股東收益率超過9%,並提供關於航空公司和黃金的最新消息。
GlobeNewswire ·  12/17 22:05

United Airlines Is the Best Performing Airline Stock of 2024

聯合大陸航空是2024年表現最佳的航空公司股票

U.S. Global Investors
美國全球投資者

Airlines Are the Best Performing Industrials Sector for the Three-Month Period

航空公司是三個月期間表現最佳的行業板塊

U.S. Global Investors
美國全球投資者

San Antonio, TX, Dec. 17, 2024 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (NASDAQ: GROW), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends.

德克薩斯州聖安東尼奧,2024年12月17日(全球新聞網) -- 美國全球投資公司(納斯達克:GROW),一家註冊的投資顧問公司,專注於黃金股和航空公司行業,非常高興地宣佈將繼續支付每月的分紅派息。

The Company's Board of Directors (the "Board") approved payment of the $0.0075 per share per month dividend beginning in January 2025 and continuing through March 2025. The record dates are January 13, February 10 and March 17, and the payment dates will be January 27, February 24 and March 31.

公司的董事會("董事會")批准從2025年1月開始,繼續支付每股每月$0.0075的分紅,直至2025年3月。記錄日期爲1月13日、2月10日和3月17日,付款日期爲1月27日、2月24日和3月31日。

At the December 13, closing price of $2.44, the $0.0075 monthly dividend equals a 3.69% yield on an annualized basis. In addition, the Company's shareholder yield was 9.34% as of September 30, 2024.[2] This strong yield reflects the Board's commitment to delivering value to shareholders through a combination of monthly dividends and share repurchases.

在12月13日,收盤價爲2.44美元,0.0075美元的每月分紅在年化基礎上相當於3.69%的收益率。此外,截至2024年9月30日,公司股東收益率爲9.34%。這一強勁的收益率反映了董事會致力於通過每月分紅和股票回購爲股東創造價值的承諾。

Airline Stocks Soar on Record-Breaking Holiday Travel

航空公司股票因創紀錄的假日旅行而猛漲

Airline stocks have shown strong momentum over the past three months, fueled by the holiday travel surge. On Sunday, December 1, the Transportation Security Administration (TSA) reported a record 3.08 million passengers—the highest single-day total ever.[3] United Airlines, one of the top holdings in our airlines ETF, has rallied approximately 130% year-to-date through December 13, making it the best performing airline stock of 2024.

在過去三個月中,航空公司股票表現出強勁的勢頭,這得益於假日旅行的激增。12月1日,運輸安全局(TSA)報告稱,單日旅客總數創下308萬人的新紀錄,這是歷史上最高的單日數字。作爲我們航空公司ETF中的主要持股之一,聯合大陸航空截至12月13日的年初至今上漲了約130%,成爲2024年表現最佳的航空公司股票。

In addition, the domestic airlines group has emerged as the top-performing sector in the Industrials category for the three-month period. This surge comes as carriers report robust passenger demand and provide optimistic guidance.

此外,國內航空公司集團已成爲工業類別中過去三個月表現最佳的板塊。這一激增發生在航空公司報告強勁的乘客需求並提供樂觀的指導時。

"The media has been notably negative on the airline industry, especially since Spirit Airlines filed for bankruptcy in November," says Frank Holmes, Company CEO and Chief Investment Officer. "Sadly, many who followed these reports may have overlooked opportunities with high-flying carriers like United. It's always important for investors to conduct their own due diligence."

"媒體對航空公司行業的報道顯著負面,尤其是在Spirit Airlines於11月申請破產後," 公司首席執行官和首席投資官Frank Holmes說。"可悲的是,許多關注這些報道的人可能會忽視像聯合大陸航空這樣的高飛航空公司所帶來的機會。對投資者來說,進行自己的盡職調查總是很重要的。"

2025 Airlines Industry Outlook

2025年航空行業展望

Looking ahead to 2025, U.S. Global Investors sees a promising year for the global airline industry. The International Air Transport Association (IATA) projects total industry revenues to surpass $1 trillion for the first time, reaching $1.007 trillion, a 4.4% increase from 2024. Passenger numbers are forecast to soar to 5.2 billion, marking another milestone in the industry's post-pandemic recovery.[4]

展望2025年,美國全球投資者認爲全球航空行業前景樂觀。國際航空運輸協會(IATA)預計,整個行業的營業收入將首次超過1萬億,達到1.007萬億,比2024年增長4.4%。預計乘客人數將飆升至52億,標誌着行業在疫情後復甦的又一個里程碑。[4]

Morgan Stanley anticipates a "perfect storm of tailwinds" for U.S. airline stocks in 2025, driven by strong demand, disciplined capacity management and favorable fuel costs. This combination is expected to support margin expansion, with revenue per available seat mile (RASM) outpacing costs.[5]

摩根士丹利預測2025年美國航空公司股票將迎來"完美的有利局面",這是由於強勁的需求、嚴格的產能管理和有利的燃料成本。預計這一組合將支持利潤增長,每可用座位英里(RASM)的營業收入將超出成本。[5]

Adding to the sector's momentum, Alaska Air Group has announced robust earnings guidance for 2025 and a $1 billion share repurchase program, signaling confidence in its long-term growth.[6] Meanwhile, major carriers like American Airlines[7] and Southwest Airlines[8] have revised their profit expectations upward, citing strong holiday demand, record passenger numbers and lower jet fuel prices.

伴隨着行業的勢頭,阿拉斯加航空集團宣佈了2025年的強勁盈利指引和10億美元的股票回購計劃,顯示出對其長期增長的信心。[6]與此同時,主要航空公司如美國航空[7]和西南航空[8]也上調了利潤預期,原因是節假日的強勁需求、創紀錄的乘客數量以及較低的航空燃料價格。

"The airline industry has shown remarkable resilience, and we believe 2025 is shaping up to be a milestone year. With revenues expected to hit $1 trillion and passenger numbers soaring past 5 billion, we're witnessing a powerful recovery driven by disciplined management and historic travel demand. This creates what we see as an attractive opportunity for investors seeking exposure to the sector's growth," says Mr. Holmes.

「航空行業展現了非凡的韌性,我們相信2025年將成爲一個里程碑式的年份。預計營業收入達到1萬億美元,乘客人數超過50億,我們正在見證一次由嚴謹管理和歷史性旅遊需求驅動的強勁復甦。這爲尋求參與行業增長的投資者創造了一個吸引人的機會,」霍爾姆斯先生說。

Gold Achieves New All-Time High, Driven by the Fear and Love Trade

黃金因恐懼和愛好交易而達到新歷史高位

Gold recently achieved a new record high price, surpassing $2,800 an ounce at the end of October. The Company believes this rally has been supported by mounting global government debt and expectations of falling interest rates. With U.S. interest payments on public debt now topping $1 trillion a year,[9] the Company believes owning gold remains a prudent strategy for investors seeking an alternative asset—especially gold mining stocks with strong free cash flow yields.

最近,黃金的價格創下新高,超過2800美元一盎司。公司認爲,這一反彈得益於全球政府債務上升和利率下降的預期。考慮到美國公共債務的利息支付現在已超過每年1萬億美元,[9]公司認爲,擁有黃金仍然是尋求替代資產的投資者的明智策略,尤其是那些自由現金流收益強勁的黃金股。

"The ongoing surge in global debt has amplified gold's Fear Trade, which I define as a hedge against monetary instability and government overspending," comments Mr. Holmes. "Gold is also driven by what I call the 'Love Trade,' particularly in India—the world's most populous country, where gold has deep cultural significance as gifts."[10]

"全球債務持續上升加劇了黃金的恐懼交易,我將其定義爲對貨幣不穩定和政府過度支出的對沖,"霍姆斯先生評論道。"黃金也受到我所稱的『愛交易』的推動,特別是在印度——這個世界上人口最多的國家,黃金在贈禮方面具有深厚的文化意義。"[10]

To sign up for news and research on a variety of asset classes, from gold to airlines to digital assets, please click here.

要註冊獲取關於多種資產類別的資訊和研究,從黃金到航空公司再到數字資產,請點擊這裏。

About U.S. Global Investors, Inc.
The story of U.S. Global Investors goes back more than 50 years when it began as an investment club. Today, U.S. Global Investors, Inc. () is a registered investment adviser that focuses on niche markets around the world. Headquartered in San Antonio, Texas, the Company provides investment advisory and other services to U.S. Global Investors Funds and U.S. Global ETFs.

關於美國全球投資者股份有限公司。
美國全球投資者的故事可以追溯到50多年前,當時它開始作爲一個投資俱樂部。今天,美國全球投資者公司()是一家註冊的投資顧問公司,專注於全球的細分市場。公司總部位於德克薩斯州聖安東尼奧,爲美國全球投資者基金和美國全球ETF提供投資顧問和其他服務。

# # #

# # #

Past performance does not guarantee future results.

過去的業績並不能保證未來的結果。

This news release may include certain "forward-looking statements" including statements relating to revenues, expenses, and expectations regarding market conditions. These statements involve certain risks and uncertainties. There can be no assurance that such statements will prove accurate and actual results and future events could differ materially from those anticipated in such statements.

本新聞稿可能包含某些「前瞻性聲明」,包括與營業收入、費用和對市場狀況的預期相關的聲明。這些聲明涉及某些風險和不確定性。不能保證這些聲明會被證明是準確的,實際結果和未來事件可能與這些聲明中預期的有重大不同。

The continuation of future cash dividends will be determined by U.S. Global Investors's Board of Directors, at its sole discretion, after review of the Company's financial performance and other factors, and is dependent on earnings, operations, capital requirements, general financial condition of the Company and general business conditions.

未來現金分紅的持續將由美國全球投資公司的董事會自行決定,在審查公司的財務表現和其他因素後,並取決於公司的盈利、運營、資本需求、整體財務狀況以及一般商業條件。

Shareholder yield is a financial metric that measures the total return a company provides to its shareholders through dividends, share repurchases (buybacks), and debt reduction. It reflects how much cash a company is returning to investors relative to its market value. Revenue per Available Seat Mile (RASM) is a key financial metric used in the airline industry to measure an airline's operating revenue efficiency. It represents the amount of revenue generated per seat offered for every mile flown.

股東收益率是衡量公司通過分紅、股票回購(回購)和債務減少所提供給股東的總回報的財務指標。它反映了公司相對於其市場價值向投資者返還了多少現金。每可用座位英里收入(RASM)是航空行業用來衡量航空公司運營收入效率的關鍵財務指標。它表示每提供的座位爲每飛行的英里產生的收入。

The S&P 500 Passenger Airlines Index, S&P 500 Construction & Engineering Index, S&P 500 Electrical Equipment Index, S&P 500 Trading Companies & Distributors Index, S&P 500 Machinery Index and S&P 500 Industrials Index are all capitalization-weighted indices.

標普500航空公司指數、標普500建築與工程指數、標普500電氣設備指數、標普500交易公司與分銷商指數、標普500機械指數以及標普500工業指數都是市值加權指數。

Holdings may change daily. Holdings are reported as of the most recent quarter-end. The following securities mentioned in the article were held by one or more accounts managed by U.S. Global Investors as of 9/30/2024: Alaska Air Group Inc., American Airlines Group Inc., Southwest Airlines Co., United Airlines Holdings Inc.

持股可能每日變化。持股以最近一個季度末的數據爲準。文章中提到的以下證券截至2024年9月30日,由美國全球投資者管理的一個或多個帳戶持有:阿拉斯加航空集團公司、美國航空集團公司、西南航空、聯合大陸航空控股公司。

[1] Registration does not imply a certain level of skill or training.
[2] The Company calculates shareholder yield by adding the percentage of change in shares outstanding to the dividend yield for the 12 months ending September 30, 2024. The Company did not have debt; therefore, no debt reduction was included.

[1] 註冊並不意味着一定的技能或培訓水平。
[2] 公司通過將流通股數量的變動百分比與截至2024年9月30日的12個月內的分紅收益率相加來計算股東收益率。公司沒有債務,因此未包括任何債務減少。

[3]Shepardson, D. (2024, December 2). US screened record 3.08 million airline passengers on Sunday, agency says. Reuters.

[3]Shepardson, D. (2024年12月2日). 美國在週日篩查了創紀錄的308萬名航空乘客,機構表示。路透社。

[4] International Air Transport Association. (2024, December 10). Strengthened profitability expected in 2025 even as supply chain issues persist. International Air Transport Association.
[5] Thakur, P. (2024, December 11). Morgan Stanley sees airline stocks propelled by demand, favourable fuel cost. Investing.com.
[6] Tatananni, M. (2024, December 10). Alaska Air stock flies high on strong guidance and $1 billion share buyback program. Barron's.
[7] Schlangenstein, M. (2024, December 5). American Air jumps on stronger profit, holiday demand view. Bloomberg.
[8] Seal, D. (2024, December 5). Southwest Airlines lifts revenue outlook on resilient travel demand. The Wall Street Journal.
[9] Cox, J. (2024, September 12). Interest payments on the national debt top $1 trillion as deficit swells. CNBC.
[10] Somani, D. (2023, July 30). India's enduring affair with gold jewellery: A timeless love story. The Times of India.

[4]國際航空運輸協會. (2024年12月10日). 即使供應鏈問題持續,預計2025年盈利能力將增強。國際航空運輸協會。
[5]Thakur, P. (2024年12月11日). 摩根士丹利認爲航空公司股票受需求和有利的燃料成本推動。Investing.com.
[6]Tatananni萬. (2024年12月10日). 阿拉斯加航空股票因強勁的指導和10億美元的股票回購計劃而飛漲。Barron's.
[7]Schlangenstein萬. (2024年12月5日). 美國航空因盈利增強和假日需求預期而上漲。彭博社。
[8]Seal, D. (2024年12月5日). 西南航空在強勁的旅行需求下上調營業收入預期。華爾街日報。
[9]Cox, J. (2024年9月12日). 國家債務的利息支付超過1萬億,赤字膨脹。CNBC。
[10] Somani, D. (2023年7月30日). 印度與黃金珠寶的持久情緣:一段永恒的愛情故事。印度時報。

Attachments

附件

  • United Airlines Is the Best Performing Airline Stock of 2024
  • Airlines Are the Best Performing Industrials Sector for the Three-Month Period
  • 聯合大陸航空是2024年表現最佳的航空公司股票
  • 航空公司是三個月期間表現最佳的行業板塊
CONTACT: Holly Schoenfeldt
U.S. Global Investors, Inc.
210.308.1268
hschoenfeldt@usfunds.com
聯繫方式:Holly Schoenfeldt
美國環球投資公司。
210.308.1268
hschoenfeldt@usfunds.com

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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