Text / Tachibana Generation Editorial Department
It is imperative for the US Federal Reserve to raise interest rates, and the global financial market is involved. Investors in both US stocks and Taiwan stocks must adjust their investment allocation strategies according to the situation. Coupled with the impact of inflation, experts have analyzed that in addition to focusing on High-growth companies beat rising prices with earnings growth, and value companies with high yields are also the first choice for a safe haven for capital.
Earning “Ex-dividend Early Bird” Yield at 4.5%
Senior analyst Chen Weiliang believes that in the first three quarters of last year, Taiwanese listed companies made a record high of 3.22 trillion yuan. If the fourth quarter financial report is added, the whole year will definitely exceed 4 trillion yuan. Therefore, it is estimated that the amount that can be distributed this year will be 3.22 trillion yuan. The cash dividend can reach around 2.4 trillion yuan, and the yield rate is regarding 4.5%, which provides downgrade protection for Taiwan stocks.
He said that with the recent announcement of annual reports, the company’s board of directors is preparing to announce the dividend policy. Facing the upcoming year of raising interest rates, it is particularly important to formulate an ex-dividend market strategy. The ex-dividend time of various companies is mostly concentrated in July to August, but there are also some companies that choose to go ex-dividend earlier than April to June, which can be described as “ex-dividend early bird”.
The main advantage of investing in ex-dividend early-bird stocks is that if the stock price strengthens before and following the ex-dividend, you can realize a profit and recover funds earlier, and then transfer to other stocks that go ex-dividend from July to September for the second wave of ex-dividend operations. Increase the spread and dividend income by increasing capital turnover.
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It is also worth mentioning that Chen Weiliang said that for investors who want to profit from the spread and dividends, or plan to make long-term fixed deposits, a good company must meet the requirements of “stable dividend distribution” and “high interest rate”. 2 major conditions. Take the Taiwan stock Huguo Shenshan TSMC (2330) as an example. For 19 consecutive years, dividends have been distributed uninterruptedly, and the dividends have been paid smoothly every year.
In addition, if the stocks selected on the condition of paying dividends for at least 10 consecutive years and completing the dividend filling every year, must have an advantageous position in the industry, can create stable operating cash flow, and even maintain growth to complete the dividend filling, which meets the standard companies, such as Hetai (2207), Chongyue (5434), Ruhong (1476), MSI (2377), Jingji (3042), Jiaze (3533), Taiguang (2383), etc., are all legal persons Long-term concern of the indicator stocks, worthy of attention.
Chen Weiliang believes that investors who want to take advantage of the ex-dividend market should pay attention. First, the yield rate exceeds 4%, and the value stocks are rising in the interest rate hike stage; Second, the interest rate theme rides on the wind and “takes advantage of the problem”, earning a spread is better than receiving dividends, investing People can enter the market in advance; 3. Pay attention to high-ranking and slow-growing stocks, and beware of discounted interest losses: Finally, in addition to ex-dividend early bird stocks, dividend-filling Changshengjun and high-dividend ETFs, dividend-paying and dividend-filling stocks can be long-term Hold can also be low following ex-dividend.
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