Financial stocks are too strong recently! But here comes the troubles of investors: financial stocks have risen so much, should they take profits first? Or should I continue hugging? Or find a lower price and add more code? Different financial stocks have different influencing factors, and the experts in this article will analyze them one by one.
【Arts/ Chen Weiliang】
Financial stocks have become the strongest performing stocks since January! Not only did the volume and price rise together, but also pulled out a wave of 8 consecutive red offensives. In the first half of January, the increase reached 5.99%, which was far better than the performance of electronic stocks rose 0.16% or the broader market fell 0.18%. At present, the financial index has hit a 24-year high. A 5-month high, and with the influx of corporate buying and the bullish ferment of high dividend yields, it is expected that financial stocks will continue to play the role of the mainstay of Taiwan stocks and are expected to advance to a new record high.
Dividends set to hit new highs
In 2021, the profits of the 15 financial holding companies have all been released. The transparency of the financial reports of self-settled profits announced in advance every month has become a major advantage to attract investment and buying during the financial report window. Investors in financial stocks can know more clearly Evaluate share price potential and risk without having to wait until the annual report is released in March like other companies.
Even if the 15 financial holdings increase the provision for bad debts or other deposits at the end of December 2021, the net profit after tax in a single month will be 22.698 billion yuan, an annual decline of 7%, but the total net profit after tax in 2021 will be as high as 580.629 billion yuan. , a record high, an increase of 53.2% over 2020. Among them, Fubon Gold (2881) and Cathay Pacific Gold (2882) performed particularly well. Fubon Gold won the double crown in total profit and earnings per share (EPS) for the whole year, while Cathay Pacific Gold achieved 4 consecutive championships. The two major financial holdings have achieved annual profits of more than 140 billion yuan, accounting for nearly half of the overall financial holdings.
Based on about 50% of the dividend distribution rate of Annuity Holdings in the past three years, the cash dividend in 2022 is expected to reach 290 billion yuan, which is also a record high. The average yield is estimated to reach 5%, which is higher than the level in previous years. The depositors of the stock market are expected to have a bumper harvest this year.
However, on the other hand, since the stock price has been rising to a historically high level, long-term investors must have begun to hesitate. Should the holding of the stock be profitable while it is still hot? Or can you still hug in peace? This “sweet trouble” is answered by two indicators for evaluating stock prices.
First of all, from the perspective of dividend yield, the profits of all listed OTC companies will also explode in 2021, so it is estimated that the cash dividends distributed will exceed 2.4 trillion yuan, and the yield rate is about 4.2% to 4.5%. The average yield of Gold Holdings is 5%, which is better than the overall market, and the investment value is obviously better.
[For the full content, please refer to “Extraordinary Business Weekly” 2022/1/21No.1285]
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