Once funds flow in quickly and push up shortterm valuations
Posted: Tue Feb 18, 2025 3:42 am
Wind data shows that since the beginning of the year, insurance funds have repeatedly raised their stakes in Ashare and Hshare listed companies, mainly concentrated in highdividend industries such as utilities, environmental protection, and banks, most of which are dividend assets.
In general, in the context of asset shortage due to falling interest rates, dividend assets attract capital allocation due to their higher dividend yields. But on the other hand, valuation and dividend yield often have a negative correlation. causing dividend yields to fall, it can easily trigger volatility and emotional fluctuations.
Ashares are ushering in a historic moment. This year, Ashare listed france phone number list companies have shown strong dividend and repurchase momentum, with the amounts hitting record highs. Among them, the gradual popularization of cancellationstyle repurchases has become a notable feature, profoundly affecting the market structure and investor expectations.
Specifically, as many as 3,967 listed companies issued cash dividend announcements, involving a total amount of up to 2.35 trillion yuan. 2,114 listed companies implemented repurchases, with a total amount of 162.681 billion yuan.
The amount of Ashare refinancing hit a 17year low. Including Ashare private placement, convertible bonds and rights issue, these items add up to approximately 215.2 billion yuan, a significant decrease of 71% yearonyear.
In general, in the context of asset shortage due to falling interest rates, dividend assets attract capital allocation due to their higher dividend yields. But on the other hand, valuation and dividend yield often have a negative correlation. causing dividend yields to fall, it can easily trigger volatility and emotional fluctuations.
Ashares are ushering in a historic moment. This year, Ashare listed france phone number list companies have shown strong dividend and repurchase momentum, with the amounts hitting record highs. Among them, the gradual popularization of cancellationstyle repurchases has become a notable feature, profoundly affecting the market structure and investor expectations.
Specifically, as many as 3,967 listed companies issued cash dividend announcements, involving a total amount of up to 2.35 trillion yuan. 2,114 listed companies implemented repurchases, with a total amount of 162.681 billion yuan.
The amount of Ashare refinancing hit a 17year low. Including Ashare private placement, convertible bonds and rights issue, these items add up to approximately 215.2 billion yuan, a significant decrease of 71% yearonyear.