Ampol

2023年6月22日

图片来源:盖蒂图片社你阅读免费的意见可能不同于条傻瓜式的优质投资服务。成为一个傻瓜式成员今天得到即时访问我们的高级分析师建议,深入研究,投资资源,等等。了解更多要点ASX 200能源份额Ampol被命名为契机的基金经理联系资产管理提供了一个完全免税的股息收益率为6%公司安装电动汽车充电站的加油站网络S&P / ASX 200指数(ASX:指数)能源份额Ampol有限公司(ASX: ALD)高信念一直支持的基金经理。接触问题是资产管理公司的基金经理Ex-50基金,这意味着它并不投资最大的50个澳交所股票。该基金正在寻找优质公司能提供的混合增长和被动收入,并提供每年的总回报率超过10%。在其最新月度更新,联系最近指出,有很多的波动,澳大利亚储备银行(澳储银行)的利率上升和通货膨胀伤害非必需消费品领域。交易更新许多零售商“软”。它认为高质量的公司将执行期间最好(宏观)的不确定性。接触相信其投资组合公司的基本力量,创造利润,产生正的自由现金流,实现有吸引力的股本回报率(ROE)。积极的理由ASX 200能源共享联系人显示Ampol进一步增加了其暴露,和业务现在最大的位置。 The fund manager explained that Ampol has “several strategic assets”, dominated by the Lytton Refinery, six pipelines and 24 terminals. The company also has 2,350 retail sites, which “further highlights the significant barriers to entry.” Contact thinks that “demand for fuel will continue for some time yet” and the company is “already investing ahead of the curve into electric vehicle fast-charging to future-proof the business.” The fund manager’s investment thesis is based on continued growth in the convenience store business alongside fuel demand, which “generates significant cash”. Contact also likes that the passive income coming from the ASX 200 share is strong, saying that the fully franked dividend yield of 6% is “attractive”. Latest trading update for Ampol shares At the end of April, the business gave an update for the first three months of 2023. Total replacement cost operating profit earnings before interest and tax (RCOP EBIT) was $345.4 million, up 82%. Group total fuel sales volumes were up 50%. It benefited from Australian fuel sales volume growing by 14%, the addition of Z Energy volumes and “beneficial timing” of international third-party spot sales. The Lytton refiner margin (LRM) was US$14.90 per barrel in the first quarter, above historical levels. Ampol also said that the repair to the slide valve at the Lytton refinery is “on track”. Things seem to be going well for the business. Ampol share price snapshot As we can see on the chart above, the ASX 200 energy share has risen by around 10% since the start of 2023. Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy . This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. More on Energy Shares