Ampol

2023年8月13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。一个或许最近拍摄的向上,其他可能失去运行。但这两只股票可以买同等的价值和信念。这是因为股票没有记忆。过去发生的绝对不意味着什么。唯一重要的是未来。这就是为什么你一直听到投资免责声明“过去的表现没有指标的未来”。它实际上是正确的。这是一双ASX 200红利股QVE团队利率作为购买,这是完美的例子,为什么投资者需要前瞻性:“提前交付预期”Ampol有限公司(ASX: ALD)股价已自7月10日低点飙升11.5%,同时发放股息收益率8.4%完全免税。 In a memo to clients, QVE analysts attributed this gain to “solid second quarter performance across its non-refining businesses”. “Fuel volumes remain strong across both retail and wholesale while margins are expanding, reflecting an improved industry structure.” Ampol’s Kiwi petrol distributor Z Energy is “delivering ahead of expectations”, the QVE team added. “We see further upside in convenience retail as Ampol refines its strategy.” And that’s why, despite the recent gains, Ampol is set for further gains. “We believe Ampol is undervalued given its hard-to-replicate fuel distribution footprint, with a healthy balance sheet also providing flexibility.” The majority of QVE’s peers are in agreement. According to CMC Markets, a whopping 10 out of 11 analysts currently rate Ampol as a buy. Ampol will release its annual results on Monday 21 August. Higher inflation could actually grow earnings Freight rail company Aurizon Holdings Ltd ( ASX: AZJ ) has been going the opposite direction to Ampol, with its share price dropping 7% since a 17 July peak. The QVE team blamed this on an investor day presentation that revealed financial year 2023 earnings would come in at the lower end of previous guidance. And just like Ampol, the analysts are not letting this short-term stock price movement detract from its longer-term conviction. “Aurizon also provided positive guidance for next year, forecasting earnings to grow by ~15% as coal volumes improve and earnings from its regulated network asset in Queensland increase, reflecting the impact of higher inflation on the regulated asset base.” Aurizon is due to deliver its full-year financials on Monday morning. QVE analysts urged investors to pay attention to one particular growth driver. “Of particular interest were the details Aurizon provided on its plans to grow the earnings of its bulk rail division by focusing on containerised freight volumes and increasing the utilisation of the recently acquired Tarcoola-toDarwin rail line.” Aurizon currently pays out a dividend yield of 4.8%. Motley Fool contributor Tony Yoo 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 recommended Aurizon. The Motley Fool has a disclosure policy . This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. More on Broker Notes