第四季度历来的强势股，竟然是……

金融界2024-10-08

10月的开局并不顺利，但一个强劲的季节才刚刚开始，尤其是对于某些分红股票而言，Bespoke Investment Group发现。“进入10月是全年三个月回报率最强的时期，短期回报同样表现优异，”该公司在本周早些时候的一份报告中表示。Bespoke发现，过去10年，分红股票在第四季度的回报表现尤其强劲。该机构列出了一份包括30只分红的标普500股票的名单，这些股票在过去10年的第四季度平均涨幅...

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Boss及其团队将该股票评为“增持机会”。Boss写道：“推动第一季度上行的因素——我们最近的实地调研显示，Coach在新产品系列（Brooklyn和Empire）以及Tabby的支持下，全球表现强劲。”Coach的Tabby手袋系列基于公司1970年代的设计，最近在社交媒体上引起了轰动。他还认为该股票的市盈率有上行潜力，以及2025财政年度的收入和毛利率增长的可能性。Bespoke还提到了KeyCorp(KEY)，认为它历来也在第四季度表现强劲。过去10年，该股在第四季度的平均涨幅接近15%。该股票在2024年的总回报超过21%，其股息收益率接近5%。Piper Sandler的分析师R. Scott Siefers对KeyCorp持增持评级，并在9月底将其12个月的目标价从18美元上调至19美元。他详细阐述了对该银行即将发布的第三季度报告的一些预期。Siefers写道：“我们预计净利息收入将继续逐季扩大，因为收益率较低的掉期交易和美国国债的下滑更为明显。”然而，他将每股收益预期从33美分下调至27美分，原因是“对第三季度费用预期略有降低，并根据管理层关于同比增长的评论，略微上调了第三季度的费用预测”。最后，Bespoke提到BlackRock（BLK）。过去10年，该股票在第四季度的平均涨幅接近14%。其股息收益率为2.2%，2024年的总回报约为18%。上个月，富国银行开始覆盖资产管理和经纪行业，并对BlackRock持增持观点。富国银行分析师Michael Brown称赞这家资产管理公司是“行业的明确领军者，能产生持久的资金流、收入和利润率，”他补充说：“2025年可能终于是固定收益资金流入的一年”，因为美联储的降息促使投资者转向长期固定收益投资。Brown表示：“我们预计这一趋势对BLK尤其有意义。”Bespoke名单上的其他公司还包括摩根大通（JPM）、美银（BAC）和土豆加工商Lamb Weston（LW）。\n\n\r\n            责任编辑：栎树","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2473210462","isCrawlerRequest":true}