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Is Brookfield Infrastructure (BIP) a Solid Growth Stock? 3 Reasons to Think "Yes"
Zacks Investment Research· 2024-02-06 02:46
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Z ...
Are Finance Stocks Lagging Brookfield Infrastructure Partners (BIP) This Year?
Zacks Investment Research· 2024-02-02 23:41
For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Brookfield Infrastructure Partners (BIP) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Brookfield Infrastructure Partners is one of 857 companies in the Finance group. The Finance group currently sits at #8 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average ...
Brookfield Infrastructure Partners(BIP) - 2023 Q4 - Earnings Call Transcript
2024-02-02 02:22
财务数据和关键指标变化 - 2023年全年FFO为23亿美元,同比增长10% [8] - 2023年全年有机增长率为8%,主要受益于运营所在国家的高通胀水平、关键基础设施网络的业务量增长以及约10亿美元新项目投产带来的收益增加 [9] 各条业务线数据和关键指标变化 - 公用事业业务2023年FFO为8.79亿美元,同比增长19%,主要受益于通胀指数化带来的收益增加约6%以及约5亿美元新增资产投入运营 [10] - 运输业务2023年FFO为8.88亿美元,同比增长12%,主要受益于基础业务的通胀调价和经济活动带来的业务量增长,其中铁路业务平均年涨价8%,业务量增长2% [11][12] - 管输业务2023年FFO为6.84亿美元,受到部分美国天然气管道资产出售以及加拿大综合管输业务市场敏感收益正常化的影响 [13] - 数据业务2023年FFO为2.75亿美元,同比增长15%,主要受益于年内完成的3笔大型收购 [14] 各个市场数据和关键指标变化 - 巴西电力传输业务Quantum已建成5,300公里输电线路,2022年出售2,400公里新建线路获得2.4倍资本回报,剩余2,900公里预计将于今年第一季度完工 [19][20] - 巴西天然气管输业务NTS自2017年收购以来,通过优化融资结构和从有限期合同向永续监管框架的转型,实现13%的复合年增长率,并已实现2.4倍资本回报 [21][22] 公司战略和发展方向及行业竞争 - 公司在2023年完成超过20亿美元的新投资,包括收购全球集装箱物流公司Triton以及两家超大规模数据中心平台 [26][27][28][30] - 2024年公司预计将有更多有利的资本回收机会,同时也将有更多符合目标收益率的投资机会 [32][33] - 公司看好未来利率下降趋势将有利于资本成本和资产估值,从而减少资本稀缺,支持公司的资本回收计划 [32] 管理层对经营环境和未来前景的评论 - 公司对巴西未来发展前景持乐观态度,认为该国在通胀和利率方面的改善为新投资创造有利环境,且基础设施建设需求强劲 [24] - 公司认为当前资本市场环境有利于公司进行具有吸引力的收购和资本回收,预计2024年将实现更好的经营环境 [32][33] 问答环节重要的提问和回答 问题1 **Cherilyn Radbourne 提问** 询问公司2024年资本部署和回收的预期 [36][37] **Sam Pollock 回答** 预计2024年资本部署和回收将更加平衡,买方和卖方的竞争力将更加均衡 [37] 问题2 **Robert Kwan 提问** 询问公司关于资本回收的具体计划和目标 [44][45][46][47][48][49] **Sam Pollock 回答** 公司将利用可移植的债务融资来降低未来出售资产时的权益投入,并将这部分融资计入2024年20亿美元的资本回收目标 [49][50] 问题3 **Devin Dodge 提问** 询问公司在巴西NTS管输业务进行的即将完成的股息再融资交易 [57][58] **David Krant 回答** NTS将通过股息再融资增加约1倍的债务杠杆,使资本结构更加适当,但不会显著改变该业务的风险状况 [58][59]
Brookfield Infrastructure Reports Strong 2023 Year-End Results & Announces 15th Consecutive Distribution Increase
Newsfilter· 2024-02-01 19:36
公司业绩 - 2023年度净收入为4.32亿美元,FFO为22.88亿美元[2] - 不同业务板块的FFO表现:Utilities板块增长19%、Transport板块增长12%、Midstream板块下降8%、Data板块增长15%[4] - 2023年新投资超过20亿美元,包括收购Triton和两个数据中心平台[11] - 2024年继续数字化投资主题,收购ATC India[13] - 2023年成功处置资产,为资本回收计划的下一阶段做准备[14] - 董事会宣布每股分红为0.405美元,比去年增长6%[15] - 与合作伙伴BIPC一起宣布每股股息为0.405美元[16] 公司财务状况 - 2023年12月31日,Brookfield Infrastructure Partners L.P.的资产总额达到了100,784百万美元,较2022年的72,969百万美元有显著增长[30] - 2023年,Brookfield Infrastructure Partners L.P.的营收达到了17,931百万美元,较2022年的14,427百万美元有所增长[31] - 2023年,Brookfield Infrastructure Partners L.P.的净收入为1,448百万美元,较2022年的1,375百万美元有所增长[32] - 2023年,Brookfield Infrastructure Partners L.P.的经营活动现金流为4,078百万美元,较2022年的3,131百万美元有所增长[33] - 2023年,Brookfield Infrastructure Partners L.P.的融资活动现金流为9,419百万美元,较2022年的56百万美元有显著增长[34] - 2023年,Brookfield Infrastructure Partners L.P.的资金运营总额为4,957百万美元,较2022年的4,435百万美元有所增长[35] - 2023年,Brookfield Infrastructure Partners L.P.的每股基金运营总额为2.95美元,较2022年的2.71美元有所增长[38] 子公司情况 - 2023年,Brookfield Infrastructure Corporation宣布将每股A类可兑换普通股的季度股息提高至0.405美元,较去年同期增长6%[39] - 2023年,Brookfield Infrastructure Corporation报告净收入为606百万美元,较上一年的1,619百万美元有所下降[42] - Brookfield Infrastructure Corporation在2023年的总资产为23909美元,较2022年的10178美元有显著增长[45] - 在2023年,Brookfield Infrastructure Corporation的总收入为2503美元,较2022年的1886美元有增长[45] - 在2023年,Brookfield Infrastructure Corporation的净利润为606美元,较2022年的1619美元有下降[45] - 在2023年,Brookfield Infrastructure Corporation的现金及现金等价物结余为539美元,较期初的445美元有增加[46]
Brookfield Infrastructure Partners(BIP) - 2024 Q1 - Quarterly Report
2024-02-01 00:00
The data segment generated FFO of $275 million, compared to $239 million in the previous year, an increase of 15%. The increase is largely attributable to three large-scale acquisitions completed during the year, comprised of a European telecom tower operation in the first quarter and two hyperscale data center platforms in the third and fourth quarters. The existing businesses performed well and continue to benefit from sector tailwinds and network densification requirements. EXHIBIT 99.1 Brookfield Infras ...
Top Wall Street analysts are upbeat about these 3 dividend stocks
CNBC· 2024-01-28 20:16
Brookfield Infrastructure Partners (BIP) - Brookfield Infrastructure Partners (BIP)经营着一个多元化的资产组合,涵盖公用事业、交通、中游和数据领域,提供4.9%的股息率[5],[6] - BMO Capital分析师Devin Dodge重申了对BIP股票的买入评级,预测年度分配增长超过6%,资金运营也将增长[7],[8] KeyCorp (KEY) - KeyCorp (KEY)报告了第四季度收益的显著下降,但宣布2024年第一季度每股股息为0.205美元,反映出5.6%的股息率[12],[13] - RBC Capital分析师Gerard Cassidy指出,KeyCorp的每股收益超出了预期和共识估计,资本状况强劲,有潜力提高资本回报[14],[16],[18] OneMain Holdings (OMF) - OneMain Holdings (OMF)提供超过8%的吸引人股息,每股季度股息为1美元,针对金融服务领域的非优质客户[20],[21] - 德意志银行分析师Mark DeVries对OMF股票进行了买入评级,强调公司具有弹性的商业模式和在信用卡和汽车等新市场上的增长潜力[22],[25]
Is 2024 the Year for Utilities Stocks? 3 Top Sector Picks
InvestorPlace· 2024-01-27 02:54
It was an ugly year for utility stocks. The rapid rise in interest rates by the Federal Reserve caused a drag on utility earnings. Utility borrowing costs rise because they are capital-intensive and rely heavily upon debt financing. Utilities end up taking a hit on earnings. Also, income investors sour on utilities as bond rates look more attractive. That doesn’t mean there aren’t top utilities sector picks to consider.While last year was a bust, can 2024 be better? There are reasons to think so. The Fed wi ...
These Stocks Can Provide the Secret Sauce to Help Your Portfolio Deliver Above-Average Returns
The Motley Fool· 2024-01-20 18:20
Most active investors desire to earn above-average returns. Otherwise, they'd simply passively invest in an S&P 500 index fund and call it a day, since that would provide them with market-average returns with little effort.Earning above-average returns isn't always easy, though. However, one strategy has delivered them with a fair degree of consistency over the years: investing in dividend stocks, specifically dividend growers and initiators. As the data clearly showcases, they've historically delivered abo ...
3 No-Brainer Stocks to Buy Right Now for Less than $50
The Motley Fool· 2024-01-19 18:50
A low share price doesn't translate to low potential for returns. It just means you don't need as much money to get started investing.There are plenty of stocks that are good candidates with relatively low share prices. I think that a few stand out above the others, though. Here are three no-brainer stocks to buy right now for less than $50.1. Brookfield InfrastructureYou have two choices with Brookfield Infrastructure (BIP 1.07%) (BIPC 0.65%). Its limited partnership (LP) units trade under the BIP ticker, ...
3 Super-Safe High-Yield Dividend Stocks You Can Buy Right Now
The Motley Fool· 2024-01-14 18:50
What's the biggest drawback to investing in stocks that offer high dividend yields? Those high yields often come joined at the hip with high risk.Investors don't always have to make the trade-off between juicy income and risk, though. Here are three super-safe high-yield dividend stocks you can buy right now.1. Brookfield InfrastructureIt's important to first know that you can invest in Brookfield Infrastructure (BIP -0.23%) (BIPC -1.44%) in a couple of ways. The company's limited partnership (LP) units tra ...