文章核心观点 - 布鲁克菲尔德基础设施合伙公司(BIP)是一家管理良好、高质量的公司,提供了吸引人的股息和增长潜力组合 [2] - 公司过去一年股价大幅下跌,现在估值非常有吸引力,是长期投资者寻求股息增长或总回报投资的良机 [2] 公司概况 - 布鲁克菲尔德基础设施合伙公司是布鲁克菲尔德集团旗下的基础设施资产公司,专注于基础设施资产投资 [4] - 公司资产组合包括交通运输、公用事业、数据业务等多个领域,能够从多个重要宏观趋势中获益 [4][5] - 公司过去15年每股基金运营收益(FFO)以中高个位数的年增长率增长,体现了出色的管理能力 [6] 增长动力 - 公司未来FFO增长将来自于多方面因素,包括通胀调整、有机投资、利润率提升、并购等 [6] - 公司大部分收入与通胀挂钩,即使资产本身不变,收入也会随着通胀上升而增长 [6] - 公司通过并购和新建资产不断扩大业务规模,如最近收购印度2.8万座电信塔,增加了对印度市场的敞口 [6] - 公司在并购后会优化资产,通过降低成本或增加收入来提升利润率 [6] 估值分析 - 即使公司未来FFO增长仅为5%,其股息收益率5.5%加上5%的股息增长,也能提供10-11%的总回报 [8] - 公司当前仅10倍前瞻性FFO估值,对于一家有10%以上FFO增长目标的公司来说,估值较低 [8] - 未来利率下降可能会提升市场对公司这类股息增长股的需求,带来估值上升空间 [8]

The global renewable-energy giant continues to make needle-moving deals. Brookfield Renewable (BEPC 2.87%) (BEP 3.38%) is no stranger to making acquisitions. The leading global renewable energy producer has made several over the past couple of years. Those deals have the company on track to generate meaningful earnings growth again in 2024. The company just made another game-changing move. It's buying French renewable energy developer Neoen in a $6.5 billion deal. The two-phased transaction will enhance the ...

CALGARY, Alberta, July 10, 2024 (GLOBE NEWSWIRE) -- Brookfield Residential Properties ULC ("Brookfield Residential" or the "Company") today announced that its 2024 second quarter results will be released after market closes on Thursday, August 1, 2024. The financial results and information relating to the 2024 second quarter will be posted on the Company's website at BrookfieldResidential.com. Current holders and beneficial owners of, and prospective investors in, Brookfield Residential's debt securities, s ...

Please pre-register by conference call: https://register.vevent.com/register/BI7f26355391e0463d93cbdf4f162e05fd Upon registering, you will be emailed a dial-in number, and unique PIN. This process will bypass the operator and avoid the queue. Webcast Please join and register by webcast: https://edge.media-server.com/mmc/p/dttytztv Replay of the event is available on the above webcast link for 90 days. About Brookfield Corporation Brookfield Corporation is a leading global investment firm focused on building ...

BROOKFIELD, NEWS, July 10, 2024 (GLOBE NEWSWIRE) -- Brookfield Corporation (TSX: BN, NYSE: BN) will host its second quarter 2024 conference call and webcast on Thursday, August 8, 2024 at 10:00 a.m. (ET). Participants can join by conference call or webcast: Please pre-register by conference call: https://register.vevent.com/register/BI7f26355391e0463d93cbdf4f162e05fd Upon registering, you will be emailed a dial-in number, and unique PIN. This process will bypass the operator and avoid the queue. Please join ...

BROOKFIELD, NEWS, July 09, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is set to publish its financial results for the second quarter 2024 on August 7, 2024, prior to 7:00 a.m. ET. These results will be made available on our website at www.bam.brookfield.com/newsevents/press-releases. The Company will host an earnings conference call and webcast to review its results and operations beginning at 11:00 a.m. ET. Participants can join by conference call or webcast: Conference ...

Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bip.brookfield.com. Webcast Media Simon Maine Managing Director, Corporate Communications Tel: +44 739 890-9278 Email: simon.maine@brookfield.com Investor Relations Stephen Fukuda Senior Vice President, Corporate Development & Investor Relations Tel: +1 (416) 956-5129 Email: stephen.fukuda@brookfield.com Conference Call Please join and register at: https://edge.media-server.com/mmc/p/bgb8zp3y Brookfie ...

BROOKFIELD, NEWS, July 02, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) ("Brookfield Renewable") today announced that Brookfield Renewable Power Preferred Equity Inc. ("BRP Equity") has determined the fixed dividend rate on its Class A Preference Shares, Series 3 ("Series 3 Shares") (TSX: BRF.PR.C) for the five years commencing August 1, 2024 and ending July 31, 2029. Series 3 Shares and Series 4 Shares If declared, the fixed quarterly dividends on the Series 3 Shares ...

In April 2022, Brookfield purchased CDK Global ("CDK"), a provider of software to car dealerships, for $6.41 billion. Then, on June 19, 2024, CDK announced that it was investigating a cyber incident and had shut down all of its systems proactively, significantly disrupting operations at car dealerships across the U.S. and Canada. CDK subsequently acknowledged that it had been the victim of a cyberattack and that its systems were hacked a second time as it tried to restore services. NEW YORK, June 30, 2024 ( ...

文章核心观点 - 布鲁克菲尔德房地产收益基金公司宣布了2024年7月、8月和9月的月度分红 [1][2] - 分红金额为每股0.1180美元,将于2024年7月25日、8月26日和9月24日支付 [2] - 公司表示分红可能包括投资收益、资本利得和/或资本返还,其中资本返还不代表基金的投资业绩 [2] 公司信息 - 布鲁克菲尔德房地产收益基金公司由布鲁克菲尔德公共证券集团管理 [3] - 公司使用其网站作为传播重要信息的渠道 [3] 投资提示 - 投资存在风险,过往业绩不代表未来表现 [3] - 福赛德基金服务公司是该基金的分销商 [3]