Twenty Spanish companies with the best recommendation already offer dividends above 4% - elEconomista.es

2022-10-08 18:10:51 By : Ms. Serena zhu

There is one month left to close the year called to be the year of "recovery" or "exit" from the pandemic.Now, given the proximity to December 31, this objective will be moved to 2022, when normalized profits are already expected and, therefore, also dividends.Anyone who wants to create a portfolio today that will generate attractive income in the coming years should know that twenty Continuous Market firms have returns of over 4% and are backed by the consensus of analysts, thanks to a buy or very close recommendation. to be itCheck here the calendar of upcoming dividends of the Spanish stock marketThe selection of securities for the least risky -those that are not willing to withstand high volatility- would be made up, following the order of return of their dividends, by Aedas Homes, Logista, Neinor Homes, Endesa, Zardoya Otis and Ebro Foods.The most risk-tolerant profiles could include Socimis such as Lar España and Merlin Properties, construction companies such as ACS and Sacyr or banks such as CaixaBank, Unicaja and Santander in their selection of securities.There are, in the absence of confirming their future remuneration, four companies in the Continuum that have dividends that yield close to 8% and that maintain a solid purchase recommendation.The first of these is the socimi specializing in shopping centers Lar España, which has spent years - it went public in 2014 - at the top of shareholder remuneration on the national stock market.Due to the pandemic, the firm chaired by José Luis del Valle was forced to cut its dividend by half, to 31 gross cents per title charged to 2020, but maintained its share buyback program.Last week it amortized 4.5% of its capital and experts do not rule out the approval of a new program, taking into account the company's trajectory.To this is added a cash dividend -expected for April 2022- of 0.41 euros per share, which yields 8% and will reach 8.8% in 2022 by when it is expected that the only annual payment of the socimi reaches 0.45 euros.In 2021, ACS celebrates a decade of rewarding its shareholders under the flexible dividend formula (which is amortized with repurchases) and will do so with a payment that is close to 8% return, which doubles the average of its peers in the infrastructure sector -FCC, Sacyr and Ferrovial, since OHLA continues without paying its shareholders-.The firm chaired by Florentino Pérez will distribute, according to analysts, some 1.74 euros gross per title (although the exact amount is not known until each increase is closed) charged to 2021 and 2022. The first of its two annual installments will be expected for February 8, for an amount of 0.45 euros.Aedas and Neinor Homes sneak into the top positions in the ranking with dividends ranging from 7.8% to 6.6% expected for 2022. The developer that is missing from the list, Metrovacesa, has the highest cash remuneration of all the Spanish stock market -above 10%- but it has been excluded as it does not have a purchase recommendation.What they do share is a short history of dividends behind their backs.Aedas Homes, which paid 1.4 euros this year after delaying payment, is estimated to distribute 1.55 euros charged to 2021 and 1.96 in 2022. Neinor has committed to a 70% payout as soon as they reach " cruising speed".At the moment, it is expected to go from 50 cents last year to 0.7 in 2021.Logista, another classic of remuneration, aspires to a payment of 1.32 euros charged to 2022, which yields 7.7% for those who buy their shares today.All in cash, with a growing dividend and one of the best recommendations.Endesa is on the path to lowering the profit it allocates to dividends in the coming years.Your payout will go from 80% in 2021 to 70% in 2022, by which time your two annual payments are expected to reach 1.11 euros per title, which yields 5.5%.Iberdrola, who maintains the scrip format, continues in the line of 4%-4.5% in the coming years.Analysts expect their payment to continue growing from 42 cents in 2020, to 44 in 2021 and 47 in 2022.The forecast for Acerinox is that its dividend will remain at 0.5 euros per share with a charge to 2021 (5% income), which is on track to be its best year in history by profit.And this implies, as the company itself has acknowledged, that an increase in the amount, an extraordinary payment or a repurchase of shares is not ruled out.I could announce it before the end of the year.Ebro Foods, for its part, has already confirmed this.The market had spent months valuing a possible extraordinary before the sale of Panzani and so it has been.You will pay 0.57 euros in December, which will make your payment in 2021 reach 1.14 euros, which rents 6.7%.Merlin Properties has also recovered the October payment it lost to the pandemic.It will be December 3 when you pay 15 cents that are added to the July payment.Mediaset, which is among the most profitable payments, has not yet announced the return of the dividend after two years of cancellation, as Atresmedia has done.CaixaBank has the most profitable dividend in the sector.Its remuneration policy will raise the payout to 50% after the merger with Bankia (compared to 30% pre-pandemic).The consensus foresees a payment of 14 cents from 2021 and another 0.16 euros in 2022, which yields 6.7%.Unicaja, which has not announced its dividend policy after the purchase of Liberbank, aspires to returns of 6.3% that will give the only expected annual payment of 0.02 euros charged to 2021. Santander, which will pay up to 19 cents, between payment in cash and repurchase of shares, also reaches a return of 6.3%.No further comments can be made on this newsWe open long!!To the 10% dividend, the linnet's food, today's 6% discount is added!!LOLThe new version of the economist's website works like hell.