Repurchases and dividends ushered in new regulations, which type of listed companies are more likely

Mondo Finance Updated on 2024-01-30

In recent years, A** has continued to make efforts in share repurchase and cash dividends, and the number of share repurchases and cash dividends has increased year by year. Behind the active implementation of share repurchase and cash dividends by listed companies, it actually reflects that the return on investment ability of the A** market has begun to improve significantly.

According to the data, taking the Shanghai market as an example, the total cash dividends of listed companies have risen sharply from less than 900 billion yuan five years ago to 172 trillion in total dividends. At the same time, the overall cash dividend ratio has reached 40%. The higher the proportion of cash dividends of listed companies, the stronger the willingness to pay cash dividends, and the stronger the sense of gain for investors.

Generally speaking, investors in the ** market can improve their investment return expectations through the annual cash dividends of listed companies and the repurchase and cancellation of shares of listed companies. When the market is in the first place, investors can enhance the sense of investment from cash dividends and share repurchase and cancellation.

As the market is near the bottom of historical valuations, the stronger the willingness of many listed companies to implement share buybacks, the higher their enthusiasm to stabilize stock prices. In the new repurchase regulations, it has brought a lot of convenience to listed companies to implement share repurchases.

For example, if the repurchase threshold is further reduced, and the cumulative decline of listed companies reaches 20% within 20 consecutive trading days, the share repurchase threshold will be triggered, which will facilitate the implementation of "protective repurchase" measures for listed companies.

At the same time, "** lower than the highest *** 50% in the last year" as one of the trigger conditions, for listed companies that adopt "protective repurchase", the repurchase threshold has been relaxed, and the enthusiasm for implementing repurchases will be further enhanced.

In addition to relaxing the repurchase threshold, the repurchase time has also been relaxed. For example, the removal of the prohibition of the buyback window, etc.

In addition to the above-mentioned measures, the restriction on the number of shares to be repurchased per day has been lifted, and the prohibition on the declaration of repurchase transactions has been further optimized.

In the new dividend rules, the Shanghai Stock Exchange has revised the relevant provisions of the guidelines for the standardized operation of the Main Board and the Science and Technology Innovation Board. To a certain extent, it has further enhanced the enthusiasm of listed companies for cash dividends, and may increase the frequency of dividends of listed companies in the future.

The introduction of the new rules on repurchase and dividends is intended to further enhance investors' sense of gain, enhance the return on investment ability of the A** market through cash dividends and share repurchases, and balance the investment and financing ratio of the ** market.

At 3,000 points, the market is at a low valuation and more attractive. At this time, the introduction of new rules on repurchase and dividends will meet the willingness of many listed companies to repurchase and dividends, and stabilize the performance of listed companies through a series of measures

I remember that at the end of 2018 and the beginning of 2019, the A** market was also at a historically low valuation level. In the context of low market valuation, a number of listed companies adopted the measure of "protective repurchase", which had a positive impact on the first company at that time.

As the market gradually came out of the trough, the listed companies that decisively adopted share buybacks at that time also successfully alleviated the predicament and finally walked out of the trough.

More and more listed companies are taking measures to buy back shares and cash dividends, which actually reflects that the return on investment of the entire market is being significantly improved. Behind the intensive share repurchase measures taken by listed companies, it is likely to mean that the current market has good investment value.

The repurchase action of listed companies and the increase in holdings of major shareholders, directors, supervisors and senior executives more directly reflect the real attitude of listed companies towards the current situation.

From the perspective of investment, when they open intensive holdings and frequent repurchases, it often means that the listed companies have a certain investment value, especially the listed companies that have increased their holdings and repurchases many times in the past, and they are often more likely to be welcomed by the market when the market is at the bottom.

Kunpeng Project

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