Dividendology 对 $VICI 的判断变化

2026-09-16看涨
《5 Dividend Stocks at a 52 Week Low!》
VICI 近期的下跌被夸大;考虑到预期的股息增长,该股具备价值与收益潜力。

最后,我们来看Vichy,这只股票过去一年下跌了24%,过去5年下跌了16.3%。这是一只我在过去几周里非常频繁地覆盖的股票,但我实际上确实认为这轮抛售被夸大了,所以稍微剧透一下,在当前价格下,股息率现在已超过7.4%。

基本上是我们今天看过的最高股息率,股价处于52周低点。

And finally, we come to Vichy stock down 24% in the last year and in the last 5 years down 16.3%. Now, this is a stock I've covered very frequently over the last few weeks, but I actually do think the sell-off has been overstated, so a little bit of a spoiler alert, but at current prices, the yield is now pushing over 7.4%.

So, basically the highest yield that we've looked at today, trading at a 52-week low.

2026-09-15看涨
《4 NEW Dividend Increases You Need to Know About!》
VICI 的抛售被夸大;尽管股息增长可能放缓,当前估值仍提供 11-20% 的上行空间。

现在,我们来看看这次让很多人震惊的股息上调。Vichy Properties的股息上调幅度为2.2%。为什么这次股息上调如此有意思?因为它低于管理层此前给出的指引。有意思的是,这次股息覆盖得非常好。

它正好处在管理层的目标派息率上。所以,我们确实需要问这个问题:为什么这次股息上调低于我们的预期?这是一个非常重要的问题,我们会加以讨论。

Now, we come to the dividend hike that shocked a lot of people. We have Vichy Properties with a dividend increase of 2.2%. Why is this such an interesting dividend increase? Well, it's below what management had been previously guiding towards.

Now, what's interesting about this is the dividend is very well covered. It's right at management's target payout ratio. So, we do need to ask the question, why was this dividend hike lower than we expected? It's a very important question that we address.

2026-08-21
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2026-08-12看涨
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