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Dividend Stock of April - American Tower (AMT) Real Estate Industry No. 1!

by GJ자유 2021. 4. 24.
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Previously, we looked at the monthly dividend Ritz Realty Income. There are many high-dividend Ritz stocks, and previously held NHI and OHI for a while. However, from the standpoint of lifelong investment, one thing to watch out for when investing in dividend stocks is that companies that pay too high a dividend should be avoided. It has the value of the original company, and it has the value listed on the stock market. Even if the dividend rate is only 4-5%, the dividend payable by the original company is more than 50% of the net profit (if the payout ratio is 50%). It means that all the families of the money earned are used as dividends or struggled. Then, when we face a crisis like Corona, all the money we earn goes out as dividends. So, you need to find a company that can steadily grow. Such companies also raise their share prices to the right. So, rather than being deceived by high dividends, I would like to post because the number one real estate company is located in a good place to buy with the mind that it would be better to find a company that grows soundly with a dividend rate of 2-3%. It is American Tower (AMT), the number one real estate REITs industry. The dividend payment month is January April July October.

 

 

-About Company

Founded in 1995, American Tower Corporation, one of the global Real Estate Investment Trusts (REITs), is a leading independent owner, operator and developer of wireless and telecom real estate. With 5600 employees worldwide, our global portfolio includes approximately 186,000 telecom sites, including approximately 43,000 properties in the US and more than 142,000 properties internationally. In addition to renting space for wireless and broadcast towers, in-building systems, outdoor distributed antenna systems and other line equipment options, management rooftops and network construction speed improvements, communication sites for government agencies and local governments and tenants in a variety of other industries. Includes space rental. American Tower, headquartered in Boston, Massachusetts, operates across the United States, Argentina, Brazil, Burkina Faso, Chile, Colombia, Costa Rica, France, Germany, Ghana, Kenya, Mexico, Niger, Nigeria, Paraguay, Peru, Poland, South Africa, and Uganda. Has an office in

What sets it apart from other real estate companies is that it has a wireless communication infrastructure. There is no Asian side, mainly North America, South America, Africa, and Western Europe.
Competitive comparison

The communication tower itself is not leased by many companies. The AMT industry share is about 58%. It competes with Crown Castle (CCI).

 

 

-Stock Chart

 

Since listing, the growth rate has been 4 times the market revenue.
Growth over the past five years has shown market returns. Just by showing market returns, you can see that it is a very good company. The stock price, which has risen for a while since the coronavirus, has not been recovered. I don't think it's very good to buy.

 

 

-Financial statements

Market Cap: 113 trillion 2208 billion won

Odds: 2.24%

Dividend Growth Year: 9 years

Dividend Growth Rate: 20%

Cash equivalent operating income: 4.3 trillion (net profit 1.9 trillion)

Dividend payment: 2.1 trillion

AMT net profit

The net profit of the industry's No. 1 AMT is increasing day by day. Therefore, it became the number one in the industry with an excellent share price increase.

Sales and operating profit steadily expand, and the operating margin is 35% higher than Realty Incom.
It shows that cash is steadily coming in. Also, the amount of cash for financing activities that should be reduced during the coronavirus has increased.

 

 

-Dividend details

This is the content of AMT dividend information.
Dividend growth over 9 years
The dividend growth rate is 20%. Considering the dividend payout ratio, growth may continue in the future. Even after 10 years of 20% each, the dividend is 6 times the current dividend, and it becomes 12%.

Total Dividend Review: American Tower pays an annual dividend of $4.84 per share and currently has a dividend yield of 2.18%. American Tower has been increasing its dividends for the 9th consecutive year, suggesting that although it is new, its dividends are increasing. American Tower's odds are 62.61%. This payment rate is less than 75%, which is healthy and sustainable. American Tower's dividend is expected to reach 53.48% next year based on earnings estimates. This means American Tower can continue or increase its dividend. It has a dividend indicator that can be held in the long term even if the stock price falls. The annual average dividend growth of 20% will be 6 times after 10 years.

AMT dividend rate trend over the past 5 years

For the past 5 years, the AMT dividend rate has been maintained at 1.5~2.3%. Due to the recent stock price adjustment, the dividend rate is in the 2% range. If you live, it would be a good place to buy a seat right now.

 

-Conclusion

1. The current dividend rate itself is on the low side, at the 2% level, but it is showing an explosive dividend growth rate of 20% steadily.

2. It is a company that can fully see the market gains with a sense of stability given by the No. 1 in the industry and the upward trending stock price.

3. It would be a good idea to put a considerable weight on the list of dividend stocks for January, April, July, and October.

 

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