EasyResearch Weekly Dividends Update

As the year picks up momentum, this week brings significant updates in earnings and dividends.

Earnings Announcements

Taiwan Semiconductor Manufacturing Co. (TSMC), a leading semiconductor manufacturer, is set to announce its earnings. According to Sanlam Private Wealth’s investment analyst, the semiconductor giant is “positioned to capitalize on structural trends such as AI, as well as the cyclical recovery in the semiconductor market.”

In addition, major U.S. financial institutions - including JPMorgan, Wells Fargo, Citibank, Bank of America, Goldman Sachs, and Morgan Stanley - will also release their earnings this week. These financial giants have a history of outperforming market expectations on earnings, drawing significant attention to financial stocks. Notably, TSMC, a key supplier to Apple, Nvidia, Broadcom, and Marvell, is scheduled to report its earnings early Thursday. Will you be investing?

Upcoming Dividends

Our latest dividend update features companies like Zoetis Inc., which has increased its upcoming dividend by over 15%.

• General Dynamics Corp. and Colgate-Palmolive Co. are also expected to boost their dividends following their upcoming payouts, maintaining their strong history of annual dividend increases.

This week is particularly lucrative for earning cash payouts from exchange-traded funds (ETFs). Several funds from Satrix, 10X, Sygnia, and Prescient will be paying dividends, with the last day to invest and qualify for payouts occurring this week. These include actively managed ETFs like the Prescient Income Provider Feeder AMETF, which distributes dividends monthly.

It is also worth noting that many of these funds are available within a TFSA (tax-free savings account), where investors are exempt from paying tax on dividends and interest earned.

South Africa

Astral Foods Limited will be paying R5.20 per share. 

• Last trading date – 14 January 2025
• Payment date – 20 January 2025

Tiger Brands Limited will be paying R6.84 per share. 

• Last trading date – 14 January 2025
• Payment date – 20 January 2025

Pepkor Holdings Limited will be paying R0.48 per share. 

• Last trading date – 14 January 2025
• Payment date – 20 January 2025

American

Revvity Inc will be paying $ 0.07 per share.

• Last trading date - 16 January 2025
• Payment date - 07 February 2025

General Dynamics Corporation will be paying $ 1.42 per share.

• Last trading date - 16 January 2025
• Payment date - 07 February 2025

Colgate-Palmolive Co will be paying $ 0.50 per share.

• Last trading date - 17 January 2025
• Payment date - 14 February 2025

Caterpillar Inc will be paying $ 1.41 per share.

• Last trading date - 17 January 2025
• Payment date - 20 February 2025

Zoetis Inc will be paying $ 0.50 per share.

• Last trading date - 17  January 2025
• Payment date - 04 March 2025
   

United Kingdom

B&M European Value Retail will be paying £0.15 per share.

• Last trading date - 15 January 2025
• Payment date - 14 February  2025

Compass Group will be paying $0.39 per share.

• Last trading date - 15 January 2025
• Payment date - 27 February  2025

Government bonds offer a reliable way to earn fixed income by lending money to the government in exchange for regular interest payments. 

Last week, the South African Reserve Bank (SARB) kept the repo rate at 8.25% for the seventh consecutive meeting in July 2024, as expected. Two policymakers favoured a 25 basis point cut. 

The year 2024 is poised to become a landmark moment in history, with over 2 billion people worldwide preparing to cast their votes in elections spanning countries like the US, India, the European Union, Mexico, and South Africa, as highlighted by the World Economic Forum.