Cathay Pacific 00933B dividend distribution time announced, tax-free, non-deductible second-generation health insurance has become the new favorite of petty investors | Anue Juheng-Taiwan Stock News

U.S. employment data shows that the labor market is cooling, and the market predicts that the possibility of the Federal Reserve further raising interest rates is low. It is expected to start cutting interest rates as soon as May next year. The market is even optimistic that the annual rate cut may reach 4%, driving the recent U.S.Ten-year Treasury Bond YieldAfter falling rapidly, financial bonds performed particularly strongly. In the past month (10/23-11/24), the price of the Bloomberg 10+ Years USD Financial Bond Index has rebounded by nearly 10%.

Cathay Investment Bank stated that the Bloomberg 10+ Years USD Financial Bond Index is Cathay 10Y+ Financial Bond (00933B-TW) tracks the underlying index. Driven by the Fed’s strong interest rate hikes, the yield has climbed to a high level in the past ten years. As of the 24th, the index’s maturity yield is close to 6%. According to historical experience, if you enter the market when the yield rate exceeds 5% and hold it for 1 or 2 years, the average return rate will be 20% and 32.5% respectively, which is a good performance.

00933B is the first monthly allocation bond ETF in Taiwan to incorporate income leveling funds, which can ensure a more stable and fair dividend distribution. In addition, bond ETFs have the advantage of exempting overseas income from paying second-generation health insurance supplementary premiums, and being tax-free up to NT$6.7 million. It is more tax efficient for retirees who have larger pensions to use.

00933B is priced close to the people. The stock price on 11/24 was 15.69 yuan. It has become the new favorite of petty bourgeoisie retail investors. Its scale increased significantly last week (11/20-11/24).New Taiwan Dollar 1.44 billion yuan, a growth rate of 11.6%. The number of beneficiaries has also continued to grow to nearly 40,000. Since its listing in October, the number of beneficiaries has increased by nearly 2,000 per week, making it a popular new choice for bond ETFs.

As for the dividend distribution schedule that investors are most concerned about, Cathay Investment Trust has announced on its official website that the first dividend distribution date for 00933B will be February 27, 2024, and the last subscription date will be February 26, 2024, which means that a pre-announcement will be announced at the end of January next year. Estimated dividends. Fund manager Zhong Yujie said that before the first dividend distribution date, 00933B will be able to receive approximately 3.5 months of component bond interest, and the income distribution will be evaluated in a way that maximizes the rights of investors and meets the expectations of most people.