日股投資，首選價值股？

華爾街見聞
2024.02.07 07:59
2023 年之前，日股表現一直不温不火，主要受到兩大結構性問題困擾：通縮與企業治理不善，導致市場給予日股較低的估值。 日本股市今年有望延續增長，投資首選價值股主要因為：1、日企治理改革效應持續釋放，短期提升 ROE 最直接的方法為減少權益部分，即增加回購、減少現金比例，這對坐擁龐大現金流的價值股更為適用。2、 價值股相對估值更有吸引力。3、現金淨收益的角度來看，日本股市相比歐美股市更有吸引力，這由高分紅的價值股來配合實現。
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