Ex-dividend this week
$Apple(AAPL)$
$ASML Holding NV(ASML)$
$Visa(V)$
$Starbucks(SBUX)$
$MSCI Inc(MSCI)$
Image
$Apple(AAPL)$ and $ASML Holding NV(ASML)$ will pay dividend on FEB10, their current yield are 0.4% and 0.9%, respectively.
$Visa(V)$ will pay dividend on FEB11, and its current yield is 0.7%.
$Starbucks(SBUX)$ and $MSCI Inc(MSCI)$ will both pay dividend on FEB14, their current yield are 2.2% and 1.2%, respectively.
At the same time, $Microsoft(MSFT)$ visible Capex (property & equipment) ramp-up
Each of the 4 past quarters represented record capex at earnings
2Q´25 saw higher capex than FY20
Image
MSFT is still adding more Capex via assets acquired under finance leases
Image
MSFT expects $80 B capex for FY25
Interesting to see the effect on FCF this year
1Q´25 -7% FCF YoY
2Q´25 -29% FCF YoY
Image
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments