Brookfield infrastructure (NYSE: BIPC)(NYSE: BIP) have Is a stable planting over the years. Global diversified infrastructure giants have used several growth catalysts, including increased interest rates related to inflation. With the expansion of the global economy, capital programs and appreciation of value -added have grown in batches. These drivers have Fuel In order to increase its high -yield dividend, it has currently exceeded 4 % for 16 consecutive years, including 6 % in 2025.
Company is In a better position Increasing the value of shareholders is an increasing digital trend that is increasing at any time before. This is look Why don't investors want to ignore this Main Growth catalyst.
Brookfield infrastructure has positioned its global investment portfolio to use three people It is called dubbing "Three DS" represents decreased, dehydration and digitalization. All four operating platforms of the company-public utilities, energy midstreams, transportation and data-should benefit from one or more Those ones In the next ten years, investment trends.
The company believes that the largest driving force for digitalization is the greatest. CEO SAM POLLOCK wrote the investment theme to shareholders in the company's fourth quarter: "Digital and Fast Technological progress expect In the next few years, it will become the main driving force for the global economy. this As a result, it has supported data creation, storage, and Handling needs. "
Companies, especially companies in the technology field, are building unprecedented funds to build go out Support cloud computing, artificial intelligence, and other digital work data infrastructure. These companies also need one Huge quantity The energy sources in the next few years supply power to their data centers. These centers use a large amount of electricity, especially when running AI applications. This will require companies in the energy field to invest in additional infrastructure to support higher natural gas and power needs.
Polock wrote in his fourth quarter letter to his investor: "Our business has the ability to use the ongoing digital Megatrend. We think this is the main investment theme of today's infrastructure." He added: "We have more than 60 % of us more than 60 % FFO (Funds of operation) Already obtained From the forefront of this digital conversion include Data, midstream, and Public cause. Only with the backlog of our organic growth projects, this exposure will increase Which one yes Weight It is projects required to adapt to the growing needs of technology companies. "
Pollock pointed out that the company has already In the past six years, it has invested 3.6 billion U.S. dollars to the data center, and has invested more than $ 9 billion in data infrastructure. Comprehensive, Including optical fiber network and telecommunications tower. As the company continues to invest capital into construction, this investment is growing go out Other data infrastructure. For example, its global development project is arranged by about 1.4 billion US dollars of large -scale data centers and has obtained long -term contracts with high -quality customers. It also invests in large -scale semiconductor manufacturing facilities.
About 40 % of the company's 8 billion US dollars of capital projects are data infrastructure projects. Given the scale of its backlog, "our current financial indicators have not reflected most of our data parts." "However, with the launch of the project, we hope that they will make meaningful contributions to the income in the next three years and promote the overall growth."
At the same time, the backlog should increase. Pollock pointed out that the company has Very deep Since capital needs to invest in global infrastructure, the opportunity for early capital deployment opportunities related to digitalization. Pollock said: "This provides sufficient opportunities for the large -scale, good capital owners and operators of global infrastructure." He added: "We expect the growth of this field to continue to exist, surpassing all other areas of our business. And position it as our largest industry within five years. capital."
Digital expectations will help consolidate Brookfeld infrastructure, that is, it can achieve strong revenue growth in the next few years. In the long run, it continues to grow on the growth of more than 10 % per share per share per share. This should support dividend growth of 5 % to 9 % per year.
Brookfield infrastructure has a diversified business and has multiple growth momentum. However, it is exposed to data infrastructure investment Megatrend is a factor that investors do not want to ignore. It should help provide it with fuel to increase its FFO per share, and the age is more than 10 %. This should also be allowed It will continue to increase its high profits at a healthy speed. The combination of income and growth can help the overall annualized income of young people. This makes Brookfield infrastructure look like an excellent inventory that buys and holds longEssence
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Matt Dilallo owns positions in Brookfield infrastructure and Brookfeld infrastructure partners. Motley Fool recommends BrookField infrastructure partners. Motley fools have disclosed policies.
Why don't you want to ignore the hyperplasia catalysts of this top dividend stock, originally published by Motley Fool