Dalrymple Bay Infrastructure Could Be Poised for Dividend Beat -- Market Talk

Dow Jones

May 21

2348 GMT - Growth in Dalrymple Bay Infrastructure's dividend should accelerate with higher inflation and bond rates, says Macquarie, which reckons there could be upside to the expected 2027 payout. Non-expansion capital expenditure is expected to step up by about A$300 million in terminal infrastructure charge year 2027-28, the bank says. "This should enable dividend growth materially above the 3-7% range," it says. Macquarie expects the company will bring its payout back to 75% to provide some flexibility. "Upside is if it stays at 80%," Macquarie says. The bank keeps an outperform rating on the stock and raises its target to A$5.48/share from A$5.39. Shares ended Wednesday at A$5.49. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

May 20, 2026 19:48 ET (23:48 GMT)

At the request of the copyright holder, you need to log in to view this content

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.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.gotigerhk.com/news/2637871044"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2637871044\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2637871044?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-21 07:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2637871044","market":"us","top_or_hot":-1,"title":"Dalrymple Bay Infrastructure Could Be Poised for Dividend Beat -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2348 GMT - Growth in <a href=\"https://laohu8.com/S/DBI.AU\">Dalrymple Bay Infrastructure</a>'s dividend should accelerate with higher inflation and bond rates, says <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>, which reckons there could be upside to the expected 2027 payout. Non-expansion capital expenditure is expected to step up by about A$300 million in terminal infrastructure charge year 2027-28, the bank says. \"This should enable dividend growth materially above the 3-7% range,\" it says. Macquarie expects the company will bring its payout back to 75% to provide some flexibility. \"Upside is if it stays at 80%,\" Macquarie says. The bank keeps an outperform rating on the stock and raises its target to A$5.48/share from A$5.39. Shares ended Wednesday at A$5.49. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 20, 2026 19:48 ET (23:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dalrymple Bay Infrastructure Could Be Poised for Dividend Beat -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDalrymple Bay Infrastructure Could Be Poised for Dividend Beat -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-21 07:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2348 GMT - Growth in <a href=\"https://laohu8.com/S/DBI.AU\">Dalrymple Bay Infrastructure</a>'s dividend should accelerate with higher inflation and bond rates, says <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>, which reckons there could be upside to the expected 2027 payout. Non-expansion capital expenditure is expected to step up by about A$300 million in terminal infrastructure charge year 2027-28, the bank says. \"This should enable dividend growth materially above the 3-7% range,\" it says. Macquarie expects the company will bring its payout back to 75% to provide some flexibility. \"Upside is if it stays at 80%,\" Macquarie says. The bank keeps an outperform rating on the stock and raises its target to A$5.48/share from A$5.39. Shares ended Wednesday at A$5.49. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 20, 2026 19:48 ET (23:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7079","symbol_name":"海港与服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2637871044","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637871044","pubTimestamp":1779320880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2348 GMT - Growth in Dalrymple Bay Infrastructure's dividend should accelerate with higher inflation and bond rates, says Macquarie, which reckons there could be upside to the expected 2027 payout. Non-expansion capital expenditure is expected to step up by about A$300 million in terminal infrastructure charge year 2027-28, the bank says. \"This should enable dividend growth materially above the 3-7% range,\" it says. Macquarie expects the company will bring its payout back to 75% to provide some flexibility. \"Upside is if it stays at 80%,\" Macquarie says. The bank keeps an outperform rating on the stock and raises its target to A$5.48/share from A$5.39. Shares ended Wednesday at A$5.49. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7079":"海港与服务","DBI.AU":"DALRYMPLE BAY INFRASTRUCTURE"},"translate_title":"达尔林普尔湾基础设施可能会迎来股息上涨——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DBI.AU":0.9},"content_text":"2348 GMT - Growth in Dalrymple Bay Infrastructure's dividend should accelerate with higher inflation and bond rates, says Macquarie, which reckons there could be upside to the expected 2027 payout. Non-expansion capital expenditure is expected to step up by about A$300 million in terminal infrastructure charge year 2027-28, the bank says. \"This should enable dividend growth materially above the 3-7% range,\" it says. Macquarie expects the company will bring its payout back to 75% to provide some flexibility. \"Upside is if it stays at 80%,\" Macquarie says. The bank keeps an outperform rating on the stock and raises its target to A$5.48/share from A$5.39. Shares ended Wednesday at A$5.49. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 20, 2026 19:48 ET (23:48 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}