UPDATE: Investors are eyeing two high-yield ASX dividend shares that are poised for significant gains as of July 2025. Analysts are highlighting these stocks as prime opportunities for substantial passive income, especially when compared to traditional term deposits.
Bailador Technology Investments Ltd (ASX: BTI) is attracting attention due to its robust investments in fast-growing technology companies. As of June 2025, Bailador reported a pre-tax net tangible asset (NTA) of $1.79 and a post-tax NTA of $1.64. Remarkably, this stock is currently trading at a 29% discount to its June post-tax NTA, making it a compelling buy for income-focused investors.
Despite prevailing challenges such as high inflation and elevated interest rates, Bailador has demonstrated resilience, achieving an average net portfolio return of 11.2% over the past five years. Investors can anticipate a fully franked dividend yield of 4% based on pre-tax NTA. However, given its current pricing, the yield appears even more enticing at 6.1%, with a grossed-up dividend yield soaring to 8.75%.
GQG Partners Inc (ASX: GQG), a prominent fund manager headquartered in the United States, is another stock garnering attention. GQG has effectively expanded its footprint in international markets, including Australia and Europe. Its diversified strategies cover US, international, and emerging market shares, all boasting strong long-term performance records.
As of June 2025, GQG reported an impressive US$172.4 billion in funds under management (FUM), reflecting a 10.8% year-over-year increase. The company continues to experience substantial net inflows, with US$8 billion added in the first half of 2025, bolstering its earnings potential. Analysts at Macquarie forecast a future annual dividend per share of US 16.7 cents, translating to a forward dividend yield of 11.2% at current share prices.
As the market shifts, these two ASX dividend shares stand out as promising options for those seeking both growth and income.
Investors should monitor these stocks closely, as the developing landscape may present further lucrative opportunities. With the potential for increased dividends and capital appreciation, now might be the time to act.
Stay tuned for more updates as these stories unfold, and consider sharing this news with fellow investors who are eager for insights on the ASX market.
