2023上半年营收增长6.7%,营业利润增长8.6%,净利润增长21.4%。
目前市盈率19.3,市盈率TTM下降到了17.9,市净率1.6,股息率6%,估值吸引力不大。查看全文
肖恩她爹2022-02-06 17:49
回复@资本主义拉美行不通: 这个好像美的也一样,连当个包租公的REITS都带个national,规模还不大$National Retail(NNN)$ $National Health(NHI)$//@资本主义拉美行不通:回复@管我财:西班牙和葡萄牙人的公司很多都喜欢加上“国家”(Nacionais)、“国民”(Nacional)等。
实际上,公司未...查看全文
肖恩她爹2021-10-06 16:16
回复@坚强勇敢2021: 我个人觉得$National Health(NHI)$ 不至于会像$GEO惩教集团(GEO)$ 那样惨。今年肯定会遭受重创,估计每股AFFO得下降10%+,但到目前为止的资产置换与重组也还说得过去,按管理层的说法,希望阵痛过后能够新生一个更为强大的NHI。我觉得NHI的管理层跟$National Retail(NNN)...查看全文
肖恩她爹2021-09-28 21:58
估计主要是缘于国债收益率上行和未来的加息预期。当然,今年很多REITS也确实涨得太猛了,像shopping center、自助存储、通信塔、数据中心等,估值都已经远超疫情前五年的平均水平,甚至超过19年的估值了,回调也属正常。
但是传统净租赁领域的REITS最近回调后,大部分估值都回到了中值偏低水平...查看全文
e大海航行靠舵手2020-11-29 20:01
#持股收息# //@肖恩她爹:$Realty Income(O)$ 、$STORE Capital(STOR)$ 和$National Retail(NNN)$ 都是零售净租赁领域的佼佼者,尤其是大O可以说是整个REITs界的明星。相比较来说,它的优势主要在以下几个方面: 1)资金成本低。大O拥有A-级资产负债表,资金成本比BBB级的STOR和BBB+级的NNN都低,排...查看全文
肖恩她爹2020-10-29 00:17
$Realty Income(O)$ 、$STORE Capital(STOR)$ 和$National Retail(NNN)$ 都是零售净租赁领域的佼佼者,尤其是大O可以说是整个REITs界的明星。相比较来说,它的优势主要在以下几个方面:
1)资金成本低。大O拥有A-级资产负债表,资金成本比BBB级的STOR和BBB+级的NNN都低,排除管理层因素,这在...查看全文
肖恩她爹2020-10-14 15:17
我比较看好$National Retail(NNN)$ ,是零售净租赁领域有长期业绩验证过了的。卖了PUT,如果届时价内会接货长期持有。在这个领域,我主要关注$STORE Capital(STOR)$ 、National Retail(NNN) 和$Spirit Realty(SRC)$ ;此外,还关注了多元化的WPC,只是后者虽然最稳,但增长乏力,需要股价跌至较高...查看全文
psywill2020-05-22 00:58
$STORE Capital(STOR)$ 为什么比$Realty Income(O)$ 和$National Retail(NNN)$ 要跌得多这么多啊?查看全文
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-14 AccNo: 0000315066-12-002874 Size: 11 KB 网页链接
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-10 AccNo: 0001086364-12-000820 Size: 13 KB 网页链接
8-K - Current report Filed: 2012-02-09 AccNo: 0001193125-12-049394 Size: 58 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure It...
8-K - Current report Filed: 2012-02-09 AccNo: 0001193125-12-049394 Size: 58 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure It...
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-08 AccNo: 0000932471-12-001833 Size: 39 KB 网页链接
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-08 AccNo: 0000914208-12-000109 Size: 43 KB 网页链接
SC 13G - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-08 AccNo: 0001140361-12-005997 Size: 134 KB 网页链接
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8-K - Current report Filed: 2012-02-06 AccNo: 0001193125-12-040071 Size: 417 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits 网页链接
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-01-27 AccNo: 0000932471-12-001047 Size: 36 KB 网页链接