Ryman Hospitality Properties(RHP)

过热的房地产投资信托-酒店板块 #美股

逍遥投资派2023-09-11 23:58

逍遥投资派的第190篇原创
美股日日研130:盘点一下房地产投资信托-酒店板块
Summary
房地产投资信托-酒店板块受疫情影响较大，2020和2021年普遍亏损，2022年才开始恢复，不过市场信心恢复很快，目前整体估值不算低（计算估值时注意扣除优先股派息），仅选出一支观察股。
投资指数查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 04:45

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044452  Size: 9 KB 网页链接查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 05:05

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044483  Size: 21 KB 网页链接查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 04:55

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044467  Size: 9 KB 网页链接查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 04:45

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044455  Size: 10 KB 网页链接查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 04:45

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044441  Size: 8 KB 网页链接查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 05:05

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044471  Size: 4 KB 网页链接查看全文

当期报告

Ryman Hospitality Properties(RHP)04-13 04:15

$Ryman Hospitality Properties(RHP)$ 8-K Current report, items 1.01, 2.03, and 9.01 Accession Number: 0001140361-24-019606  Act: 34  Size: 351 KB 网页链接查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 04:35

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044437  Size: 4 KB 网页链接查看全文

持股变动声明

Ryman Hospitality Properties(RHP)04-16 05:05

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-044478  Size: 6 KB 网页链接查看全文

逍遥投资派2023-09-10 22:11

$Ryman Hospitality Properties(RHP)$ 营收在2020年大幅萎缩67.3%，之后两年快速恢复，2022年超过2019年12.5%，营业利润在2020和2021年亏损两年，2022年扭亏超过2019年21%，净利润2022年超过2019年5.4%。
2023前两季度营收增长29.5%，营业利润增长99.4%，净利润增长4倍达到1.28亿。
目前市...查看全文

肖恩她爹2021-03-24 03:12

$Ryman Hospitality Properties(RHP)$ 平仓除RHP外其它的hotel、shopping center类CALL空头头寸。查看全文

Edward16992020-06-13 13:18

延续上一期的主题，回顾一下$Ryman Hospitality Properties(RHP)$ $Park酒店及度假村(PK)$ 和$STORE Capital(STOR)$ 这几天回调的走势
可以看出开个股的差异性被无限缩小了，大盘的潮汐力左右了他们的下跌形态。这个时候也不用分析哪一家的debt to equity更低或者债务久期更短了，大家都是“随...查看全文

Edward16992020-06-09 21:12

$Park酒店及度假村(PK)$ $STORE Capital(STOR)$ $Ryman Hospitality Properties(RHP)$
上面是PK的日线图
这张是STOR的。
如果不显示左边的价格话，你分得清哪个是哪个吗？我花了很长时间选股，择股，但事后看来，大盘的情绪对individual stock价格的影响远远大于个股本身的资质差异...查看全文

未来之星_客观2020-03-17 01:50

$Ryman Hospitality Properties(RHP)$ 活久见查看全文

Ryman Hospitality(RHP.US)斥资8亿美元收购黑石(BX.US)旗下圣安东尼奥度假酒店

智通财经APP获悉，黑石(BX.US)旗下私人房地产投资信托基金BREIT表示，已同意以8亿美元的价格将总部位于德克萨斯州圣安东尼奥的JW万豪圣安东尼奥山乡村度假酒店及水疗中心出售给Ryman Hospitality Properties(RHP.US)。 Ryman Hospitalit... 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033075  Size: 11 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033073  Size: 11 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033055  Size: 7 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033053  Size: 5 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033051  Size: 9 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033049  Size: 9 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033047  Size: 5 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001209191-21-033045  Size: 7 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-21-033039  Size: 9 KB 网页链接

$Ryman Hospitality Properties(RHP)$ 8-K Current report, item 5.07 Accession Number: 0001104659-21-067169  Act: 34  Size: 209 KB 网页链接