07/31/2024, 12:49 PM UTC
AGNC投资公司14.3%的收益率是一个持有选择AGNC Investment's 14.3% Yield Is A Hold
1、AGNC报告了略低于预期的2024年第二季度业绩，但其利差状况正在改善，主要得益于利息收入的增加。2、通胀正在缓和，美联储接近其'转折点'，这可能有利于AGNC的抵押贷款支持证券组合。3、股票目前以比REIT长期（3年）市净率高17%的价格交易，目前建议持有评级。1. AGNC reported slightly weaker than expected Q2'24 results, but its spread profile is improving due to growing interest income. 2. Inflation is moderating, and the Fed is nearing its 'pivot point', which could benefit AGNC's mortgage-backed securities portfolio. 3. Shares now trade at a 17% premium to the REIT's longer term (3-year) price-to-book ratio, suggesting a hold rating is appropriate for now.
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