03/18/2025, 10:42 AM UTC
能源转移:完美的'逢低买入'机会Energy Transfer: A Perfect 'Buy The Dip' Opportunity
1、能源转移LP在2024财年表现出强劲的增长潜力,创下了历史最高的EBITDA和DCF,这得益于较高的产量和在二叠盆地以及NGL出口方面的战略投资。2、尽管未能达到第四季度预期,ET广泛的天然气管道网络和不断上升的天然气电力需求使其对未来增长和稳定的DCF定位良好。3、ET的估值具有吸引力,以折扣价交易,拥有高股息收益率,债务权益比下降,基于EV/EBITDA具有显著的上涨潜力。1. Energy Transfer LP demonstrated strong growth potential with record EBITDA and DCF in FY2024, driven by high volumes and strategic investments in the Permian Basin and NGL exports. 2. Despite missing Q4 expectations, ET's extensive natural gas pipeline network and rising natural gas power demand position it well for future growth and stable DCF. 3. ET's valuation is attractive, trading at a discount with a high dividend yield, declining debt-to-equity ratio, and significant upside potential based on EV/EBITDA.---
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