11/20/2024, 01:30 PM UTC
导航控股：宏观利好与优质资产；牛市论点完好Navigator Holdings: Macro Tailwinds And Quality Assets; Bull Thesis Intact
1、导航控股有限公司（NVGS）今年至今实现了12.3%的收益。其船队和休斯顿码头使其处于独特位置。2、NVGS在2024年第三季度报告了比去年同期更高的收入和EBITDA，收入为1.41亿美元，EBITDA为6700万美元。3、NVGS重组了其资产负债表，从资本成本降低和将到期日提前五年中受益。导航控股支付股息并维持股票回购计划，回购收益率为5.09%，第三季度宣布的股息为每股0.05美元。过去12个月的股息收益率为1.24%。导航控股以73%的PNAV交易，作者给予NVGS强烈买入评级。1. Navigator Holdings Ltd. (NVGS) has realized a 12.3% gain YTD. Its fleet and Houston Terminal position it uniquely. 2. NVGS reported higher YoY revenue and EBITDA in 3Q24, with $141 million in revenue and $67 million in EBITDA. 3. NVGS restructured its balance sheet, benefiting from lower cost of capital and pushing maturity forward five years. Navigator pays dividends and maintains a share repurchase program, with a buyback yield of 5.09% and a declared dividend of $0.05/share for the third quarter. The LTM dividend yield is 1.24%. Navigator trades at 73% PNAV, and the author gives NVGS a Strong Buy rating.
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