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seekingalpha

11/10/2024, 01:42 PM UTC

第六街特殊贷款公司：10%的股息收益率正变得不可持续Sixth Street Specialty Lending: 10% Yield Is Getting Less Sustainable

1、TSLX拥有强劲的基本面，提供10%的股息收益率，但近期表现不佳，截至今年至今的总回报仅为1.4%；2、2024年第三季度结果显示，净投资收入和净资产价值略有下降，分配覆盖率为109%，引发了对股息可持续性的担忧；3、尽管基本面稳健，但安全边际较薄，因此出于对未来股息可持续性的担忧，将其评级下调至持有。1. TSLX offers a 10% dividend yield with strong fundamentals, but recent performance has lagged, delivering a YTD total return of just 1.4%; 2. Q3 2024 results show a slight decline in net investment income and NAV, with distribution coverage at 109%, raising concerns about dividend sustainability; 3. Despite solid fundamentals, the thin margin of safety prompts a downgrade to hold due to concerns over future dividend sustainability.

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