SemiVoice

seekingalpha

01/15/2025, 05:00 AM UTC

TORM的20%股息收益率和市场顺风使其成为'买入'对象TORM's 20% Dividend Yield And Market Tailwinds Make It A 'Buy'

1、TORM近期股价疲软，但由于其2018年后的强劲反弹因素预计将持续2-3年，因此提供了买入机会；2、TORM的第三季度业绩展示了韧性，实现了2.63亿美元的TCE收益、1.91亿美元的EBITDA和20.3%的ROIC；3、结构性行业动态，如全球船队老龄化、新造船有限，支持高TCE收益率和收益增长。

1. TORM's recent stock weakness presents a buying opportunity due to its strong post-2018 rebound factors expected to persist for 2-3 years; 2. TORM's Q3 performance demonstrated resilience with $263M TCE earnings, $191M EBITDA, and 20.3% ROIC; 3. Structural industry dynamics, such as an aging global fleet and limited newbuilds, support high TCE rates and earnings growth.

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