05/28/2025, 08:43 AM UTC
能源转移公司:极具吸引力的收益率且估值低廉Energy Transfer: Dirt Cheap With A Compelling Yield
1. 能源转移公司近期财报显示运营利润率改善和业务量增长,与Lake Charles LNG的合作进一步降低了项目风险;2. 有利的行业趋势(如美国天然气需求上升)和华尔街看涨评级增强了公司增长潜力;3. 股息贴现模型(DDM)分析表明其估值被严重低估,即便采用保守股息增长假设,仍存在较高的安全边际。1. Energy Transfer's recent earnings highlight improved operating margins and strong segment volumes, supported by the Lake Charles LNG partnership reducing project risks; 2. Positive industry trends, including rising U.S. natural gas demand and bullish analyst ratings, strengthen the company's growth outlook; 3. A discounted dividend model (DDM) analysis indicates significant undervaluation, offering a high margin of safety even with conservative dividend growth assumptions.---
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