Easterly Government Properties股票讨论区

$Easterly Government Properties(DEA.US)$近5年来营收持续增长，平均增速为17.5%，最近增速下降到6.8%，营业利润前4年增长，2022年几乎没变化，5年平均增速为24.6%，净利润也在2021年暴增，2022年仅增长4.7%，公司的出售资产盈亏非常少。
2023年上半年营收萎缩1.7%，营业利润萎缩15.7%，净利润萎缩38%。
目前市盈率37.5，市盈率TTM为47.2，股息率8.3%，市净率0.95，综合来看估值偏高。

$Easterly Government Properties(DEA.US)$ way safer than UUP
$美元ETF-PowerShares DB(UUP.US)$ $华侨银行(O39.SG)$ $优步(UBER.US)$ $Sea(SE.US)$ $阿里巴巴(BABA.US)$ $港铁公司(00066.HK)$ $康福德高企业(C52.SG)$ $永利度假村(WYNN.US)$ $Realty Income(O.US)$ $奥驰亚(MO.US)$ $好市多(COST.US)$ $埃克森美孚(XOM.US)$

$Easterly Government Properties(DEA.US)$
Raising the debt ceiling = more government spending = higher inflation. And everything becomes transitory again.
$美元ETF-PowerShares DB(UUP.US)$ $可口可乐(KO.US)$ $麦当劳(MCD.US)$ $星巴克(SBUX.US)$ $百事可乐(PEP.US)$ $京东(JD.US)$ $Sea(SE.US)$ $库力索法半导体(KLIC.US)$ $凯德投资(9CI.SG)$

$Easterly Government Properties(DEA.US)$
Always abdicate responsibility to ignorance when the shit hit the fans...So many important things Alan greenspan claimed he didn't knew. Currently, Powell prefer to use "transitory" meaning that he knew but decided it was negligible. But greenspan's self condemnation on forecasting abilities is priceless.
$Whitestone REIT(WSR.US)$ $美国资本代理公司(AGNC.US)$ $Realty Income(O.US)$ $Armada Hoffler Properties(AHH.US)$ $美国银行(BAC.US)$ $摩根大通(JPM.US)$

$Easterly Government Properties(DEA.US)$ its time to be the landlord of UNCLE SAM, hope he doesn't default on rents even with the debt ceiling issue around the corner.
$VICI Properties(VICI.US)$ $Medical Properties Trust(MPW.US)$ $Whitestone REIT(WSR.US)$ $Mapletree Log Tr A(JOIU.SG)$ $运通网城(BWCU.SG)$ $百汇生命产业信托(C2PU.SG)$ $Blackstone Mortgage Trust(BXMT.US)$

$Easterly Government Properties(DEA.US)$ ok here's the story on this one. Easterly runs a REIT which focuses on the government and its agencies as tenant, focusing on mission-critical buildings. It has a quarterly dividend of 7.33. I think this one was beaten down by the current macro environment, , aka the feds. I think there's very little risk owning it at it's current price level . I have a buy order set at 13.90.​