DHT控股股票讨论区

$DHT控股(DHT.US)$2005年上市的百慕大公司，主要做🚢 油轮业务，当前价格10.22。
5年来营收除2021年大幅萎缩57.2%以外增长了4年，不过2022年并没有完全恢复，营业利润则在2018年几乎归零，2021年亏损，其余3年盈利，净利润则在2018和2021年亏损，5年平均净利只有0.7亿。2022年利息费用占营业利润的51%，利息负担极重。净资产收益率只有5.8%。
2023前3季度营收增长45.7%，营业利润增长12.4倍，净利润达到1.27亿。
目前市盈率27.6，市盈率TTM8.9，股息率9.8%，股息很不稳定，5年平均净利对应市盈率为23.4，如果全年净利达到1.7亿，5年平均净利将提升到1.1亿，对应市盈率14.9，对于周期股来说估值没有太大吸引力。

$DHT控股(DHT.US)$ Time to fly

A company reducing the size of its dividend is a sure sign that things are not going well. Companies set their payout ratio at a level they are fairly certain they can afford. If they must reduce the dividend it means profits are under pressure and things are not going according to plan. Earnings will probably come under pressure and the lower yield will make the stock less attractive to investors. Both will probably lead to a much lower stock price.
Stocks with high dividend yields may appear attractive to income investors. What really matters, though, is how sustainable the dividend yield is. A stock with a lower yield than the prevailing interest rate can turn into a good investment if the dividend is sustainable and grows gradually over time. This gives you the benefit of both compound interest and capital gains.
$加拿大皇家银行(RY.US)$$美国金融(AFG.US)$$International General Insurance(IGIC.US)$$DHT控股(DHT.US)$

$DHT控股(DHT.US)$ 股价一直掉

$DHT控股(DHT.US)$ 好股票

I've adjusted the portfolio.$tip ranks(ZH0000370)$The details are as follows:
$DHT控股(DHT.US)$11.7% -> 14.7%
$CymaBay Therapeutics Inc(CBAY.US.UNKNOWN)$6.88% -> 11.9%
$BioNano Genomics(BNGO.US)$7.08% -> 10.1%