Hannon Armstrong Sustainable Infrastructure Capital股票讨论区

$Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$ squeezing nicely in play

$Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$是给能源市场提供股债融资的公司，财报也是按金融公司格式，更应该归入金融服务板块。
营收5年来持续增长，净利润受影响因素很多，前4年增长，2022年萎缩67.1%。
2023前两季度营收萎缩3%，净利润增长40.3%。
目前市盈率51.8，市盈率TTM44.3，如果按5年平均净利0.75亿计算，市盈率为34.8，市净率1.34，股息率6.3%，综合来看吸引不大。

Pre-Market Stock Movers
Gapping up
$霍顿房屋(DHI.US)$
(Shares of the homebuilder rose 2.2% in premarket trading after a securities filing revealed that Warren Buffett's Berkshire Hathaway has added a stake in D. R. Horton worth more than $700 million.)
$Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$
(The renewable energy investment firm climbed 2.1% after Bank of America upgraded shares to buy. The...

$Enphase Energy(ENPH.US)$ $Sunrun(RUN.US)$ $Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$
The solar sector plunged after Muddy Waters chief Carson Block ripped the two renewables companies in the Financial Times. Muddy Waters sees Sunrun as "an uneconomic business built on three shaky pillars: the equity story of exaggerated 'Subscriber Values' and 'Gross/Net Earning Assets,' funding growth through abusing tax incentives, and issuing ABS that could be exposed to a RUN bankruptc...

$YETI Holdings(YETI.US)$ YETI--Great products, still small in the grand scheme of consumer discretionary companies (~$7B market cap) and had a crazy 500%+ bull run post-covid but has backed off in the last month or two so probably a decent buying opportunity
$Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$ HASI--Another indirect renewables play. Technically a REIT but more like a bank. They help finance renewable energy projects and have a huge (and growing) pipeline of projects. Stable, predictable cash flows give them a bright future and they pay a decent dividend to boot. Virtually nothing not to like.