卡津斯不動產信托基金股票討論區

$卡津斯不動產信托基金(CUZ.US)$ 🎯 2024.4.12 當前價格22.615，持倉浮盈2%
新增數據：23Q3，23Q4，營收連續微增，營業利潤Q4微降，淨利潤受利息費用影響連續大幅萎縮。
2023年營收增長5.3%，營業利潤增長5.1%，淨利潤萎縮50%。
資產負債率從38.3%提高到40.4%，房地產增加到71億，佔76億總資產的93.4%，總負債31億，占房地產的43.7%。
目前市盈率41.1，5年平均淨利1.8億對應市盈率爲19，股息率5.7%，回報率吸引力不大。

$卡津斯不動產信托基金(CUZ.US)$5年來營收持續增長，平均增速爲10.3%，近兩年增速很慢，營業利潤也持續增長，平均增速爲18.2%，近兩年增長也幾乎停滯，淨利潤則受資產出售收益波動影響很大。
2023上半年營收增長9.3%，營業利潤增長7.1%，淨利潤萎縮28%。
76億總資產中有70億是房地產，佔比92%。
目前市盈率20.5，市盈率TTM爲23.2，如果按5年平均淨利1.8億計算，市盈率爲19.2，市淨率爲0.76，股息率爲5.6%，可以先建少量觀察倉位(👀)

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