DHT控股股票討論區

$DHT控股(DHT.US)$2005年上市的百慕大公司，主要做🚢 油輪業務，當前價格10.22。
5年來營收除2021年大幅萎縮57.2%以外增長了4年，不過2022年並沒有完全恢復，營業利潤則在2018年幾乎歸零，2021年虧損，其餘3年盈利，淨利潤則在2018和2021年虧損，5年平均淨利只有0.7億。2022年利息費用佔營業利潤的51%，利息負擔極重。淨資產收益率只有5.8%。
2023前3季度營收增長45.7%，營業利潤增長12.4倍，淨利潤達到1.27億。
目前市盈率27.6，市盈率TTM8.9，股息率9.8%，股息很不穩定，5年平均淨利對應市盈率爲23.4，如果全年淨利達到1.7億，5年平均淨利將提升到1.1億，對應市盈率14.9，對於週期股來說估值沒有太大吸引力。

$DHT控股(DHT.US)$ 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.
$加拿大皇家銀行(RY.US)$$美國金融(AFG.US)$$International General Insurance(IGIC.US)$$DHT控股(DHT.US)$

$DHT控股(DHT.US)$ 股價一直掉

$DHT控股(DHT.US)$ 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%