Hannon Armstrong Sustainable Infrastructure Capital股票討論區

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

$Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$是給能源市場提供股債融資的公司，業績也是按金融公司格式，更應該歸入金融服務板塊。
營收5年來持續增長，淨利潤受影響因素很多，前4年增長，2022年萎縮67.1%。
2023前兩季度營收萎縮3%，淨利潤增長40.3%。
目前市盈率51.8，市盈率TTM44.3，如果按5年平均淨利0.75億計算，市盈率爲34.8，市淨率1.34，股息率6.3%，綜合來看吸引不大。

Pre-Market Stock Movers
Gapping up
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$Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$
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$Enphase Energy(ENPH.US)$ $Sunrun(RUN.US)$ $Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$
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.