$Enterprise Products (EPD.US)$ Mature company, great track record. Long term hold. Amazing investor deck, especially scroll later part for charts summarizing energy use/generation dynamics: enterpriseprodu...
The co-CEO of Enterprise's general partner, A. J. 'Jim' Teague, expressed satisfaction with the consolidation of ownership in these midstream assets, stating that the transactions are immediately accretive to Enterprise's distributable cash flow per unit.
Seeking Alpha's Quant Rating gives EPD a Hold rating, while Wall Street analysts are largely bullish. Despite a flat outlook for the hydrocarbons industry, production growth in the Permian Basin is a bright spot.
Enterprise Products股票討論
Mature company, great track record. Long term hold.
Amazing investor deck, especially scroll later part for charts summarizing energy use/generation dynamics:
enterpriseprodu...
$Enterprise Products (EPD.US)$ $Alerian MLP ETF (AMLP.US)$ $Global X MLP ETF (MLPA.US)$ $Alerian Energy Infrastructure ETF (ENFR.US)$ $Energy Transfer (ET.US)$ $Pembina Pipeline (PBA.US)$
2023年上半年营收萎缩20.6%，营业利润萎缩3.7%，净利润萎缩2.4%。
资产负债率5年来基本维持在60%的水平，应收和存货的比例和增速都还算正常，商誉及其他无形资产达到94.79亿，占净资产的33.8%，长期借款274.43亿，占净资产的98%，如果扣除商誉和无形资产，杠杆率非常高。
5年来现金流经营净额持续高于投资净额，产生了不少股东盈余。
目前市盈率11，市盈率TTM 11.1，股息率7%，综合来看可以谨慎选择(⭐️)。
注意：该股票为Publicly Traded Partnership (PTP)，自 2023 年 1 月 1 日起，非美国人士在出售或交易美国 PTP 证券时会被征收总卖出成交金额 10% 的预扣税，因此还是避开为妙。
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