Global Ship Lease(GSL)
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Global Ship Lease Declares Quarterly Dividend on its 8.75% Series B Cumulative Redeemable Perpetual Preferred Shares
Newsfilter· 2024-03-05 05:15
全球船舶租赁公司 - 全球船舶租赁公司宣布每股存托凭证派发0.546875美元现金股利[1] - 全球船舶租赁公司拥有68艘集装箱船,总载重量为375,406 TEU[3] - 公司合同收入为17.2亿美元,合同期限平均为2.1年[4]
Global Ship Lease(GSL) - 2023 Q4 - Earnings Call Transcript
2024-03-05 01:35
财务数据和关键指标变化 - 2023年全年调整后EBITDA超过4.6亿美元,同比增长16% [26] - 2023年末公司总债务减少近20% [26] - 2023年末公司现金余额近2.95亿美元,其中1.42亿美元为受限资金 [26][27] - 公司计提了1880万美元的资产减值,这是非现金性质的,对业务可行性没有影响 [27] 各条业务线数据和关键指标变化 - 公司在2023年签订了22份新租约或续租,增加了3.13亿美元的合同收入,其中第四季度新增近9000万美元 [17] - 截至2023年12月31日,公司有约17亿美元的合同收入,平均剩余期限为2.1年 [17] 各个市场数据和关键指标变化 - 2023年第四季度闲置船舶比例上升至1.3%,但随后由于红海局势收紧 [32] - 2021-2022年创纪录的租船市场导致许多老旧和低规格集装箱船的使用寿命延长,但随着市场正常化,预计会有一波拆船潮 [33][34] - 中小型船舶(2000-10000TEU)的订单量相对较小,但考虑到船龄结构,如果假设25年以上船舶全部拆解,这一细分市场将出现负增长 [35][36] 公司战略和发展方向及行业竞争 - 公司专注于2000-10000TEU中小型集装箱船,这些船舶具有较强的操作灵活性,是不确定时期的良好结构性对冲 [30][31] - 公司采取谨慎的资本配置策略,在2021-2022年市场高峰期未购买任何船舶,而是在2023年5月以较低价格购买了4艘8500TEU集装箱船 [22][23][24] - 公司保持7%以上的股息收益率,同时积极回购股票,以增加股东价值 [19][20] - 公司关注环保法规对船舶技术和升级的影响,并采取相应措施提升商业和财务价值 [21] 管理层对经营环境和未来前景的评论 - 红海局势恶化导致航线改道,收缩了供需平衡,推动了租船市场的复苏 [11][12][39][40][41] - 尽管宏观和地缘政治不确定性加大,但公司客户的资产负债表较为稳健,有助于应对当前挑战 [45][46] - 公司将继续专注于通过增加现金流、降低负债、派发可持续股息、积极回购股票等方式来保护和增加股东价值 [43][44][46] 问答环节重要的提问和回答 问题1 **Liam Burke 提问** 询问公司是否看到客户延长租约期限和接受更高租金的意愿 [54][55] **Tom Lister 回答** 市场环境较为支持,客户愿意接受更长租约期限,公司正积极利用这一机会 [55][56][57] 问题2 **Chris Robertson 提问** 询问公司是否有长期目标负债水平 [57][58][59][60] **Tassos Psaropoulos 回答** 公司目前的负债水平较为保守,不会过于激进,会根据市场情况适当调整 [58][59][60] 问题3 **Chris Robertson 提问** 询问公司在二手船市场的观察和评估 [69][70][71] **Tassos Psaropoulos 回答** 市场上有一定流动性,公司在评估多个交易机会,但仍保持谨慎和选择性,不会盲目跟随市场上涨 [69][70][71]
Global Ship Lease Reports Results for the Fourth Quarter of 2023
Newsfilter· 2024-03-04 21:00
LONDON, March 04, 2024 (GLOBE NEWSWIRE) -- Global Ship Lease, Inc. (NYSE:GSL) (the "Company", "Global Ship Lease" or "GSL"), an owner of containerships, announced today its unaudited results for the three months and year ended December 31, 2023. Full Year and Fourth Quarter of 2023 Highlights - Reported operating revenue of $178.9 million for the fourth quarter of 2023, an increase of 8.4% on operating revenue of $165.0 million for the prior year period. For the year ended December 31, 2023, operating reven ...
Here is What to Know Beyond Why Global Ship Lease, Inc. (GSL) is a Trending Stock
Zacks Investment Research· 2024-02-29 23:06
Global Ship Lease (GSL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this containership owner have returned -5.6% over the past month versus the Zacks S&P 500 composite's +3.9% change. The Zacks Transportation - Shipping industry, to which Global Ship Lease belongs, has lost 0.9% over this period. Now the key question is: Where could the stock be head ...
Global Ship Lease (GSL) Outperforms Broader Market: What You Need to Know
Zacks Investment Research· 2024-02-28 07:51
GSL股价表现 - Global Ship Lease (GSL) 最新收盘价为 $20.41,较上一交易日上涨了 +1.09% [1] - GSL 过去一个月的股价下跌了 5.12%,表现不如运输部门的上涨和标普500指数的涨幅 [2] GSL财务预期 - 投资者将密切关注 GSL 即将公布的财报,分析师预计每股收益为 $2.34,同比增长 9.35% [3] - Zacks Consensus Estimate 预测 GSL 的净销售额为 $171.54 百万美元,同比增长 3.95% [4] GSL业绩评级 - 分析师对 GSL 的业绩预期调整通常反映了近期业务趋势的变化,乐观的预期变化表明分析师对公司的业务健康和盈利能力持有积极看法 [5] - Zacks Rank 模型考虑了这些预期变化,为股票提供了可行的评级系统,GSL 目前的评级为 3 (Hold) [6] GSL行业比较 - GSL 目前的前瞻市盈率为 2.21,相对于行业平均前瞻市盈率 7.57,存在折价 [8] - 运输 - 航运行业属于运输部门,目前该行业在所有 250+ 个行业中排名前 41% [9] 行业评级和展望 - Zacks Industry Rank 显示,评级较高的行业通常表现优于评级较低的行业,前 50% 的行业的表现是后 50% 的两倍 [10] - 请继续关注 Zacks.com,以了解这些影响股票的指标和更多信息 [11]
What's in Store for Global Ship Lease (GSL) in Q4 Earnings?
Zacks Investment Research· 2024-02-26 22:01
Global Ship Lease (GSL) is scheduled to release fourth-quarter 2023 results on Mar 4 before market open. GSL has consistently outperformed Zacks Consensus Estimates in each of the last four quarters, boasting an average positive surprise of 8.02%. Against this backdrop, let's discuss the factors likely to have influenced Global Ship Lease's December quarter performance. The prevailing bullish sentiment in the containership market stands as a significant financial boon for GSL and is likely to have caused a ...
Global Ship Lease (GSL) Stock Dips While Market Gains: Key Facts
Zacks Investment Research· 2024-02-22 07:51
The most recent trading session ended with Global Ship Lease (GSL) standing at $20.04, reflecting a -1.18% shift from the previouse trading day's closing. The stock fell short of the S&P 500, which registered a gain of 0.13% for the day. Meanwhile, the Dow experienced a rise of 0.13%, and the technology-dominated Nasdaq saw a decrease of 0.32%. Coming into today, shares of the containership owner had lost 2.31% in the past month. In that same time, the Transportation sector gained 3.14%, while the S&P 500 g ...
Last Call! 7 Small-Cap Stocks Ready to Explode in Value
InvestorPlace· 2024-02-21 05:19
The article lists seven small-cap stocks for those looking for opportunities that promise exponential return potential. From innovative biotech firms to edgy technology providers, small-cap stocks are making waves in various industries, offering the chance to capitalize on their leads. Read more to delve into the strategies of seven such small-cap stocks poised to skyrocket in value. From the first revolutionizing financial services for the underbanked to the second groundbreaking partnership in lupus treat ...
Global Ship Lease (GSL) Rises As Market Takes a Dip: Key Facts
Zacks Investment Research· 2024-02-13 07:51
股价表现 - Global Ship Lease (GSL) 最近的股价为 $20.88,较前一个交易日上涨了 +1.7% [1] 财务预测 - 分析师预计 Global Ship Lease 的每股收益将为 $2.34,同比增长 9.35%,预计营收为 $171.54 百万美元,同比增长 3.95% [3] 市场评级 - Global Ship Lease 目前的 Zacks Rank 为 3 (Hold),前瞻市盈率为 2.24,低于行业平均值 7.19 [6]