Navios Maritime Partners LP (NMM) closed the most recent trading day at $56.12, moving +0.79% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.54%. At the same time, the Dow added 0.72%, and the tech-heavy Nasdaq gained 0.65%.Coming into today, shares of the company had gained 20.05% in the past month. In that same time, the Transportation sector gained 4.24%, while the S&P 500 gained 4.86%.The investment community will be paying close attention to the earnings performance ...

Navios Maritime Partners LP (NMM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this company have returned +13.5% over the past month versus the Zacks S&P 500 composite's +6.2% change. The Zacks Transportation - Shipping industry, to which Navios Maritime Partners belongs, has gained 0.7% over this period. Now the key question is: Where could the stock be headed in the near ...

财务数据和关键指标变化 - 第二季度总收入为3.422亿美元,较2023年同期略有下降,主要由于可用天数和平均租金率下降 [30] - 干散货船队的平均租金率上升14%至每天17,959美元,而集装箱船和油轮的租金率分别下降约15%和10% [31][32] - 第二季度调整后EBITDA下降170万美元至1.9亿美元,调整后净利润下降800万美元至9400万美元,主要由于折旧摊销增加 [32][33] - 上半年总收入增加420万美元至6.61亿美元,主要由于平均租金率上升,尽管可用天数有所下降 [34][35] 各条业务线数据和关键指标变化 - 干散货船队上半年平均租金率上升21%至每天16,090美元,而集装箱船和油轮的租金率分别下降约15%和6% [35] 各个市场数据和关键指标变化 - 红海通行受到地区冲突影响,导致货物运输里程增加 [9] - 中国经济受房地产市场动荡和国内消费疲软的影响 [9][10] - 干散货贸易预计2024年增长2.6%,主要来自大西洋地区铁矿石、煤炭和谷物出口增加 [52][53] - 集装箱贸易预计2024年增长5.1%,2025年增长2.9%,但新船交付将持续给市场带来压力 [56][57] 公司战略和发展方向及行业竞争 - 公司专注于降低杠杆、现代化节能船队,同时也开始回报股东 [11][12][13] - 公司通过出售老旧船舶、购买新船以及签订长期租约等方式不断优化船队结构 [14][25][26][27] - 公司与现有管理公司续签了10年期的新管理协议,费用结构有所调整 [21][22][38] - 行业方面,油轮和干散货市场供需基本面良好,但集装箱市场面临新船交付压力 [46][47][48][52][53][56][57] 管理层对经营环境和未来前景的评论 - 地缘政治局势不确定性加大,公司将继续谨慎执行战略 [9][10] - 中国经济放缓可能影响其对大宗商品的需求,公司持谨慎态度 [9][10] - 总体而言,公司对未来保持谨慎乐观态度,将继续优化船队并回报股东 [60][61][62] 其他重要信息 - 公司现金余额达3.184亿美元,净负债率为31.6% [11][39] - 公司已有28艘新船将于2028年前陆续交付,总投资18亿美元 [26] - 公司已有3.7亿美元的长期租约收入,其中50%将在未来两年内实现 [28] - 公司持续投资节能船舶,并参与成立全球海事减排中心 [43] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 公司最近启动回购计划的原因是什么?是否与公司业务表现和前景有关? [59] **Angeliki Frangou 回答** 公司一直专注于通过投资业务来提升净资产价值,同时也在逐步实现降低杠杆的目标。现在公司的现金状况和杠杆水平都接近既定目标,因此开始实施回购计划,这不仅可以为投资者带来额外收益,也体现了公司对自身价值的信心 [60][61][62] 问题2 **Omar Nokta 提问** 公司最近订购的LR2型油轮价格相对较低,是否通过行使之前的期权获得的优惠价格? [63] **Angeliki Frangou 回答** 公司一直注重与优质船厂建立良好关系,并通过提前预留船位等方式获得较优惠的价格。这不仅体现在LR2油轮订单上,在其他船型订单中也有类似的情况。这是公司长期执行的策略,可以持续复制 [64][67][68]

1 1 DRAFT Navios Maritime Partners L.P. (NYSE:NMM) Second Quarter 2024 Earnings Presentation August 20, 2024 Forward-Looking Statements This presentation contains and will contain forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) concerning future events, TCE rates and Navios Partners' expected cash flow generation, future contracted revenues, future distributions and its ability to make distri ...

Navios Maritime (NMM) is scheduled to release second-quarter 2024 earnings results on Aug 20, before market opens.The shipping company’s earnings surpassed the Zacks Consensus Estimate in each of the last four quarters. The average beat is 25.4%.The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is pegged at $2.90 per share. The earnings estimate for the to-be-reported quarter has declined 11.8% in the past 60 days. The bottom-line projection indicates a year-over-year contraction of 12. ...

文章核心观点 - 公司在最新的交易会议上收盘价为45.47美元,较前一交易日上涨1.07% [1] - 公司股价在过去一个月内下跌11.45%,表现优于运输行业下跌20.24%,但低于标普500指数下跌4.78% [2] - 公司即将发布的财报中,分析师预计每股收益为2.90美元,同比下降12.65%;预计收入为3.17.55亿美元,同比下降8.47% [3] - 全年来看,公司每股收益和收入分别预计为14.69美元和13.4亿美元,同比分别增长17.99%和2.24% [4] - 分析师对公司的预测已有上调,反映了对公司业务和盈利能力的乐观态度 [5][6] - 公司当前市盈率为3.06,低于行业平均水平7.19 [8] - 公司所属的运输-航运行业目前在250多个行业中排名第168位,属于较低水平 [9][10]

Navios Maritime Partners LP (NMM) closed the most recent trading day at $45.80, moving -1.97% from the previous trading session. This change lagged the S&P 500's 1.37% loss on the day. Meanwhile, the Dow lost 1.21%, and the Nasdaq, a tech-heavy index, lost 2.3%.The company's stock has dropped by 10.87% in the past month, falling short of the Transportation sector's gain of 1.79% and the S&P 500's gain of 1.11%.Analysts and investors alike will be keeping a close eye on the performance of Navios Maritime Par ...

In the latest market close, Navios Maritime Partners LP (NMM) reached $47.22, with a +0.4% movement compared to the previous day. The stock lagged the S&P 500's daily gain of 1.11%. Meanwhile, the Dow gained 1.64%, and the Nasdaq, a tech-heavy index, added 1.03%.Heading into today, shares of the company had lost 6.8% over the past month, lagging the Transportation sector's loss of 0.1% and the S&P 500's loss of 1.16% in that time.Market participants will be closely following the financial results of Navios ...

Navios Maritime Partners LP (NMM) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since ...

In the latest market close, Navios Maritime Partners LP (NMM) reached $50.19, with a -1.08% movement compared to the previous day. The stock fell short of the S&P 500, which registered a loss of 0.16% for the day. Elsewhere, the Dow saw a downswing of 0.14%, while the tech-heavy Nasdaq depreciated by 0.06%.The the stock of company has risen by 2.13% in the past month, leading the Transportation sector's gain of 2.05% and the S&P 500's gain of 1.96%.The investment community will be paying close attention to ...