财务表现 - 第一季度2024年，Prologis的每股稀释净收益为0.63美元，较去年同期的0.50美元增长26%[2] - 第一季度2024年，Prologis的核心经营资金（Core FFO）每股稀释收益为1.28美元，较去年同期的1.22美元增长5%[3] - Prologis预计2024年净收益为每股3.15至3.35美元，核心FFO为每股5.37至5.47美元[10] 资产负债表 - Prologis的资产负债表强劲，截至2024年3月31日，债务占总市值的比例为21.0%，总债务的加权平均利率为3.1%[6] - Prologis通过在投资货币中借款和使用衍生金融工具来对冲外汇波动风险，截至2024年3月31日，96.5%的股本为美元[7] 预期增长 - Prologis预计2024年核心FFO增长将近8%，现金同店净营业收入增长为6.75%[10] 全球市场地位 - Prologis在高壁垒、高增长市场是全球物流地产领导者，截至2024年3月31日，公司在19个国家拥有或投资了约12亿平方英尺的物业和开发项目[14] 未来展望 - Prologis的前瞻性声明指出，公司预计未来运营绩效、收购和发展活动、贡献和处置活动等方面将发生变化[15]

Key PointsThe real estate sector has been the worst performer this year, but not all branches are created equal. Logistics and warehousing may be needed during the new manufacturing breakout in the United States when Prologis stock shines. Valuations show it as a preferred name with a double-digit upside ahead for its shareholders. 5 stocks we like better than PrologisThe U.S. real estate sector has been one of the worst-performing spaces in the past 12 months. The Vanguard Real Estate ETF NYSEARCA: VNQ fel ...

股息投资 - 优先选择复利股息增长者而非追逐高股息股票[1] - 投资一家起始股息收益率仅为2％的公司，每年增长率为12％，在20年内将产生17.2％的成本收益率[3] - 相反，一家当前收益率为5％的高股息股票，20年后增长率为5％，仅产生12.6％的成本收益率，同时资本增值较低[4] 联合健康集团（UNH） - 联合健康集团（UNH）是世界上最大的医疗保健公司，总收入为3710亿美元，总部位于明尼苏达州[6] - 联合健康保险是一家医疗保险部门，为公司和个人收取保费以换取医疗保障，服务全球超过1.47亿人，保费收入是UNH的最大收入来源，占总收入的77％[7] - Optum是第二个部门，贡献约21％的总收入，专注于提供药房管理服务，销售数据分析和技术解决方案给其他医疗提供商，销售家庭护理设备和医疗设备治疗慢性疾病[8] - UNH的股价在过去10年中上涨了4.5倍，投资者得到了丰厚的回报[9] - UNH是一家质量优秀的企业，但最近面临挑战，股价目前比历史最高价低20％，为长期投资者提供了以更便宜的估值积累股票的机会[10] - UNH的股息增长速度自2010年以来增长了61倍，目前的股息为每股1.88美元，股息收益率为1.7％[13] - UNH的历史每股收益增长平均为14.81％，分析师预测增长将继续，尽管速度略有放缓[17] PLD房地产投资信托公司 - PLD是全球最大的房地产投资信托公司，市值为1130亿美元，是美国塔（AMT）之后的第二大REIT[20] - PLD的分红目前为每股0.96美元，股息收益率为3.2％，虽然不是最高的，但PLD的管理层致力于奖励股东，自2010年以来将股息增加了243％[27] - PLD的FFO自2010年以来年均增长11.63％，尽管2024年预计会出现负增长，但2025年的FFO增长应该会恢复到历史水平[30]

Waiting for Godot mantonino/iStock via Getty Images Where valuation is concerned, things play out over very long timeframes. Investors tend to have the attention span of a bumblebee and are always enthralled with the "latest development". But the dial of valuation swings slowly and surely. We made such a case for one REIT that we took a lot of flack for. We go over how that is proceeding and why we are even more confident that we will see $80. Last Coverage On our last update, we felt the worst was still ah ...

SAN FRANCISCO, April 1, 2024 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD), the global leader in logistics real estate, will host its annual stockholders meeting on Thursday, May 9, 2024, at 2:00 p.m. PT/5:00 p.m. ET. The meeting, which will be open to all Prologis stockholders of record as of March 12, 2024, will be conducted via a virtual live webcast. The link for the live webcast is PLD Annual Shareholder Meeting.  A replay of the meeting will be posted when available in the Investor Relations "Events & Pr ...

SAN FRANCISCO, March 19, 2024 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD), the global leader in logistics real estate, will host a webcast and conference call with senior management to discuss first quarter results, current market conditions and future outlook on Wednesday, April 17, 2024, at 9:00 a.m. PT/12:00 p.m. ET.To access a live broadcast of the call, please dial +1 (877) 897-2615 (toll-free from the United States and Canada) or +1 (201) 689-8514 (from all other countries). A live webcast can be acces ...

Prologis (PLD) closed at $134.12 in the latest trading session, marking a -0.7% move from the prior day. This move lagged the S&P 500's daily loss of 0.11%. At the same time, the Dow added 0.12%, and the tech-heavy Nasdaq lost 0.41%.Shares of the industrial real estate developer have appreciated by 1.96% over the course of the past month, underperforming the Finance sector's gain of 4.89% and the S&P 500's gain of 2.7%.Analysts and investors alike will be keeping a close eye on the performance of Prologis i ...

公司运营 - Prologis (PLD)在工业房地产市场上具有强大的运营基础和规模优势[1] - PLD在全球一些最繁忙的分销市场提供工业分销仓库空间，位置优越，有利于客户产品的快速分销[5] - PLD通过收购和开发利用工业房地产市场的增长机会[7] 财务表现 - PLD在2024年预计出租收入将同比增长9.6%，并预计占有率为97%[6] - PLD的流动性战略地位良好，截至2023年12月31日，流动性达到60亿美元[10] - PLD的董事会在2024年2月将季度股息提高了10.3%，年度股息达到3.84美元[11] 市场表现 - 由于电子商务的激增、各行业的扩张以及持续改善供应链效率，工业房地产市场需求增加[2] - PLD股价在过去三个月上涨了11%，表现优于行业平均水平[13] 风险因素 - 高利率对PLD构成担忧，可能影响公司购买或开发房地产的能力[15]

Prologis (PLD) closed the most recent trading day at $133.61, moving -0.74% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.12%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 0.41%.Shares of the industrial real estate developer witnessed a gain of 4.14% over the previous month, beating the performance of the Finance sector with its gain of 3.94% and underperforming the S&P 500's gain of 4.83%.The inve ...

The most recent trading session ended with Prologis (PLD) standing at $132.49, reflecting a -0.05% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 0.17%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq added 0.37%.The the stock of industrial real estate developer has risen by 3.65% in the past month, leading the Finance sector's gain of 2.44% and undershooting the S&P 500's gain of 3.8%.Investors will be eagerly watching for the perfo ...