Carlyle Secured Lending: Full Re-Rating Makes This 10% Yielder A Hold (Downgrade)
CGBDCarlyle Secured Lending(CGBD) Seeking Alpha·2024-03-15 21:28

Carlyle Secured Lending Inc. (NASDAQ:CGBD) 股票定价 - Carlyle Secured Lending Inc. (NASDAQ:CGBD) 股票被重新定价为净资产值,降低了进一步估值上涨的潜力[1] Carlyle Secured Lending 业绩报告 - 公司报告显示,Carlyle Secured Lending 在第四季度取得了非常稳健的业绩,继续通过净投资收益超过股息,并将常规股息提高了8%[2] Carlyle Secured Lending 股票分类修改 - 股价已充分反映了积极的业务发展,我认为 Carlyle Secured Lending 在升值潜力方面已经没有太多空间,因此我将股票分类修改为持有[3] Carlyle Secured Lending 净投资收益增长 - Carlyle Secured Lending 的净投资收益在第四季度受到短期利率上升的推动,同比增长15%至 2820 万美元,这种增长完全是由利息收入的增长驱动的,同比增长11%至 5210 万美元[9]