来源:Gangtise投研
Global Ship Lease, Inc. (GSL) 2024年第三季度业绩电话会:前9个月合同收入约6亿美元,第三季度约2亿美元。公司完成了3亿美元的再融资,平均债务成本降至4%以下,增强了财务弹性。股东总回报率过去5年超过350%,年化股息达到每股1.8美元。财务状况健康,拥有4.05亿美元现金,净债务与EBITDA比率降至0.8倍。公司专注于2000-10000标准箱的中小型集装箱船,这些船舶具有运营灵活性,满足全球贸易需求。行业供应侧趋势显示,闲置产能基本为零,拆船活动几乎停止。公司还强调了环境应对措施,包括提高船舶效率、数据采集共享和生物燃料兼容性,以提高碳强度指标(CII)评级。
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