洗倉潮下, 回望一下美股REITS

洗倉潮下, 回望一下美股REITS

美股由2月中開始向下, 一個月內跌3成
債, 股, 優先股, ETD, CDF 全線向下
跌幅驚人

上次講完新加坡REITS, 話口未完, 又跌過
今次睇下美國REITS 又如何

以3月18日收巿計
NRZ New Residential Investment 重創
由最高位17.66, 講緊2月中, 剛好一個月, 跌到得返5.73
最低試過4.36
完全係跳樓價, 要錢唔要貨心態
如果唔減派息, 有34 里
不過今年好難KEEP 派息吧

大跌巿時, 真係無乜股保持強勢
本身最強既REITS, 大跌巿一樣無面比
由高位84.92 大跌一半, 最低40 蚊
跌左一半
雖然無NRZ 咁慘, 不過都唔好得幾多
而且, 仲未見底

19年升得唔錯既STOR,
一樣要面對FREE FALL
高位40.96, 最低15.11
大跌63%

之前己經重傷既MAC, 基本上己經一直跌
近來跌到得返6蚊

工業RETIS 又如何?
STAG 33.48 跌到18.42, 跌唔到50% 己經算係咁

AGNC, 19 年升升跌跌,
好不容易升返19.65,
本來仲諗, 放得太早,
現在? 得返9蚊, 最低6.25 添

美股, 真係沒有最低, 還有更低,
而且, 唔知幾時到底
日日一二千點咁上落
心臟就快負荷唔到

New Residential Investment Corp. 2019 Q4 - Results - Earnings Call Presentation

New Residential Investment Corp. 2019 Q4 - Results - Earnings Call Presentation

NRZ 今日公佈2019年第四季業績,
成績好, 帶動今日股價上升
我由15.XX 開始入, 之前跌到15 又加碼過,
原來唔覺唔覺己升到17.52 (但今星期英股大跌巿, 拖累成績😓)

詳細業績報告可以睇下面官網,
以下只HIGHLIGHT 重點




https://www.newresi.com/news/press-releases/detail/141/new-residential-investment-corp-announces-fourth-quarter

NEW YORK--(BUSINESS WIRE)-- New Residential Investment Corp. (NYSE: NRZ; “New Residential” or the “Company”) today reported the following information for the fourth quarter and full year ended December 31, 2019:

FOURTH QUARTER 2019 FINANCIAL HIGHLIGHTS:

• GAAP Net Income of $211.8 million, or $0.51 per diluted common share(1)
• Core Earnings of $255.4 million, or $0.61 per diluted common share(1)(2)
• Common Dividend of $207.8 million, or $0.50 per common share(1)
• Book Value per common share of $16.21(1)

FULL YEAR 2019 FINANCIAL HIGHLIGHTS

• GAAP Net Income of $550.0 million, or $1.34 per diluted common share(1)
• Core Earnings of $886.8 million, or $2.17 per diluted common share(1)(2)
• Common Dividend of $807.8 million, or $2.00 per common share(1)