HA Sustainable Infrastructure Capital, Inc. (HASI) Q3 2024 Earnings Call Transcript Summary
HA Sustainable Infrastructure Capital, Inc. (HASI) Q3 2024 Earnings Call Transcript Summary
Portfolio yield increased to 8.1%, driven by new asset yields of approximately 10.5% YTD.The following is a summary of the HA Sustainable Infrastructure Capital, Inc. (HASI) Q3 2024 Earnings Call Transcript:
以下是HA Sustainable Infrastructure Capital, Inc. (HASI) Q3 2024業績會的摘要：
Financial Performance:
財務表現：
HASI reported YTD adjusted earnings per share of $1.83, an 8% increase over the same period in 2023.
Managed assets grew by 14% over the last 12 months, now exceeding $13 billion.
Portfolio yield increased to 8.1%, driven by new asset yields of approximately 10.5% YTD.
HASI報告了調整後的每股收益爲1.83美元，比2023年同期增長了8%。
管理的資產在過去12個月增長了14%，現在超過130億美元。
組合收益率提高至8.1%，受YTD約10.5%的新資產收益推動。
Business Progress:
業務進展：
HASI closed $1.2 billion in new investments YTD and forecasts reaching $1.7 billion by year-end.
The company maintains a robust investment pipeline valued over $5.5 billion, diversified across different markets.
Partnerships with entities like KKR and transitions in the SunStrong JV have been managed effectively, aligning with business goals and expansion strategies.
HASI今年截至今日已經完成了12億美元的新投資，並預計年底達到17億美元。
該公司維持着一支強大的投資管道，價值超過55億美元，在不同市場之間進行了多元化。
與KKR等實體的合作伙伴關係以及SunStrong JV中的轉變都得到有效管理，與業務目標和拓展戰略保持一致。
Opportunities:
機會：
HASI expects increased demand for power generation and clean energy investments, projecting continued growth across geographic and political landscapes.
Strategic partnership in the CCH1 project with KKR aims for a $2 billion investment target by year-end 2025.
HASI預計對發電和清潔能源投資的需求將增加，預計在地理和政治格局上持續增長。
與KKR在CCH1項目中的戰略合作旨在實現截至2025年年底的20億美元的投資目標。
Risks:
風險：
Market volatility related to renewable energy credits and adjustments in value due to shifting power contract prices necessitate careful risk management.
Interest rate risks and economic shifts are consistently hedged to minimize negative impacts on earnings.
與可再生能源積分相關的市場波動以及由於電力合同價格波動導致價值調整，需要進行謹慎的風險管理。
利率風險和經濟變動始終進行對沖，以最大程度地減少對業績的負面影響。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
