Compounding Dividends on TSLX (TSLX)
公司名称 Sixth Street Specialty Lending
主要经营地 美国
详细生意模式 规范性第一级债权贷款机构，低端ROE，基础股息+特别股息=10.4%收益率
护城河 🟡中(利率敏感+信用周期风险)
估值水平 1.06x P/NAV，PE贷款溢价合理，10.4%股息收益率
EV/Market Cap $449M毛利/$1.7B债务
网络观点 稳定分红/低风险PE融资
原文日期 2026-03-25
作者简介 分红成长专家
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