- GasLog Partners (NYSE:GLOP) jumped 8.1% in today's trade following a favorable analysis from Liam Denning in a Heard On The Street column over the weekend, citing GLOP's limited exposure to commodity prices in the near term and strong growth outlook for the years beyond its current contracts.
- As China’s recent decision to shut down its major coal-fired power plants around Beijing shows, there are structural forces pushing natural gas to take market share from higher-carbon fossil fuels, Denning writes.
- The column notes that the consensus forecast is for GLOP's earnings to rise by 46% this year, almost 10x the growth rate predicted for the MLP sector overall, yet while the Alerian MLP index’s forward dividend yield is 6.44%, GLOG yields almost 8%.