<p>如果我不得不説出未來幾十年世界面臨的兩個最大挑戰，那就是糧食和水資源短缺。隨着重大挑戰的出現，投資和創造百萬財富的機會也隨之而來。毫不困難地猜測，農業主題和水資源股票將在未來五到十年成為巨大的財富創造者。</p>
<p>詳細闡述這些挑戰，一份 2023 年的報告指出，美國人越來越被迫依賴瓶裝水，每年估計花費 1350 美元。此外，水資源不安全每年給美國經濟帶來 85.8 億美元的負面影響。</p>
<p>這些挑戰是由於長期對水資源基礎設施的投資不足造成的。然而，隨着水資源不安全的加劇，投資很可能會加速。這為一些水務公司帶來了巨大的機遇。</p>
<p>本專欄討論了三家值得持有直至 2030 年並具有百萬富翁潛力的水務股票。</p>
<h2>Essential Utilities（WTRG）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：Alina Kruk/Shutterstock.com</p>
<p><strong>Essential Utilities</strong>（紐約證券交易所：<strong>WTRG</strong>）股票在過去幾個季度中一直橫盤，儘管存在波動。以 18.8 倍的市盈率看，WTRG 股票看起來具有吸引力。此外，該水務股票提供 3.29% 的豐厚股息率。</p>
<p>從概述來看，Essential Utilities 是一家經營受監管公用事業的公司，提供水務、污水處理和天然氣服務。該公司在美國擁有最大的水務基礎設施之一，包括 14450 英里的水管、200 座污水處理廠和 1000 個水庫。</p>
<p>Essential Utilities 正致力於通過在 2024 年至 2028 年之間的有針對性的投資 72 億美元來進一步加強其基礎設施。與此同時，該水務公司正在尋求水務和污水收購機會。這很可能轉化為穩定增長。</p>
<p>從價值創造的角度來看，Essential Utilities 在過去 33 年中有 32 年增加了股息。在積極的監管環境下，增長可能會得到支持，並確保股息上行。</p>
<h2>American Water Works Company（AWK）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：DenisProduction.com / Shutterstock.com</p>
<p><strong>American Water Works</strong>（紐約證券交易所：<strong>AWK</strong>）是另一家股票，在過去幾個季度中一直橫盤。估值看起來具有吸引力，再加上 2.37% 的豐厚股息率。</p>
<p>截至 2023 年 12 月，美國水務報告顯示擁有 53700 英里的管道、620 座水處理廠和 175 座污水處理廠。同期，該公司的受監管客户數量為 350 萬。</p>
<p>該水務公司有雄心勃勃的計劃，在 2024 年至 2028 年之間投資 160 至 170 億美元。這些投資將主要用於受監管系統投資以及受監管收購。</p>
<p>值得注意的是，美國水務為 18 個軍事基地提供服務。在這一領域，公司看到 70 個額外的投資機會。鑑於投資計劃和收入增長渠道，公司還將長期目標定在每股收益年增長 7% 至 9%。這將伴隨着現金流上行和潛在的股息增長。</p>
<h2>Primo Water Corporation（PRMW）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：Sambulov Yevgeniy/ShutterStock.com</p>
<p><strong>Primo Water</strong>（紐約證券交易所：<strong>PRMW</strong>）在過去 12 個月中漲幅達 74%。然而，以 23.6 倍的市盈率看，PRMW 股票看起來具有吸引力。考慮到行業向好的勢頭，我會押注於持續上漲。</p>
<p>簡要來看，Primo Water 是一家在美國和加拿大提供瓶裝水、水過濾服務、飲水機和純淨瓶裝水的公司。最近，Primo Water 和 <strong>BlueTriton</strong> 達成了合併協議。這次合併可能會打造一個領先的純淨健康水公司。合併實體可能在截至 3 月的最近 12 個月內實現 65 億美元的營收和 15 億美元的調整後息税折舊攤銷前利潤（EBITDA）。這包括 2 億美元的合併協同效應。</p>
<p>我必須補充的是，合併實體的最近 12 個月自由現金流為 5.65 億美元。因此，一旦合併完成，將有充足的靈活性進行積極投資。同時，現金流的可見性為計劃中的去槓桿提供了空間。</p>
<p>總的來説，我對這次合併創造長期價值持樂觀態度，我相信 PRMW 股票的上行潛力最好的部分仍在未來。</p>
<p>_在發佈日期，Faisal Humayun 沒有持有（直接或間接）本文提到的證券中的任何頭寸。本文中表達的觀點屬於作者本人，遵守 InvestorPlace.com 的發佈指南。</p>
<p>Faisal Humayun 是一位擁有 12 年信用研究、股票研究和財務建模經驗的高級研究分析師。Faisal 已撰寫了 1500 多篇專注於科技、能源和大宗商品行業的股票特定文章。</p>
<p>能源、可再生能源、水資源</p>

WTRG

美國水業

<p>三家水務股票，Essential Utilities（WTRG）、American Water Works Company（AWK）和 Primo Water Corporation（PRMW），被認為是潛在的財富創造者，預計到 2030 年，由於水資源短缺和水務基礎設施投資不足的挑戰不斷增加。Essential Utilities 專注於加強基礎設施建設並尋求收購機會，而 American Water Works 計劃投資於系統改進和收購。Primo Water 正在與 BlueTriton 合併，打造領先的健康水飲公司。這些股票提供具有吸引力的估值和股息收益</p>

<p>If I had to state two of the biggest challenges the world faces in the coming decades, it’s the shortage of food and water. With big challenges comes some of the biggest opportunities for investing and creating millions. It’s not difficult to guess that the agriculture theme and water stocks will be massive wealth creators in the next five to ten years.</p>
<div class="lb-trans"><p>如果我不得不説出未來幾十年世界面臨的兩個最大挑戰，那就是糧食和水資源短缺。隨着重大挑戰的出現，投資和創造百萬財富的機會也隨之而來。毫不困難地猜測，農業主題和水資源股票將在未來五到十年成為巨大的財富創造者。</p>
</div><p>Elaborating on the challenges, a 2023 report indicates that Americans are increasingly forced to rely on bottled water at an estimated cost of $1,350 annually. Further, water insecurity has a negative impact of $8.58 billion annually on the U.S. economy.</p>
<div class="lb-trans"><p>詳細闡述這些挑戰，一份 2023 年的報告指出，美國人越來越被迫依賴瓶裝水，每年估計花費 1350 美元。此外，水資源不安全每年給美國經濟帶來 85.8 億美元的負面影響。</p>
</div><p>These challenges are a result of chronic underinvestment in the water infrastructure. However, as water insecurity grows, it’s likely that investments will accelerate. This translates into big opportunities for some water utility companies.</p>
<div class="lb-trans"><p>這些挑戰是由於長期對水資源基礎設施的投資不足造成的。然而，隨着水資源不安全的加劇，投資很可能會加速。這為一些水務公司帶來了巨大的機遇。</p>
</div><p>This column discusses three water stocks that are worth holding until 2030 and have millionaire-maker potential.</p>
<div class="lb-trans"><p>本專欄討論了三家值得持有直至 2030 年並具有百萬富翁潛力的水務股票。</p>
</div><h2>Essential Utilities (WTRG)</h2>
<div class="lb-trans"><h2>Essential Utilities（WTRG）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Alina Kruk/Shutterstock.com</p>
<div class="lb-trans"><p>來源：Alina Kruk/Shutterstock.com</p>
</div><p><strong>Essential Utilities</strong> (NYSE:<strong>WTRG</strong>) stock has been sideways, amidst volatility, in the last few quarters. At a forward P/E of 18.8, WTRG stock looks attractive. Further, the utilities stock offers a healthy dividend yield of 3.29%.</p>
<div class="lb-trans"><p><strong>Essential Utilities</strong>（紐約證券交易所：<strong>WTRG</strong>）股票在過去幾個季度中一直橫盤，儘管存在波動。以 18.8 倍的市盈率看，WTRG 股票看起來具有吸引力。此外，該水務股票提供 3.29% 的豐厚股息率。</p>
</div><p>As an overview, Essential Utilities is an operator of regulated utilities that provide water, wastewater, and natural gas services. The company has one of the largest water infrastructure footprints in the U.S. with 14,450 miles of water main, 200 wastewater treatment plants, and 1,000 water storage tanks.</p>
<div class="lb-trans"><p>從概述來看，Essential Utilities 是一家經營受監管公用事業的公司，提供水務、污水處理和天然氣服務。該公司在美國擁有最大的水務基礎設施之一，包括 14450 英里的水管、200 座污水處理廠和 1000 個水庫。</p>
</div><p>Essential Utilities is working on further strengthening its infrastructure with targeted investment of $7.2 billion between 2024 and 2028. At the same time, the utilities company is pursuing water and wastewater acquisition opportunities. This is likely to translate into steady growth.</p>
<div class="lb-trans"><p>Essential Utilities 正致力於通過在 2024 年至 2028 年之間的有針對性的投資 72 億美元來進一步加強其基礎設施。與此同時，該水務公司正在尋求水務和污水收購機會。這很可能轉化為穩定增長。</p>
</div><p>From the perspective of value creation, Essential Utilities has increased dividends in 32 of the last 33 years. With a positive regulatory environment, growth is likely to be supported and will ensure that dividend upside sustains.</p>
<div class="lb-trans"><p>從價值創造的角度來看，Essential Utilities 在過去 33 年中有 32 年增加了股息。在積極的監管環境下，增長可能會得到支持，並確保股息上行。</p>
</div><h2>American Water Works Company (AWK)</h2>
<div class="lb-trans"><h2>American Water Works Company（AWK）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: DenisProduction.com / Shutterstock.com</p>
<div class="lb-trans"><p>來源：DenisProduction.com / Shutterstock.com</p>
</div><p><strong>American Water Works</strong> (NYSE:<strong>AWK</strong>) is another stock that has remained sideways in the last few quarters. Valuations look attractive coupled with a healthy dividend yield of 2.37%.</p>
<div class="lb-trans"><p><strong>American Water Works</strong>（紐約證券交易所：<strong>AWK</strong>）是另一家股票，在過去幾個季度中一直橫盤。估值看起來具有吸引力，再加上 2.37% 的豐厚股息率。</p>
</div><p>As of December 2023, American Water reported 53,700 miles of pipe, 620 water treatment plants, and 175 wastewater treatment plants. For the same period, the company had a regulated customer count of 3.5 million.</p>
<div class="lb-trans"><p>截至 2023 年 12 月，美國水務報告顯示擁有 53700 英里的管道、620 座水處理廠和 175 座污水處理廠。同期，該公司的受監管客户數量為 350 萬。</p>
</div><p>The utility company has ambitious plans to invest $16 to $17 billion between 2024 and 2028. These investments will be targeted towards regulated system investments coupled with regulated acquisitions.</p>
<div class="lb-trans"><p>該水務公司有雄心勃勃的計劃，在 2024 年至 2028 年之間投資 160 至 170 億美元。這些投資將主要用於受監管系統投資以及受監管收購。</p>
</div><p>It’s also worth noting that American Water is serving 18 military instillations. In this segment, the company sees 70 additional investment opportunities. Given the investment plan and avenues for revenue upside, the company is also targeting 7% to 9% annual growth in earnings per share for the long-term. This will be associated with cash flow upside and potential dividend growth.</p>
<div class="lb-trans"><p>值得注意的是，美國水務為 18 個軍事基地提供服務。在這一領域，公司看到 70 個額外的投資機會。鑑於投資計劃和收入增長渠道，公司還將長期目標定在每股收益年增長 7% 至 9%。這將伴隨着現金流上行和潛在的股息增長。</p>
</div><h2>Primo Water Corporation (PRMW)</h2>
<div class="lb-trans"><h2>Primo Water Corporation（PRMW）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Sambulov Yevgeniy/ShutterStock.com</p>
<div class="lb-trans"><p>來源：Sambulov Yevgeniy/ShutterStock.com</p>
</div><p><strong>Primo Water</strong> (NYSE:<strong>PRMW</strong>) has witnessed a healthy rally of 74% in the last 12 months. However, at a forward P/E of 23.6, PRMW stock looks attractively valued. I would bet on a sustained uptrend considering industry tailwinds.</p>
<div class="lb-trans"><p><strong>Primo Water</strong>（紐約證券交易所：<strong>PRMW</strong>）在過去 12 個月中漲幅達 74%。然而，以 23.6 倍的市盈率看，PRMW 股票看起來具有吸引力。考慮到行業向好的勢頭，我會押注於持續上漲。</p>
</div><p>As an overview, Primo Water is a provider of bottled water, water filtration services, water dispensers, and purified bottled water in the U.S. and Canada. In a recent development, Primo Water and <strong>BlueTriton</strong> have entered into a merger agreement. This merger is likely to create a leading pure-play healthy-hydration company. The combined entity is likely to have revenue and adjusted EBITDA of $6.5 billion and $1.5 billion respectively for the last twelve-months (LTM) ended March. This is inclusive of $200 million in merger synergies.</p>
<div class="lb-trans"><p>簡要來看，Primo Water 是一家在美國和加拿大提供瓶裝水、水過濾服務、飲水機和純淨瓶裝水的公司。最近，Primo Water 和 <strong>BlueTriton</strong> 達成了合併協議。這次合併可能會打造一個領先的純淨健康水公司。合併實體可能在截至 3 月的最近 12 個月內實現 65 億美元的營收和 15 億美元的調整後息税折舊攤銷前利潤（EBITDA）。這包括 2 億美元的合併協同效應。</p>
</div><p>I must add here that the combined entity has an LTM free cash flow of $565 million. Therefore, once the merger is completed, there will be ample flexibility for aggressive investments. At the same time, the cash flow visibility provides headroom for the planned deleveraging.</p>
<div class="lb-trans"><p>我必須補充的是，合併實體的最近 12 個月自由現金流為 5.65 億美元。因此，一旦合併完成，將有充足的靈活性進行積極投資。同時，現金流的可見性為計劃中的去槓桿提供了空間。</p>
</div><p>Overall, I am bullish on the merger creating long term value and I believe that the best part of upside is still to come for PRMW stock.</p>
<div class="lb-trans"><p>總的來説，我對這次合併創造長期價值持樂觀態度，我相信 PRMW 股票的上行潛力最好的部分仍在未來。</p>
</div><p><em>On the date of publication, Faisal Humayun did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em> <em>Publishing Guidelines</em> <em>.</em></p>
<div class="lb-trans"><p>_在發佈日期，Faisal Humayun 沒有持有（直接或間接）本文提到的證券中的任何頭寸。本文中表達的觀點屬於作者本人，遵守 InvestorPlace.com 的發佈指南。</p>
</div><p>Faisal Humayun is a senior research analyst with 12 years of industry experience in the field of credit research, equity research and financial modeling. Faisal has authored over 1,500 stock specific articles with focus on the technology, energy and commodities sector.</p>
<div class="lb-trans"><p>Faisal Humayun 是一位擁有 12 年信用研究、股票研究和財務建模經驗的高級研究分析師。Faisal 已撰寫了 1500 多篇專注於科技、能源和大宗商品行業的股票特定文章。</p>
</div><p>Energy, Renewable Energy, Water</p>
<div class="lb-trans"><p>能源、可再生能源、水資源</p>
</div>

到 2030 年可能成為巨大財富創造者的三隻水務股