FLEX LNG: Short-Term Noise, Long-Term Opportunity

FLEX LNG Ltd. remains a Buy, supported by a modern fleet, robust balance sheet with no near-term maturity, and a 9.9% dividend yield. Guidance was raised by ~10% on revenue and ~11% on Adj. EBITDA, reflecting higher spot rates from geopolitical disruptions. FLNG's limited near-term spot exposure and high time charters warrant a long-term investment view despite current spot market strength.