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FINWIRES

加拿大帝国商业银行表示，GFL对Secure Energy的收购要约为股东提供了“诱人的”溢价。

-- 加拿大帝国商业银行资本市场（CIBC Capital Markets）认为，GFL Environmental（GFL.TO，GFL）以64亿加元收购Secure Energy Services（SES.TO）的要约，不仅为股东提供了极具吸引力的溢价，也保留了合并后公司的潜在增长空间。 分析师Jamie Kubik在一份报告中指出，合并后的公司将使Secure的股东能够进入废物管理价值链的更多环节，从而降低收入集中度并提升增长潜力。Kubik已将Secure的目标股价上调至24.75加元，以反映此次收购要约价格。 他还补充道，GFL流通股数量的增加也可能提升其未来被纳入更广泛的股指的可能性。 Kubik表示，鉴于近期的案例，加拿大竞争局对这笔交易的审查将受到密切关注。该局此前曾对GFL收购Terrapure以及Secure收购Tervita的交易提出质疑，其中对Tervita的审查导致其部分资产被强制出售。 “鉴于 Tervita 的部分资产已经从 Secure 平台剥离出来，我们认为不太可能需要进行如此大规模的进一步资产处置，但我们仍然很想看看加拿大竞争局如何看待这笔交易。”

Price: $21.80, Change: $-0.64, Percent Change: -2.85%

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