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加拿大帝国商业银行(CIBC)将Keyera和Pembina列为第一季度财报季前最值得关注的能源基础设施公司。

-- 加拿大帝国商业银行资本市场（CIBC Capital Markets）周三将Keyera（KEY.TO）和Pembina Pipeline（PPL.TO）列为第一季度财报季的首选能源基础设施公司。 CIBC表示，Keyera在即将完成的对Plains天然气液资产的收购中蕴藏着未实现的价值，尽管收购完成的时间更有可能在季度末。 CIBC指出，Pembina也拥有与Greenlight电力中心项目相关的增长潜力，并且可能上调市场预期。 CIBC补充道，Pembina上调市场预期的潜力最大，尽管该公司历来不愿在年初这样做。 CIBC表示：“更广泛地说，我们认为持续不断的宏观经济新闻可能会为那些灵活且能够承受相应投资组合更替的投资者创造交易机会。” 加拿大帝国商业银行（CIBC）将TC Energy（TRP.TO）的评级从“中性”上调至“跑赢大盘”，并将目标价从85.00加元上调至89.00加元，主要原因是近期项目的预期回报更高，而回报前景的改善是此次评级调整的主要驱动因素。 CIBC还将AltaGas（ALA.TO）的目标价从50.00加元上调至51.00加元，原因是其液化石油气前景更为乐观。 Superior Plus（SPB.TO）的评级也因其Certarus部门宣布建设数据中心项目而从“中性”上调至“跑赢大盘”。

Price: $48.92, Change: $+0.71, Percent Change: +1.47%

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