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加拿大帝國商業銀行(CIBC)將Keyera和Pembina列為第一季財報季前最值得關注的能源基礎設施公司。

-- 加拿大帝國商業銀行資本市場(CIBC Capital Markets)週三將Keyera(KEY.TO)和Pembina Pipeline(PPL.TO)列為第一季財報季的首選能源基礎設施公司。 CIBC表示,Keyera在即將完成的Plains天然氣液體資產的收購中蘊藏著未實現的價值,儘管收購完成的時間更有可能在季度末。 CIBC指出,Pembina也擁有與Greenlight電力中心計畫相關的成長潛力,並且可能上調市場預期。 CIBC補充道,Pembina上調市場預期的潛力最大,儘管該公司歷來不願在年初這樣做。 CIBC表示:“更廣泛地說,我們認為持續不斷的宏觀經濟新聞可能會為那些靈活且能夠承受相應投資組合更替的投資者創造交易機會。” 加拿大帝國商業銀行(CIBC)將TC Energy(TRP.TO)的評級從“中性”上調至“跑贏大盤”,並將目標價從85.00加元上調至89.00加元,主要原因是近期項目的預期回報更高,而回報前景的改善是此次評級調整的主要驅動因素。 CIBC也將AltaGas(ALA.TO)的目標價從50.00加元上調至51.00加元,原因是其液化石油氣前景更為樂觀。 Superior Plus(SPB.TO)的評級也因其Certarus部門宣佈建設資料中心專案而從「中性」上調至「跑贏大盤」。

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

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