-- 加拿大皇家銀行資本市場將羅傑斯通訊公司(Rogers Communications Inc.,股票代號:RCI-B.TO,RCI)的目標價從61美元上調至63美元。 分析師德魯·麥克雷諾茲(Drew McReynolds)在羅傑斯通信公司週三公佈季度業績後,維持了對這家加拿大媒體和電信公司股票的“跑贏大盤”評級。 該股在多倫多證券交易所上漲6.11美元,漲幅13.5%,收在51.21美元。 麥克雷諾茲在給客戶的報告中表示:“2026年第一季業績符合預期或略高於預期,而2026年自由現金流預期則因資本支出減少而被上調。” 「我們仍然認為,羅傑斯(Rogers)的股權成長將主要得益於自由現金流的增加、鑑於其相對較低的股息支付率(低於自由現金流的30%)而能夠有效償還債務,以及資產負債表去槓桿化的進一步進展——目前已完成70億美元的結構化股權投資,並且明確了實現體育和媒體資產化的進一步進展——目前已完成70億美元的結構化股權投資,並且明確了實現體育和媒體資產的路徑,」分析師表示少數股權。 「我們仍然認為近期的回檔是一個買入良機,並且我們仍然看好該股的價值,尤其是在以下情況下:營運環境進一步改善;任何對體育和媒體資產的重要少數股權交易都將支撐管理層超過200億美元的估值;以及隨著槓桿率接近3倍,資本回報前景更加明朗。」 (報導北美、亞洲和歐洲主要銀行和研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們:https://www..com/contact-us)
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