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加拿大皇家銀行資本市場指出,凱雷集團對CAE的收購表示興趣,CAE正在評估各種策略選擇。

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-- 根據Betaville發布的未經證實的消息稱,CAE(CAE.TO,CAE)正與一位顧問合作,評估其全部或部分業務的戰略選擇,凱雷集團(CG)被列為感興趣的私募股權投資者之一。加拿大皇家銀行資本市場(RBC Capital Markets)在4月27日的報告中指出。 RBC表示:「我們認為此消息為中性,因為它與管理層最近一次財報電話會議(2026財年第三季度,2026年2月13日)中的表述一致。執行長馬特‧布羅姆伯格(Matt Bromberg)在會上明確表示,CAE已完成自下而上的投資組合審查,確定了佔總收入近8%的非核心資產,並已就潛在交易與顧問接洽——同時他也提醒,這些轉型通常需要18至24個月。 加拿大皇家銀行補充道:“由於這份未經證實的報道之外沒有其他細節,我們認為這本身並非一個催化劑。不過,我們注意到CAE的EV/EBITDA比率在10%左右,市盈率在20%以上,這為評估潛在交易的經濟效益以及任何戰略考慮提供了一定的參考。” 受大盤股指期貨走低的影響,CAE股價今日在美國盤前交易下跌約0.15%。

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