-- スティフェル・カナダのイアン・ギリーズ氏は、バード・コンストラクション（BDT.TO）の投資家向け説明会を終え、「当社の前向きな見通しに、より自信を深めた」と述べた。 ギリーズ氏は、バード株の買い推奨と目標株価55.00ドルを維持しており、バードの需要見通しは「活発な調達活動が多数進行中であることから（当然のことながら）、非常に良好」であるとし、これにより契約構造におけるリスクバランスが改善され、キャッシュフローの質も向上するだろうと述べた。 バードの2027年予想PERは13.4倍であり、建設業界の同業他社18.6倍、カナダの同業他社であるエイコン（ARE.TO）の21.7倍を大きく下回っているため、同社の株価には依然として上昇余地がある。ギリーズ氏によると、建設セクターの株価収益率（P/E倍率）は、過去10年間の平均である12.7倍を46%上回っており、バード・コンストラクションのP/E倍率も、過去平均の10.8倍を24%上回っているという。
Price: $46.32, Change: $+0.56, Percent Change: +1.22%
ACT Energy Technologies (ACX.TO) repaid in full the outstanding exchangeable subordinated promissory note, issued in connection with its acquisition of Rime Downhole Technologies, on July 11, 2023, it said on Monday.The company repaid US$20.0 million of the note, plus accrued interest. The early repayment of the note was funded using the available US$20.0 million term facility provided by the company's syndicate of lenders, it said.Shares of the company closed up 4.1% to $6.68 on Friday on the Toronto Stock Exchange.
The Canadian federal government, led by Prime Minister Mark Carney, will announce a new sovereign wealth fund in a press conference at 9:15 a.m. ET on Monday in Ottawa, while Finance Minister Francois-Philippe Champagne will follow that up with a press conference at 10 a.m. ET in Montreal, says Scotiabank in its Monday morning note.The announcements around the fund will come ahead of Tuesday's Spring economic update from the federal government and, further down the road, ahead of a September investment conference that the Carney administration is planning, aimed at attracting global investment to Canada, notes Scotiabank."The devil will be very much in the details", says the bank of the new fund.One immediate observation from Scotiabank is that usually countries with sovereign wealth funds are net savers. Canada isn't.
Paramount in Canada and Media Pulse, a Blue Ant Media company, Monday announced an expanded partnership, naming Media Pulse as the exclusive direct sales and programmatic partner for Paramount's ad inventory in Canada.Media Pulse will represent Paramount's subscription video on demand (SVOD) platform, Paramount+, and its streaming service, Pluto TV. It will offer clients direct ad insertion opportunities across the full range of Paramount+ and PlutoTV's CTV inventory, enabling Canadian advertisers to reach highly-engaged audiences."This exclusive partnership with Pluto TV and Paramount+ in Canada is an exciting addition to our roster of premium partners, allowing us to further elevate the CTV experience and offer brands the opportunity to follow the viewer to a powerhouse of must-watch content," said Deborah Gurofsky, Media Pulse managing director. "This collaboration gives brands direct, streamlined access to a 'Mountain of Entertainment' that spans every genre and reaches engaged audiences across the country."Blue Ant Media shares closed down $0.11, to $6.74 on Friday on the Toronto Stock Exchange.