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FINWIRES

更正：加拿大帝國商業銀行稱，GFL收購Secure Waste Infrastructure的提議為股東提供了「有吸引力的」溢價。

-- （標題和第一段中目標公司名稱已更正為 Secure Waste Infrastructure。） 加拿大帝國商業銀行資本市場認為，GFL Environmental（GFL.TO，GFL）提出的以 64 億加元收購 Secure Waste Infrastructure（SES.TO）的要約，不僅為股東提供了極具吸引力的溢價，也保留了合併後公司的潛在成長空間。 分析師 Jamie Kubik 在一份報告中指出，合併後的公司將使 Secure 的股東能夠進入廢棄物管理價值鏈的更多環節，從而降低收入集中度並提升成長潛力。 Kubik 已將 Secure 的目標價上調至 24.75 加元，以反映此次收購要約的價格。 他還補充道，GFL 流通股數量的增加也可能提升其未來被納入更廣泛的股指的可能性。 鑑於近期的事件，Kubik 表示，加拿大競爭局對這筆交易的審查將受到密切關注。加拿大競爭局先前曾對GFL收購Terrapure以及Secure收購Tervita提出質疑，其中對後者的審查導致Tervita部分資產被強制處置。 “鑑於Tervita的部分資產已從Secure平台剝離，我們認為不太可能需要進行如此大規模的進一步處置，但我們仍然很想了解加拿大競爭局對這筆交易的看法。”

Price: $21.90, Change: $-0.54, Percent Change: -2.41%

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