-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將TECK的12個月目標價上調3美元至64美元，基於我們對TECK 2027年EBITDA的預期，其EV/EBITDADA倍數為6.8倍，而TECK過去三年的平均預期EV/EBITDA倍數為7.2倍，同業平均為10.0倍。我們將TECK 2026年的每股盈餘預期上調0.81加元至4.46加元，並將2027年的每股盈餘預期上調0.85加元至4.90加元。 TECK與英美資源集團的合併案仍在按計畫進行，預計於2026年9月至2027年3月之間完成，目前正處於中國監管審批階段。合併後的英泰公司預計將成為全球前五大銅生產商之一，年產量約120萬噸，2027年將成長至約135萬噸。管理層預計，透過優化相鄰的QB-Collahuasi資產，每年可實現8億美元的稅前協同效應，並額外增加14億美元的EBITDA。泰克公司2026年的銅產量預期維持在45.5萬至53萬噸不變，隨著尾礦管理設施建設的推進，QB項目正逐步走向穩定運作。
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