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FINWIRES

研究快訊:Cu Q1:公司獲利成長4%,Yellowhead管線計畫推進29億加幣

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA的分析師總結如下: CU公佈的2026年第一季調整後收益為2.42億加元(每股0.89加元),而2025年第一季為2.32億加元(每股0.85加元);按國際財務報告準則(IFRS)計算的收益則從上年的2.36億加元下降至2.24億元。收益差異主要源自於3,600萬加元的受監管活動時間調整以及1,900萬加元的優先股股息。我們認為,鑑於當前能源危機下加拿大西部地區急需能源基礎設施,5月有關黃頭管道項目的消息可能較為樂觀。耗資29億加元的黃頭輸油管項目已安排於2026年5月舉行阿爾伯塔省公用事業委員會(AUC)聽證會,預計於2026年第三季做出決定,併計劃於2026年開工。該公司第一季資本支出為3.53億加元,其中94%分配給了ATCO能源系統公司和ATCO澳洲公司這兩家受監管的公用事業公司。中東部輸電工程已完成線路建設,將於2026年6月前為阿爾伯塔省電網新增1,500兆瓦的裝置容量。董事會宣布派發第二季股息,每股0.4623加幣。

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