-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。目標株価は45カナダドルに据え置きます。これは、2027年度のEPS予想に17.0倍のPERを適用して算出したものです。2026年度の調整後EPS予想は2.45カナダドルから2.36カナダドルに若干引き下げ、2027年度の予想は2.65カナダドルに据え置きます。株価評価は相対的にも絶対的にも依然として高水準にあり、いずれの指標においても長期的な上限を上回っています。アルバータ州の電力インフラは、地理的にもテーマ的にも優れたニッチ市場であることは確かですが、過去の事例から、この高水準は長くは続かないことが分かっており、EPSの成長によって株価が急激に低下する道筋は見当たりません。過去の実績は必ずしも将来の結果を示すものではありませんが、これ以上のPER拡大を正当化する根拠は見当たりません。
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Research Alert: Net: Soft Guidance Offsets Q1 Beats; Announces Workforce Restructuring
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Research Alert: Draftkings Beats Estimates; Maintains Full-year Guidance
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