-- 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。当社は、2027年のEBITDA予想に基づくEV/EBITDA倍率を6.8倍と想定し、12ヶ月目標株価を3米ドル引き上げ64米ドルとします。これは、TECKの過去3年間の平均EV/EBITDA倍率7.2倍、および同業他社の平均10.0倍と比較したものです。また、2026年のEPS予想を0.81カナダドル引き上げ4.46カナダドル、2027年のEPS予想を0.85カナダドル引き上げ4.90カナダドルとします。TECKとアングロ・アメリカンの合併は、中国における規制当局の承認手続きが進んでいることから、2026年9月から2027年3月の間に完了する見込みです。合併後のアングロ・テック社は、年間約120万トンの生産量を誇る世界トップ5の銅生産会社となり、2027年までに約135万トンに増加すると見込まれています。経営陣は、隣接するQB-コラワシ資産の最適化により、年間8億米ドルの税引前シナジー効果と、さらに14億米ドルのEBITDA増加が見込まれると予測しています。尾鉱管理施設の開発が進むにつれてQB鉱山は安定稼働に向けて進んでおり、テック社の2026年の銅生産量見通しである45万5000～53万トンは変更ありません。
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