-- 週四,道明證券將魁北克傳媒集團(QBR-B.TO)的股票評級從「持有」上調至「買入」。 分析師文斯·瓦倫蒂尼將這家加拿大媒體和電信公司的目標股價從60加元上調至63加元。 瓦倫蒂尼在給客戶的報告中表示:“4月份加拿大無線市場的定價持續小幅改善,因此我們對價格戰升級(包括QBR/Freedom的激進應對)的擔憂有所減輕。” 這位分析師還表示:“此外,QBR的平均每用戶收入(ARPU)約為35加元,即使競爭再次加劇,其面臨的價格下行風險也較小。” 瓦倫蒂尼說:“正是基於這樣的背景,再加上該股近期9%的回調,我們才得以重新審視我們的投資邏輯。” 「根據我們季度末通路檢查的最新情況,我們預計2026年第一季基本EBITDA和自由現金流將保持穩健,這推高了我們對2027財年的預期(由於非現金股權激勵支出再次居高不下,對2026年第一季度或2026財年業績的影響較小)。” (報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們:https://www..com/contact-us)
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