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FINWIRES

CIBCは、GFLによるセキュア・エナジー買収提案は株主にとって「魅力的な」プレミアムを提供すると述べている。

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-- CIBCキャピタル・マーケッツは、GFLエンバイロメンタル（GFL.TO、GFL）によるセキュア・エナジー・サービス（SES.TO）の64億ドルでの買収提案は、株主にとって魅力的なプレミアムを提供すると同時に、合併後の会社の潜在的な成長余地も維持すると考えている。 アナリストのジェイミー・クビク氏は、提案価格を反映してセキュアの目標株価を24.75ドルに引き上げ、投資判断を「中立」から「買い」に変更した。同氏はレポートの中で、合併後の会社はセキュアの株主が廃棄物管理バリューチェーンのより多くのセグメントにアクセスできるようになるため、収益の集中リスクが軽減され、成長の可能性が高まると述べている。 また、GFLの浮動株時価総額の増加は、将来的に幅広い株式指数への組み入れの可能性を高める可能性もあると付け加えている。 クビク氏は、カナダ競争局による今回の買収審査は、近年の経緯を踏まえ、注視されるだろうと述べている。競争局は以前、GFLによるテラピュア買収とセキュアによるテルビタ買収に異議を唱えており、後者の審査ではテルビタの一部の資産が強制的に売却された。 「Tervitaの資産の一部は既にSecureプラットフォームから切り離されているため、これほど大規模な資産売却がさらに必要になる可能性は低いと考えていますが、それでもカナダ競争局がこの取引をどのように評価するか注目していきたいと思います。」

Price: $21.80, Change: $-0.64, Percent Change: -2.85%

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