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RBCがカナダの主要エネルギーインフラ企業の業績予想を変更

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-- RBCキャピタル・マーケッツは月曜日、第1四半期決算発表を前に、カナダの主要エネルギーインフラ企業の業績予想変更を発表した。 RBCは、キャピタル・パワー(CPX.TO)のEBITDA予想を3億6,000万カナダドルから4億カナダドルに引き上げる一方、キーエラ(KEY.TO)のEBITDA予想を2億6,000万カナダドルから2億1,000万カナダドルに引き下げた。RBCは、ヘッジ戦略における季節変動プロファイルの変化とそれに伴う影響を理由に挙げている。 ノースランド・パワー(NPI.TO)のEBITDA予想は、欧州の洋上風力発電資源の増加を見込んだRBCの見通しを反映し、4億500万カナダドルから4億3,000万カナダドルに引き上げられた。 RBCは、トランスアルタ(TA.TO)のEBITDA予想を、発電量減少を理由に2億3,500万カナダドルから2億1,700万カナダドルに引き下げた。 RBCは、タンパ・エレクトリックにおける天候状況の改善と、予想を上回る価格変動を主な理由として、エメラ(EMA.TO)の1株当たり利益予想を1.17ドルから1.20ドルに引き上げました。 エンブリッジ(ENB.TO)の割引キャッシュフロー予想は、カナダエネルギー規制委員会(CER)の規制決定がMTSの財務収益計算に与える影響を反映するため、1.75ドルから1.72ドルに引き下げられました。 RBCは、ギブソン・エナジー(GEI.TO)のEBITDA予想を、船舶輸送量の減少を理由に、1億5400万ドルから1億4900万ドルに引き下げました。 ハイドロ・ワン(H.TO)の1株当たり利益予想は、オンタリオ州における60分間ピーク需要と料金算定基準額の予想を上回る伸びを理由に、0.58ドルから0.64ドルに引き上げられました。 RBCは、主にマーケティング部門に恩恵をもたらすフラックスプレッドの改善により、ペンビナ(PPL.TO)のEBITDA予想を10億6300万ドルから10億9700万ドルに引き上げた。

Price: $66.88, Change: $-0.37, Percent Change: -0.55%

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