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RBCキャピタル・マーケッツによると、ロジャーズ・コミュニケーションズの設備投資削減は、オーガニックな負債削減を促進するためだという。

-- ロジャーズ・コミュニケーションズ(RCI)の設備投資削減は、経営陣が今後4年間で40~50ベーシスポイントの改善を目指すオーガニック・デレバレッジを引き続き支えている、とRBCキャピタル・マーケッツは火曜日のレポートで述べた。 同社は2026年の設備投資ガイダンスを従来の33億~35億カナダドルから25億カナダドル(18億3000万米ドル)~27億カナダドルに引き下げ、フリーキャッシュフローのガイダンスを従来の33億~35億カナダドルから41億~43億カナダドルに引き上げた、と同証券会社は述べている。 RBCによると、ロジャーズ・コミュニケーションズの経営陣は、年間約8億カナダドルのフリーキャッシュフローの増加分を債務返済に充てる意向である。また、同社がネットワーク全体にわたる重要な投資を優先する方針であるため、設備投資削減は今後も継続される予定であるとRBCは指摘した。 RBCキャピタル・マーケッツは、ロジャーズ・コミュニケーションズの目標株価を61カナダドルから63カナダドルに引き上げ、「アウトパフォーム」の投資判断を維持した。

Price: $36.96, Change: $-0.52, Percent Change: -1.39%

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