-- 在工程建设公司Aecon Group (ARE.TO)公布第一季度业绩后，Stifel Canada周三重申了对该公司股票的“持有”评级，并维持44.50加元的目标价。 “Aecon在2026年第一季度实现了营收超出预期10.9%，EBITDA超出预期19.7%，但我们将其评为中性季度。2026年第一季度仅占全年EBITDA的约9%（因此绝对值超预期幅度不大），全年展望维持不变。此外，该股年初至今已上涨53.8%（S&P/TSX：+5.9%），估值已达25.2倍（基于2027年预期市盈率），10年平均市盈率为14.6倍，北美同业平均市盈率为22.5倍。估值仍然是我们维持“持有”评级的依据，该评级不变。但我们相信，该公司仍将受益于加拿大政府在核能、国防和基础设施方面的支出，”分析师Ian Gillies写道。 （报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究报告。研究机构可通过以下链接联系我们：https://www..com/contact-us）
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