-- 周一，道明证券将Cogeco Communications Inc. (CCA.TO) 和 Cogeco Inc. (CGO.TO) 的评级从“持有”上调至“买入”。 分析师Vince Valentini将这家加拿大电信和媒体公司的股票目标价从85美元下调至83美元，并将其母公司的目标价从85美元下调至81美元。 Valentini在给客户的报告中表示：“CGO的估值仍然主要受其在CCA的股权影响，因此我们调整评级反映了相同的核心结论：相对于其自由现金流的稳定性、资产负债表的灵活性和频谱选择权而言，CCA的股价已经反映了过多的负面消息。” 这位分析师表示：“以目前的CGO股价计算，投资者实际上是以两位数的折价获得了CCA的股权，而股息提供的下行保护有限。” “尽管美国的宽带发展趋势以及加拿大未来几年无线网络建设的不确定性继续对市场情绪构成压力，但我们认为CGO的股价已经反映了这些风险。” （报道来自北美、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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