-- 週一,道明證券將Cogeco Communications Inc. (CCA.TO) 和 Cogeco Inc. (CGO.TO) 的評級從「持有」上調至「買入」。 分析師Vince Valentini將加拿大電信和媒體公司的股票目標價從85美元下調至83美元,並將母公司的目標價從85美元下調至81美元。 Valentini在給客戶的報告中表示:“CGO的估值仍然主要受其在CCA的股權影響,因此我們調整評級反映了相同的核心結論:相對於其自由現金流的穩定性、資產負債表的靈活性和頻譜選擇權而言,CCA的股價已經反映了過多的負面消息。” 這位分析師表示:“以目前的CGO股價計算,投資者實際上是以兩位數的折扣獲得了CCA的股權,而股息提供的下行保護有限。” “儘管美國的寬頻發展趨勢以及加拿大未來幾年無線網路建設的不確定性繼續對市場情緒構成壓力,但我們認為CGO的股價已經反映了這些風險。” (報告來自北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究報告。研究機構可透過以下連結聯絡我們:https://www..com/contact-us)
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