Rogers Communications' Lower Capex Outlook Seen as Well-Timed Amid Regulatory, Sector Uncertainty -- Market Talk

Dow Jones
04/22

0938 ET - Rogers Communications cut its capex guidance at a time when the sector faces challenged growth and an adverse regulatory environment. Scotiabank's Maher Yaghi says curtailing wireless investments is necessary to "to protect the downside from seeing those investments socialized" by Canadian regulators. He says that the cut to the capex outlook and ensuing positive impact on free cash flow generation has positive implications on valuations "given the high correlation between the distribution ratio of telco stocks and the dividend yield in the sector." (adriano.marchese@wsj.co)

(END) Dow Jones Newswires

April 22, 2026 09:38 ET (13:38 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10