罗杰斯通信在激烈市场竞争中显露改善迹象——市场评论

投资观察
Apr 23

TD Cowen将罗杰斯通信的评级从持有重新上调至买入,此前该机构曾因行业竞争加剧而下调了整个电信板块的评级。分析师Vince Valentini指出,第一季度业绩在多数关键领域略超预期,包括四月份的无线业务定价以及网络用户数量的增长。他还表示,资本支出展望的下调对现金流生成构成利好,这一变化出乎市场预料,且即使宏观经济环境好转,这一较低支出水平也应能持续维持。

Valentini已将罗杰斯通信的股票评级从持有重新调整为买入。TD Cowen曾在四月初将罗杰斯通信连同电信同业BCE和Telus一并下调至持有评级。同时,分析师还将目标股价从56加元上调至60加元。周三该股上涨14%,收报51.21加元。

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