罗杰斯通信在监管与行业不确定性中下调资本支出预期 市场观点认为时机恰当

投资观察
Apr 22

罗杰斯通信在行业增长面临挑战及监管环境不利的背景下,下调了其资本支出指引。加拿大丰业银行分析师马赫·亚吉指出,在当前环境下,削减无线网络投资是必要的举措,以避免这些投资可能被加拿大监管机构"社会化"所带来的下行风险。他表示,资本支出展望的下调以及对自由现金流产生的积极影响,将对公司估值产生正面作用,"鉴于电信类股票的分红比率与该行业股息收益率之间存在高度相关性"。

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