0734 ET - 加拿大电信公司在第四季度继续展现出稳健的基本面，TD Cowen的分析师文斯·瓦伦蒂尼表示。他预计，随着无线用户平均收入和服务收入增长的逐步改善，加上通过非核心资产出售推动的自由现金流增强和持续的债务减少，整体表现将会提升。排除枫叶体育娱乐资产后，罗杰斯的估值仍然是最具吸引力的，其次是泰勒斯，目前的股价压力似乎过大。同时，他认为对以收入为导向的投资者来说，加拿大贝尔表现稳定，不过2026年可能不会带来显著的有机收入或EBITDA增长。瓦伦蒂尼认为，第四季度的财报将可能成为罗杰斯和泰勒斯的正面催化剂，而加拿大贝尔则可能在客户流失方面有所改善，但固定网络和媒体业务趋势将趋于疲软。(adriano.marchese@wsj.com)
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