“回归基础”战略获市场认可 RBC上调Algonquin Power(AQN.US)目标价至6.50美元

智通财经
Jul 30

智通财经APP获悉,加拿大皇家银行资本市场(RBC Capital Markets)发表研报,将Algonquin Power & Utilities Corp.(AQN.US)目标价从6美元上调至6.50美元,并重申了该股“与大盘持平”评级。此次调整与该公司新推出的“回归基础”战略相契合,该战略明确了2027年前的每股收益目标,并预测将实现8.5%的净资产收益率及约5%的费率基础年复合增长率。

报告指出,Algonquin Power管理层发布的战略演示远超投资者预期,特别是关于公司2027年前景的指引报告。演示中提供的清晰详实的发展规划显著增强了投资者信心,推动公司股价在6月3日单日涨幅近16%。此外,该公司持续28年不间断派发股息的优异记录,进一步巩固了其稳健的市场形象。

尽管新战略获得市场认可,RBC仍维持“与大盘持平”评级。该机构解释称,对战略执行成效仍持审慎态度,并指出当前股价估值偏高——根据公司指引(不含HLBV收益),2026及2027年预期市盈率分别达21倍和17倍。

据了解,Algonquin Power的“回归基础”计划是其强化财务基础、实现未来几年稳健增长的关键举措。这家总部位于加拿大奥克维尔的多元化公用事业公司,专注于受监管的电力、水务、污水处理及天然气系统运营。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

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