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Enbridge Is Well Positioned With Somewhat Dichotomous Business, Credit Suisse Says

Enbridge Is Well Positioned With Somewhat Dichotomous Business, Credit Suisse Says

瑞士信貸公司說，恩布里奇處於良好位置，有些二分之一的業務
Benzinga ·  2023/03/30 02:00
  • Credit Suisse analyst Andrew M. Kuske upgraded the shares of Enbridge Inc (NYSE:ENB) from Underperform to Neutral.
  • For the year-to-date, the company delivered a negative ~5% return versus the S&P/TSX Composite's 1.2% and the Alerian's AMNA performance of negative 3.5%, said the analyst.
  • The analyst believes some of the Mainline issues are better understood now and are more effectively reflected in the share price.
  • In the quarters ahead, the analyst anticipates some of the noise in relation to the current ENB Mainline evolution to be resolved as witnessed in past cycles with a risks/rewards balance.
  • The analyst focuses on the impacts from potential tariff reduction that may fall into a net impact of CA$250 million-CA$500 million of EBITDA in reasonable scenarios.
  • In the analyst's view, Enbridge is well positioned with a somewhat dichotomous business, with one half facing better growth prospects and the other half less growth potential.
  • Price Action: ENB shares are trading higher by 2.72% at $37.73 on the last check Wednesday.
  • 瑞士信貸 分析師安德魯 ·M· 庫斯克升級的股票 恩布里奇 紐約證券交易所代碼：ENB）從「表現不佳」變為「中立」。
  • 該分析師表示，該公司與 S&P/TSX 綜合指數的 1.2％ 相比，該公司的回報率為負〜 5％，而 Alerian 的 AMNA 表現為負 3.5％。
  • 該分析師認為，一些主線問題現在已經得到了更好的了解，並且可以更有效地反映在股價中。
  • 在未來的幾個季度中，分析師預計與當前 ENB 主線演變有關的一些噪音將被解決為過去週期中的風險/回報平衡。
  • 該分析師專注於潛在關稅減免的影響，這些影響可能會在合理情況下落入 2.5 億加元至 5 億加元 EBITDA 的淨影響。
  • 在分析師看來，Enbridge 處於良好的位置，具有一定的二分之一的業務，其中一半面臨更好的增長前景，另一半的增長潛力較低。
  • 價格行動: 星期三，英國國家銀行股價上漲了 2.72%，報 37.73 美元。

譯文內容由第三人軟體翻譯。


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