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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

瑞士信贷表示,Enbridge处于有利地位,业务有些二分法
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.
  • 瑞士信贷 分析师安德鲁·库斯克上调了以下股票 恩布里奇公司 (纽约证券交易所代码:ENB)从表现不佳到中性。
  • 分析师表示,今年迄今为止,该公司的回报率为负约5%,而标准普尔/多伦多证券交易所综合指数为1.2%,Alerian的AMNA表现为负3.5%。
  • 分析师认为,一些主线问题现在已得到更好的理解,并且更有效地反映在股价中。
  • 在接下来的几个季度中,分析师预计,与当前ENB Mainline演变有关的一些噪音将得到解决,正如过去的周期所见证的那样,在风险/回报平衡下。
  • 分析师重点关注潜在的关税削减的影响,在合理的情况下,这些影响可能归入2.5亿加元至5亿加元的息税折旧摊销前利润的净影响。
  • 分析师认为,Enbridge处于有利地位,业务有些分歧,一半面临更好的增长前景,另一半的增长潜力较小。
  • 价格走势:周三的最后一张支票显示,ENB股价上涨了2.72%,至37.73美元。

译文内容由第三方软件翻译。


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