CIBC Upgrades & SIGNIFICANTLY increases target price for PPL
From today's Globe and mail.
In a research report released Friday, CIBC World Markets analyst Robert Catellier revised his valuations for TSX-listed energy infrastructure companies, “taking longer-term approach as pandemic risk subsides.”
A day after it announced a plan to jointly develop carbon transport and sequestration infrastructure with
TC Energy Corp. (
TRP-T -1.10%decrease), Mr. Catellier raised his rating
Pembina Pipeline Corp. (
PPL-T -0.27%decrease) to
“outperformer” from “neutral.” “Consistent with our prior EV/EBITDA valuation, our DCF valuation includes a successful closing of the IPL acquisition at the current terms and conditions,” he said. “We have included only the $400-million of capital projects announced at the time of the offer, and none of the potential projects announced with the recent business update.”
His target for Pembina shares jumped to $47 from $39. The average on the Street is $40.44.
He also raised his target for TC Energy to $74 from $70, exceeding the $70.42 average, with an “outperformer” recommendation.