{"id":344273,"date":"2020-08-04T20:35:29","date_gmt":"2020-08-05T03:35:29","guid":{"rendered":"https:\/\/nai500.com\/?p=344273"},"modified":"2020-08-04T20:35:29","modified_gmt":"2020-08-05T03:35:29","slug":"%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e5%b8%82-%e6%a0%b8%e5%bf%83%e9%80%89%e8%82%a1%e6%b1%a0-2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2020\/08\/%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e5%b8%82-%e6%a0%b8%e5%bf%83%e9%80%89%e8%82%a1%e6%b1%a0-2\/","title":{"rendered":"\u70b9\u91d1\u52a0\u62ff\u5927\u80a1\u5e02\uff0c2020\u5e748\u6708\u7684\u6838\u5fc3\u9009\u80a1\u6c60"},"content":{"rendered":"

\u52a0\u62ff\u5927\u80a1\u5e02\u5ef6\u7eed\u4e863\u6708\u89e6\u5e95\u4ee5\u6765\u7684\u53cd\u5f39\u884c\u60c5\uff0c\u591a\u4f26\u591aS&P\/TSX\u7efc\u5408\u6307\u6570\u672c\u5468\u4e8c\u4e0a\u6da81.2%\u5e76\u521b\u51fa3\u4e2a\u6708\u65b0\u9ad8\uff0c\u5ef6\u7eed\u4e0a\u5468\u4ee5\u53ca\u4e0a\u6708\u7684\u4e0a\u6da8\u8d70\u52bf\u3002\u52a0\u62ff\u5927\u590d\u5de5\u590d\u4ea7\u6b63\u5728\u63a8\u8fdb\u4e2d\uff0c\u4f46\u5168\u7403\u75ab\u60c5\u4ee5\u53ca\u4e2d\u7f8e\u51b2\u7a81\u4ecd\u5236\u7ea6\u7740\u80a1\u5e02\u7684\u53cd\u5f39\u52bf\u5934\u3002\u8fdb\u51658\u6708\u4efd\uff0c\u52a0\u62ff\u5927\u6295\u8d44\u8005\u5e94\u6839\u636e\u81ea\u8eab\u7684\u60c5\u51b5\u548c\u98ce\u9669\u627f\u53d7\u80fd\u529b\u9009\u62e9\u9002\u5408\u81ea\u5df1\u7684\u80a1\u7968\u3002<\/p>\n

\u4ee5\u4e0b\u662f2020\u5e748\u6708\u52a0\u62ff\u5927\u80a1\u5e02\u7684\u6838\u5fc3\u9009\u80a1\u6c60\uff1a<\/p>\n

\u5bf9\u4e8e\u90a3\u4e9b\u5bf9\u9ec4\u91d1\u548c\u77ff\u4e1a\u6295\u8d44\u71c3\u8d77\u5174\u8da3\u7684\u6295\u8d44\u8005\uff0c\u9ec4\u91d1\u80a1\u7684\u725b\u5e02\u884c\u60c5\u624d\u521a\u521a\u8d77\u6b65\uff0c\u8be5\u5982\u4f55\u4e3a\u6295\u8d44\u83b7\u5229\u505a\u597d\u51c6\u5907\uff1f\u4e86\u89e3\u66f4\u591a\u6295\u8d44\u6280\u5de7\uff0c\u73b0\u5728\u5c31\u6765NAI500<\/strong>\u5546\u5e97\u514d\u8d39\u4e0b\u8f7d\u300a\u77ff\u4e1a\u6295\u8d44\u6307\u53572020:\u00a0<\/strong>\u6295\u8d44\u83b7\u5229\u7684\u827a\u672f\u8d70\u8fdb\u9ec4\u91d1\u4e0e\u77ff\u4e1a\u6295\u8d44\u300b\u7535\u5b50\u4e66\uff01\u673a\u4f1a\u53ea\u4f1a\u9752\u7750\u6709\u51c6\u5907\u7684\u4eba\u3002<\/strong><\/a><\/p>\n

\u52a0\u62ff\u5927\u9e45\uff1a\u80a1\u4ef7\u5df2\u7ecf\u5145\u5206\u6d88\u5316\u5229\u7a7a<\/h2>\n

\u52a0\u62ff\u5927\u9e45\u63a7\u80a1Canada Goose Holdings\uff08TSX: GOOS<\/a>\uff09\uff08NYSE: GOOS<\/a>\uff09\u7ecf\u53d7\u4f4f\u4e86COVID-19\u75ab\u60c5\u5f15\u53d1\u7684\u7ecf\u6d4e\u4e0b\u884c\u7684\u51b2\u51fb\uff0c\u4f46\u4f30\u503c\u6298\u6263\u4f9d\u7136\u5f88\u5927\u3002\u52a0\u62ff\u5927\u9e45\u62e5\u6709\u4e00\u4e2a\u4ee4\u4eba\u5c0a\u656c\u7684\u54c1\u724c\uff0c\u8be5\u516c\u53f8$1,000\u7684\u7fbd\u7ed2\u670d\u662f\u5317\u7f8e\u4eba\u7684\u5fc5\u5907\u54c1\uff0c\u540c\u65f6\u4e5f\u6b63\u5728\u83b7\u5f97\u5176\u4ed6\u56fd\u5bb6\u6d88\u8d39\u8005\u7684\u6b22\u8fce\u3002\u53bb\u5e74\uff0c\u8be5\u516c\u53f8\u7684\u56fd\u9645\u9500\u552e\u989d\u589e\u957f61%\u3002COVID-19\u5371\u673a\u7206\u53d1\u540e\uff0c\u96f6\u552e\u652f\u51fa\u5927\u5e45\u840e\u7f29\uff0c\u8be5\u80a1\u80a1\u4ef7\u56e0\u6b64\u66b4\u8dcc65%\u3002\u4e0d\u8fc7\u4e0a\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u610f\u5916\u516c\u544a\u76c8\u5229\u3002\u8be5\u80a1\u80a1\u4ef7\u5df2\u7ecf\u5145\u5206\u6d88\u5316\u5229\u7a7a\uff0c\u56e0\u6b64\u7ecf\u6d4e\u73af\u5883\u54ea\u6015\u662f\u6700\u8f7b\u5fae\u7684\u4e00\u70b9\u6539\u5584\u4e5f\u5c06\u63a8\u52a8\u8be5\u80a1\u80a1\u4ef7\u4e0a\u6da820%\u3002\u56fd\u9645\u9500\u552e\u989d\u7684\u957f\u671f\u589e\u957f\u5c06\u662f\u8be5\u80a1\u80a1\u4ef7\u4e0a\u6da8\u7684\u957f\u671f\u9a71\u52a8\u529b\u3002<\/p>\n

Rogers Communications\uff1a\u590d\u5de5\u590d\u4ea7\u53d7\u76ca\u80a1<\/h2>\n

\u52a0\u62ff\u5927\u901a\u8baf\u548c\u5a92\u4f53\u516c\u53f8Rogers Communications Inc\uff08TSX: RCI.B<\/a>\uff09\uff08NYSE: RCI<\/a>\uff09\u6700\u8fd1\u53d1\u5e03\u76842020\u5e74Q2\u8d22\u62a5\u663e\u793a\uff0c\u516c\u53f8\u6536\u5165\u548c\u76c8\u5229\u90fd\u4e0d\u53ca\u9884\u671f\u3002\u4e0d\u8fc7\uff0c\u590d\u5de5\u590d\u4ea7\u2014\u2014\u5177\u4f53\u6307\u7684\u662f\u4f53\u80b2\u8d5b\u4e8b\u7684\u6062\u590d\u4ee5\u53ca\u96f6\u552e\u5e97\u7684\u91cd\u65b0\u5f00\u4e1a\u2014\u2014\u7684\u63a8\u8fdb\u5c06\u5bf9\u8be5\u516c\u53f8\u6784\u6210\u91cd\u5927\u5229\u597d\u3002Rogers\u62e5\u6709\u591a\u4f26\u591a\u6240\u6709\u5927\u578b\u4e13\u4e1a\u8fd0\u52a8\u961f\u7684\u80a1\u6743\uff0c\u62e5\u6709\u66f2\u68cd\u7403\u6bd4\u8d5b\u7684\u5168\u56fd\u7535\u89c6\u8f6c\u64ad\u6743\uff0c\u540c\u65f6\u8fd8\u7ecf\u8425Sportsnet\u5a92\u4f53\u7f51\u7edc\u30022016-2019\u5e74\u671f\u95f4\uff0cRogers\u7684\u80a1\u4ef7\u5927\u5e45\u8dd1\u8d62\u540c\u7c7b\u578b\u516c\u53f8\uff0c\u4f463\u6708\u4ee5\u6765\u8868\u73b0\u504f\u5f31\uff0c\u5b58\u5728\u8865\u6da8\u53ef\u80fd\u6027\u3002<\/p>\n

Docebo\uff1a\u80a1\u4ef7\u53cd\u5f39\u7ea6260%<\/h2>\n

\u52a0\u62ff\u5927\u9762\u5411\u4f01\u4e1a\u7684\u7535\u5b50\u5b66\u4e60\u516c\u53f8Docebo Inc.\uff08TSX: DCBO\uff09<\/a>\u7684\u80a1\u4ef7\u8f83\u51763\u6708\u521b\u51fa\u7684\u4f4e\u70b9\u5df2\u7ecf\u53cd\u5f39\u5927\u7ea6260%\u81f3\u5386\u53f2\u9ad8\u70b9\uff0c\u4f46\u4ecd\u7136\u503c\u5f97\u4e70\u5165\u5e76\u957f\u671f\u6301\u6709\u3002\u5f53\u524d\u7684\u75ab\u60c5\u4ee5\u53ca\u7ecf\u6d4e\u73af\u5883\u5bf9\u4e8eDocebo\u4ee5\u53ca\u8be5\u516c\u53f8\u6240\u5904\u7684\u884c\u4e1a\u6765\u8bf4\u90fd\u662f\u5229\u597d\u3002\u6700\u8fd1\u8d22\u62a5\u663e\u793a\uff0c\u516c\u53f8\u7684\u8f6f\u4ef6\u5373\u670d\u52a1\uff08SaaS\uff09\u5b66\u4e60\u7ba1\u7406\u7cfb\u7edf\u5728\u75ab\u60c5\u7684\u9a71\u52a8\u4e0b\u51fa\u73b0\u4e86\u5de8\u5927\u7684\u589e\u957f\uff1a\u516c\u53f8\u7684\u7ecf\u5e38\u6027\u6536\u5165\u589e\u957f56%\uff0c\u5e73\u5747\u5408\u540c\u4ef7\u503c\u589e\u957f28%\uff0c\u5e76\u4e14\u672a\u6765\u5c06\u7ef4\u6301\u8fd9\u4e00\u6301\u7eed\u589e\u957f\u52bf\u5934\u3002\u8be5\u516c\u53f8\u5df2\u7ecf\u507f\u8fd8\u4e86\u4eca\u5e74\u6240\u6709\u7684\u8d1f\u503a\uff0c\u540c\u65f6\u77ed\u671f\u8d44\u4ea7\u89c4\u6a21\u662f\u8d1f\u503a\u7684\u5c06\u8fd1\u4e24\u500d\u3002<\/p>\n

Algonquin Power\uff1a\u653b\u5b88\u517c\u5907<\/h2>\n

\u52a0\u62ff\u5927\u53ef\u518d\u751f\u80fd\u6e90\u548c\u516c\u7528\u4e8b\u4e1a\u516c\u53f8Algonquin Power & Utilities Corp\uff08TSX: AQN<\/a>\uff09\uff08NYSE: AQN<\/a>\uff09\u653b\u5b88\u517c\u5907\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u57fa\u672c\u670d\u52a1\u4fdd\u8bc1\u4e86\u975e\u5e38\u6301\u7eed\u548c\u7a33\u5b9a\u7684\u73b0\u91d1\u6d41\uff0865%\u7684\u73b0\u91d1\u6d41\u6765\u81ea3\u5757\u5206\u6563\u7684\u89c4\u7ba1\u516c\u7528\u4e8b\u4e1a\u4e1a\u52a1\uff0c\u53e6\u591635%\u6765\u81ea\u7eff\u8272\u80fd\u6e90\u4e1a\u52a1\uff09\u30024.75%\u7684\u80a1\u606f\u7387\u4ec5\u6d88\u8017\u516c\u53f8\u5927\u7ea640%\u7684\u73b0\u91d1\u6d41\uff0c\u56e0\u6b64\u672a\u6765\u5728\u7ef4\u6301\u589e\u957f\u6027\u6295\u8d44\u7684\u540c\u65f6\u4ecd\u4e0a\u8c03\u80a1\u606f\u7684\u7a7a\u95f4\u5f88\u5927\u3002Algonquin\u6b63\u5728\u5b9e\u65bd\u7684$92\u4ebf\u7684\u8d44\u672c\u8ba1\u5212\u6709\u671b\u521b\u9020\u5ef6\u7eed\u81f32024\u5e74\u768415%\u7684\u8c03\u6574\u540eEBITDA\u5e74\u590d\u5408\u589e\u957f\u7387\uff08CAGR\uff09\uff0c\u8c03\u6574\u540eEBITDA\u6709\u671b\u5728\u6b64\u671f\u95f4\u7ffb\u500d\u3002\u8be5\u80a1\u517c\u5177\u6536\u76ca\u3001\u7a33\u5b9a\u3001\u589e\u957f\u5c5e\u6027\u4ee5\u53ca\u98ce\u9669\u8c03\u6574\u57fa\u7840\u4e0a\u7684\u5de8\u5927\u4e0a\u6da8\u6f5c\u529b\u3002<\/p>\n

\u6c38\u660e\u91d1\u878d\uff1a\u4e9a\u6d32\u6269\u5f20\u6218\u7565\u548c\u4f4e\u4f30\u503c<\/h2>\n

\u52a0\u62ff\u5927\u91d1\u878d\u670d\u52a1\u5de8\u5934\u6c38\u660e\u91d1\u878dSun Life Financial\uff08TSX: SLF<\/a>\uff09\uff08NYSE: SLF<\/a>\uff09\u5e02\u503c$300\u4ebf\uff0c\u662f\u52a0\u62ff\u5927\u7b2c\u4e8c\u5927\u4fdd\u9669\u63d0\u4f9b\u5546\uff0c\u540c\u65f6\u63d0\u4f9b\u9762\u5411\u5168\u7403\u5ba2\u6237\u7684\u8d22\u5bcc\u548c\u8d44\u4ea7\u7ba1\u7406\u670d\u52a1\u3002\u957f\u671f\u770b\u591a\u6c38\u660e\u91d1\u878d\u7684\u4e24\u5927\u7406\u7531\u5206\u522b\u662f\u8be5\u516c\u53f8\u6fc0\u8fdb\u7684\u4e9a\u6d32\u5e02\u573a\u6269\u5f20\u4ee5\u53ca\u76ee\u524d\u7684\u4f30\u503c\u6c34\u5e73\u30022020\u5e74Q1\uff0c\u4e9a\u6d32\u56fd\u5bb6\u8d21\u732e\u8be5\u516c\u53f8\u603b\u7684\u51c0\u5229\u6da6\u6bd4\u4f8b\u4ece2019\u5e74Q1\u768423%\u63d0\u5347\u81f327%\u3002\u6b64\u5916\uff0c\u6c38\u660e\u91d1\u878d\u7684\u80a1\u7968\u88ab\u4f4e\u4f30\uff1a\u8fdc\u671f\u5e02\u76c8\u7387\u4f4e\u4e8e10\uff0cPEG\u6bd4\u7387\u4f4e\u4e8e1\u3002\u6c38\u660e\u91d1\u878d\u5c06\u4e8e8\u67086\u65e5\uff08\u5468\u56db\uff09\u53d1\u5e032020\u5e74Q2\u8d22\u62a5\uff0c\u6295\u8d44\u8005\u5c4a\u65f6\u53ef\u5173\u6ce8COVID-19\u75ab\u60c5\u662f\u5426\u4f1a\u5bf9\u5176\u4e9a\u6d32\u6269\u5f20\u6218\u7565\u6784\u6210\u91cd\u5927\u7684\u5f71\u54cd\u3002<\/p>\n

Fire & Flower\uff1aCouche-Tard\u7684\u5f3a\u529b\u652f\u6301<\/h2>\n

\u5173\u6ce8\u52a0\u62ff\u5927\u5927\u9ebb\u80a1Fire & Flower Holdings Corp.\uff08TSX: FAF\uff09<\/a>\u7684\u4e24\u5927\u539f\u56e0\u662f\u8be5\u516c\u53f8\u7684\u589e\u957f\u6f5c\u529b\u4ee5\u53ca\u4f4e\u4f30\u503c\uff0c\u8be5\u80a1\u7684\u5e02\u9500\u7387\u4ec5\u67092\u591a\u4e00\u70b9\u3002\u4fbf\u5229\u5e97\u8fd0\u8425\u5546Alimentation Couche-Tard 7\u6708\u5ba3\u5e03\uff0c\u5728\u6267\u884c\u8ba4\u80a1\u6743\u8bc1\u540e\uff0c\u8be5\u516c\u53f8\u5c06\u6301\u6709\u8be5\u5927\u9ebb\u96f6\u552e\u5546\u7684\u80a1\u4efd\u63d0\u9ad8\u81f315%\uff0c\u8fd9\u662f\u770b\u597dFire & Flower\u6700\u6709\u529b\u7684\u4f53\u73b0\u3002\u6b64\u5916\uff0c\u8be5\u5927\u9ebb\u96f6\u552e\u5546\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u5f3a\u52b2\uff0c\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f142%\u81f3$2310\u4e07\u3002\u6709\u4e86Couche-Tard\u7684\u5f3a\u529b\u652f\u6301\uff0c\u53e0\u52a0\u52a0\u62ff\u5927\u5b58\u5728\u5f00\u8bbe\u66f4\u591a\u5927\u9ebb\u5e97\u7684\u9700\u6c42\uff0c\u8fd9\u53ea\u5927\u9ebb\u80a1\u8fd8\u6709\u5f88\u5927\u7684\u589e\u957f\u7a7a\u95f4\u3002<\/p>\n

Enbridge\uff1a\u5e02\u573a\u4f4e\u4f30\u4e86\u80fd\u6e90\u884c\u4e1a\u7684\u957f\u671f\u57fa\u672c\u9762<\/h2>\n

\u4e4b\u6240\u4ee5\u5c06Enbridge Inc\uff08TSX: ENB<\/a>\uff09\uff08NYSE: ENB<\/a>\uff09\u5217\u51658\u6708\u7684\u6838\u5fc3\u9009\u80a1\u6c60\uff0c\u4e3b\u8981\u6709\u4ee5\u4e0b\u4e24\u5927\u7406\u7531\u3002\u9996\u5148\uff0cEnbridge\u662f\u4e00\u5bb6\u5177\u5907\u957f\u671f\u97e7\u6027\u7684\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u9f99\u5934\u516c\u53f8\uff0c\u8be5\u516c\u53f8\u6218\u7565\u6027\u548c\u9ad8\u5ea6\u5206\u6563\u7684\u8d44\u4ea7\u80cc\u540e\u6709\u7a33\u5065\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u3001\u6d41\u52a8\u6027\u4ee5\u53ca\u5404\u79cd\u4f4e\u98ce\u9669\u589e\u957f\u9879\u76ee\u7684\u652f\u6491\u3002\u8be5\u7ba1\u9053\u8fd0\u8425\u554680%\u7684\u8c03\u6574\u540eEBITDA\u6765\u81ea\u4e8e\u6cb9\u6c14\u7ba1\u9053\u8f93\u9001\u4e1a\u52a1\uff0cCOVID-19\u75ab\u60c5\u5bfc\u81f4\u77f3\u6cb9\u8f93\u9001\u91cf\u9700\u6c42\u4e0b\u964d\u3002\u4e0d\u8fc7\uff0c\u516c\u53f8\u4e8c\u5b63\u5ea6\u76c8\u5229\u4ecd\u5b9e\u73b0\u4e86\u4e2d\u7b49\u4e2a\u4f4d\u6570\u7684\u767e\u5206\u6bd4\u589e\u957f\uff0c\u5c55\u793a\u4e86\u5176\u62b5\u5fa1\u75ab\u60c5\u51b2\u51fb\u7684\u97e7\u6027\u3002\u5176\u4e8c\uff0cEnbridge\u7684\u80a1\u606f\u7387\u9ad8\u8fbe7.51%\u3002\u516c\u53f8\u6d41\u52a8\u8d44\u4ea7\u8fbe$140\u4ebf\uff0c\u8db3\u4ee5\u652f\u6301\u5176\u7ee7\u7eed\u63a8\u8fdb$110\u4ebf\u6269\u5f20\u9879\u76ee\u7684\u540c\u65f6\u6d3e\u53d1\u80a1\u606f\u3002\u5c3d\u7ba1\u75ab\u60c5\u5e26\u6765\u4e86\u4e0d\u786e\u5b9a\u6027\uff0c\u4f46\u8be5\u516c\u53f8\u9884\u8ba1\u4ecd\u5c06\u5b9e\u73b0\u6bcf\u80a1$4.50-$4.80\u7684\u5168\u5e74\u53ef\u4f9b\u5206\u914d\u73b0\u91d1\u6d41\u6307\u5f15\u3002Enbridge\u662f\u4e00\u53ea\u9ad8\u8d28\u91cf\u7684\u6d3e\u606f\u80a1\uff0c\u8fde\u7eed25\u5e74\u4e0a\u8c03\u80a1\u606f\uff0c\u80a1\u606f\u7684\u5e74\u590d\u5408\u589e\u957f\u7387\uff08CAGR\uff09\u8fbe11%\u3002\u8be5\u80a1\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc15%\u3002\u80a1\u606f\u7387\u7684\u62ac\u5347\u662f\u56e0\u4e3a\u80a1\u4ef7\u4e0b\u8dcc\uff0c\u4f46\u9a71\u52a8\u80a1\u4ef7\u4e0b\u8dcc\u7684\u5e76\u4e0d\u662f\u771f\u5b9e\u7684\u98ce\u9669\u800c\u662f\u5bf9\u98ce\u9669\u7684\u8ba4\u77e5\uff0c\u800c\u8fd9\u79cd\u8ba4\u77e5\u662f\u9519\u8bef\u7684\u3002\u5728\u6211\u770b\u6765\uff0c\u6295\u8d44\u8005\u4f4e\u4f30\u4e86\u80fd\u6e90\u884c\u4e1a\u7684\u957f\u671f\u57fa\u672c\u9762\u3002\u5e02\u573a\u7684\u8bef\u5224\u9a71\u52a8\u80fd\u6e90\u80a1\u8dcc\u81f3\u6df1\u5ea6\u4ef7\u503c\u6c34\u5e73\uff0c\u8fd9\u4e5f\u4e3a\u6211\u4eec\u4e70\u5165Enbridge\u8fd9\u6837\u7684\u80a1\u7968\u521b\u9020\u4e86\u6781\u597d\u7684\u673a\u4f1a\u3002<\/p>\n

Brookfield Asset Management\uff1a\u80a1\u4ef7\u56de\u843d\u63d0\u4f9b\u7edd\u4f73\u7684\u4e70\u5165\u70b9<\/h2>\n

\u52a0\u62ff\u5927\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8Brookfield Asset Management Inc\uff08TSX: BAM.A<\/a>\uff09\uff08NYSE: BAM<\/a>\uff09\u7684\u80a1\u4ef7\u8f83\u5176\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\u521b\u51fa\u7684\u5386\u53f2\u9ad8\u70b9\u4e0b\u8dcc25%\uff0c\u4f46\u8fd9\u4e5f\u4e3a\u6295\u8d44\u8005\u6295\u8d44\u5b9e\u9645\u8d44\u4ea7\u2014\u2014\u5f88\u591a\u90fd\u662f\u73b0\u91d1\u5976\u725b\u2014\u2014\u63d0\u4f9b\u4e86\u7edd\u4f73\u7684\u4ecb\u5165\u70b9\u3002BAM\u7684\u957f\u671f\u6536\u76ca\u7387\u9884\u8ba1\u572812-15%\u4e4b\u95f4\uff0c\u5728\u76ee\u524d\u7684\u4ef7\u4f4d\u4e70\u5165\u6295\u8d44\u8005\u9884\u8ba1\u53ef\u4ee5\u83b7\u5f97\u5b89\u5168\u6027\u66f4\u9ad8\u768415%\u7684\u957f\u671f\u6536\u76ca\u7387\u3002\u6b64\u5916\uff0c\u8be5\u80a1\u8fd8\u63d0\u4f9b1.5%\u7684\u80a1\u606f\u7387\u3002\u6700\u540e\uff0c\u5728\u5f53\u524d\u6076\u52a3\u7684\u7ecf\u6d4e\u73af\u5883\u4e0b\uff0cBAM\u7a33\u5065\u7684\u8d22\u52a1\u72b6\u51b5\u4ee5\u53ca\u878d\u8d44\u80fd\u529b\u5c06\u4e3a\u516c\u53f8\u4f4e\u4ef7\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u521b\u9020\u6761\u4ef6\u3002<\/p>\n

Real Matters\uff1a\u53d7\u76ca\u4e8e\u623f\u8d37\u5229\u7387\u8d70\u4f4e<\/h2>\n

\u9762\u5411\u623f\u8d37\u8d37\u6b3e\u4eba\u548c\u4fdd\u9669\u516c\u53f8\u7684\u52a0\u62ff\u5927\u8f6f\u4ef6\u516c\u53f8Real Matters Inc.\uff08TSX: REAL\uff09<\/a>\u7684\u80a1\u4ef7\u903c\u8fd1\u5386\u53f2\u9ad8\u70b9\uff0c\u4f46\u9274\u4e8e\u8be5\u516c\u53f8\u4f18\u5f02\u7684\u4e09\u5b63\u5ea6\u4e1a\u7ee9\uff0c\u6211\u76f8\u4fe1\u8be5\u80a1\u8fd8\u6709\u66f4\u591a\u7684\u4e0a\u6da8\u7a7a\u95f4\u3002\u901a\u8fc7\u516c\u53f8\u7684\u5e73\u53f0\u4ee5\u53ca\u4e0e\u9886\u57df\u5185\u4e13\u4e1a\u4eba\u58eb\u5efa\u7acb\u7684\u5065\u5eb7\u5173\u7cfb\uff0cReal Matters\u4e3a\u5ba2\u6237\u63d0\u4f9b\u66f4\u5feb\u66f4\u53ef\u9760\u7684\u670d\u52a1\u3002\u5f97\u76ca\u4e8e\u8fd9\u4e00\u7ade\u4e89\u4f18\u52bf\uff0c\u8be5\u516c\u53f8\u589e\u52a0\u4e86\u65b0\u7684\u5ba2\u6237\uff0c\u5728\u7f8e\u56fd\u4ea7\u6743\u548c\u4f30\u4ef7\u9886\u57df\u7684\u5e02\u573a\u4efd\u989d\u4e5f\u83b7\u5f97\u4e86\u63d0\u9ad8\u3002\u5f53\u524d\u623f\u8d37\u5229\u7387\u7684\u4e0b\u6ed1\u9a71\u52a8\u518d\u878d\u8d44\u6d3b\u52a8\u98d9\u5347\uff0c\u623f\u8d37\u8d37\u6b3e\u4eba\u5f00\u59cb\u9762\u4e34\u89c4\u6a21\u5316\u6269\u5f20\u95ee\u9898\u5e76\u5bfb\u627e\u65b0\u7684\u4f9b\u5e94\u5546\u4ee5\u52a0\u5feb\u5b83\u4eec\u7684\u9500\u552e\u5468\u671f\u3002\u56e0\u6b64\uff0c\u6211\u76f8\u4fe1\u8fd9\u5c06\u589e\u52a0\u5e02\u573a\u5bf9\u4e8eReal Matters\u670d\u52a1\u7684\u9700\u6c42\uff0c\u4ece\u800c\u8fdb\u4e00\u6b65\u5f3a\u5316\u8be5\u516c\u53f8\u7684\u57fa\u672c\u9762\u3002<\/p>\n

Kinross Gold\uff1a\u5185\u5916\u56e0\u56e0\u7d20\u5171\u540c\u4fc3\u8fdb\u80a1\u4ef7\u4e0a\u6da8<\/h2>\n

\u5f97\u76ca\u4e8e\u9ec4\u91d1\u4ef7\u683c\u5927\u6da8\uff0c\u52a0\u62ff\u5927\u9ec4\u91d1\u751f\u4ea7\u5546Kinross Gold Corp\uff08TSX: K<\/a>\uff09\uff08NYSE: KGC<\/a>\uff09\u7684\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6da8\u7ea690%\uff0c\u5927\u5e45\u8dd1\u8d62S&P\/TSX 60\u6307\u6570\u3002\u5c3d\u7ba1\u80a1\u4ef7\u6da8\u5e45\u5df2\u7ecf\u5f88\u5927\uff0c\u4f46\u592a\u591a\u7684\u4e0d\u786e\u5b9a\uff0c\u75b2\u5f31\u7684\u7ecf\u6d4e\u6307\u6807\u4ee5\u53caCOVID-19\u611f\u67d3\u4eba\u6570\u7684\u4e0d\u65ad\u4e0a\u5347\u9884\u793a\u7740\u9ec4\u91d1\u4ef7\u683c\u5c06\u7ee7\u7eed\u8d70\u9ad8\uff0c\u8fdb\u800c\u9a71\u52a8Kinross Gold\u7684\u80a1\u4ef7\u57288\u6708\u7ee7\u7eed\u4e0a\u6da8\u3002\u9664\u4e86\u9ec4\u91d1\u4ef7\u683c\u4e0a\u6da8\u8fd9\u4e00\u5916\u56e0\uff0cKinross Gold\u6700\u5927\u76843\u5ea7\u77ff\u5c71\u7684\u5e73\u5747\u9500\u552e\u6210\u672c\u4e0b\u964d\u7684\u540c\u65f6\u4ea7\u91cf\u521b\u51fa\u7eaa\u5f55\uff0c\u5e76\u4e14\u4ea7\u80fd\u6709\u671b\u7ee7\u7eed\u63d0\u5347\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5728\u7ecf\u8425\u6548\u7387\u7684\u52a9\u529b\u4e0b\uff0c\u8be5\u516c\u53f8\u5229\u6da6\u7387\u7684\u589e\u901f\u9ad8\u4e8e\u5e73\u5747\u5b9e\u73b0\u9ec4\u91d1\u4ef7\u683c\u7684\u589e\u901f\u3002\u5e73\u5747\u5b9e\u73b0\u9ec4\u91d1\u4ef7\u683c\u7684\u4e0a\u5347\uff0c\u5f3a\u5927\u7684\u751f\u4ea7\u80fd\u529b\u4ee5\u53ca\u6bcf\u76ce\u53f8\u9ec4\u91d1\u51fa\u8272\u7684\u5229\u6da6\u7387\u4e3aKinross Gold\u7684\u80a1\u7968\u63d0\u4f9b\u4e86\u5f3a\u5927\u7684\u589e\u957f\u50ac\u5316\u5242\u3002<\/p>\n

B2Gold\uff1a\u76c8\u5229\u6709\u671b\u7ffb\u4e00\u500d\u591a<\/h2>\n

\u52a0\u62ff\u5927\u4f4e\u6210\u672c\u9ec4\u91d1\u751f\u4ea7\u5546B2Gold Corp\uff08TSX: BTO<\/a>\uff09\uff08NYSE: BTG<\/a>\uff09\u7684\u80a1\u4ef7\u4eca\u5e74\u4e0a\u6da8\u8d85\u8fc770%\uff0c\u4f46\u4f30\u503c\u6c34\u5e73\u4f9d\u7136\u76f8\u5f53\u5408\u7406\u3002B2Gold\u7684\u5e02\u503c\u4e3a$94\u4ebf\uff0c\u516c\u53f8\u76843\u5ea7\u77ff\u5206\u522b\u4f4d\u4e8e\u83f2\u5f8b\u5bbe\u3001\u7eb3\u7c73\u6bd4\u4e9a\u548c\u9a6c\u91cc\u3002\u5b9e\u73b0\u9ec4\u91d1\u4ef7\u683c\u7684\u4e0a\u5347\u5c06\u5927\u5e45\u63d0\u632f\u8be5\u9ec4\u91d1\u77ff\u5546\u7684\u76c8\u5229\uff0c\u5206\u6790\u5e08\u9884\u8ba1B2Gold 2020\u5e74\u7684\u76c8\u5229\u76f8\u8f83\u4e0a\u4e00\u5e74\u5c06\u7ffb\u4e00\u500d\u591a\u3002\u8be5\u516c\u53f8\u8d1f\u503a\u6c34\u5e73\u4f4e\uff0c\u6d41\u52a8\u6027\u5145\u88d5\uff0c\u53e0\u52a0\u4ea7\u91cf\u7684\u589e\u957f\u4ee5\u53ca\u9ec4\u91d1\u4ef7\u683c\u4e0a\u6da8\u7684\u4e50\u89c2\u524d\u666f\uff0c\u4ee5\u53ca\u4f4e\u4f30\u503c\uff0c\u8fd9\u4e9b\u56e0\u7d20\u5171\u540c\u6784\u6210\u4e86B2Gold\u957f\u671f\u6295\u8d44\u7684\u903b\u8f91\u3002<\/p>\n

Fortis\uff1a\u9632\u5fa1\u578b\u6295\u8d44\u8005\u7684\u7406\u60f3\u4e4b\u9009<\/h2>\n

\u5728\u5f53\u524d\u7684\u7ecf\u6d4e\u73af\u5883\u4e0b\uff0c\u52a0\u62ff\u5927\u7535\u529b\u516c\u53f8Fortis Inc\uff08TSX: FTS<\/a>\uff09\uff08NYSE: FTS<\/a>\uff09\u4f5c\u4e3a\u4e00\u53ea\u53ef\u9760\u800c\u7a33\u5b9a\u7684\u9632\u5fa1\u6027\u4e2a\u80a1\u5907\u53d7\u5e02\u573a\u8ffd\u6367\u30027\u670830\u65e5\uff0c\u8be5\u516c\u53f8\u516c\u544aQ1\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece\u4e0a\u5e74\u540c\u671f\u7684$0.54\u589e\u81f3$0.56\uff0c\u540c\u65f6\u91cd\u75335\u5e74\u671f\u8d44\u672c\u8ba1\u5212\uff0c\u80a1\u606f\u589e\u957f\u6307\u5f15\u4e5f\u7ef4\u6301\u4e0d\u53d8\u3002\u5373\u4f7f\u662f\u5728\u7ecf\u6d4e\u56f0\u96be\u65f6\u671f\uff0cFortis\u4e5f\u4e00\u76f4\u63d0\u4f9b\u53ef\u9760\u7684\u516c\u7528\u4e8b\u4e1a\u670d\u52a1\uff0c\u6295\u8d44\u8005\u4e5f\u56e0\u6b64\u4eab\u53d7\u540c\u6837\u7684\u53ef\u9760\u6027\u3002\u8be5\u80a1\u62b5\u5fa1\u5e02\u573a\u529b\u91cf\u7684\u97e7\u6027\u7684\u4e00\u4e2a\u7a81\u51fa\u4f53\u73b0\u662f0.05\u7684\u8d1d\u5854\u7cfb\u6570\u3002\u57fa\u4e8e\u7a33\u5b9a\u548c\u53ef\u9884\u6d4b\u7684\u6536\u5165\u6d41\uff0cFortis\u662f\u6700\u53ef\u9760\u7684\u6d3e\u606f\u80a1\u4e4b\u4e00\uff0c\u76ee\u524d\u7684\u80a1\u606f\u7387\u4e3a3.48%\u3002<\/p>\n

Shaw Communications\uff1a\u65e0\u7ebf\u4e1a\u52a1EBITDA\u5927\u589e91%<\/h2>\n

\u5c3d\u7ba1\u75ab\u60c5\u6301\u7eed\uff0c\u603b\u90e8\u4f4d\u4e8e\u52a0\u62ff\u5927\u5361\u5c14\u52a0\u91cc\u7684\u7535\u4fe1\u516c\u53f8Shaw Communications Inc\uff08TSX: SJR.B<\/a>\uff09\uff08NYSE: SJR<\/a>\uff09\u4ecd\u516c\u544a\u5b63\u5ea6\uff08\u622a\u81f32020\u5e745\u6708\uff09\u8c03\u6574\u540eEBITDA\u540c\u6bd4\u589e\u957f15%\uff0c\u5176\u4e2d\u6709\u7ebf\u4e1a\u52a1\u7684EBITDA\u589e\u957f7%\uff0c\u65e0\u7ebf\u4e1a\u52a1\u66f4\u662f\u5927\u589e91%\u3002\u5728\u5bb6\u529e\u516c\u7684\u8d8b\u52bf\u63d0\u5347\u4e86\u4f4f\u5b85\u4e92\u8054\u7f51\u670d\u52a1\u7684\u9700\u6c42\uff0cShaw Communications\u56e0\u6b64\u4ece\u4e2d\u53d7\u76ca\u3002\u4eca\u5e745\u6708\uff0c\u516c\u53f8\u9488\u5bf9\u4f4f\u5b85\u5ba2\u6237\u63a8\u51faFibre+ Gig\u4e92\u8054\u7f51\u670d\u52a1\u30027\u670830\u65e5\uff0c\u8be5\u516c\u53f8\u5728\u5351\u8bd7\u7701\u548c\u963f\u5c14\u4f2f\u5854\u7701\u63a8\u51fa\u65b0\u7684\u65e0\u7ebf\u670d\u52a1Shaw Mobile\u3002\u8fd9\u4e9b\u65b0\u7684\u670d\u52a1\u5c06\u5e2e\u52a9\u8be5\u516c\u53f8\u52a0\u5feb\u65e0\u7ebf\u4e1a\u52a1\u6536\u5165\u7684\u589e\u957f\uff0c\u4ee5\u53ca\u8fdb\u4e00\u6b65\u6539\u5584\u5176\u6574\u4f53\u7684\u76c8\u5229\u80fd\u529b\u3002Shaw Communications\u7684\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc7.2%\u81f3$24.45\uff0c\u4f46\u9884\u8ba1\u4e0b\u534a\u5e74\u5c06\u63d0\u4f9b\u4e0d\u9519\u7684\u6536\u76ca\u3002<\/p>\n

Alimentation Couche-Tard\uff1a\u8fc7\u53bb10\u5e74\u80a1\u4ef7\u7684CAGR\u9ad8\u8fbe30%<\/h2>\n

\u52a0\u62ff\u5927\u4fbf\u5229\u5e97\u8fd0\u8425\u5546Alimentation Couche-Tard Inc\uff08TSX: ATD.B\uff09<\/a>\u662f\u591a\u4ea4\u6240\u8868\u73b0\u6700\u597d\u7684\u4e2a\u80a1\u4e4b\u4e00\uff0c\u8fc7\u53bb10\u5e74\u80a1\u4ef7\u7684\u5e74\u590d\u5408\u589e\u957f\u7387\uff08CAGR\uff09\u9ad8\u8fbe30%\uff0c\u4eca\u5e74\u4e0a\u6da8\u7ea615%\u3002Couche-Tard\u662f\u4e00\u53ea\u53ef\u4ee5\u5728\u4efb\u4f55\u73af\u5883\u4e0b\u6301\u6709\u7684\u4f18\u8d28\u4e2a\u80a1\uff0c\u4f46\u9274\u4e8e\u5f53\u524d\u7684\u75ab\u60c5\u4ee5\u53ca\u8be5\u80a1\u660e\u663e\u7684\u9632\u5fa1\u5c5e\u6027\uff0c\u73b0\u5728\u6301\u6709\u7684\u7406\u7531\u66f4\u4e3a\u5145\u5206\u3002\u5c3d\u7ba1\u75ab\u60c5\u548c\u5c01\u9501\u63aa\u65bd\u5e26\u6765\u4e86\u5de8\u5927\u7684\u9707\u8361\uff0c\u4f46\u8be5\u4fbf\u5229\u5e97\u5de8\u59342020\u5e74Q4\u7684\u51c0\u5229\u6da6\u51e0\u4e4e\u7ffb\u500d\uff0c\u4ece\u4e0a\u5e74\u540c\u671f\u76842.89\u4ebf\u7f8e\u5143\uff08\u5408\u6bcf\u80a10.26\u7f8e\u5143\uff09\u589e\u81f35.763\u4ebf\u7f8e\u5143\uff080.52\u7f8e\u5143\uff09\u3002\u6b64\u5916\uff0c\u672a\u67655\u5e74\uff0c\u8be5\u516c\u53f8\u76c8\u5229\u9884\u8ba1\u5c06\u4ee5\u6bcf\u5e746.5%\u7684\u901f\u5ea6\u589e\u957f\u3002\u6700\u540e\uff0c\u8be5\u80a1\u80a1\u4ef7\u975e\u5e38\u4fbf\u5b9c\uff0c\u6eda\u52a8\u5e02\u76c8\u738716.8\uff0c\u4f4e\u4e8e5\u5e74\u7684\u5e73\u5747\u5e02\u76c8\u738720.1\u3002<\/p>\n

Linamar\uff1a\u6253\u4e0d\u6b7b\u7684\u6c7d\u8f66\u96f6\u90e8\u4ef6\u5236\u9020\u5546<\/h2>\n

\u5386\u53f2\u7ecf\u9a8c\u663e\u793a\uff0c\u52a0\u62ff\u5927\u6c7d\u8f66\u96f6\u90e8\u4ef6\u5236\u9020\u5546Linamar Corp\uff08TSX: LNR\uff09<\/a>\u4e0d\u4ec5\u7ecf\u5386\u5404\u79cd\u7ecf\u6d4e\u8870\u9000\u6d3b\u4e86\u4e0b\u6765\uff0c\u800c\u4e14\u4e00\u65e6\u5371\u673a\u7ed3\u675f\uff0c\u8be5\u516c\u53f8\u80fd\u591f\u5feb\u901f\u590d\u82cf\u3002Linamar\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u7a33\u5065\uff0c\u56e0\u6b64\u5373\u4f7f\u662f\u5728\u5236\u9020\u5468\u671f\u6ede\u540e\u7684\u65f6\u5019\uff0c\u8be5\u516c\u53f8\u4ecd\u6709\u80fd\u529b\u7ee7\u7eed\u6295\u8d44\u4ea7\u54c1\u5f00\u53d1\u3002\u6b63\u56e0\u4e3a\u5982\u6b64\uff0c\u5371\u673a\u7ed3\u675f\u540e\uff0c\u5728\u5176\u4ed6\u516c\u53f8\u8fd8\u5728\u75b2\u4e8e\u63d0\u5347\u4ea7\u80fd\u6216\u63a8\u51fa\u65b0\u4ea7\u54c1\u7684\u65f6\u5019\uff0cLinamar\u5df2\u7ecf\u9886\u5148\u4e00\u6b65\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u5168\u7403\u4ea7\u80fd\u5df2\u7ecf\u5b8c\u5168\u6062\u590d\u3002\u968f\u7740COVID-19\u5c01\u9501\u63aa\u65bd\u7684\u7ec8\u6b62\uff0c\u53e0\u52a0\u7f8e\u58a8\u52a0\u81ea\u7531\u8d38\u6613\u534f\u8bae\u7684\u751f\u6548\uff0c\u8be5\u80a1\u6709\u671b\u91cd\u8fd4\u6b64\u524d\u7684\u9ad8\u70b9\u3002<\/p>\n

Emera\uff1a\u5b89\u5168\u65e0\u865e\u7684\u9632\u5fa1\u80a1<\/h2>\n

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