{"id":344278,"date":"2020-08-04T20:35:29","date_gmt":"2020-08-05T03:35:29","guid":{"rendered":"https:\/\/nai500.com\/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\/"},"modified":"2020-08-04T20:36:07","modified_gmt":"2020-08-05T03:36:07","slug":"%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e5%b8%82-%e6%a0%b8%e5%bf%83%e9%81%b8%e8%82%a1%e6%b1%a0-2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/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%81%b8%e8%82%a1%e6%b1%a0-2\/","title":{"rendered":"\u9ede\u91d1\u52a0\u62ff\u5927\u80a1\u5e02\uff0c2020\u5e748\u6708\u7684\u6838\u5fc3\u9078\u80a1\u6c60"},"content":{"rendered":"

\u52a0\u62ff\u5927\u80a1\u5e02\u5ef6\u7e8c\u4e863\u6708\u89f8\u5e95\u4ee5\u4f86\u7684\u53cd\u5f48\u884c\u60c5\uff0c\u591a\u502b\u591aS&P\/TSX\u7d9c\u5408\u6307\u6578\u672c\u5468\u4e8c\u4e0a\u6f321.2%\u5e77\u5275\u51fa3\u500b\u6708\u65b0\u9ad8\uff0c\u5ef6\u7e8c\u4e0a\u5468\u4ee5\u53ca\u4e0a\u6708\u7684\u4e0a\u6f32\u8d70\u52e2\u3002\u52a0\u62ff\u5927\u5fa9\u5de5\u8907\u7523\u6b63\u5728\u63a8\u9032\u4e2d\uff0c\u4f46\u5168\u7403\u75ab\u60c5\u4ee5\u53ca\u4e2d\u7f8e\u885d\u7a81\u4ecd\u5236\u7d04\u8457\u80a1\u5e02\u7684\u53cd\u5f48\u52e2\u982d\u3002\u9032\u51658\u6708\u4efd\uff0c\u52a0\u62ff\u5927\u6295\u8cc7\u8005\u61c9\u6839\u64da\u81ea\u8eab\u7684\u60c5\u51b5\u548c\u98a8\u96aa\u627f\u53d7\u80fd\u529b\u9078\u64c7\u9069\u5408\u81ea\u5df1\u7684\u80a1\u7968\u3002<\/p>\n

\u4ee5\u4e0b\u662f2020\u5e748\u6708\u52a0\u62ff\u5927\u80a1\u5e02\u7684\u6838\u5fc3\u9078\u80a1\u6c60\uff1a<\/p>\n

\u5c0d\u65bc\u90a3\u4e9b\u5c0d\u9ec3\u91d1\u548c\u7926\u696d\u6295\u8cc7\u71c3\u8d77\u8208\u8da3\u7684\u6295\u8cc7\u8005\uff0c\u9ec3\u91d1\u80a1\u7684\u725b\u5e02\u884c\u60c5\u624d\u525b\u525b\u8d77\u6b65\uff0c\u8a72\u5982\u4f55\u70ba\u6295\u8cc7\u7372\u5229\u505a\u597d\u6e96\u5099\uff1f\u77ad\u89e3\u66f4\u591a\u6295\u8cc7\u6280\u5de7\uff0c\u73fe\u5728\u5c31\u4f86NAI500\u5546\u5e97\u514d\u8cbb\u4e0b\u8f09\u300a\u7926\u696d\u6295\u8cc7\u6307\u53572020: \u6295\u8cc7\u7372\u5229\u7684\u85dd\u8853\u8d70\u9032\u9ec3\u91d1\u8207\u7926\u696d\u6295\u8cc7\u300b\u96fb\u5b50\u66f8\uff01\u6a5f\u6703\u53ea\u6703\u9752\u775e\u6709\u6e96\u5099\u7684\u4eba\u3002<\/a><\/strong><\/p>\n

\u52a0\u62ff\u5927\u9d5d\uff1a\u80a1\u50f9\u5df2\u7d93\u5145\u5206\u6d88\u5316\u5229\u7a7a<\/h2>\n

\u52a0\u62ff\u5927\u9d5d\u63a7\u80a1Canada Goose Holdings\uff08TSX: GOOS<\/a>\uff09\uff08NYSE: GOOS<\/a>\uff09\u7d93\u53d7\u4f4f\u4e86COVID-19\u75ab\u60c5\u5f15\u767c\u7684\u7d93\u6fdf\u4e0b\u884c\u7684\u885d\u64ca\uff0c\u4f46\u4f30\u503c\u6298\u6263\u4f9d\u7136\u5f88\u5927\u3002\u52a0\u62ff\u5927\u9d5d\u64c1\u6709\u4e00\u500b\u4ee4\u4eba\u5c0a\u656c\u7684\u54c1\u724c\uff0c\u8a72\u516c\u53f8$1,000\u7684\u7fbd\u7d68\u670d\u662f\u5317\u7f8e\u4eba\u7684\u5fc5\u5099\u54c1\uff0c\u540c\u6642\u4e5f\u6b63\u5728\u7372\u5f97\u5176\u4ed6\u570b\u5bb6\u6d88\u8cbb\u8005\u7684\u6b61\u8fce\u3002\u53bb\u5e74\uff0c\u8a72\u516c\u53f8\u7684\u570b\u969b\u92b7\u552e\u984d\u589e\u957761%\u3002COVID-19\u5371\u6a5f\u7206\u767c\u5f8c\uff0c\u96f6\u552e\u652f\u51fa\u5927\u5e45\u840e\u7e2e\uff0c\u8a72\u80a1\u80a1\u50f9\u56e0\u6b64\u66b4\u8dcc65%\u3002\u4e0d\u904e\u4e0a\u5b63\u5ea6\uff0c\u8a72\u516c\u53f8\u610f\u5916\u516c\u544a\u76c8\u5229\u3002\u8a72\u80a1\u80a1\u50f9\u5df2\u7d93\u5145\u5206\u6d88\u5316\u5229\u7a7a\uff0c\u56e0\u6b64\u7d93\u6fdf\u74b0\u5883\u54ea\u6015\u662f\u6700\u8f15\u5fae\u7684\u4e00\u9ede\u6539\u5584\u4e5f\u5c07\u63a8\u52d5\u8a72\u80a1\u80a1\u50f9\u4e0a\u6f3220%\u3002\u570b\u969b\u92b7\u552e\u984d\u7684\u9577\u671f\u589e\u9577\u5c07\u662f\u8a72\u80a1\u80a1\u50f9\u4e0a\u6f32\u7684\u9577\u671f\u9a45\u52d5\u529b\u3002<\/p>\n

Rogers Communications\uff1a\u5fa9\u5de5\u8907\u7523\u53d7\u76ca\u80a1<\/h2>\n

\u52a0\u62ff\u5927\u901a\u8a0a\u548c\u5a92\u9ad4\u516c\u53f8Rogers Communications Inc\uff08TSX: RCI.B<\/a>\uff09\uff08NYSE: RCI<\/a>\uff09\u6700\u8fd1\u767c\u5e03\u76842020\u5e74Q2\u8ca1\u5831\u986f\u793a\uff0c\u516c\u53f8\u6536\u5165\u548c\u76c8\u5229\u90fd\u4e0d\u53ca\u9810\u671f\u3002\u4e0d\u904e\uff0c\u5fa9\u5de5\u8907\u7523\u2014\u2014\u5177\u9ad4\u6307\u7684\u662f\u9ad4\u80b2\u8cfd\u4e8b\u7684\u6062\u5fa9\u4ee5\u53ca\u96f6\u552e\u5e97\u7684\u91cd\u65b0\u958b\u696d\u2014\u2014\u7684\u63a8\u9032\u5c07\u5c0d\u8a72\u516c\u53f8\u69cb\u6210\u91cd\u5927\u5229\u597d\u3002Rogers\u64c1\u6709\u591a\u502b\u591a\u6240\u6709\u5927\u578b\u5c08\u696d\u904b\u52d5\u968a\u7684\u80a1\u6b0a\uff0c\u64c1\u6709\u66f2\u68cd\u7403\u6bd4\u8cfd\u7684\u5168\u570b\u96fb\u8996\u8f49\u64ad\u6b0a\uff0c\u540c\u6642\u9084\u7d93\u71dfSportsnet\u5a92\u9ad4\u7db2\u7d61\u30022016-2019\u5e74\u671f\u9593\uff0cRogers\u7684\u80a1\u50f9\u5927\u5e45\u8dd1\u8d0f\u540c\u985e\u578b\u516c\u53f8\uff0c\u4f463\u6708\u4ee5\u4f86\u8868\u73fe\u504f\u5f31\uff0c\u5b58\u5728\u88dc\u6f32\u53ef\u80fd\u6027\u3002<\/p>\n

Docebo\uff1a\u80a1\u50f9\u53cd\u5f48\u7d04260%<\/h2>\n

\u52a0\u62ff\u5927\u9762\u5411\u4f01\u696d\u7684\u96fb\u5b50\u5b78\u7fd2\u516c\u53f8Docebo Inc.\uff08TSX: DCBO\uff09<\/a>\u7684\u80a1\u50f9\u8f03\u51763\u6708\u5275\u51fa\u7684\u4f4e\u9ede\u5df2\u7d93\u53cd\u5f48\u5927\u7d04260%\u81f3\u6b77\u53f2\u9ad8\u9ede\uff0c\u4f46\u4ecd\u7136\u503c\u5f97\u8cb7\u5165\u5e77\u9577\u671f\u6301\u6709\u3002\u7576\u524d\u7684\u75ab\u60c5\u4ee5\u53ca\u7d93\u6fdf\u74b0\u5883\u5c0d\u4e8eDocebo\u4ee5\u53ca\u8a72\u516c\u53f8\u6240\u8655\u7684\u884c\u696d\u4f86\u8aaa\u90fd\u662f\u5229\u597d\u3002\u6700\u8fd1\u8ca1\u5831\u986f\u793a\uff0c\u516c\u53f8\u7684\u8edf\u4ef6\u5373\u670d\u52d9\uff08SaaS\uff09\u5b78\u7fd2\u7ba1\u7406\u7cfb\u7d71\u5728\u75ab\u60c5\u7684\u9a45\u52d5\u4e0b\u51fa\u73fe\u4e86\u5de8\u5927\u7684\u589e\u9577\uff1a\u516c\u53f8\u7684\u7d93\u5e38\u6027\u6536\u5165\u589e\u957756%\uff0c\u5e73\u5747\u5408\u540c\u50f9\u503c\u589e\u957728%\uff0c\u5e77\u4e14\u672a\u4f86\u5c07\u7dad\u6301\u9019\u4e00\u6301\u7e8c\u589e\u9577\u52e2\u982d\u3002\u8a72\u516c\u53f8\u5df2\u7d93\u511f\u9084\u4e86\u4eca\u5e74\u6240\u6709\u7684\u8ca0\u50b5\uff0c\u540c\u6642\u77ed\u671f\u8cc7\u7523\u898f\u6a21\u662f\u8ca0\u50b5\u7684\u5c07\u8fd1\u5169\u500d\u3002<\/p>\n

Algonquin Power\uff1a\u653b\u5b88\u517c\u5099<\/h2>\n

\u52a0\u62ff\u5927\u53ef\u518d\u751f\u80fd\u6e90\u548c\u516c\u7528\u4e8b\u696d\u516c\u53f8Algonquin Power & Utilities Corp\uff08TSX: AQN<\/a>\uff09\uff08NYSE: AQN<\/a>\uff09\u653b\u5b88\u517c\u5099\u3002\u8a72\u516c\u53f8\u63d0\u4f9b\u7684\u57fa\u672c\u670d\u52d9\u4fdd\u8b49\u4e86\u975e\u5e38\u6301\u7e8c\u548c\u7a69\u5b9a\u7684\u73fe\u91d1\u6d41\uff0865%\u7684\u73fe\u91d1\u6d41\u4f86\u81ea3\u584a\u5206\u6563\u7684\u898f\u7ba1\u516c\u7528\u4e8b\u696d\u696d\u52d9\uff0c\u53e6\u591635%\u4f86\u81ea\u7da0\u8272\u80fd\u6e90\u696d\u52d9\uff09\u30024.75%\u7684\u80a1\u606f\u7387\u50c5\u6d88\u8017\u516c\u53f8\u5927\u7d0440%\u7684\u73fe\u91d1\u6d41\uff0c\u56e0\u6b64\u672a\u4f86\u5728\u7dad\u6301\u589e\u9577\u6027\u6295\u8cc7\u7684\u540c\u6642\u4ecd\u4e0a\u8abf\u80a1\u606f\u7684\u7a7a\u9593\u5f88\u5927\u3002Algonquin\u6b63\u5728\u5be6\u65bd\u7684$92\u5104\u7684\u8cc7\u672c\u8a08\u5283\u6709\u671b\u5275\u9020\u5ef6\u7e8c\u81f32024\u5e74\u768415%\u7684\u8abf\u6574\u5f8cEBITDA\u5e74\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\uff0c\u8abf\u6574\u5f8cEBITDA\u6709\u671b\u5728\u6b64\u671f\u9593\u7ffb\u500d\u3002\u8a72\u80a1\u517c\u5177\u6536\u76ca\u3001\u7a69\u5b9a\u3001\u589e\u9577\u5c6c\u6027\u4ee5\u53ca\u98a8\u96aa\u8abf\u6574\u57fa\u790e\u4e0a\u7684\u5de8\u5927\u4e0a\u6f32\u6f5c\u529b\u3002<\/p>\n

\u6c38\u660e\u91d1\u878d\uff1a\u4e9e\u6d32\u64f4\u5f35\u6230\u7565\u548c\u4f4e\u4f30\u503c<\/h2>\n

\u52a0\u62ff\u5927\u91d1\u878d\u670d\u52d9\u5de8\u982d\u6c38\u660e\u91d1\u878dSun Life Financial\uff08TSX: SLF<\/a>\uff09\uff08NYSE: SLF<\/a>\uff09\u5e02\u503c$300\u5104\uff0c\u662f\u52a0\u62ff\u5927\u7b2c\u4e8c\u5927\u4fdd\u96aa\u63d0\u4f9b\u5546\uff0c\u540c\u6642\u63d0\u4f9b\u9762\u5411\u5168\u7403\u5ba2\u6236\u7684\u8ca1\u5bcc\u548c\u8cc7\u7523\u7ba1\u7406\u670d\u52d9\u3002\u9577\u671f\u770b\u591a\u6c38\u660e\u91d1\u878d\u7684\u5169\u5927\u7406\u7531\u5206\u5225\u662f\u8a72\u516c\u53f8\u6fc0\u9032\u7684\u4e9e\u6d32\u5e02\u5834\u64f4\u5f35\u4ee5\u53ca\u76ee\u524d\u7684\u4f30\u503c\u6c34\u5e73\u30022020\u5e74Q1\uff0c\u4e9e\u6d32\u570b\u5bb6\u8ca2\u737b\u8a72\u516c\u53f8\u7e3d\u7684\u6de8\u5229\u6f64\u6bd4\u4f8b\u5f9e2019\u5e74Q1\u768423%\u63d0\u5347\u81f327%\u3002\u6b64\u5916\uff0c\u6c38\u660e\u91d1\u878d\u7684\u80a1\u7968\u88ab\u4f4e\u4f30\uff1a\u9060\u671f\u5e02\u76c8\u7387\u4f4e\u4e8e10\uff0cPEG\u6bd4\u7387\u4f4e\u4e8e1\u3002\u6c38\u660e\u91d1\u878d\u5c07\u4e8e8\u67086\u65e5\uff08\u5468\u56db\uff09\u767c\u5e032020\u5e74Q2\u8ca1\u5831\uff0c\u6295\u8cc7\u8005\u5c4a\u6642\u53ef\u95dc\u6ce8COVID-19\u75ab\u60c5\u662f\u5426\u6703\u5c0d\u5176\u4e9e\u6d32\u64f4\u5f35\u6230\u7565\u69cb\u6210\u91cd\u5927\u7684\u5f71\u97ff\u3002<\/p>\n

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

\u95dc\u6ce8\u52a0\u62ff\u5927\u5927\u9ebb\u80a1Fire & Flower Holdings Corp.\uff08TSX: FAF\uff09<\/a>\u7684\u5169\u5927\u539f\u56e0\u662f\u8a72\u516c\u53f8\u7684\u589e\u9577\u6f5c\u529b\u4ee5\u53ca\u4f4e\u4f30\u503c\uff0c\u8a72\u80a1\u7684\u5e02\u92b7\u7387\u50c5\u67092\u591a\u4e00\u9ede\u3002\u4fbf\u5229\u5e97\u904b\u71df\u5546Alimentation Couche-Tard 7\u6708\u5ba3\u5e03\uff0c\u5728\u57f7\u884c\u8a8d\u80a1\u6b0a\u8b49\u5f8c\uff0c\u8a72\u516c\u53f8\u5c07\u6301\u6709\u8a72\u5927\u9ebb\u96f6\u552e\u5546\u7684\u80a1\u4efd\u63d0\u9ad8\u81f315%\uff0c\u9019\u662f\u770b\u597dFire & Flower\u6700\u6709\u529b\u7684\u9ad4\u73fe\u3002\u6b64\u5916\uff0c\u8a72\u5927\u9ebb\u96f6\u552e\u5546\u4e00\u5b63\u5ea6\u696d\u7e3e\u5f3a\u52c1\uff0c\u92b7\u552e\u984d\u540c\u6bd4\u589e\u9577142%\u81f3$2310\u842c\u3002\u6709\u4e86Couche-Tard\u7684\u5f3a\u529b\u652f\u6301\uff0c\u53e0\u52a0\u52a0\u62ff\u5927\u5b58\u5728\u958b\u8a2d\u66f4\u591a\u5927\u9ebb\u5e97\u7684\u9700\u6c42\uff0c\u9019\u53ea\u5927\u9ebb\u80a1\u9084\u6709\u5f88\u5927\u7684\u589e\u9577\u7a7a\u9593\u3002<\/p>\n

Enbridge\uff1a\u5e02\u5834\u4f4e\u4f30\u4e86\u80fd\u6e90\u884c\u696d\u7684\u9577\u671f\u57fa\u672c\u9762<\/h2>\n

\u4e4b\u6240\u4ee5\u5c07Enbridge Inc\uff08TSX: ENB<\/a>\uff09\uff08NYSE: ENB<\/a>\uff09\u5217\u51658\u6708\u7684\u6838\u5fc3\u9078\u80a1\u6c60\uff0c\u4e3b\u8981\u6709\u4ee5\u4e0b\u5169\u5927\u7406\u7531\u3002\u9996\u5148\uff0cEnbridge\u662f\u4e00\u5bb6\u5177\u5099\u9577\u671f\u97cc\u6027\u7684\u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u9f8d\u982d\u516c\u53f8\uff0c\u8a72\u516c\u53f8\u6230\u7565\u6027\u548c\u9ad8\u5ea6\u5206\u6563\u7684\u8cc7\u7523\u80cc\u5f8c\u6709\u7a69\u5065\u7684\u8cc7\u7523\u8ca0\u50b5\u8868\u3001\u6d41\u52d5\u6027\u4ee5\u53ca\u5404\u7a2e\u4f4e\u98a8\u96aa\u589e\u9577\u9805\u76ee\u7684\u652f\u6491\u3002\u8a72\u7ba1\u9053\u904b\u71df\u554680%\u7684\u8abf\u6574\u5f8cEBITDA\u4f86\u81ea\u4e8e\u6cb9\u6c23\u7ba1\u9053\u8f38\u9001\u696d\u52d9\uff0cCOVID-19\u75ab\u60c5\u5c0e\u81f4\u77f3\u6cb9\u8f38\u9001\u91cf\u9700\u6c42\u4e0b\u964d\u3002\u4e0d\u904e\uff0c\u516c\u53f8\u4e8c\u5b63\u5ea6\u76c8\u5229\u4ecd\u5be6\u73fe\u4e86\u4e2d\u7b49\u500b\u4f4d\u6578\u7684\u767e\u5206\u6bd4\u589e\u9577\uff0c\u5c55\u793a\u4e86\u5176\u62b5\u79a6\u75ab\u60c5\u885d\u64ca\u7684\u97cc\u6027\u3002\u5176\u4e8c\uff0cEnbridge\u7684\u80a1\u606f\u7387\u9ad8\u90547.51%\u3002\u516c\u53f8\u6d41\u52d5\u8cc7\u7523\u9054$140\u5104\uff0c\u8db3\u4ee5\u652f\u6301\u5176\u7e7c\u7e8c\u63a8\u9032$110\u5104\u64f4\u5f35\u9805\u76ee\u7684\u540c\u6642\u6d3e\u767c\u80a1\u606f\u3002\u5118\u7ba1\u75ab\u60c5\u5e36\u4f86\u4e86\u4e0d\u78ba\u5b9a\u6027\uff0c\u4f46\u8a72\u516c\u53f8\u9810\u8a08\u4ecd\u5c07\u5be6\u73fe\u6bcf\u80a1$4.50-$4.80\u7684\u5168\u5e74\u53ef\u4f9b\u5206\u914d\u73fe\u91d1\u6d41\u6307\u5f15\u3002Enbridge\u662f\u4e00\u96bb\u9ad8\u8cea\u91cf\u7684\u6d3e\u606f\u80a1\uff0c\u9023\u7e8c25\u5e74\u4e0a\u8abf\u80a1\u606f\uff0c\u80a1\u606f\u7684\u5e74\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\u905411%\u3002\u8a72\u80a1\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc15%\u3002\u80a1\u606f\u7387\u7684\u62ac\u5347\u662f\u56e0\u7232\u80a1\u50f9\u4e0b\u8dcc\uff0c\u4f46\u9a45\u52d5\u80a1\u50f9\u4e0b\u8dcc\u7684\u5e77\u4e0d\u662f\u771f\u5be6\u7684\u98a8\u96aa\u800c\u662f\u5c0d\u98a8\u96aa\u7684\u8a8d\u77e5\uff0c\u800c\u9019\u7a2e\u8a8d\u77e5\u662f\u932f\u8aa4\u7684\u3002\u5728\u6211\u770b\u4f86\uff0c\u6295\u8cc7\u8005\u4f4e\u4f30\u4e86\u80fd\u6e90\u884c\u696d\u7684\u9577\u671f\u57fa\u672c\u9762\u3002\u5e02\u5834\u7684\u8aa4\u5224\u9a45\u52d5\u80fd\u6e90\u80a1\u8dcc\u81f3\u6df1\u5ea6\u50f9\u503c\u6c34\u5e73\uff0c\u9019\u4e5f\u7232\u6211\u5011\u8cb7\u5165Enbridge\u9019\u6a23\u7684\u80a1\u7968\u5275\u9020\u4e86\u6975\u597d\u7684\u6a5f\u6703\u3002<\/p>\n

Brookfield Asset Management\uff1a\u80a1\u50f9\u56de\u843d\u63d0\u4f9b\u7d55\u4f73\u7684\u8cb7\u5165\u9ede<\/h2>\n

\u52a0\u62ff\u5927\u8cc7\u7523\u7ba1\u7406\u516c\u53f8Brookfield Asset Management Inc\uff08TSX: BAM.A<\/a>\uff09\uff08NYSE: BAM<\/a>\uff09\u7684\u80a1\u50f9\u8f03\u5176\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\u5275\u51fa\u7684\u6b77\u53f2\u9ad8\u9ede\u4e0b\u8dcc25%\uff0c\u4f46\u9019\u4e5f\u7232\u6295\u8cc7\u8005\u6295\u8cc7\u5be6\u969b\u8cc7\u7523\u2014\u2014\u5f88\u591a\u90fd\u662f\u73fe\u91d1\u5976\u725b\u2014\u2014\u63d0\u4f9b\u4e86\u7d55\u4f73\u7684\u4ecb\u5165\u9ede\u3002BAM\u7684\u9577\u671f\u6536\u76ca\u7387\u9810\u8a08\u572812-15%\u4e4b\u9593\uff0c\u5728\u76ee\u524d\u7684\u50f9\u4f4d\u8cb7\u5165\u6295\u8cc7\u8005\u9810\u8a08\u53ef\u4ee5\u7372\u5f97\u5b89\u5168\u6027\u66f4\u9ad8\u768415%\u7684\u9577\u671f\u6536\u76ca\u7387\u3002\u6b64\u5916\uff0c\u8a72\u80a1\u9084\u63d0\u4f9b1.5%\u7684\u80a1\u606f\u7387\u3002\u6700\u5f8c\uff0c\u5728\u7576\u524d\u60e1\u52a3\u7684\u7d93\u6fdf\u74b0\u5883\u4e0b\uff0cBAM\u7a69\u5065\u7684\u8ca1\u52d9\u72c0\u51b5\u4ee5\u53ca\u878d\u8cc7\u80fd\u529b\u5c07\u7232\u516c\u53f8\u4f4e\u50f9\u6536\u8cfc\u512a\u8cea\u8cc7\u7523\u5275\u9020\u689d\u4ef6\u3002<\/p>\n

Real Matters\uff1a\u53d7\u76ca\u4e8e\u623f\u8cb8\u5229\u7387\u8d70\u4f4e<\/h2>\n

\u9762\u5411\u623f\u8cb8\u8cb8\u6b3e\u4eba\u548c\u4fdd\u96aa\u516c\u53f8\u7684\u52a0\u62ff\u5927\u8edf\u4ef6\u516c\u53f8Real Matters Inc.\uff08TSX: REAL\uff09<\/a>\u7684\u80a1\u50f9\u903c\u8fd1\u6b77\u53f2\u9ad8\u9ede\uff0c\u4f46\u9452\u4e8e\u8a72\u516c\u53f8\u512a\u5f02\u7684\u4e09\u5b63\u5ea6\u696d\u7e3e\uff0c\u6211\u76f8\u4fe1\u8a72\u80a1\u9084\u6709\u66f4\u591a\u7684\u4e0a\u6f32\u7a7a\u9593\u3002\u901a\u904e\u516c\u53f8\u7684\u5e73\u81fa\u4ee5\u53ca\u8207\u9818\u57df\u5167\u5c08\u696d\u4eba\u58eb\u5efa\u7acb\u7684\u5065\u5eb7\u95dc\u4fc2\uff0cReal Matters\u7232\u5ba2\u6236\u63d0\u4f9b\u66f4\u5feb\u66f4\u53ef\u9760\u7684\u670d\u52d9\u3002\u5f97\u76ca\u4e8e\u9019\u4e00\u7af6\u722d\u512a\u52e2\uff0c\u8a72\u516c\u53f8\u589e\u52a0\u4e86\u65b0\u7684\u5ba2\u6236\uff0c\u5728\u7f8e\u570b\u7523\u6b0a\u548c\u4f30\u50f9\u9818\u57df\u7684\u5e02\u5834\u4efd\u984d\u4e5f\u7372\u5f97\u4e86\u63d0\u9ad8\u3002\u7576\u524d\u623f\u8cb8\u5229\u7387\u7684\u4e0b\u6ed1\u9a45\u52d5\u518d\u878d\u8cc7\u6d3b\u52d5\u98c8\u5347\uff0c\u623f\u8cb8\u8cb8\u6b3e\u4eba\u958b\u59cb\u9762\u81e8\u898f\u6a21\u5316\u64f4\u5f35\u554f\u984c\u5e77\u5c0b\u627e\u65b0\u7684\u4f9b\u61c9\u5546\u4ee5\u52a0\u5feb\u5b83\u5011\u7684\u92b7\u552e\u5468\u671f\u3002\u56e0\u6b64\uff0c\u6211\u76f8\u4fe1\u9019\u5c07\u589e\u52a0\u5e02\u5834\u5c0d\u4e8eReal Matters\u670d\u52d9\u7684\u9700\u6c42\uff0c\u5f9e\u800c\u9032\u4e00\u6b65\u5f3a\u5316\u8a72\u516c\u53f8\u7684\u57fa\u672c\u9762\u3002<\/p>\n

Kinross Gold\uff1a\u5167\u5916\u56e0\u56e0\u7d20\u5171\u540c\u4fc3\u9032\u80a1\u50f9\u4e0a\u6f32<\/h2>\n

\u5f97\u76ca\u4e8e\u9ec3\u91d1\u50f9\u683c\u5927\u6f32\uff0c\u52a0\u62ff\u5927\u9ec3\u91d1\u751f\u7523\u5546Kinross Gold Corp\uff08TSX: K<\/a>\uff09\uff08NYSE: KGC<\/a>\uff09\u7684\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6f32\u7d0490%\uff0c\u5927\u5e45\u8dd1\u8d0fS&P\/TSX 60\u6307\u6578\u3002\u5118\u7ba1\u80a1\u50f9\u6f32\u5e45\u5df2\u7d93\u5f88\u5927\uff0c\u4f46\u592a\u591a\u7684\u4e0d\u78ba\u5b9a\uff0c\u75b2\u5f31\u7684\u7d93\u6fdf\u6307\u6a19\u4ee5\u53caCOVID-19\u611f\u67d3\u4eba\u6578\u7684\u4e0d\u65b7\u4e0a\u5347\u9810\u793a\u8457\u9ec3\u91d1\u50f9\u683c\u5c07\u7e7c\u7e8c\u8d70\u9ad8\uff0c\u9032\u800c\u9a45\u52d5Kinross Gold\u7684\u80a1\u50f9\u57288\u6708\u7e7c\u7e8c\u4e0a\u6f32\u3002\u9664\u4e86\u9ec3\u91d1\u50f9\u683c\u4e0a\u6f32\u9019\u4e00\u5916\u56e0\uff0cKinross Gold\u6700\u5927\u76843\u5ea7\u7926\u5c71\u7684\u5e73\u5747\u92b7\u552e\u6210\u672c\u4e0b\u964d\u7684\u540c\u6642\u7523\u91cf\u5275\u51fa\u7d00\u9304\uff0c\u5e77\u4e14\u7523\u80fd\u6709\u671b\u7e7c\u7e8c\u63d0\u5347\u3002\u8207\u6b64\u540c\u6642\uff0c\u5728\u7d93\u71df\u6548\u7387\u7684\u52a9\u529b\u4e0b\uff0c\u8a72\u516c\u53f8\u5229\u6f64\u7387\u7684\u589e\u901f\u9ad8\u4e8e\u5e73\u5747\u5be6\u73fe\u9ec3\u91d1\u50f9\u683c\u7684\u589e\u901f\u3002\u5e73\u5747\u5be6\u73fe\u9ec3\u91d1\u50f9\u683c\u7684\u4e0a\u5347\uff0c\u5f3a\u5927\u7684\u751f\u7523\u80fd\u529b\u4ee5\u53ca\u6bcf\u76ce\u53f8\u9ec3\u91d1\u51fa\u8272\u7684\u5229\u6f64\u7387\u7232Kinross Gold\u7684\u80a1\u7968\u63d0\u4f9b\u4e86\u5f3a\u5927\u7684\u589e\u9577\u50ac\u5316\u5291\u3002<\/p>\n

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

\u52a0\u62ff\u5927\u4f4e\u6210\u672c\u9ec3\u91d1\u751f\u7523\u5546B2Gold Corp\uff08TSX: BTO<\/a>\uff09\uff08NYSE: BTG<\/a>\uff09\u7684\u80a1\u50f9\u4eca\u5e74\u4e0a\u6f32\u8d85\u904e70%\uff0c\u4f46\u4f30\u503c\u6c34\u5e73\u4f9d\u7136\u76f8\u7576\u5408\u7406\u3002B2Gold\u7684\u5e02\u503c\u7232$94\u5104\uff0c\u516c\u53f8\u76843\u5ea7\u7926\u5206\u5225\u4f4d\u4e8e\u83f2\u5f8b\u8cd3\u3001\u7d0d\u7c73\u6bd4\u4e9e\u548c\u99ac\u88cf\u3002\u5be6\u73fe\u9ec3\u91d1\u50f9\u683c\u7684\u4e0a\u5347\u5c07\u5927\u5e45\u63d0\u632f\u8a72\u9ec3\u91d1\u7926\u5546\u7684\u76c8\u5229\uff0c\u5206\u6790\u5e2b\u9810\u8a08B2Gold 2020\u5e74\u7684\u76c8\u5229\u76f8\u8f03\u4e0a\u4e00\u5e74\u5c07\u7ffb\u4e00\u500d\u591a\u3002\u8a72\u516c\u53f8\u8ca0\u50b5\u6c34\u5e73\u4f4e\uff0c\u6d41\u52d5\u6027\u5145\u88d5\uff0c\u53e0\u52a0\u7523\u91cf\u7684\u589e\u9577\u4ee5\u53ca\u9ec3\u91d1\u50f9\u683c\u4e0a\u6f32\u7684\u6a02\u89c0\u524d\u666f\uff0c\u4ee5\u53ca\u4f4e\u4f30\u503c\uff0c\u9019\u4e9b\u56e0\u7d20\u5171\u540c\u69cb\u6210\u4e86B2Gold\u9577\u671f\u6295\u8cc7\u7684\u908f\u8f2f\u3002<\/p>\n

Fortis\uff1a\u9632\u79a6\u578b\u6295\u8cc7\u8005\u7684\u7406\u60f3\u4e4b\u9078<\/h2>\n

\u5728\u7576\u524d\u7684\u7d93\u6fdf\u74b0\u5883\u4e0b\uff0c\u52a0\u62ff\u5927\u96fb\u529b\u516c\u53f8Fortis Inc\uff08TSX: FTS<\/a>\uff09\uff08NYSE: FTS<\/a>\uff09\u4f5c\u7232\u4e00\u96bb\u53ef\u9760\u800c\u7a69\u5b9a\u7684\u9632\u79a6\u6027\u500b\u80a1\u5099\u53d7\u5e02\u5834\u8ffd\u6367\u30027\u670830\u65e5\uff0c\u8a72\u516c\u53f8\u516c\u544aQ1\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u5f9e\u4e0a\u5e74\u540c\u671f\u7684$0.54\u589e\u81f3$0.56\uff0c\u540c\u6642\u91cd\u75335\u5e74\u671f\u8cc7\u672c\u8a08\u5283\uff0c\u80a1\u606f\u589e\u9577\u6307\u5f15\u4e5f\u7dad\u6301\u4e0d\u8b8a\u3002\u5373\u4f7f\u662f\u5728\u7d93\u6fdf\u56f0\u96e3\u6642\u671f\uff0cFortis\u4e5f\u4e00\u76f4\u63d0\u4f9b\u53ef\u9760\u7684\u516c\u7528\u4e8b\u696d\u670d\u52d9\uff0c\u6295\u8cc7\u8005\u4e5f\u56e0\u6b64\u4eab\u53d7\u540c\u6a23\u7684\u53ef\u9760\u6027\u3002\u8a72\u80a1\u62b5\u79a6\u5e02\u5834\u529b\u91cf\u7684\u97cc\u6027\u7684\u4e00\u500b\u7a81\u51fa\u9ad4\u73fe\u662f0.05\u7684\u8c9d\u5854\u4fc2\u6578\u3002\u57fa\u4e8e\u7a69\u5b9a\u548c\u53ef\u9810\u6e2c\u7684\u6536\u5165\u6d41\uff0cFortis\u662f\u6700\u53ef\u9760\u7684\u6d3e\u606f\u80a1\u4e4b\u4e00\uff0c\u76ee\u524d\u7684\u80a1\u606f\u7387\u72323.48%\u3002<\/p>\n

Shaw Communications\uff1a\u7121\u7dab\u696d\u52d9EBITDA\u5927\u589e91%<\/h2>\n

\u5118\u7ba1\u75ab\u60c5\u6301\u7e8c\uff0c\u7e3d\u90e8\u4f4d\u4e8e\u52a0\u62ff\u5927\u5361\u723e\u52a0\u88cf\u7684\u96fb\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\u8abf\u6574\u5f8cEBITDA\u540c\u6bd4\u589e\u957715%\uff0c\u5176\u4e2d\u6709\u7dab\u696d\u52d9\u7684EBITDA\u589e\u95777%\uff0c\u7121\u7dab\u696d\u52d9\u66f4\u662f\u5927\u589e91%\u3002\u5728\u5bb6\u8fa6\u516c\u7684\u8da8\u52e2\u63d0\u5347\u4e86\u4f4f\u5b85\u4e92\u806f\u7db2\u670d\u52d9\u7684\u9700\u6c42\uff0cShaw Communications\u56e0\u6b64\u5f9e\u4e2d\u53d7\u76ca\u3002\u4eca\u5e745\u6708\uff0c\u516c\u53f8\u91dd\u5c0d\u4f4f\u5b85\u5ba2\u6236\u63a8\u51faFibre+ Gig\u4e92\u806f\u7db2\u670d\u52d9\u30027\u670830\u65e5\uff0c\u8a72\u516c\u53f8\u5728\u5351\u8a69\u7701\u548c\u963f\u723e\u4f2f\u5854\u7701\u63a8\u51fa\u65b0\u7684\u7121\u7dab\u670d\u52d9Shaw Mobile\u3002\u9019\u4e9b\u65b0\u7684\u670d\u52d9\u5c07\u5e6b\u52a9\u8a72\u516c\u53f8\u52a0\u5feb\u7121\u7dab\u696d\u52d9\u6536\u5165\u7684\u589e\u9577\uff0c\u4ee5\u53ca\u9032\u4e00\u6b65\u6539\u5584\u5176\u6574\u9ad4\u7684\u76c8\u5229\u80fd\u529b\u3002Shaw Communications\u7684\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc7.2%\u81f3$24.45\uff0c\u4f46\u9810\u8a08\u4e0b\u534a\u5e74\u5c07\u63d0\u4f9b\u4e0d\u932f\u7684\u6536\u76ca\u3002<\/p>\n

Alimentation Couche-Tard\uff1a\u904e\u53bb10\u5e74\u80a1\u50f9\u7684CAGR\u9ad8\u905430%<\/h2>\n

\u52a0\u62ff\u5927\u4fbf\u5229\u5e97\u904b\u71df\u5546Alimentation Couche-Tard Inc\uff08TSX: ATD.B\uff09<\/a>\u662f\u591a\u4ea4\u6240\u8868\u73fe\u6700\u597d\u7684\u500b\u80a1\u4e4b\u4e00\uff0c\u904e\u53bb10\u5e74\u80a1\u50f9\u7684\u5e74\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\u9ad8\u905430%\uff0c\u4eca\u5e74\u4e0a\u6f32\u7d0415%\u3002Couche-Tard\u662f\u4e00\u96bb\u53ef\u4ee5\u5728\u4efb\u4f55\u74b0\u5883\u4e0b\u6301\u6709\u7684\u512a\u8cea\u500b\u80a1\uff0c\u4f46\u9452\u4e8e\u7576\u524d\u7684\u75ab\u60c5\u4ee5\u53ca\u8a72\u80a1\u660e\u986f\u7684\u9632\u79a6\u5c6c\u6027\uff0c\u73fe\u5728\u6301\u6709\u7684\u7406\u7531\u66f4\u7232\u5145\u5206\u3002\u5118\u7ba1\u75ab\u60c5\u548c\u5c01\u9396\u63aa\u65bd\u5e36\u4f86\u4e86\u5de8\u5927\u7684\u9707\u8569\uff0c\u4f46\u8a72\u4fbf\u5229\u5e97\u5de8\u982d2020\u5e74Q4\u7684\u6de8\u5229\u6f64\u5e7e\u4e4e\u7ffb\u500d\uff0c\u5f9e\u4e0a\u5e74\u540c\u671f\u76842.89\u5104\u7f8e\u5143\uff08\u5408\u6bcf\u80a10.26\u7f8e\u5143\uff09\u589e\u81f35.763\u5104\u7f8e\u5143\uff080.52\u7f8e\u5143\uff09\u3002\u6b64\u5916\uff0c\u672a\u4f865\u5e74\uff0c\u8a72\u516c\u53f8\u76c8\u5229\u9810\u8a08\u5c07\u4ee5\u6bcf\u5e746.5%\u7684\u901f\u5ea6\u589e\u9577\u3002\u6700\u5f8c\uff0c\u8a72\u80a1\u80a1\u50f9\u975e\u5e38\u4fbf\u5b9c\uff0c\u6efe\u52d5\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\u8eca\u96f6\u90e8\u4ef6\u88fd\u9020\u5546<\/h2>\n

\u6b77\u53f2\u7d93\u9a57\u986f\u793a\uff0c\u52a0\u62ff\u5927\u6c7d\u8eca\u96f6\u90e8\u4ef6\u88fd\u9020\u5546Linamar Corp\uff08TSX: LNR\uff09<\/a>\u4e0d\u50c5\u7d93\u6b77\u5404\u7a2e\u7d93\u6fdf\u8870\u9000\u6d3b\u4e86\u4e0b\u4f86\uff0c\u800c\u4e14\u4e00\u65e6\u5371\u6a5f\u7d50\u675f\uff0c\u8a72\u516c\u53f8\u80fd\u591f\u5feb\u901f\u5fa9\u8607\u3002Linamar\u7684\u8cc7\u7523\u8ca0\u50b5\u8868\u7a69\u5065\uff0c\u56e0\u6b64\u5373\u4f7f\u662f\u5728\u88fd\u9020\u5468\u671f\u6eef\u5f8c\u7684\u6642\u5019\uff0c\u8a72\u516c\u53f8\u4ecd\u6709\u80fd\u529b\u7e7c\u7e8c\u6295\u8cc7\u7523\u54c1\u958b\u767c\u3002\u6b63\u56e0\u7232\u5982\u6b64\uff0c\u5371\u6a5f\u7d50\u675f\u5f8c\uff0c\u5728\u5176\u4ed6\u516c\u53f8\u9084\u5728\u75b2\u4e8e\u63d0\u5347\u7523\u80fd\u6216\u63a8\u51fa\u65b0\u7523\u54c1\u7684\u6642\u5019\uff0cLinamar\u5df2\u7d93\u9818\u5148\u4e00\u6b65\u3002\u8a72\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u5168\u7403\u7523\u80fd\u5df2\u7d93\u5b8c\u5168\u6062\u5fa9\u3002\u96a8\u8457COVID-19\u5c01\u9396\u63aa\u65bd\u7684\u7d42\u6b62\uff0c\u53e0\u52a0\u7f8e\u58a8\u52a0\u81ea\u7531\u8cbf\u6613\u5354\u8b70\u7684\u751f\u6548\uff0c\u8a72\u80a1\u6709\u671b\u91cd\u8fd4\u6b64\u524d\u7684\u9ad8\u9ede\u3002<\/p>\n

Emera\uff1a\u5b89\u5168\u7121\u865e\u7684\u9632\u79a6\u80a1<\/h2>\n

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