加拿大移动运营商再度掀起价格战市场分析指行业面临负面循环

投资观察04-02

TD Cowen分析师Vince Valentini最新报告指出，加拿大电信运营商可能正步入新一轮移动资费价格战。该分析师表示，第一季度各运营商采取了极具侵略性的定价策略，但这种做法并未能有效刺激用户规模增长，反而导致客户流失率攀升并引发负面价格循环。

Valentini警告，这种趋势将对电信巨头罗杰斯通信、加拿大贝尔和泰勒斯构成压力，为此他已将这三家公司评级从"买入"下调至"持有"。他进一步强调："若资费水平回归至三月份观察到的低位，我们预计当前预估和目标股价可能面临更大的下行风险。"

（注：文中公司名称均参照symbols标签内标准译名）

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加拿大移动运营商再度掀起价格战 市场分析指行业面临负面循环

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加拿大移动运营商再度掀起价格战市场分析指行业面临负面循环