%\h*(increase|decrease)\h*\R(?!\R)\h*(?=\S)
%\h*(increase|decrease)\h*(\r\n|\n|\r)(?!\r\n|\n|\r)\h*(?=\S)
\x{00A0}|\x{202F}|\x{200B}|\x{200C}|\x{200D}|\x{2060}|\x{FEFF}
%\h*(increase|decrease)\h*\R(?!\R)\h*(?=\S)
%\h*(increase|decrease)\h*(\r\n|\n|\r)(?!\r\n|\n|\r)\h*(?=\S)
\x{00A0}|\x{202F}|\x{200B}|\x{200C}|\x{200D}|\x{2060}|\x{FEFF}
我之前观察到 Enbridge 股价和交易量有异常。现在我从 7 月份到今天的数据贴出来看。
| Date | Open | High | Low | Close | Adj Close | Volume |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | 69.87 | 70.01 | 68.83 | 69.28 | 69.28 | 12,112,752 |
| Sep 8, 2026 | 69.32 | 69.86 | 68.78 | 69.69 | 69.69 | 10,985,500 |
| Sep 4, 2026 | 69.51 | 69.66 | 69.05 | 69.32 | 69.32 | 9,887,000 |
| Sep 3, 2026 | 69.65 | 70.09 | 69.35 | 69.70 | 69.70 | 8,253,000 |
| Sep 2, 2026 | 70.45 | 70.54 | 69.42 | 69.70 | 69.70 | 10,314,600 |
| Sep 1, 2026 | 70.21 | 70.83 | 69.60 | 70.54 | 70.54 | 9,921,500 |
| Aug 31, 2026 | 69.50 | 70.23 | 69.20 | 70.22 | 70.22 | 10,780,200 |
| Aug 28, 2026 | 69.75 | 70.25 | 69.41 | 69.76 | 69.76 | 7,222,100 |
| Aug 27, 2026 | 69.88 | 69.95 | 68.90 | 69.28 | 69.28 | 6,481,400 |
| Aug 26, 2026 | 68.92 | 70.23 | 68.80 | 69.80 | 69.80 | 5,677,100 |
| Aug 25, 2026 | 68.95 | 69.37 | 68.76 | 68.83 | 68.83 | 8,392,500 |
| Aug 24, 2026 | 69.45 | 69.80 | 68.71 | 69.36 | 69.36 | 8,020,900 |
| Aug 21, 2026 | 70.39 | 70.91 | 69.12 | 69.54 | 69.54 | 11,253,400 |
| Aug 20, 2026 | 69.51 | 71.53 | 69.41 | 70.47 | 70.47 | 12,933,500 |
| Aug 19, 2026 | 70.96 | 71.48 | 69.03 | 69.49 | 69.49 | 14,706,600 |
| Aug 18, 2026 | 70.98 | 71.59 | 70.83 | 71.41 | 71.41 | 14,952,100 |
| Aug 17, 2026 | 71.06 | 71.06 | 70.18 | 70.22 | 70.22 | 8,949,900 |
| Aug 14, 2026 | 0.97 Dividend | |||||
| Aug 14, 2026 | 70.42 | 70.80 | 70.08 | 70.61 | 70.61 | 12,940,900 |
| Aug 13, 2026 | 71.60 | 71.95 | 71.41 | 71.47 | 70.50 | 12,449,000 |
| Aug 12, 2026 | 71.76 | 72.22 | 71.50 | 71.74 | 70.77 | 16,792,300 |
| Aug 11, 2026 | 72.03 | 72.49 | 71.61 | 71.85 | 70.87 | 30,514,000 |
| Aug 10, 2026 | 72.48 | 72.48 | 71.00 | 71.71 | 70.74 | 16,335,000 |
| Aug 7, 2026 | 72.00 | 72.36 | 71.31 | 71.55 | 70.58 | 13,148,600 |
| Aug 6, 2026 | 73.41 | 73.46 | 72.04 | 72.40 | 71.42 | 13,081,400 |
| Aug 5, 2026 | 74.90 | 75.05 | 72.60 | 72.71 | 71.72 | 13,990,900 |
| Aug 4, 2026 | 76.21 | 76.27 | 74.34 | 75.09 | 74.07 | 13,135,800 |
| Jul 31, 2026 | 77.66 | 77.91 | 76.21 | 76.28 | 75.24 | 6,034,500 |
| Jul 30, 2026 | 77.33 | 77.91 | 76.93 | 77.68 | 76.63 | 7,734,100 |
| Jul 29, 2026 | 78.61 | 78.68 | 77.15 | 77.56 | 76.51 | 6,776,500 |
| Jul 28, 2026 | 78.42 | 78.84 | 77.77 | 78.03 | 76.97 | 4,755,700 |
| Jul 27, 2026 | 79.75 | 79.83 | 78.15 | 78.20 | 77.14 | 5,558,000 |
| Jul 24, 2026 | 79.58 | 80.30 | 79.58 | 80.21 | 79.12 | 6,766,500 |
| Jul 23, 2026 | 79.32 | 79.71 | 78.92 | 79.43 | 78.35 | 3,075,800 |
| Jul 22, 2026 | 78.65 | 79.46 | 78.63 | 79.29 | 78.21 | 4,186,800 |
| Jul 21, 2026 | 78.46 | 78.75 | 77.41 | 78.28 | 77.22 | 5,773,700 |
| Jul 20, 2026 | 79.43 | 80.11 | 78.34 | 78.36 | 77.30 | 6,160,400 |
| Jul 17, 2026 | 79.80 | 80.01 | 78.94 | 79.42 | 78.34 | 3,240,300 |
| Jul 16, 2026 | 78.79 | 79.45 | 78.62 | 79.36 | 78.28 | 3,145,600 |
| Jul 15, 2026 | 78.68 | 79.59 | 78.63 | 78.92 | 77.85 | 3,517,700 |
| Jul 14, 2026 | 77.80 | 78.80 | 77.80 | 78.70 | 77.63 | 2,810,100 |
| Jul 13, 2026 | 78.00 | 78.24 | 77.44 | 77.97 | 76.91 | 2,415,100 |
| Jul 10, 2026 | 77.44 | 77.68 | 76.80 | 77.34 | 76.29 | 3,727,600 |
| Jul 9, 2026 | 77.98 | 78.33 | 77.32 | 77.33 | 76.28 | 5,103,200 |
| Jul 8, 2026 | 78.50 | 78.56 | 77.65 | 78.04 | 76.98 | 3,528,900 |
| Jul 7, 2026 | 76.23 | 78.57 | 76.23 | 78.11 | 77.05 | 3,965,800 |
| Jul 6, 2026 | 76.76 | 77.62 | 75.88 | 75.91 | 74.88 | 7,345,600 |
| Jul 3, 2026 | 76.74 | 77.03 | 76.50 | 76.70 | 75.66 | 1,090,000 |
| Jul 2, 2026 | 76.13 | 76.73 | 75.51 | 76.72 | 75.68 | 4,569,500 |
将 8 月份和 9 月份每日的交易量与 7 月份对比,明显异常。今天盘后消息出来了。
第一个是收购消息,如下:
Enbridge to Acquire Tallgrass' Crude Transportation Business, Expanding Its Leading North American Crude Oil Franchise
Sep 09, 2026, 16:14 ET
CALGARY, AB, Sept. 9, 2026 -- Enbridge Inc. (TSX: ENB) (NYSE: ENB) ("Enbridge" or the "Company") announced today that, through a wholly-owned subsidiary, it has entered into a definitive agreement with wholly-owned subsidiaries of Tallgrass Energy, LP ("Tallgrass") to acquire its crude oil business which includes:
Under the agreement, Enbridge will acquire the business for cash consideration of U.S.$2.55 billion, subject to customary closing date adjustments, which represents an estimated acquisition multiple of 10-11x forward enterprise value to EBITDA.
Enbridge believes that U.S. crude oil production will continue to play a critical role in meeting global energy demand for decades and this transaction further positions the Company to lead this mission. Specifically, this acquisition provides Enbridge with a strategic connection between the Bakken, Powder River Basin (PRB) and Denver-Julesburg (DJ) basins through Cushing and complements Enbridge's existing Express-Platte system. The Company expects the acquired business to generate significant free cash flows, provide future growth and create opportunities for operational synergies over time across its broader liquids pipeline network.
"This acquisition strengthens Enbridge's position as North America's leading crude oil transporter and expands its footprint into the U.S. Rockies region," said Colin Gruending, Executive Vice President and President of Enbridge Liquids Pipelines. "The Pony Express system is a premier crude oil corridor connecting some of North America's most productive basins with key refining and market centers. These assets complement our broader North American footprint. As operator of Pony Express, we look forward to leveraging Enbridge's proven operational capabilities to safely and reliably serve customers across the system."
Pony Express is highly contracted throughout the decade with predominantly investment grade counterparties. Available takeaway capacity from the DJ/PRB remains closely aligned with expected basin production, supporting utilization and contract renewal expectations. The acquisition includes the PXP2 growth project, an incremental U.S.$0.3 billion expansion of Pony Express expected to increase capacity to approximately 515 kbpd. PXP2 is underpinned by take-or-pay contracts, is expected to enter service in late 2027, and, upon closing of the transaction, will be added to Enbridge's $41 billion secured growth backlog.
The transaction is expected to close later in 2026, subject to receipt of customary regulatory approvals and closing conditions, including clearance from the Federal Trade Commission under the Hart-Scott-Rodino Antitrust Improvements Act of 1976.
第二个消息是发行新股来筹集资金来完成收购,如下:
Enbridge Announces CDN$2.6 Billion Bought-Deal Offering of Common Shares
Sep 09, 2026, 16:17 ET
CALGARY, AB, Sept. 9, 2026 -- Enbridge Inc. (TSX: ENB) (NYSE: ENB) ("Enbridge" or the "Company") today announced that it has entered into an agreement with a syndicate of underwriters (the "Underwriters") led by RBC Capital Markets and CIBC Capital Markets, and including Scotiabank, BMO Capital Markets, TD Securities Inc., and National Bank of Canada Capital Markets as joint bookrunners, under which the Underwriters have agreed to purchase, on a bought deal basis, 38,900,000 common shares of the Company ("Common Shares") for aggregate gross proceeds of CDN$2.6 billion at an offering price of CDN$66.85 per Common Share (the "Offering").
Enbridge intends to use the net proceeds from the Offering to partially fund announced acquisitions and to create financial flexibility to fund potential future growth opportunities. A portion of the net proceeds of the Offering may be temporarily used to reduce indebtedness or invested in short-term liquid investments.
The Common Shares will be offered to the public in all of the provinces of Canada through the Underwriters and their affiliates by way of a Canadian prospectus supplement (the "Canadian Prospectus Supplement") to Enbridge's short form base shelf prospectus dated September 9, 2026 (the "Canadian Prospectus"). The Common Shares will be offered to the public in the United States pursuant to Enbridge's registration statement, including a prospectus (the "U.S. Prospectus"), filed with the U.S. Securities and Exchange Commission (the "SEC"), and a prospectus supplement (the "U.S. Prospectus Supplement") to the U.S. Prospectus. Before investing, prospective purchasers in Canada should read the Canadian Prospectus Supplement, the Canadian Prospectus and the documents incorporated by reference therein, and prospective purchasers in the United States should read the U.S. Prospectus, the U.S. Prospectus Supplement and the documents incorporated by reference therein for more complete information about Enbridge and the Offering in Canada and the United States, respectively. Common Shares may also be offered on a private placement basis in other international jurisdictions in reliance on applicable private placement exemptions.
The Offering is expected to close on or about September 14, 2026. Pursuant to the agreement, the Underwriters have an option to purchase up to 15% in additional Common Shares by providing notice to Enbridge at any time until the date that is 30 days after the closing of the Offering, to cover over-allotments, if any. If the over-allotment option is exercised in full, the aggregate gross proceeds from the Offering will be approximately CDN$3.0 billion.
也就是说,Enbridge 宣布 C$2.6B bought-deal equity offering,发行 3,890 万股,价格 C$66.85,比今天 C$69.28 收盘价低约 3.5%;承销商还有 15% 超额配售权,全部行使的话融资接近 C$3.0B。这笔钱会同时用于 Tallgrass、此前 US$600M 的 Salt Creek 收购以及保留未来增长弹性。
盘后每股 NYSE 盘后 ENB 一度跌约 2.2%,这就是市场在消化这个折价增发。
《环球邮报》的这篇文章有点意思,Larock 先生的经验不仅仅适用于当下,大概率也适用于未来。我把他的经验总结如下:
但是在另外一篇文章里,Salmaan Farooqui 补充了一些其它看法:
两年期固定利率也是当前值得考虑的选项
除了三年期和五年期,目前两年期固定利率与三年期相当(约3.8%),同样明显低于五年期固定利率,是短期固定中的划算选择。
选择贷款期限时,应优先考虑生活规划和搬家可能性
如果未来有可能卖房或搬家,两三年期固定比五年期更灵活,不必被长期合同绑住。生活状况应该是比利率走势更重要的决定因素。
首次购房者通常更适合五年期固定
因为更长的期限能提供更大的还款稳定性,便于长期规划和分摊还款压力。
浮动利率虽最低,但要警惕加息风险
目前浮动利率确实最便宜,但加拿大央行只需加息几次,浮动利率就可能超过固定利率。在当前不确定环境下,很多人因此回避浮动利率。
对预算紧张的家庭来说,最低利率可能是首要考量
数据显示,2025年1月以来续贷的人中有82%利率上升,45%的家庭每月一半以上预算用于房贷。因此,选最便宜的利率有时比追求稳定性更实际。
先搞清楚几个缩写:
TMX - TMX Group Limited
TSX - Toronto Stock Exchange,多伦多证券交易所,股票主板
TSXV - TSX Venture Exchange,多伦多证券交易所创业板
S&P - Standard & Poor's,标准普尔,简称标普
今天是 2026 年 8 月 10 日星期一,股市已经收盘。
Enbridge(ENB)目前 3 个月平均成交量为 7,637,011 股,10 日平均成交量约 910 万股 。7 月 24 日 ENB 收于阶段新高 C$80.21,此后持续回落,到 8 月 7 日收于 C$71.55,短短两周累计下跌约 10.8%。
可以先在携程或 Google Flights 查询不同日期的航班,用于初步了解可选航司、转机地点和大致票价。不过,这些平台的搜索结果未必包括所有航班和所有票价,因此不能完全代替航空公司官网。
登录 BMO InvestorLine 后,点击屏幕右侧菜单中的 Notifications,再进入 ALERTS CENTRE。
Alerts Centre 顶部有四个横向导航选项:
首次使用提醒功能时,需要先进入 Preferences,填写用于接收 Alerts 的 Email 地址。