消息面上,摩根大通将Venture Global评级从"中性"上调至"增持",目标价由16美元提升至17美元,较当前股价隐含约31%的上行空间。摩根大通指出天然气价格波动为公司带来利好。此前6月1日,公司子公司Venture Global LNG宣布以私募方式发行22.5亿美元优先担保票据(分别于2034年及2036年到期),所得款项将全额赎回8.125%的2028年到期票据,优化融资结构、降低利息成本,为公司多个增长项目的推进提供财务支撑。
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