摩根士丹利的信用交易部门正在向投资者推销针对康诺斯全球(KRO.US)所发债券的做空策略。这家德国二氧化钛制造商此前已步履维艰，而伊朗战争导致的能源成本飙升更是让其境况雪上加霜。据知情人士透露，该交易台从上月开始向投资者推介做空该公司规模4.26亿欧元（约合4.94亿美元）、于2029年3月到期的票据。知情人士称，即便债券价格已经出现暴跌，交易员近期仍重申了这一观点。甚至在中东动荡推高能源价格之前，由于化工行业属于能源密集型产业，相关企业就已在苦苦应对需求疲软以及高额的投入成本。这使得化工企业成为做空者的首选目标。康诺斯在周一的一份报告中指出，用于涂料、塑料等产品的二氧化钛成本高企且售价较低，导致第四季度亏损8280万美元，并使全年亏损扩大至1.109亿美元。自2月中旬以来，康诺斯的股价已下跌约16%至5.60美元，但较年初仍有涨幅。
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