06/19/2025, 04:13 AM UTC
Golar LNG：长期合同与行业顺风Golar LNG: Long-Term Contracts And Industry Tailwinds
1、Golar LNG转型为专注于浮式液化天然气（FLNG）的运营商，采用“液化即服务”模式并拥有强劲的合同储备；2、近期长期合同签订、船队扩张和技术灵活性推动公司EBITDA增长，但执行风险和客户集中问题仍需关注；3、公司正通过降低运营风险提升竞争力，基于自由现金流收益率和潜在并购价值，被视为深度价值投资标的。1. Golar LNG has transitioned into a pure-play FLNG operator, leveraging a 'Liquefaction-as-a-Service' model with a strong contract backlog; 2. Recent long-term contracts, fleet expansion, and technological adaptability position the company for significant EBITDA growth, though execution and client concentration risks persist; 3. The company is actively de-risking operations and is viewed as a deep-value investment due to its FCF yield and potential as an M&A target.---
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