Jinlang Technology's action can be really fast, January 17 only announced that it got the approval of the Securities Regulatory Commission, after a Spring Festival, only ten working days were issued! As the first new debt in the Year of the Tiger, Jinlang's debt will be renewed tomorrow!
The main stock Jinlang Technology has a market value of more than 50 billion yuan, pure photovoltaic and energy storage concept stocks. Unfortunately, it is not timely, the photovoltaic concept was still "sweet and sweet" last year, and now it has become a "cow lady".
Coincidentally, long 22 before the conversion of bonds is estimated to be 135, this meat stick has been dragging on for a long time, and the stock price has shrunk a lot compared with before. According to the current transfer value of 86.12 and the estimated premium rate of 40%, the listing price is around 120 yuan, that is, the middle one can also receive 200 meters.
The stock recession, convertible bonds to hit the new will reduce production, but will not be closed. The following Lu Ge shared, how to play Jinlang debt to collect more rice?
New Debt Hit New:
Jinlang Bond (Jinlang Technology), subscribed on February 10, subscription code: 370763, issue size of 897 million (diamond level)
【Zheng stock evaluation】Zhenggang Jinlang Technology Co., Ltd. is mainly engaged in the research and development, production, sales and service of the core equipment of distributed photovoltaic power generation system string inverter.
【Convertible Bond Rating】Rating is AA-, pre-tax interest is 2.88%, and the downward revision clause is decent (15/30, 85%)
【Winning analysis】The value of the transfer is 95.59, according to the current market situation, the reference to the peer convertible bonds give a 35% premium, and the estimated listing price is about 130 yuan.
Some people are afraid that after winning the lottery, the stock will continue to fall. If you want to predict the short-term market, you can only look at the technical support below, which is about 7% from the lower triangle support line space. If it is 7% of the adjustment, the listing price of the new bond is still 120 yuan (130-130 * 7% = 120), that is, there are still 200 meters to collect.
Got it! Therefore, the first sign of the Year of the Tiger still has to be dripped!
Bond transfer rating: The probability of breaking is extremely small, and the one who has the opportunity to eat big meat is "diamond-level"; eating chicken legs is "gold-level"; and the larger probability of breaking is "bronze-level".
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IPO Subscription:
Weimao Electronics (Beijing Stock Exchange), IPO code: 833346, the main business: the company's main products include electronic wiring harnesses, injection molding products, inductive coils, PCBA electronic circuit boards, etc., widely used in smart home appliances, industrial automation, new energy vehicles, high-speed rail, medical equipment and other fields.
Finally, one thing to say!
Years ago, lu ge cleared a lot of high-priced debt positions, and these days began to pick up and return.
The overall position now continues to be controlled, the position does not exceed 50%, and most of the objects of the position are concentrated in the high-premium bonds below 120 yuan, which is not as good as Zhengbang; there are also recently adjusted low-premium high-priced bonds, such as tian trenches. Specifically, you can go to the old place to see the pool.
Well, back after the holiday! Or honestly do your own convertible bonds, about real-time arbitrage opportunities intraday to do a reminder! Like the iron powder, tomorrow will win the lottery!