01PART Casual chat
On Friday, the bond market was polarized, with big gains vs big falls:
Boom:
Mainly two new bonds, Shenglan and Fengyu, and the other is because of the sharp rise in the stock of Kairun to convert bonds. Other bond rollovers also performed in the intraday, and the closing gradually fell back.
Big drop:
It is a big fall in demon debt. All of them have recently risen dramatically, or are traditional double-high demon debts. After a wave of big speculation on Tuesday, Wednesday and Thursday, friday collectively fell back and returned to rationality.
Behind the sharp rise and fall of the debt transfer is actually a typical phenomenon of the capital game, and it is also the usual method of cutting leeks by floating funds.
The first is a wave of new small market surges, creating a terrible money-making effect, within 3 days, any price to buy has the opportunity to earn more than 10% to sell, especially the new bond listing, directly top the sky.
This was followed by a continued rise in new debt, breaking everyone's perception, and most people regretted it because they were afraid of selling high.
Then there is a big fall back to pull back the big fall of the market trend, typical shipments. Let retail investors take over the game for the second time, or think that the decline has been very large, can buy. As everyone knows, it is still very far from the value of the share transfer.
Extend this set, spread it, repeat it.
Therefore, you will find that the method of floating funds is actually very fixed. It's just that you don't know which debt it will choose and at what time it will run. But a few principles are key:
1, the demon debt to buy up, not to buy up and down. Is just the beginning of the rise can be chased, just began to fall, do not copy;
2, in line with the demon debt model, as long as the price is safe (such as the yield to maturity is greater than 0), you can spread a big cake and take off, and use dispersion to ambush the floating capital, which is the biggest advantage that retail investors can do;
3, would rather miss than buy randomly, the market will never lack opportunities, the lack of money is the person who sends money. Don't let yourself be the one who gives the money.
By Friday's market, although the heat of the sub-new demon debt had declined. However, the market has speculated on the new stocks, and driven by CNOOC, many new stocks have risen sharply. What you can see is that the funds are actually constantly finding a way. Serious market is difficult to do, so the funds can only go to some places to create a money-making effect. But the essence of this hype is actually a negative sum game, the essence of which is to touch each other's pockets to see if it is me making your money or you making my money.
In addition, there is a new small hot spot in the market, that is, the concept of depreciation. The rally in the textile sector on Thursday and Friday was relatively strong, mainly Weige bond transfer, Vosges bond transfer and start-up bond transfer. Behind the main is the exchange rate lower a stimulus, the exchange rate has now broken through the range of 6.5, the follow-up trend of this sector is mainly related to the depreciation momentum, hold or want to buy friends should pay close attention to it.
02PART Bond Transfer Information
1, Guizhou Gas (Guizhou Gas to Bond) announcement board of directors proposed to revise the stock price, the recent fourth downward revision of the stock price of the bond, the good thing about the debt is that there is this downward revision mechanism, the value of the transfer of shares fell to the bottom can also be turned over at once;
2. Wondershare Technology (Wondershare Bond) announced the first quarter report of 2022, with a loss of 3.55 million, down 112.13% from the same period last year, and the main reasons for the decline in this indicator are: 1) the company continued to carry out research and development of new technologies and new products, and the research and development expenses increased by 17.2157 million yuan over the same period of the previous year, an increase of 26.87% year-on-year; 2) Due to the intensification of market competition and the increase in traffic costs, the company's marketing expenses increased by 23.4582 million yuan over the same period of the previous year, an increase of 21.94% year-on-year. 3) The annual salary of employees in the reporting period was about 17 million yuan, an increase of 87.22% year-on-year; 4) the company's issuance of convertible bonds in the previous year increased financial expenses by 4.3596 million yuan year-on-year;
3. Jufei Optoelectronics (Jufei To Bond) announced the first quarter report of 2022, with a net profit of 52.38 million, down 6.29% year-on-year. This year's decline began to be reflected in the performance of major listed companies;
4, Changxin Technology (Changxin to Bond) announced the first quarter report of 2022, net profit of 180 million, a year-on-year decline of 21.66%, meta-universe can not help the performance ah;
5, triangle defense (triangle to bond) announcement in the first quarter of 2022 report, net profit of 140 million, an increase of 89.61% year-on-year, but the military industry is not too affected by the economic environment, mainly affected by military expenditure;
6. Weining Health (Weining Bond) announced the first quarter report of 2022, with a net profit of 31.76 million, an increase of 121.73% year-on-year;
7, Cobos (Cowo to bond) announced the first quarter report of 2022, net profit of 423 million, an increase of 27.20% year-on-year; the sweeper is already the three major pieces of the new generation, the growth rate is indeed considerable;
8, Jichuan Pharmaceutical (Jichuan Bond) announced the first quarter report of 2022, net profit of 580 million, an increase of 32.36% year-on-year, slightly exceeding expectations.
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Special statement: The above is my investment thought record, not investment advice, please do not invest according to this, otherwise the loss is at your own risk. The data cited in the article may be error-free and leaky, for reference only, please refer to the announcement of the listed company.