This article was originally sent yesterday evening.
According to the announcement of the winning rate of Hongbai's convertible bonds, the shareholder allotment rate is about 67%, the number of online subscription households is about 7.51 million, and the probability of winning the first lot is 4.2%, that is, an average of 24 accounts are won by one lot, and it is difficult to win the lot. On the 18th, the closing of the lottery won the tail number, and netizens on this number can implement the strategy of "issuing a big fortune in the message".
Mingdian Convertible Bonds and Mingdian Convertible 2 meet the conditions for downward revision, and the company has proposed downward revision proposals to benefit the debt, see the downward revision information list for details.
During the deliberation of the proposal to revise the convertible bonds, the major shareholders held the convertible bonds and had no voting rights, and were jointly rejected by the small and medium-sized shareholders, which was the second time that the proposal for the downward revision of the convertible bonds was rejected by the general meeting of shareholders. When the company was not sure that the downward revision proposal was passed, it hurriedly proposed the downward revision proposal, which betrayed the trust of the holders.
At the same time, the company's 2023 annual report shows that the operating income is 1.021 billion yuan, a year-on-year increase of 0.82%, the non-net profit is 68.44 million yuan, a year-on-year decrease of 26.91%, and the profit to be distributed is 29 million yuan. Main factors: In 2023, the total financing expenses and interest expenses of the amortization of convertible corporate bonds will increase by 24.28 million yuan, and at the same time, the cost of labor and depreciation will increase due to the expansion of production capacity in order to achieve the company's strategic goals. In addition, there was an accounting error in 2023, which reduced the profit by about 15 million. In general, the performance declined, the downward revision was vetoed, and the bearish debt was converted.
The 18th is the review date for the downward revision of Mengsheng's convertible bonds. The major shareholder holds convertible bonds and has no voting rights, and it is expected that there will be suspense in passing. The average price of the underlying stock in the first 20 days was 28.978 yuan, and the average price in the previous 1 trading day was 23.321 yuan. If it is revised downward, the static calculation of the value of the convertible shares will only rise to 82 yuan, and the reasonable positioning of the convertible bond price is about 114 yuan, and there is no room for growth.
The 18th is the review date for the downward revision of Bosch's convertible bonds. The convertible bond has been revised down 4 times, and it is expected to pass without suspense. The average price of the underlying stock in the first 20 days was 4.662 yuan, and the average price in the first trading day was 4.173 yuan, with a net asset limit of 4.259 yuan, and the price of the downward revision was 4.67 yuan. If it is revised downward, the static calculation of the value of the convertible shares will rise to 92 yuan, and the price of the convertible bonds is reasonably positioned around 112 yuan, but the market sees that there are only 2.6 months left to mature, and the upside is likely to be smaller than expected.
On the 18th, the interest will be paid to Zhengyuan 2, and investors should pay attention to checking, and at the same time, the grid transaction will be interrupted, so pay attention to resetting the grid.
For the views and principles of this article, please refer to "Value Convertible Bond Investment Strategy" (authors: Ning Yuanjun, Tang Bin).
"Hi!", "2 convertible bonds are revised, 2 convertible bonds are about to meet the conditions", "1 convertible bond issued a suggestive announcement" has been published simultaneously on the WeChat public account, welcome to pay attention!
The relevant securities mentioned in this article do not constitute any investment advice, only for personal investment records and to share investment ideas, if netizens buy and sell according to the securities mentioned in the article, please bear your own risk!
@头条精选@今日头条@头条财经@头条股票@头条号
#可转债 ##可转债实战##可转债交流圈##上证指数##深证成指#