This article was originally sent yesterday evening.
The company proposed a downward revision proposal, which was held on May 9, May 13, May 15 and May 17 respectively. If the bill passes, the downward revision will be implemented on May 10, May 14, May 16, and May 20 at the earliest. It is worth mentioning that the price of the Central Convertible 2 is only a little over 100 yuan, which has the largest room for revaluation, and the price of the initial convertible bond is also a little over 100 yuan, but it is a problem bond and the revaluation space is limited.
Wingtech's convertible bonds, city-to-land convertible bonds, planetary convertible bonds, and Yitian convertible bonds meet the conditions for downward revision, and the company announced that it will not be revised downward this time and within 2 months. Shengxun's convertible bonds meet the conditions for downward revision, and the company has not issued an announcement, and it is tentatively scheduled to default to this revision.
Guiguang convertible bonds, Keda convertible bonds, Fengyu convertible bonds, and Lingnan convertible bonds are still one trading day away from meeting the downward revision conditions, and it depends on whether there is a downward revision surprise at the close of the 24th. From the perspective of the remaining maturity, Guiguang convertible bonds and Lingnan convertible bonds are the most urgent.
The new Jiayue convertible bonds, Huati convertible bonds, Daimei convertible bonds, Yinwei convertible bonds, and Hongya convertible bonds may be revised downward, and there are still 5 trading days to meet the downward revision conditions.
Note: For the impact of the downward revision, please refer to the column "Why the downward revision of interest and good debts?".
For the views and principles of this article, please refer to "Value Convertible Bond Investment Strategy" (authors: Ning Yuanjun, Tang Bin).
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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!
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