This article was originally sent yesterday evening.
Lingnan convertible bonds meet the conditions for downward revision, the company is riddled with lawsuits, the shares of major shareholders are frozen, and it is facing the pressure of redemption at maturity. Although the current convertible bond price is less than 100 yuan, it is a problem bond, and there is a net asset limit, and the downward revision will not be too good.
Keda's convertible bonds and Fengyu's convertible bonds meet the conditions for downward revision, and the company announced that they will not be revised downward this time and within 6 months. Guiguang's convertible bonds meet the conditions for downward revision, and the company proposes to revise downward.
Jiali convertible bonds, Shangsheng convertible bonds, Weir convertible bonds, and Zhongchen 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 25th.
The new Jingneng convertible bonds, Sichuang convertible bonds, Jinpu convertible bonds, and JA Solar convertible bonds may be revised downward, and there are still 5 trading days left 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).
"Full Bloom", "Is Its Downward Revision Still Meaningful?", "1 Convertible Debt Not Redeemed, 2 Convertible Bonds Issued Reminders" have been posted 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!
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