This article was originally sent yesterday evening.
Zhongchen convertible bonds and Weir convertible bonds met the conditions for downward revision, and the company proposed downward revision, which was deliberated at the general meeting of shareholders on May 13 and May 23 respectively. If the bill is passed, the downward revision will be implemented on May 14 and May 24 at the earliest.
The price of Zhongchen's convertible bonds is less than 110 yuan, and there is a possibility of downward revision, and there is a lot of room for revaluation.
It is worth mentioning that the previous downward revision of Weir's convertible bonds was far from the end, and this time under the pressure of resale, it had to propose a downward revision again. There is a net asset limit for downward revision, and the price of the underlying stock is significantly lower than the net assets per share, so it is impossible to revise downward to the end, and the room for revaluation is very limited.
Shangsheng Convertible Bonds, Jiali Convertible Bonds, and Caitong Convertible Bonds meet the conditions for downward revision, and the company announced that it will not be revised downward this time, 3 months and 6 months.
Zhengyuan to 2, Shanhe to bonds, Greenyn bonds, Yayao bonds, Qiaoyin bonds to meet the conditions for downward revision one trading day, it depends on whether there is a surprise on the 26th. From the perspective of maturity time, it is likely that the proposed downward revision of Yayao's convertible bonds is high.
The new growth letter convertible bonds, Wanshun convertible bonds 2, and Shuyu 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).
"The Low Price Wave is Coming", "Downward Revision and No Downward Revision are Happy", "1 Convertible Bond Non-Redemption, 2 Convertible Bonds Issued Redemption Reminder" 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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