1. List of convertible bond subscription and listing:
2. Estimate of the downward revision period of the convertible bond (calculated according to the downward revision):
3. List of Convertible Bonds Maturity and Forced Redemption:
4. Jindan convertible bonds and Huaxing convertible bonds are proposed to be revised downward.
Who would have thought that after the six consecutive yin, followed by the seven consecutive yang, yesterday's rush to the top and fall, so that many people think that it is about to be **, but today it will continue to go higher.
Guessing ** is useless most of the time, the main thing is to see if it's right or do it right, Xiao Sima has given up guessing how long **.
Anyway, it has been rotating with a full position, and only after the median price rises to 120 yuan will it consider reducing its position.
No one can guess the trend every time, otherwise to do futures and options, he would have become the richest man in the world, as long as the general direction is correct, and the vague right is better than the precise mistake.
Believe in common sense, the more A-shares below 3,000 points fall, the more valuable they are, don't be intimidated by all kinds of ghost stories.
Today's market trend is still the same as Xiao Sima before the holiday, small and micro cap stocks are sharper, and the micro cap stock index rose 442%。
Since February 8, the micro-cap index has reached 3096%, if sensitive investors were "micro-cap stocks" before the holiday, they would have made a lot of money by now.
Xiao Sima is also an afterthought, optimistic about micro-cap stocks**, bought the CSI 2000 ETF on February 8, forgetting that some of the over-the-counter ** are tracking micro-cap stocks.
2024 Micro Cap Index**2823%, at most**45% is close to halving, and it is expected that **fiercest now**.
The market is making money very well today, with a median of **168%, more than 4500*** 85%.
In terms of plates, coal, oil and other high-dividend sectors are sought after again, and PetroChina has hit a new high in more than 9 years.
The convertible bond continues to drink soup, and the equal weight index is **03%, including the convertible bond **index**1.97%, the premium rate level passively decreased.
The median of the day was 111834 yuan, +0067 yuan, the percentile since 2018 is 3845%。
Today's three-low strategy significantly outperformed the index, because the strategy contains more small-cap stocks to convert bonds, this wave is also the most fierce.
During the previous micro-cap stock crash, the overall premium rate of the three-low strategy rose sharply, resulting in a serious weakening of the stock market.
But I didn't expect that it would be repaired very violently, and I had to believe in human nature, and the big A trend of speculating on the small would seem to be difficult to change for a while.
In terms of operation, today half of the Chunzhong convertible bonds were taken profit, half of the Fenglong convertible bonds were reduced, and the more powerful Huafeng convertible bonds were rotated.
Now the logic of changing positions is still low premium + low scale + early stage ** small and micro cap stocks to bonds.
That's all for today, continue to climb the pit, there is still 6% short.
The three major strategies performed today, and the double low strategy, high-interest strategy, three-low strategy
From 2024 to the present, the double-low strategy, high-interest strategy, three-low strategy。The strategy positions are displayed on Xueqiu.com.
The background color that is not in the list on the last trading day is marked yellow, and the double low value = ** + premium rate * 100%.
List of low premiums below 130 yuan:
High-interest list (junk bonds):
Low-scale list below 130 yuan:
Risk Warning: This article is purely the author's personal opinion, for your reference and communication only, and does not constitute investment advice. There may be errors or omissions in the data cited in the article, please refer to the announcement of the listed company.