Hello, everyone.
I am Kazekage.
Today, Fu 22 convertible bonds and Hongtu convertible bonds are listed on the market.
As of the close, the two new bonds were profitable, respectively 189 yuan and 176 yuan . Both were lower than I expected.
Friends who won the lottery before were a little unhappy when their red envelopes shrunk. But what is really uncomfortable are the friends who previously participated in debt allocation . I myself also participated in the placement of these two new bonds,
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Judging from the results: Fu 22 lost about 84 yuan, Hongtu lost about 207 yuan, and had a total loss of nearly 300 yuan. For debt allocation, it is a large amount of money.
So, why do you lose money with debt allocation?
Can we continue to allocate debt in the future?
Tell me your point of view.
Let’s talk about the conclusion first:
I will wait and see for the time being about the debt allocation in the next period of time. until the new bond income is stable or the number of people participating in bond allocation decreases significantly.
Recently, the convertible bond market as a whole has begun to cool down. In just two weeks, the convertible bond index fell by about 35.6%, and the median price dropped from 123 yuan to around 116 yuan.
Old bonds fell, which also affected the performance of new bonds on the market.
This is the direct reason for the loss in debt allocation.
So looking at this situation, tomorrow’s “Haoneng Convertible Debt” is probably going to be pretty bad. Friends who participated in debt allocation before will most likely lose a little.
The red envelopes for new debt listings have shrunk, greatly increasing the risk of debt allocation.
So, what should we do next?
just said it.
In terms of action, I will wait and see and not participate yet.
Due to the debt allotment income, on the one hand, it comes from the new bond income, and on the other hand, it is also closely related to the losses incurred when the debt allotment purchases stocks (that is, "grabbing power").
Therefore, the next focus of is to observe whether the number of people participating in debt allocation will significantly decrease (observed by the decline in stock prices on the day after equity registration), and whether new bond income will rebound (most new bonds can stabilize at 120).
Of course, the above is just my personal thinking and plan.
Debt allocation related information will still be released normally, and everyone can make their own decisions.
Although the uncertainty of debt allocation has increased.
However, everything has two sides.
As the market cools down, convertible bonds have finally dropped from their previous overestimation to a reasonable level. Even some convertible bonds have entered the hitting zone .
For all my friends, please continue to wait and don’t be anxious.
After the convertible bonds enter the undervalued zone, I will synchronize the information with everyone in a timely manner. How to choose convertible bonds, buy and sell convertible bonds, and some potential investment targets will also be shared with you.
When I finished writing this article, I found that today happens to be the winter solstice.
The winter solstice is the longest night of the year.
is just right. The stock market is also in a relatively dark and confusing period, so it is very suitable for the situation.
But the winter solstice is also a turning point.
After today, the light will grow longer and longer, and spring will get closer and closer.
When spring comes, I believe we will thank ourselves for persevering today.
Happy Winter Solstice!
I am Feng Ying, follow me .
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