滬深上市可轉(zhuǎn)債投資建議表(2006年4月24日) | |||||||||
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http://whmsebhyy.com 2006年04月25日 06:15 中國(guó)證券報(bào) | |||||||||
轉(zhuǎn)債名稱股票價(jià)格轉(zhuǎn)債價(jià)格股票漲跌幅(%)轉(zhuǎn)債漲跌幅(%)轉(zhuǎn)股價(jià)格轉(zhuǎn)換價(jià)值轉(zhuǎn)股溢價(jià)率(%)債券價(jià)值純債溢價(jià)率(%)稅前到期收益率余額(萬(wàn)元)剩余年限簡(jiǎn)評(píng) 水運(yùn)轉(zhuǎn)債3.74101.00-3.36-0.115.5667.2750.1598.33742.710.61%9710.51.3014轉(zhuǎn)股溢價(jià)率過(guò)高,短期難有表現(xiàn)。
西鋼轉(zhuǎn)債3.83104.00-3.77-0.115.3471.7245.00102.87661.092.65%234052.3014純債性轉(zhuǎn)債,短期價(jià)值穩(wěn)定 復(fù)星轉(zhuǎn)債4.99106.440.000.005.0399.207.2999.34307.140.37%60681.42.5123派息不調(diào)整轉(zhuǎn)股價(jià)格,由于轉(zhuǎn)股有損失,持債為宜 桂冠轉(zhuǎn)債5.58108.205.08-0.336.1890.2919.83107.09081.042.60%77098.52.1836停牌,關(guān)注將于近期公布的股改方案 華電轉(zhuǎn)債3.26109.851.240.973.14103.825.81105.67953.951.16%76597.22.10964月底股改。價(jià)格處于底部,且與股票強(qiáng)聯(lián)動(dòng),因股改可能帶來(lái)交易性機(jī)會(huì) 國(guó)電轉(zhuǎn)債6.33111.603.771.116.5996.0516.18108.85122.531.95%183007.72.23296月底前股改,轉(zhuǎn)債價(jià)格處于底部,與股票聯(lián)動(dòng)較強(qiáng)。短期有望獲得交易機(jī)會(huì) 邯鋼轉(zhuǎn)債3.07107.20-4.66-1.443.3691.3717.33104.60602.482.27%17971.12.5918低風(fēng)險(xiǎn)轉(zhuǎn)債,具有并購(gòu)概念 招行轉(zhuǎn)債6.68119.120.150.275.74116.382.36100.405118.64-1.32%4692.43.5507與基礎(chǔ)股票同步波動(dòng),中期受益于基礎(chǔ)股票的走強(qiáng) 南山轉(zhuǎn)債5.17126.000.581.634.12125.490.4199.346626.83-3.43%66696.23.4904與股票同波動(dòng),中短期內(nèi)具成長(zhǎng)空間,但風(fēng)險(xiǎn)同時(shí)加大 營(yíng)港轉(zhuǎn)債7.27113.67-0.95-1.146.99104.019.29105.19288.060.75%69004.93.0712平衡型轉(zhuǎn)債,具有中期成長(zhǎng)性 創(chuàng)業(yè)轉(zhuǎn)債2.87105.48-22.220.984.8758.9378.99100.08495.391.72%37208.73.1863股改結(jié)束復(fù)牌,股性基本喪失,淪為純粹企業(yè)債 晨鳴轉(zhuǎn)債4.49105.41-3.650.296.5968.1354.71101.08254.282.24%187430.423.3973純粹的企業(yè)債,短期難有表現(xiàn) 燕京轉(zhuǎn)債9.05131.0015.8819.587.06128.192.1998.294233.27-15.83%2011.351.4795股改搶權(quán),基礎(chǔ)股票與轉(zhuǎn)債同時(shí)大漲,集中轉(zhuǎn)股導(dǎo)致退市。股改方案實(shí)施股權(quán)登記日前轉(zhuǎn)股仍可獲取對(duì)價(jià),積極轉(zhuǎn)股 海化轉(zhuǎn)債4.03108.10-2.420.094.7085.7426.0799.94778.161.09%72496.113.3753偏債性轉(zhuǎn)債,短期價(jià)值穩(wěn)定 華菱轉(zhuǎn)債3.68106.151.94-0.624.4083.6426.92100.14616.001.58%10627.793.2301回售申報(bào)已結(jié)束。短期價(jià)值穩(wěn)定 華西轉(zhuǎn)債2.81108.00-2.43-1.195.2453.63101.40102.49235.370.84%39271.72.3562轉(zhuǎn)債價(jià)格等于108元回售價(jià)格,價(jià)值穩(wěn)定 首鋼轉(zhuǎn)債2.73105.68-5.86-0.792.9791.9214.97101.10384.531.55%199837.492.6493平衡型轉(zhuǎn)債,股性有所下降 絲綢轉(zhuǎn) 23.14106.45-1.87-0.513.00104.671.7099.84626.61-1.98%73741.541.3781低價(jià)轉(zhuǎn)債,與基礎(chǔ)股票同波動(dòng) 滬深上市可轉(zhuǎn)債投資建議表(2006年4月24日) 新浪聲明:本版文章內(nèi)容純屬作者個(gè)人觀點(diǎn),僅供投資者參考,并不構(gòu)成投資建議。投資者據(jù)此操作,風(fēng)險(xiǎn)自擔(dān)。 |