沪深上市可转债投资建议表(2006年3月13日) | |||||||||
---|---|---|---|---|---|---|---|---|---|
http://finance.sina.com.cn 2006年03月14日 05:44 中国证券报 | |||||||||
沪深上市可转债投资建议表(2006年3月13日) 转债 名称股票
价格转债 价格股票涨跌幅(%)转债涨跌幅(%)转股 价格转换 价值转股溢价率(%)债券 价值纯债溢价率(%)税前到期收益率余额 (万元)剩余 年限简评 水运转债3.5399.30-2.75-0.255.5663.4956.4098.27741.041.78%97121.4164债性转债,价值稳定 云化转债10.07147.21-7.02-8.046.8148.09-0.59100.954045.82-74.00%5251.30.4932股改方案为10送1.2股派17.14元,转股为宜 西钢转债4.04102.560.000.005.3475.6635.56102.7090-0.153.12%23411.92.4164股改方案为10送3股,持债优于转股 雅戈转债3.99119.23-0.50-0.633.35119.100.11104.950013.610.00%289000.0575股改方案为10送1份认购权证+7份认沽权证,转股为宜 复星转债4.69105.490.000.005.0393.2413.1499.15336.390.70%60702.52.6274面临药品价格下调的风险,关注即将披露的股改方案 桂冠转债4.56106.55-2.77-0.306.1873.7944.40106.9303-0.363.16%77101.12.2986偏债性品种,涨跌有限 山鹰转债3.42107.35-3.93-1.503.32103.014.21100.00277.35-0.28%19569.92.2603短期机会在于股改 华电转债3.15108.42-3.37-0.613.14100.328.08105.52942.741.70%76598.22.2247价格处于底部,存在股改不确定性 国电转债5.59110.19-6.83-0.196.5984.8329.90108.68251.392.41%183014.92.3479价格处于底部,上涨受到煤价调整的不确定性 邯钢转债3.54106.13-0.84-0.283.36105.360.73104.39461.662.55%140390.32.7068转股为宜 包钢转债2.83140.48-2.41-3.641.98142.93-1.7198.968541.94-6.24%19493.13.6630股改方案确定为10送1.6股+4.5份认购+4.5份认沽,积极转股 招行转债6.17114.50-1.75-0.865.74107.496.52100.762713.63-0.18%4844.83.6658类股转债,中期成长空间大 歌华转债11.70106.62-1.93-2.4312.3594.7412.54101.24175.311.53%不足30003.1644已退市,退市后只可转股 南山转债6.69104.890.00-0.876.5102.921.9199.78655.111.89%88288.33.6055股改方案为10转增10再送股,转股为宜 营港转债6.88111.50-8.14-2.996.9998.4313.28105.30775.881.35%69011.23.1863攻守兼备,调整带来买入时机 创业转债3.69104.46-10.44-0.924.8775.7737.86100.29614.151.97%37209.73.3014股改方案为10送3.7股,持债或者抛售 晨鸣转债5.39103.240.000.006.5981.7926.22101.49691.722.79%195421.213.5123持债优于转股 燕京转债7.22110.43-5.37-4.397.06102.277.9898.202012.45-4.70%57073.591.5945短期不确定性在于股改 海化转债4.60103.160.000.004.797.875.40100.33932.812.46%83402.393.4904股改方案为10送3,持债或转股均可 华菱转债3.55105.34-4.31-0.354.480.6830.56100.40044.921.77%10628.273.3452因为除权而大幅下跌,偏债性转债,短期价值稳定 华西转债2.79104.79-4.450.575.2453.2496.81102.31792.422.07%39272.92.4712面临回售机会 首钢转债2.77102.90-1.770.103.2784.7121.47100.90461.982.47%199840.132.7644偏债型品种,价值稳定 万科转 25.04141.34-7.52-7.623.55141.97-0.4596.310346.75-7.60%36108.053.53704月7日赎回,抛售或转股 丝绸转 23.04103.20-1.30-0.593101.331.8499.78313.420.26%79190.81.4932下跌已无空间,能否上涨短期取决于股改 财富证券 梁华 新浪声明:本版文章内容纯属作者个人观点,仅供投资者参考,并不构成投资建议。投资者据此操作,风险自担。 |