沪深上市可转债投资建议表(4月3日) | |||||||||
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http://finance.sina.com.cn 2006年04月04日 05:44 中国证券报 | |||||||||
沪深上市可转债投资建议表(4月3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3.5799.281.13-0.025.5664.2154.6298.410.880.029712.001.40纯粹的的企业债,价值稳定 云化转债10.59147.215.160.006.80155.74-5.47101.0745.66-0.77小于30000.473月10日起停止交易,持债者转股为宜 西钢转债4.04102.560.000.005.3475.6635.56103.16-0.580.0323411.902.40股改方案为10送3股,持债优于转股 雅戈转债3.99119.230.000.003.35119.100.11104.9813.570.0028900.000.04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4.69105.490.000.005.0393.2413.1499.595.930.0160699.402.61股改方案为10派6.4585元。转股有损失,且面临药品价格下调的风险,择机抛债为宜 桂冠转债4.78107.504.820.896.1877.3538.99107.400.090.0377101.102.28偏债性品种,价格稳定 山鹰转债3.65109.466.731.973.32109.94-0.44100.448.98-0.0119569.902.24与股票强联动,短期影响因素为股改 华电转债3.19108.281.27-0.133.14101.596.58105.992.160.0276598.202.21价格处于底部,存在股改不确定性 国电转债5.55109.40-0.72-0.726.5984.2229.90109.160.220.03183014.902.33价格处于底部,上涨受到煤价调整的不确定性 邯钢转债3.66106.623.390.463.36108.93-2.12104.851.690.0274506.602.69转股为宜,自然除权后可再次介入转债,属于低风险品种 包钢转债2.83140.480.000.001.98142.93-1.7199.7840.78-0.0619493.103.64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6.16113.37-0.16-0.995.74107.325.64101.5911.590.004844.803.65类股转债,中期成长空间大 南山转债6.69104.890.000.006.50102.921.91100.114.770.0268341.803.59股改方案为10转增10,转股为宜 营港转债7.18113.004.361.356.99102.7210.01105.617.000.0169011.203.17攻守兼备,调整带来买入时机 创业转债3.69104.460.000.004.8775.7737.86100.543.900.0237209.703.28股改方案为10送3.7股,持债或者抛售 晨鸣转债5.39103.240.000.006.5981.7926.22101.651.560.03195421.213.49持债优于转股 燕京转债7.23108.500.14-1.757.06102.415.9598.5410.11-0.0457073.591.58调整增强其与股票联动性。短期不确定性在于股改 海化转债4.60103.160.000.004.7097.875.40100.502.650.0283402.393.47股改方案为10送3,持债或转股均可 华菱转债3.60105.801.410.444.4081.8229.31100.635.140.0210628.273.33因为除权而大幅下跌,偏债性转债,短期价值稳定 华西转债2.79104.880.000.095.2453.2496.98102.772.060.0239272.902.45面临回售机会 首钢转债2.79103.120.720.213.2785.3220.86101.341.760.02199840.132.75偏债型品种,价值稳定 万科转 25.46158.008.3311.793.55153.802.7396.4463.82-0.1136108.053.524月7日赎回,抛售或转股 丝绸转 23.10104.001.970.783.00103.330.6599.924.080.0079190.501.47下跌已无空间,能否上涨短期取决于股改 上表中当日无交易的转债或股票相关数据,以最近交易日收盘价计算之数据代替财富证券: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。 |