PortfolioAlert

Blue Sail Convertible Bonds dropped quite a bit today.

Why are gold and oil, gas, and coal chemicals showing a seesaw relationship today? Doesn't a ceasefire mean that risks are reduced? Or is it that funds need a stable, safe place with more certain gains? Seeking an explanation.

Recently, Maotai market prices have approached the guide price, so consider buying in at a lower point. The current price is reasonable, and there is potential for appreciation in the future. Although the number of white wine consumers has decreased, there is still market demand, and high-end white wine is occasionally needed for special occasions.

They ease up at night, and during the day they shout for fighting and killing? And then we keep getting beaten.

I want to ask whether the experts in the forum see the necessity of holding some physical gold to hedge against extreme scenarios. If it is indeed necessary to hold, can we gradually reduce the holding costs by selling PUTs, selling CALLs, or similar strategies?

No action today,

This post does not constitute investment advice.

The redemption clause "If Company A's stock closes at a price not less than 130% of the current conversion price for at least 15 trading days within 30 consecutive trading days" is fine. Is it a display issue on my end or is everyone seeing the same?

Invested 1 million yuan across three accounts for IPOs, and still nothing this year. What level is that? How are the big players' IPO earnings this year?

Last year, one account got 2, and I hope that this year, the three accounts combined can get 4 new stock allocations.

Because futures contract capital requirements are too large, I don't want to allocate that much equity capital for now. Are there any similar investment products that can be equivalent to profiting from contango?
Can you participate with a few hundred thousand? Options are not excluded.

Today's strategy: buy on dips and sell, gradually close positions today.

This post does not constitute investment advice.

The article discusses the safety of deposits and the issue of risk diversification, especially considerations when elderly individuals make deposits. As age increases, the proportion of deposits also rises. The central deposit insurance system considers the risks of small banks. The article questions whether it is necessary to spread funds exceeding 500,000 across multiple banks to ensure safety, even though doing so may be inconvenient.

After enabling Level 2, you can see detailed transaction data for each stock, as well as order placement and cancellation details.
May I ask how to download this data, for example, to create an Excel spreadsheet?

I just called the bankruptcy trustee of Soute to ask about the situation. The front desk provided a lawyer's phone number (Lawyer Chen 13829114493).
I also called the lawyer to inquire about the details.
They said they are still in the initial draft stage of asset valuation. The asset distribution plan will be determined later. Whether convertible bond holders have priority depends on the court's ruling.
Some convertible bond holders are organizing litigation in court. If the court rules that convertible bonds have priority, they will have an advantage in small-scale redemption. As retail investors, we should call the court to exert influence and strive to protect our rights and interests.

I am an old hand in the market. I opened my account in 06. The first stock I opened with was ST, which was going to be delisted—Wan Jie and Jing Mi. Jing Mi has already been delisted, and Wan Jie is today’s 600223 Furuida.
Along the way, I took part in stock reform, suspension of listing with restoration of listing, relisting, restructuring and reverse share split, warrants, and then later convertible bonds, options, and fund arbitrage—of course, stocks were the main focus.
My trading strategy evolved from ST at the beginning to S, from value investing to blue chips, to convertible bonds, to micro-caps, and now to the big swing. Along the way, it was losses, losses, gains, gains, but it seems I’ve had good luck. Even in 08, the drawdown was only 40%. In 15, when others went limit down by 10%20%, I only dropped 5%. I haven’t made big money, but I haven’t been hurt at the root.
In the past few years, in our competition group, I copied here and there, and slowly formed my own model, and began a steady path to getting back to break-even.
In this post, I record getting back to break-even.
( Competition culture: All the money that has come into my account is mine. )
P.S.,

Last year at the end of the year
Because the price trend of the S&P 500 valued in gold is similar to that of the 1970s
I have been out of the market since then
Look at the chart above
If the decline caused by the pandemic was an accidental exogenous shock
Apart from that part
The current market trend is basically a replica of the 1970s

The article documents the author's reflections after returning to their hometown, sharing their career experiences and investment changes. The author went from resigning from a bank to exploring medium- and low-risk investments, shifting focus to Hong Kong stocks' dividends and cyclical stocks with the goal of achieving stable returns and reducing risk. Through gradual learning and real-time market insights, they established long-term, medium-term, and short-term investment goals, seeking to generate profits amid market fluctuations.

Low emotional intelligence: Weil Convertible Bonds sent money, and immediately put the money in.
Today is the last trading day, currently the premium rate is 2%, and the convertible bond is more than one dime below par value. The underlying stock moved by five points, and combined with the fact that the company is cash-strapped, the convertible bond surprisingly shows no movement at all. Is there a concern about repayment risk?

A company with hundreds of billions in revenue received over 140 million in demolition compensation this year.
For debt settlement, the remaining repayments. The revised premium-to-conversion portion, which releases positive signals, can resolve the issue.

Betting once, it seems like they don't want to pay back...
It doesn't look like they can't pay,
Losing a few cents, winning big could be around 10%--15%

4.3 is quite high, isn't it?