向巴老致敬
05-23
为什么都要发可转债?缺钱了?
可转债,京东发了!阿里要发?腾讯、美团“最可能”发?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
xman110
05-23
xman110
国家要美金
什么也没有了~
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":308990259204280,"tweetId":"308990259204280","gmtCreate":1716464820037,"gmtModify":1716464822071,"author":{"id":3565127729443109,"idStr":"3565127729443109","authorId":3565127729443109,"authorIdStr":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>为什么都要发可转债?缺钱了?</p></body></html>","htmlText":"<html><head></head><body><p>为什么都要发可转债?缺钱了?</p></body></html>","text":"为什么都要发可转债?缺钱了?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/308990259204280","repostId":1114056708,"repostType":2,"repost":{"id":"1114056708","kind":"news","pubTimestamp":1716456132,"share":"https://www.laohu8.com/m/news/1114056708?lang=&edition=full","pubTime":"2024-05-23 17:22","market":"us","language":"zh","title":"可转债,京东发了!阿里要发?腾讯、美团“最可能”发?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114056708","media":"华尔街见闻","summary":"之后可能是谁?","content":"<html><head></head><body><blockquote><p><strong>汇丰分析认为,之后美团、腾讯、网易和拼多多可能跟进可转债发行,其中腾讯、美团可能性最大。</strong></p></blockquote><p>京东发行可转债,阿里也要跟进,之后可能是谁?</p><p style=\"text-align: justify;\">周三,知情人士称阿里考虑发行可转债,拟募集约50亿美元资金,之后阿里港股跌超5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3f9d27c4953dba1e1c55885cb72a44a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">此前,5月21日京东宣布拟发行总规模达17.5亿美元可转债,此后京东港股连跌三日,今日再度跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7336435cb50981af480be47603457e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">京东表示,此次可转债发行将使其能够利用低融资成本(0.25%的票息率)加速当前股价的股票回购过程,转股价是45.7%,市价溢价大约35%。<br/>对此,汇丰表示:</p><blockquote><p style=\"text-align: justify;\">互联网公司利用债券市场来增强股东回报并不意外,当前高利率环境下,可转债相比普通债券提供了更好融资选择。</p><p style=\"text-align: justify;\">京东下跌也不意外,历史上互联网公司发行可转债后,股价短期内往往会出现下跌。<strong>过去三年中,公告后的第一天股价平均下跌8%,到第30天下跌23%。</strong></p></blockquote><p style=\"text-align: justify;\">谁将可能继续跟进?汇丰认为:</p><blockquote><p style=\"text-align: justify;\"><strong>偏好美团、腾讯、网易和拼多多,我们估计美团和腾讯是最有可能发行可转债的公司,网易则可能保持更多的防御性。</strong></p><p style=\"text-align: justify;\">在分析谁会跟进时投资者应该关注四大指标:<strong>1)股价表现:</strong>B站、京东和腾讯音乐在过去一个月中表现最好;<strong>2)离岸流动性:</strong>腾讯、爱奇艺、B站、百度和美团有美元净债务;<strong>3)股东回报与现金头寸</strong>:腾讯今年股票回购和股息预计将占净现金头寸140%或更多,其次是京东42%、微博35%;<strong>4)历史可转债发行</strong>:过去五年中爱奇艺发行四次,B站三次,拼多多两次。</p></blockquote></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>可转债,京东发了!阿里要发?腾讯、美团“最可能”发?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n可转债,京东发了!阿里要发?腾讯、美团“最可能”发?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 17:22 北京时间 <a href=https://wallstreetcn.com/articles/3715596><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰分析认为,之后美团、腾讯、网易和拼多多可能跟进可转债发行,其中腾讯、美团可能性最大。京东发行可转债,阿里也要跟进,之后可能是谁?周三,知情人士称阿里考虑发行可转债,拟募集约50亿美元资金,之后阿里港股跌超5%。此前,5月21日京东宣布拟发行总规模达17.5亿美元可转债,此后京东港股连跌三日,今日再度跌超4%。京东表示,此次可转债发行将使其能够利用低融资成本(0.25%的票息率)加速当前股价的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715596\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd8d19411b72336a96ec6d1727be13e1","relate_stocks":{"BABA":"阿里巴巴","JD":"京东","00700":"腾讯控股","03690":"美团-W"},"source_url":"https://wallstreetcn.com/articles/3715596","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1114056708","content_text":"汇丰分析认为,之后美团、腾讯、网易和拼多多可能跟进可转债发行,其中腾讯、美团可能性最大。京东发行可转债,阿里也要跟进,之后可能是谁?周三,知情人士称阿里考虑发行可转债,拟募集约50亿美元资金,之后阿里港股跌超5%。此前,5月21日京东宣布拟发行总规模达17.5亿美元可转债,此后京东港股连跌三日,今日再度跌超4%。京东表示,此次可转债发行将使其能够利用低融资成本(0.25%的票息率)加速当前股价的股票回购过程,转股价是45.7%,市价溢价大约35%。对此,汇丰表示:互联网公司利用债券市场来增强股东回报并不意外,当前高利率环境下,可转债相比普通债券提供了更好融资选择。京东下跌也不意外,历史上互联网公司发行可转债后,股价短期内往往会出现下跌。过去三年中,公告后的第一天股价平均下跌8%,到第30天下跌23%。谁将可能继续跟进?汇丰认为:偏好美团、腾讯、网易和拼多多,我们估计美团和腾讯是最有可能发行可转债的公司,网易则可能保持更多的防御性。在分析谁会跟进时投资者应该关注四大指标:1)股价表现:B站、京东和腾讯音乐在过去一个月中表现最好;2)离岸流动性:腾讯、爱奇艺、B站、百度和美团有美元净债务;3)股东回报与现金头寸:腾讯今年股票回购和股息预计将占净现金头寸140%或更多,其次是京东42%、微博35%;4)历史可转债发行:过去五年中爱奇艺发行四次,B站三次,拼多多两次。","news_type":1},"isVote":1,"tweetType":1,"viewCount":957,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":309002561405192,"commentId":"309002561405192","gmtCreate":1716467826194,"gmtModify":1716467829905,"authorId":3535665897966929,"author":{"id":3535665897966929,"idStr":"3535665897966929","authorId":3535665897966929,"name":"xman110","avatar":"https://static.tigerbbs.com/dbbc468bd8d46c5e08445d22d8d55ac1","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":308990259204280,"objectIdStr":"308990259204280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国家要美金","text":"国家要美金","html":"国家要美金","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/308990259204280"}
精彩评论