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脚一滑
2020-07-31
这个估值哪里流血了?!
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脚一滑
2020-06-11
中20、25股?!这是给小学生玩的么
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脚一滑
2020-06-03
这种新闻就是浪费读者时间,建议解雇小编!
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脚一滑
2020-02-27
$蔚来(NIO)$
蔚来没有理由跌超大盘(1月交付1500多辆,同比下跌11%,中等成绩);特斯拉跌的多是因为好学生没考及格(1月份交付3500出头,同比跌超46%),再叠加大盘下行。应该不会跟着特斯拉的节奏走。
脚一滑
2020-02-18
$蔚来(NIO)$
如果蔚来发可转债,吉利3亿到期要被赎回,转股也是有上线的,怎么可能拿到10%股权?目前蔚来已融资超50亿美元,吉利要是拿到10%股权让其他股东怎么办,国内媒体报道需要加的常识。
脚一滑
2020-02-18
转股期到了之后入股股价持续高位,企业有权利赎回的,怎么可能让吉利拿到10%股权!
抱歉,原内容已删除
脚一滑
2020-02-18
$蔚来(NIO)$ $蔚来(NIO)$ 周末研究了一下蔚来IPO之后的融资情况,总共有5笔——18年10月10号Baillie Gifford(融资金额未知,估计2亿美元左右);19年1月29日公告,2月4日完成的一笔6.5亿美元长期可转债,利率4.5%,22年2月1日可转股(转股价格为9.51元,参照1月30号收盘价转换溢价为27.5%,这个阶段股价在上行,蔚来的未来看好)、赎回,24年2月1日到期;19年9月5日公告的2亿美元可转债,买方是自己人(腾讯和李斌各1亿美元),条件为1亿美元360天到期,蔚来溢价2%赎回或者在到期前15天内以2.98元转股(9月6日收盘价2.98)、另外1亿美元3年到期,蔚来溢价6%(2%*3)赎回或者到期前1年以3.12元转股,这个时候蔚来的未来不被市场看好,股价从1.19美元涨到3元不久,资金短缺;还有两笔分别是20年2月6日和14日各1亿美元可转债,条件相同:为期一年,0利率,到期前半年可以3.07元(或不高于后期融资拿到的条件)转股,2月6日未来收盘价4.08元,转股溢价-24.8%,如果加上4.5%的债券利率,相对的转股价为3.21元,转股溢价为-21%。这时候蔚来的未来还可以,但是非常缺钱,投资方议价能力强,站在蔚来的角度肯定是希望用较低的转股价换0利率,这2亿美元*4.5%的利息就不用出现在应付利息里面。这样的条件对蔚来非常有利!
脚一滑
2020-02-08
为什么减持这么久才公布?
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蔚来没有理由跌超大盘(1月交付1500多辆,同比下跌11%,中等成绩);特斯拉跌的多是因为好学生没考及格(1月份交付3500出头,同比跌超46%),再叠加大盘下行。应该不会跟着特斯拉的节奏走。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/989686908","isVote":1,"tweetType":1,"viewCount":4106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535581011421011","authorId":"3535581011421011","name":"花木兰兰","avatar":"https://static.tigerbbs.com/cfe26168046c3f17e39a72d24a9164a1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3535581011421011","authorIdStr":"3535581011421011"},"content":"关键是这货不但跟大盘走,还老被特斯拉带偏","text":"关键是这货不但跟大盘走,还老被特斯拉带偏","html":"关键是这货不但跟大盘走,还老被特斯拉带偏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917456686,"gmtCreate":1582040588145,"gmtModify":1704345591032,"author":{"id":"3539461181037760","authorId":"3539461181037760","name":"脚一滑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539461181037760","authorIdStr":"3539461181037760"},"themes":[],"htmlText":"<a 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如果蔚来发可转债,吉利3亿到期要被赎回,转股也是有上线的,怎么可能拿到10%股权?目前蔚来已融资超50亿美元,吉利要是拿到10%股权让其他股东怎么办,国内媒体报道需要加的常识。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917456686","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917576365,"gmtCreate":1582019205557,"gmtModify":1704345479442,"author":{"id":"3539461181037760","authorId":"3539461181037760","name":"脚一滑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539461181037760","authorIdStr":"3539461181037760"},"themes":[],"htmlText":"转股期到了之后入股股价持续高位,企业有权利赎回的,怎么可能让吉利拿到10%股权!","listText":"转股期到了之后入股股价持续高位,企业有权利赎回的,怎么可能让吉利拿到10%股权!","text":"转股期到了之后入股股价持续高位,企业有权利赎回的,怎么可能让吉利拿到10%股权!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917576365","repostId":"2012084452","repostType":4,"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917570449,"gmtCreate":1582018307581,"gmtModify":1704345473250,"author":{"id":"3539461181037760","authorId":"3539461181037760","name":"脚一滑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539461181037760","authorIdStr":"3539461181037760"},"themes":[],"htmlText":"$蔚来(NIO)$ $蔚来(NIO)$ 周末研究了一下蔚来IPO之后的融资情况,总共有5笔——18年10月10号Baillie Gifford(融资金额未知,估计2亿美元左右);19年1月29日公告,2月4日完成的一笔6.5亿美元长期可转债,利率4.5%,22年2月1日可转股(转股价格为9.51元,参照1月30号收盘价转换溢价为27.5%,这个阶段股价在上行,蔚来的未来看好)、赎回,24年2月1日到期;19年9月5日公告的2亿美元可转债,买方是自己人(腾讯和李斌各1亿美元),条件为1亿美元360天到期,蔚来溢价2%赎回或者在到期前15天内以2.98元转股(9月6日收盘价2.98)、另外1亿美元3年到期,蔚来溢价6%(2%*3)赎回或者到期前1年以3.12元转股,这个时候蔚来的未来不被市场看好,股价从1.19美元涨到3元不久,资金短缺;还有两笔分别是20年2月6日和14日各1亿美元可转债,条件相同:为期一年,0利率,到期前半年可以3.07元(或不高于后期融资拿到的条件)转股,2月6日未来收盘价4.08元,转股溢价-24.8%,如果加上4.5%的债券利率,相对的转股价为3.21元,转股溢价为-21%。这时候蔚来的未来还可以,但是非常缺钱,投资方议价能力强,站在蔚来的角度肯定是希望用较低的转股价换0利率,这2亿美元*4.5%的利息就不用出现在应付利息里面。这样的条件对蔚来非常有利!","listText":"$蔚来(NIO)$ $蔚来(NIO)$ 周末研究了一下蔚来IPO之后的融资情况,总共有5笔——18年10月10号Baillie Gifford(融资金额未知,估计2亿美元左右);19年1月29日公告,2月4日完成的一笔6.5亿美元长期可转债,利率4.5%,22年2月1日可转股(转股价格为9.51元,参照1月30号收盘价转换溢价为27.5%,这个阶段股价在上行,蔚来的未来看好)、赎回,24年2月1日到期;19年9月5日公告的2亿美元可转债,买方是自己人(腾讯和李斌各1亿美元),条件为1亿美元360天到期,蔚来溢价2%赎回或者在到期前15天内以2.98元转股(9月6日收盘价2.98)、另外1亿美元3年到期,蔚来溢价6%(2%*3)赎回或者到期前1年以3.12元转股,这个时候蔚来的未来不被市场看好,股价从1.19美元涨到3元不久,资金短缺;还有两笔分别是20年2月6日和14日各1亿美元可转债,条件相同:为期一年,0利率,到期前半年可以3.07元(或不高于后期融资拿到的条件)转股,2月6日未来收盘价4.08元,转股溢价-24.8%,如果加上4.5%的债券利率,相对的转股价为3.21元,转股溢价为-21%。这时候蔚来的未来还可以,但是非常缺钱,投资方议价能力强,站在蔚来的角度肯定是希望用较低的转股价换0利率,这2亿美元*4.5%的利息就不用出现在应付利息里面。这样的条件对蔚来非常有利!","text":"$蔚来(NIO)$ $蔚来(NIO)$ 周末研究了一下蔚来IPO之后的融资情况,总共有5笔——18年10月10号Baillie 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来没有理由跌超大盘(1月交付1500多辆,同比下跌11%,中等成绩);特斯拉跌的多是因为好学生没考及格(1月份交付3500出头,同比跌超46%),再叠加大盘下行。应该不会跟着特斯拉的节奏走。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来没有理由跌超大盘(1月交付1500多辆,同比下跌11%,中等成绩);特斯拉跌的多是因为好学生没考及格(1月份交付3500出头,同比跌超46%),再叠加大盘下行。应该不会跟着特斯拉的节奏走。","text":"$蔚来(NIO)$ 蔚来没有理由跌超大盘(1月交付1500多辆,同比下跌11%,中等成绩);特斯拉跌的多是因为好学生没考及格(1月份交付3500出头,同比跌超46%),再叠加大盘下行。应该不会跟着特斯拉的节奏走。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/989686908","isVote":1,"tweetType":1,"viewCount":4106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535581011421011","authorId":"3535581011421011","name":"花木兰兰","avatar":"https://static.tigerbbs.com/cfe26168046c3f17e39a72d24a9164a1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3535581011421011","authorIdStr":"3535581011421011"},"content":"关键是这货不但跟大盘走,还老被特斯拉带偏","text":"关键是这货不但跟大盘走,还老被特斯拉带偏","html":"关键是这货不但跟大盘走,还老被特斯拉带偏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917456686,"gmtCreate":1582040588145,"gmtModify":1704345591032,"author":{"id":"3539461181037760","authorId":"3539461181037760","name":"脚一滑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539461181037760","authorIdStr":"3539461181037760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 如果蔚来发可转债,吉利3亿到期要被赎回,转股也是有上线的,怎么可能拿到10%股权?目前蔚来已融资超50亿美元,吉利要是拿到10%股权让其他股东怎么办,国内媒体报道需要加的常识。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 如果蔚来发可转债,吉利3亿到期要被赎回,转股也是有上线的,怎么可能拿到10%股权?目前蔚来已融资超50亿美元,吉利要是拿到10%股权让其他股东怎么办,国内媒体报道需要加的常识。","text":"$蔚来(NIO)$ 如果蔚来发可转债,吉利3亿到期要被赎回,转股也是有上线的,怎么可能拿到10%股权?目前蔚来已融资超50亿美元,吉利要是拿到10%股权让其他股东怎么办,国内媒体报道需要加的常识。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917456686","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917570449,"gmtCreate":1582018307581,"gmtModify":1704345473250,"author":{"id":"3539461181037760","authorId":"3539461181037760","name":"脚一滑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539461181037760","authorIdStr":"3539461181037760"},"themes":[],"htmlText":"$蔚来(NIO)$ $蔚来(NIO)$ 周末研究了一下蔚来IPO之后的融资情况,总共有5笔——18年10月10号Baillie 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