Reasons for stock selection
At present, the market price of Maanshan Steel CWB1 (580010) is just over 5 yuan, which has become the lowest price warrant and one of the warrants with the longest duration in the market. Its last trading day is November 21, 2008, which undoubtedly has outstanding investment advantages. The exercise price of the warrant is RMB 3.4, while Masteel At one time, the market price was as high as 10 yuan, but it is still about 8 yuan. The intrinsic value of warrants is as high as more than 4 yuan, the premium rate is only about 10%, and the investment value is seriously underestimated.
Recently, the warrant market has again been sought after by major funds. Several put warrants with an intrinsic value of 0 have burst out together. The characteristics of short-term windfall profits are extremely prominent. With the recovery of the market, the warrants with intrinsic value support are expected to become the sought after target of funds.
On the secondary market, the short-term share price of Maanshan Iron and Steel Co., Ltd. was severely oversold, and a strong rebound is expected in the future market; The transaction of MaSteel CWB1 has continued to increase in recent days, and the actual increase is expected to be more than 1.5 times of the increase of regular shares. (Caida negotiable securities ）
Position type shares number
Yasheng Group eight thousand and eight hundred
Stock market value (yuan) Capital balance (yuan)
91080362
Total assets (yuan) floating profit and loss
91442－8．56％
Latest plan: sell Yasheng Group through collective bidding, and then buy Masteel CWB1 (580010) with a full warehouse price of 5.09 yuan.
