《可转债长赢：可转债投资从入门到精通》札记.docxVIP

《可转债长赢：可转债投资从入门到精通》读书札记

目录

一、前言....................................................3

1.1书籍简介.............................................4

1.2投资者为何选择可转债.................................5

1.3本书结构概述.........................................6

二、可转债基本概念..........................................7

2.1可转债定义...........................................9

2.2可转债与普通债券的区别...............................9

2.3可转债的基本要素....................................10

2.3.1债券价值........................................12

2.3.2转换权价值......................................13

2.3.3期权价值........................................14

2.4可转债的发行条件与流通市场..........................15

三、可转债投资策略.........................................16

3.1价值分析策略........................................18

3.1.1静态价值分析....................................19

3.1.2动态价值分析....................................20

3.2转换套利策略........................................21

3.2.1正股涨停转债策略................................23

3.2.2转债条款套利策略................................24

3.3组合策略............................................25

3.3.1价值组合策略....................................27

3.3.2风险对冲策略....................................28

四、可转债投资技巧.........................................29

4.1新债申购技巧........................................30

4.2转债交易时机选择....................................31

4.3转债估值方法........................................32

4.4转债信息收集与分析..................................33

五、可转债风险管理.........................................34

5.1市场风险识别与管理..................................35

5.2信用风险识别与管理..................................37

5.3流动性风险识别与管理................................38

5.4其他风险识别与管理..................................39

六、可转债投资实例分析.....................................40

6.1成功投资案例介绍....................................41

6.2失败投资案例分析....................................43

6.3投资心得与教训......................................44

七、可转债市场发展趋势与投资建议.....................