RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations Show Episode 17 now live — hosted by @BitcoinPierrePierre Rochard hosts @AlexandreLaizet of @_ALCPB to discuss the issuance of the first bitcoin-denominated convertible bonds, Europe's investing landscape, and why reflexive structural demand from treasury companies will be a key force in the next stage of the bitcoin market.00:00 – Intro: Demand Dynamics & Treasury Outperformance01:44 – Alexandre’s Bitcoin Journey05:20 – Corporate ...

US equity capital markets are humming, with a standout IPO quarter and rising momentum in convertible bonds erasing memories of the post-pandemic slump https://t.co/990sbJD7qO ...

💥BREAKING:ETHEREUM TREASURY FIRM ETHZILLA TO RAISE $350M VIA CONVERTIBLE BONDS TO ACCUMULATE MORE $ETH. https://t.co/4E4LPR0a9i ...

Funding & Investment - ETHZilla plans to raise $350 million through convertible bonds [1] - The raised funds will be used to purchase more ETH [1] - Funds will be deployed into cash-flowing assets on Ethereum through L2 protocols and RWA tokenization [1]

Lufthansa is looking to refinance debt through the sale of €600 million in seven-year convertible bonds, giving a boost to Europe’s equity-linked market https://t.co/bCKaYZiBhh ...

Group 1 - Convertible bond funds are a type of fund that invests in convertible bonds, which have characteristics of both bonds and stocks, providing fixed interest income while allowing conversion to stocks under certain conditions, offering a "defensive and offensive" advantage [1] - As of August 25, 2025, the A-share market has shown active trading sentiment, with the Shanghai Composite Index reaching over 3800 points, a nearly 10-year high, and a year-to-date increase of 15.87%, while the convertible bond market has also performed well, with the China Convertible Bond Index rising over 18% [1] - The average return of convertible bond funds this year has outperformed other bond funds and even some mixed funds, with an average return of 21.50% for 76 convertible bond funds as of August 25, 2025, all achieving positive returns [1] Group 2 - Among convertible bond funds with a scale of over 1 billion, the average return this year is 24.50%, with the top three funds being "Southern Changyuan Convertible Bond A" managed by Liu Wenliang, "Bosera Convertible Bond Enhanced A" managed by Gao Hui and Guo Jun, and "Penghua Convertible Bond D" managed by Wang Shiqian [3][5] - "Southern Changyuan Convertible Bond A" achieved a return of 40.69% this year, significantly higher than the benchmark return of 13.87%, with a cumulative return of 90.86% since its inception [5] - "Penghua Convertible Bond D" has a return of 30.27% this year, with a cumulative return of 51.61% since its establishment in September 2024 [6] Group 3 - For convertible bond funds with a scale between 1-10 billion, the average return this year is 20.08%, with the top three funds being "Yinhua Convertible Bond A" managed by Sun Hui, "Huafu Convertible Bond A" managed by Dai Hongyi, and "Baoying Rongyuan Convertible Bond A" managed by Wang Hao [7][9] - "Yinhua Convertible Bond A" achieved a return of 28.22% this year, outperforming the benchmark return of 15.38%, with a cumulative return of 64.97% since its inception [9] Group 4 - Among convertible bond funds with a scale of 10 million to 1 billion, the average return this year is 19.06%, with the top three funds being "Oriental Convertible Bond A" managed by Yang Guibin and Xu Ao Qian, "Jiaoyin Convertible Bond A" managed by Wei Yumin and Wang Lijing, and "Dacheng Convertible Bond Enhanced A" managed by Cheng Qi [11][13] - "Oriental Convertible Bond A" achieved a return of 28.92% this year, significantly higher than the benchmark return of 12.30%, with a cumulative return of 27.47% since its inception [13]

Core Viewpoint - The company, now primarily a Bitcoin investor, experienced a decline in stock price following a negative analyst note, contrasting with the modest decline of the S&P 500 [1] Group 1: Analyst Commentary - Gus Galá from Monness, Crespi, Hardt issued a sell recommendation with a price target of $175, significantly lower than the stock's recent closing price of $337.58 [2] - The analyst highlighted concerns regarding the stock's premium valuation relative to its total Bitcoin holdings and potential impacts on financial strength due to an increasing amount of convertible bonds [4] Group 2: Convertible Bonds - Convertible bonds can either remain as debt or convert into equity, posing risks of excessive debt on the balance sheet or dilution for existing shareholders if many bonds are converted [5] Group 3: Bitcoin Exposure - The company is highly exposed to Bitcoin's volatility, which, despite recent strong performance, remains a cryptocurrency subject to significant price fluctuations [6]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部 或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 LET GROUP HOLDINGS LIMITED （於開曼群島註冊成立之有限公司） （股份代號：1383） 海外監管公告： 由一間海外上市附屬公司及繼續停牌 本 公 告 乃 根 據 香 港 聯 合 交 易 所 有 限 公 司（「聯交所」）證 券 上 市 規 則（「上市規則」）第 13.10B條而作出。 LET Group Holdings Limited於 菲 律 賓 證 券 交 易 所（「菲律賓證券交易所」）上 市 的 一 間海外上市附屬公司Suntrust Resort Holdings, Inc.已 於2025年8月20日在菲律賓證 券交易所網站刊載其截至2025年6月30日止三個月之季度報告（「第二季度報告」）。 有關詳情請參閱隨附的第二季度報告。 繼續停牌 茲提述本公司日期為2025年8月18日之公告，內容有關聯交所上市委員會決定取 ...

Coinbase is raising $2 billion from the sale of convertible bonds, joining a rush of cryptocurrency-focused companies tapping the market to lock in cheap capital https://t.co/awS2IZed9j ...

规模方面，可转债ETF最新规模达459.78亿元，创近1年新高。 截至2025年8月4日 13:17，中证可转债及可交换债券指数(931078)上涨0.44%。可转债ETF(511380)上涨0.30%，最新价报12.8元。拉长时间看，截至2025年8 月1日，可转债ETF近2周累计上涨0.79%。 流动性方面，可转债ETF盘中换手10.84%，成交49.97亿元，市场交投活跃。拉长时间看，截至8月1日，可转债ETF近1周日均成交82.43亿元。 消息面上，近期，财政部、税务总局公告宣布自2025年8月8日起，对新发行的国债、地方政府债券、金融债券的利息收入恢复征收增值税。这一政策调整对 券商自营固收业务带来一定影响，但整体财务影响可控。 国泰海通证券指出，7月十大转债大幅跑赢中证转债指数及各类权益指数。当前权益和转债都在阶段性高位，转债条款压制会使部分价格区间转债弹性削 弱。若权益市场继续向上，不强赎转债性价比较高，收益来源于估值抬升和权益跟涨。8月十大转债组合可聚焦政策推动下的反内卷、边际好转的创新药、 关税缓和下的科技成长。 回撤方面，截至2025年8月1日，可转债ETF今年以来最大回撤6.04%，相对 ...