POPA ReconWhat came to mind after watching the news on Envy Corporate Bond
What came to mind after watching the news on Envy Corporate Bond 1. The previous issuance was in June 2021, and management seems to think that it will be difficult for bond rates to fall in the future. 2. The article said that the spread is 90bp, so it's impossible to put it in the mmf like Buffett. Money to be executed somewhere. 3. Won't we continue to invest in equity in the value chain like before? With all kinds of bottlenecks scattered, the solution is for companies in bottlenecks to increase capas with CapEx. If Nvidia raises the price in the form of equity investment, it's a mutual…
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