What’s happening? Yellow Balloon’s Convertible Bond Exercise, 380,000 shares to be listed

Yellow Balloon will list 387,371 new shares on September 2nd due to the exercise of conversion rights for the 3rd convertible bonds. The conversion price is 5,163 won, and investors’ movements are expected depending on the difference from the current stock price.

Why is it important? Key variables that will determine the direction of stock prices

This convertible bond exercise can cause short-term stock price volatility. If the current stock price is higher than the conversion price, there is a possibility of profit-taking sales. On the other hand, the conversion of convertible bonds into equity can improve the financial structure by reducing the debt ratio.

So what’s going to happen? Dilution effect and fundamentals, you have to look at both

  • Dilution Effect: An increase in the number of issued shares can lead to dilution of value per share, but the current conversion volume is expected to be limited to about 2.42% of the outstanding shares.
  • Fundamentals: Sluggish Q1 earnings are a concern, but there are also positive factors such as business diversification and overseas business expansion. The key variable is whether the travel market will recover in the second half.
  • Macroeconomic environment: You need to pay attention to the impact of macroeconomic variables such as exchange rates, interest rates, and oil prices. In particular, the rising exchange rate can affect the price of overseas travel products.

Investor Action Plan: Information gathering and market analysis are essential

Rather than being swayed by short-term stock price fluctuations, it is important to focus on the company’s fundamentals and long-term growth potential. It is crucial to carefully analyze the second-half earnings announcements and the recovery trend of the travel market and make investment decisions carefully.