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《瑞银窝轮》赌收数据佳憧憬暑假带旺澳门看好留意银娱购18836
阿思达克 07-10 16:33

大型新股百威(1876)即将在港上市,亦在近星期冻结了不少资金,大市成交偏低,不过个别股份走势不俗,周三一众药业股以及科技股走强,而个别濠赌股亦见起色,银河娱乐(0027)最高见56港元,上升2.5%;金沙中国(1928)曾挑战40港元,上升1.2%。之前6月赌收数字理想,濠赌股曾出现急升,而且现时中美贸易的争拗得以缓和,早前受压较多的金沙亦得以重上100天线之上。事实上,早在本周初已开始有资金留意赌股,由7月4日至7月9日的4个交易日内,金沙认购证累计约有204万港元资金净流入,同期银娱认购证累计约有209万港元资金净流入。赌收数据反映赌股基本因素回稳,而且踏入暑假,市场憧憬香港以及内地旅客会更多选择到澳门渡假,或有机会带动当地的消费,从而利好7月和8月的赌收数据。

投资者如想部署赌股,可留意以下选择:

银河认购18836,行使价60.04港元,19年9月到期,有效杠杆约11.倍。

银河认沽16222,行使价53.88港元,19年10月到期,有效杠杆约6.3倍。

金沙认购19387,行使价42.29港元,19年11月到期,有效杠杆9.5。

金沙认沽19726,行使价31.38港元,19年12月到期,有效杠杆约6.5倍。

澳博(0880)认购25145,行使价10.38港元,19年12月到期,有效杠杆约5.3倍。

更多窝轮牛熊资讯:瑞银证网站: www.ubs.com/hkwarrants 卓素华 董事

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