《瑞銀窩輪》平保、騰訊業績後個別發展留意平保購22043、騰訊購20198
平保(2318)公布業績，上半年營運利潤同比增長23.8%，淨利潤同比增長68.1%。今次平保業績好過市場預料，業績帶動平保股價上週五造好，最高見90.15港元，升3.3%，經過這一次的急升，平保已重上10天線之上，不過其他移動平均線仍有特突破。由8月13日至8月15日的3個交易日內，平保認購證累計約有1850萬港元資金淨流入，如果由7月25日開始計算，認購證累計資金淨流入更達8493萬港元。根據瑞銀於上星期五的即市資金流紀錄，資金流出平保認購證，並反手買入認沽證，如投資者看淡平安，可留意中國平安認沽12554，行使價84.43港元，20年1月到期，有效槓桿約6.7倍。如投資者繼續看好平安，可留意中國平安認購22043，行使價91.93港元，19年11月到期，有效槓桿約10.倍。
平保造好，不過另一隻熱門股份騰訊(0700)業績後則急跌，連日下試325港元水平，股價已失守所有主要移動平均線。騰訊業績收入按年增長21%，落後於市場一般預期，不過上季非通用會計準則純利增長19%，貼近市場預期上限。不過市場未有收貨，經過上週的急跌，騰訊現時的9天RSI相對強弱指數已跌穿30，為市場人士普遍認為超賣的水平。根據瑞銀於上週四和上週五的即市資金流紀錄，資金流入騰訊認購證，反映投資者或看好騰訊短線的走勢。不過由於近日騰訊控股跌勢非常急，之前較熱門的認購證或已變得非常價外，如投資者看好騰訊，可留意騰訊控股認購20198，行使價350.2港元，19年11月到期，有效槓桿約9.6倍。相反，如投資者看淡騰訊，可留意騰訊控股認沽21100，行使價337.8港元，19年10月到期，有效槓桿約11.倍。
更多窩輪牛熊資訊：瑞銀證網站: www.ubs.com/hkwarrants卓素華董事
瑞銀亞洲股票衍生產品銷售部
本產品並無抵押品。 如發行人無力償債或違約,投資者可能無法收回部份或全部應收款項。筆者為UBS AG的代表(作為證監會持牌人)，並未持有相關上市公司的任何財務權益。本資料由瑞銀刊發，其並不構成買賣建議、邀請、要約或遊說。結構性產品價格可急升或急跌，投資者可能會蒙受全盤損失。過往表現並不反映將來表現。牛熊證備強制贖回機制而可能被提早終止，屆時 (i) N類牛熊證投資者將不獲發任何金額;而(ii) R類牛熊證之剩餘價值可能為零。投資前應瞭解有關風險，並諮詢專業顧問及查閱有關上市文件。UBS Securities Hong Kong Limited為結構性產品之流通量提供者，亦可能是唯一報價者或巿場參與者。c UBS 2019。版權所有。~重要聲明:
以上資訊由第三方提供，AASTOCKS.com Limited對於任何包含於、經由、連結、下載或從任何與本網站有關服務所獲得之資訊、內容或廣告，不聲明或保證其內容之正確性或可靠性。對於您透過本網站上之廣告、資訊或要約而展示、購買或取得之任何產品、資訊資料，本公司亦不負品質保證之責任。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
