《瑞信窩輪》中生製藥、蒙牛績後捱沽,留意中藥購23888、蒙牛購23890
醫藥股中國生物製藥(1177)公布,半年僅多賺約5.8%。績後股價周四曾跌逾半成,險守10元關口,其後跌幅略見收窄至約2%。觀望回勇,看好可考慮中藥購23888,行使價12.68元,20年2月到期。
另一隻醫藥股綠葉製藥(2186),中期純利按年升約36%,績後曾升逾8%至6.6元以上。看好可考慮綠藥購21375,行使價7.28元,20年2月到期。至於龍頭藥股石藥集團(1093),周四好淡爭持,曾升逾1%但又倒跌過近2%。看好可考慮石藥購13837,行使價16.88元,19年12月到期。相反看淡可留意石藥熊64453,收回價17.88元,行使價18.58元,20年1月到期。
國務院提振內需消費,但相關股份周三急升後,周四普遍回軟。食品股蒙牛乳業(2319)中期純利按年升約33%,但周四卻曾急跌逾6%。看好可留意蒙牛購23890,行使價36.93元,20年1月到期。家電股海爾電器(1169)周四公布業績,績前曾跌逾3%至18.4元以下。看好可留意海爾購20083,行使價24.28元,19年12月到期。
吉利汽車(0175)周四跌逾2%,回落至11.8元以下。看好可留意吉利購19228,行使價13.20元,19年11月到期。或50兌1吉利牛62309,收回價10.28元,行使價9.78元,20年5月到期。相反看淡可留意吉利沽18361,行使價10.48元,19年12月到期。另一隻汽車股廣汽集團(2238)周五放榜,周四亦跌逾2%至7.7元之下。看好可留意廣汽購20228,行使價7.89元,20年4月到期。
(本結構性產品並無抵押品)
《瑞信香港認股證及牛熊證銷售主管何啟聰》
免責聲明:筆者為瑞士信貸(香港)有限公司的代表 ,並身為證監會持牌人,並無持有相關上市公司的任何財務權益。本文內容僅供參考,並不構成要約、建議或促使任何人士提呈買賣或認購任何證券。結構性產品價格可急升或急跌,投資者或會蒙受全盤損失。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。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。有關恆生指數或恆生中國企業指數的免責聲明,請參閱上市文件。過往表現並不反映將來表現。投資前,投資者應瞭解風險,並諮詢專業顧問及查閱有關上市文件。瑞信之聯屬公司為結構性產品之流通量提供者,亦可能是唯一報價者。本文任何內容概不構成投資、法律、會計或稅務意見、並無聲明任何投資或策略適合或符合閣下的個別情況。結構性產品交投量並不是結構性產品表現的指標,投資者不應僅依賴交投量歷史高位數據以釐定結構性產品日後的表現。~重要聲明:
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