《瑞银窝轮》看好内需股 留意青啤购20715
市场担心中美贸易磨擦再次升温，周一大市回跌，下试26200点水平，手机相关股舜宇光学(2382)以及瑞声科技(2018)均急跌近半成，之前走势不俗的药股如中药(1177)以及石药(1093)亦告下跌。而近日反而有资金开始留意内需股，主要因为预期中国政策仍偏向以刺激内需来稳定经济为主。内需方面近日不少投资者留意体育用品以及食品股，在这两板块以外，亦可留意啤酒股，除予受惠内地消费概念，更有可能受惠百威(1876)上市。百威7月取消招股後再次招股，今次上市定价市盈率为47至52倍，比青岛的市盈率34倍高得多，或令资金更青睐青岛啤酒。如投资者看好青啤，可留意青岛啤酒股份认购20715，行使价55.88港元，20年4月到期，有效杠杆约4.2倍。
另外，近日友邦保险(1299)持续向下，股价周一继续下跌，最低见74.4港元，下跌1.3%，股价由上周至今已累计下跌近6%，吸引不少投资者留意。如投资者看好友邦，可留意友邦保险认购22047，行使价82.87港元，19年11月到期，有效杠杆约18.倍。
更多窝轮牛熊资讯：瑞银证网站: www.ubs.com/hkwarrants卓素华董事
瑞银亚洲股票衍生产品销售部
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