《瑞银窝轮》疫情措施睇楼人流减地产股受压 看好新地反弹可参考购24120
肺炎疫情全球蔓延,内地和本港疫情本来已得到舒缓,不过亦愈来愈多外地输入个案。香港政府於上周宣布因应疫情发展,在3月29日起禁止多於4人於公众地方聚集,为期两星期,多项本地民生以及经济项目均受影响,近期投资者睇楼量已受到疫情影响,本地报导引述中原地产指,睇楼量对比3月初时已下跌了三分之二。而现在政府推出新措施防止人群聚集,新盘销售当然亦受到影响,虽然发展商都纷纷改变策略,包括每组睇楼人士连同地产代理不可多於4人,以及参观人士保持一定距离等等,不过仍未有对睇楼以及成交量有帮助,本地地产股周一应声下跌,新鸿基(0016)最低见97.55港元,下跌3.4%;恒地(0012)则最低见28.35港元,下跌3.2%。不过,有指发展商底会开拓更多网上睇楼以及网上认购登记,以吸纳客流量。而事实上,近年不少发展商就已开放示范单位在网上供睇楼人士作360度实境参观。环球央行再次减息以及推出量宽,已令地产被看高一线,如投资者认为新地只是因政策短线受影响,反弹可期,可留意新鸿基地产认购24120,行使价113.88港元,20年12月到期,有效杠杆约5.4倍。
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卓素华
董事
瑞银亚洲股票衍生产品销售部
本产品并无抵押品。 如发行人无力偿债或违约,投资者可能无法收回部份或全部应收款项。笔者为UBS AG的代表(作为证监会持牌人),并未持有相关上市公司的任何财务权益。本资料由瑞银刊发,其并不构成买卖建议、邀请、要约或游说。结构性产品价格可急升或急跌,投资者可能会蒙受全盘损失。过往表现并不反映将来表现。牛熊证备强制赎回机制而可能被提早终止,届时 (i) N类牛熊证投资者将不获发任何金额;而(ii) R类牛熊证之剩余价值可能为零。投资前应了解有关风险,并谘询专业顾问及查阅有关上市文件。UBS Securities Hong Kong Limited为结构性产品之流通量提供者,亦可能是唯一报价者或市场参与者。(C)UBS 2020。版权所有。~
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