《瑞銀窩輪》憧憬疫情受控釋放消費力 看好美團參考購25824
隨著新型肺炎疫情減退，內地城市已陸續復工復課。市民生活回復正常，可如常外出之際，不少投資者可能擔心宅在家叫外賣的時段已過去，會影響美團(3690)外賣業務，不過需留意的是，五一黃金周內地旅遊業重啟，景區景點有限度重新開放，所帶動已蓄勢待發的消費力，或有利美團的酒店及旅遊相關業務。週一港股假期後復市，大市急挫千點，美團大部份時間守在100港元之上，跌幅較大市以及騰訊(0700)和阿里(9988)為少，如今年五一數據亮麗，可留意美團會否獲先行炒上。如投資者看好美團，可留意美團點評認購25824，行使價108.1港元，20年9月到期，有效槓桿約6.3倍。
另一個市場或會憧憬受惠疫情減退的板塊可能是濠賭股，澳門日前公布4月份博彩收入按年大跌96.8%，雖然是歷來最大跌幅，不過沒有為市場帶來太大的驚嚇，始終內地各地因疫情封關，各省各地旅客流量均大減，以內地遊客為主要收入來源的濠賭業大受打擊已是預計之內，所以週一銀娛(0027)和金沙(1928)亦只分別跌近4%和近6%。事實上，銀娛在農曆新年前的高位至今，已累計跌超過2成，金沙同期更累計跌超週三成，或已反映因疫情而帶來的負面影響。如內地疫情進一步改善，限制入境措施稍為放寬，或甚居民再次活躍出遊，濠賭板塊或會率先受惠。如投資者看好銀河，可留意銀河娛樂認購21566，行使價52.73港元，20年12月到期，有效槓桿約4.7倍。如投資者看好金沙，可留意金沙中國認購24875，行使價33.88港元，20年9月到期，有效槓桿約6.2倍。
更多窩輪牛熊資訊：瑞銀證網站: www.ubs.com/hkwarrants
窩證教學及巿況焦點短片:
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber
卓素華
董事
瑞銀亞洲股票衍生產品銷售部
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