《匯豐輪證》百威業前謀突破 欲追好倉可留意購證20846
藍籌啤酒股百威亞太(01876)周四公布業績,早前有研究報告指,由於南韓及中國內地部分地區持續受到疫情爆發影響,因此輕微下調集團去年銷售預測1.7%,但認為其業務受到高檔定位及多元化產品組合支持,維持股份「增持」評級。百威亞太本輪升浪由月初約24元附近開始,至今升幅達約15%,近日挑戰上月高位約28元,如憧憬集團公布業績後可帶動股價再下一城,看好百威認購證20846,行使價 30.88 元, 2021年6月到期 ,實際槓桿 6.6 倍。
另一方面,華潤啤酒(00291)走勢相對失色,股價下試100天線61.2元。華啤今年至今累計跌幅逾11%,表現遠遠跑輸大市同期表現,欲追落後,可留意華啤認購證26394,行使價 78 元, 2021年12月到期 ,實際槓桿 4.0 倍。
陳恩因
匯豐環球資本市場機構客戶及財富管理聯席總監
更新日期及時間: 2021年2月24日 上午11:30
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