轮证日报 |金属股持续造好,中铝认购证涨40%
| 今日市场短评
今日港股高开低走,早盘高开144点,见三周高点,随后掉头下挫,午盘跌幅一度扩大至1.37%。截至收盘,恒指收跌1.07%,报28698.8点。恒指一周累跌0.83%。
盘面上,物业管理股领跌,苹果概念股与体育用品股走弱,钢铁金属股持续造好。
个股方面,碧桂园服务跌7.21%,比亚迪电子跌6.45%,心动公司涨8.94%,重庆钢铁股份涨24.11%。
| 窝轮(认股证)焦点
中国铝业(02600)中铝认购证(19351)到期日:2021年5月杠杆:4.62倍
大摩:中国铝业重申增持评级 目标价5港元
报告中称,公司发布盈喜,预计截至今年3月止第一季度实现归属股东净利润约9.67亿人民币,较2020年同期增长约30倍,估计其首季核心利润达13亿人民币,对比2020年首季亏损2.91亿人民币,是自2008年以来季度最高水平。相信中铝首季业绩表现是受到铝价较高及具效益的成本措施所动,令铝业务的毛利率上升。
该行表示,随着政府推动减少碳排放、可再生能源行业需求增加的影响下,行业供应收紧,预计铝价会继续有支持及较高铝价及有效成本控制,预计公司今年纯利增长强劲。
| 牛熊证焦点
香港交易所(00388)
港交牛证(61731)到期日:2021年9月回收价:449.98杠杆:18.05倍
香港交易所上市主管:香港今年的IPO交易有望超越去年
香港交易所上市主管表示,香港股市的股票上市交易可能超越去年的节奏,这得益于新经济公司和“回流”中资公司纷纷涌入。香港交易所上市主管陈翊庭周一接受媒体采访表示,“我们才刚进入3月份,但是据我见到的待上市情况,我们即便不比去年更忙碌,也会一样忙碌。”
| 衍生品资金流入/流出


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