輪證日報 | 李寧銷量大增,股價新高
| 今日市場短評
恆指高開229點,返100天線(約28608點),甫開曾飆335點,見28753點全日高,A股之後走低,拖累恆指曾倒跌33點,見28384點全日低,恆指中午升48點。午後走勢好轉,恆指最終升219點或0.77%,報28637。
盤面上,家電股、啤酒股、體育用品股漲幅居前,生物醫藥B類股、餐飲股多數走低。
個股方面,海爾智家(06690.HK)收漲7.32%,特步國際(01368.HK)收漲14%,復星醫藥(02196.HK)收跌14.13%,海底撈(06862.HK)收跌7.4%。
| 窩輪(認股證)焦點
李寧(02020)李寧認購證(12915)到期日:2021年5月槓桿:3.06倍
瑞信:中國李寧近周天貓旗艦店銷售按年升近4.2倍 4月大升逾8倍
瑞信發表中國體育用品行業報告表示,觀察了各體育用品品牌公司近周(由4月27日至5月3日)在內地天貓旗艦店的銷售表現,比較2020年同期水平,李寧(02331.HK)旗下中國李寧品牌近周在天貓旗艦店銷售按年大升419%,其次是安踏(02020.HK)、特步(01368.HK)升29.3%。瑞信亦估計中國李寧於今年4月在內地天貓旗艦店的銷售按年大升815%,增速遠高於安踏升51.2%,而李寧總體4月相關銷售則上升72.3%。
| 牛熊證焦點
匯豐控股(00005)
匯豐牛證(55443)到期日:2021年10月回收價:43.8槓桿:8.01倍
傳匯豐考慮向Cerberus出售法國零售銀行業務
據法媒,匯豐控股最新考慮“倒貼”逾10億歐元(摺合超93億港元),向美國私募基金Cerberus出售法國零售銀行業務。該行於上週業績發佈會時已承認,正談判出售法國零售銀行業務,坦言出售後會錄得虧損。
| 衍生品資金流入/流出


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