《瑞銀窩輪》網易京東業績亮麗 騰訊績後兩手準備購21126、沽28367
上週阿里(9988)遜市場預期，拖累一眾科技股急跌，當市場正在為科技股業績公布步步為營之際，市場迎來兩個勝預期的成績表，首先是京東(9618) 公佈首季度業績，收入按年增長39%；非公認會計準則純利則按年升33%，好過市場預期。股價週四港股復市當日隨即重上280港元之上，升超過4%。而另一科技股網易(9999)亦交出亮麗業績，淨收入達205.2億元人民幣，按年增加超週兩成，創歷史新高。週四當日，網易股價急升，最高挑戰180港元水平，升超過8%。如投資者看好京東，可留意京東認購20946，行使價355.2港元，21年9月到期，有效槓桿約8.3倍。如投資者看好網易，可留意網易認購23829，行使價204.08港元，21年10月到期，有效槓桿約6.2倍。
事實上，網易為中國第二大網絡遊戲開發商，而業務跟騰訊(0700)一樣，線上遊戲佔業務比重高，業績有良好表現，自然令市場對即將公布業績的騰訊有所期待。騰訊會於5月20日放榜，雖然截稿之時業績尚未公布，不過市場一般預期騰訊首季業績穩固，上季收入估計介乎1287億至1390億元人民幣，按年增長24%左右。事實上，在疫情「宅經濟」情況下，騰訊手遊收入去年曾經連續3個季度錄得6成以上高增長，不過由於基數高，市場預期相關增長會有所放緩，而進一步為今次業績帶來不明朗因素。如投資者看好騰訊，可留意騰訊認購28152，行使價679.38港元，21年12月到期，有效槓桿約6.1倍。相反，如投資者看淡騰訊，可留意騰訊認沽22439，行使價515.38港元，21年9月到期，有效槓桿約8.3倍。
更多窩輪牛熊資訊：瑞銀證網站： http://www.ubs.com/hkwarrants
窩證教學及巿焦點況短片：
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber
卓素華
董事
瑞銀亞洲上市衍生產品銷售部主管
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