《匯豐輪證》醫療信息安全法規出台 好倉可留意京健購23252/里康購23251
有消息指,疫情後全球醫療健康數據頻繁受到黑客攻擊,為提升醫療健康數據及整體安全水平,內地醫療機構網絡信息安全管理辦法將會出台。周四內地三大互聯網醫藥企業全數向下,其中京東健康(6618)跌幅最大,逾5.6%,股價暫時守住10天線,低見78.20元。如長線看好股價表現,欲搏反彈可考慮京健認購證23252,行使價 91.93 元,2022年4月到期,實際槓桿 2.6 倍。
匯豐環球研究早前發表報告,維持予三大互聯網醫藥企業「買入」評級,認為聯網醫藥的核心角色是令醫療服務更普及及更經濟實惠。阿里健康(0241)上日升穿20天線後回落,今早一度低見12.18元。若長線看好聯網醫藥長期概念及其股價,可考慮阿里健康認購證23251,行使價 14.68 元,2022年3月到期,實際槓桿 3.6 倍。
平安好醫生(1833)將於8月24日公布上半年業績,匯豐料收入按年升35%至40%, 現股價暫於73元附近徘徊。投資者績前部署可留意平醫認購證20606,行使價 85.93 元,2022年2月到期,實際槓桿 5倍。
其他匯豐輪證焦點:
里康牛證53362, 收回價 10.38 元, 2022年8月到期 ,實際槓桿 3.7 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8月12日 上午11:40
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作者為金管局及證監會持牌人士,並無就結構性產品或相關資產持有任何直接或間接權益。~
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