輪證日報 |銀行股集體大漲,招行牛證漲100%
| 今日市場短評
恒生指數收漲0.47%,報收25867.01點。板塊方面,漲幅前三的為中資券商、新能源物料、線上教育股;跌幅前三的為餐飲、醫療及醫美概念股。
| 窩輪(認股證)焦點
華潤啤酒(00291)
潤啤認購證(14057)到期日:2021年9月槓桿:17.36倍
華潤啤酒上半年淨利潤同比翻倍有餘
華潤啤酒今日午間公佈截至2021年6月30日止6個月的中期業績,期內集團實現營業額196.34億元人民幣,同比增長12.8%;公司股東應占溢利42.91億元,同比增長106.4%;每股基本盈利1.32元,宣派中期股息每股0.264元。
| 牛熊證焦點
招商銀行(03968)
招行牛證(57277)到期日:2022年2月回收價:60.88槓桿:7.95倍
瑞銀:予招商銀行“買入”評級 目標價73.9港元
瑞銀發布研究報告稱,予招商銀行“買入”評級,目標價73.9港元,公司今年第二季取得純利同比升32%至290億元人民幣,上半年盈利增長達23%,高於預期,第二季收入及撥備前利潤取得強勁增長,分別同比升16%及19%,另外,而減值成本僅升約6%,符合預期。
報告稱,次季的淨息差按季收窄6個基點至2.46%,主要受較低的資產收益所拖累,而受惠於存款組合改善,資金成本也得到良好控制,而管理層預期市場利率將持續低企,影響貸款收益,預期投資者將對此次中期表現作正面反應。
| 衍生品資金流入/流出

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