《瑞銀窩輪》港股收市僅微升油股航運榮辱互見 留意海油認購22187/遠海認購18653
恆指週一稍微低開60點後曾一度攀升,一度升逾300點,惟午後回吐所有升幅,終收市只升16點,收報24208點,仍然處於主要移動平均線之下。
雖然指數接近平收,但板塊和個別股份之間榮辱互見。資源板塊中,國際油價連日上升,正挑戰早前7月初前高位,帶動一衆油股向上,其中中海油(0883)更在週日發公告擬申請內地A股發行上市,在資源板塊受捧加上回A消息下,週一股價挾上,單日升5%收報8.48港元,爲週一升幅最大籃籌。如投資者看好中海油後市,可留意相關中海油認購22187,行使價10.22港元,22年3月到期,有效槓桿約5.3倍。
油股當旺,反觀航運股板塊週一呈相反方向急挫,中遠海控(1919)週一股價單日急跌14%,收報12.08港元。有投行發表研究報告稱,維持對亞太般運板塊的正面看法,亦維持對中遠海控的買入評級。如投資者看好中遠海控後市,可留意相關遠海認購18653,行使價17.1港元,22年1月到期,有效槓桿約4.4倍。
更多窩輪牛熊資訊:瑞銀證網站: http://www.ubs.com/hkwarrants
窩證教學及市焦點況短片:
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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