《瑞銀窩輪》小米、快手績後部署 看好可留意小米認購12763、快手認購26162
港股週三微高開20點後,整體上午市靠穩,下午時段恆指曾一口氣上升200點,惟尾市時再度回落,升幅收窄,全日上升近34點,收報24685點。
科技股持續波動,其中小米(1810)週二收市後公佈其上季收入按年增長8.2%,達780.63億元人民幣,較預期的774.73億元人民幣爲好,經調整純利按年增長25.4%達51.76億元人民幣,勝預期的48.14億元人民幣,惟小米的純利按年下跌83.8%達7.92億元人民幣。小米公佈業績後,市場或認爲小米的業績沒有驚喜,更有大行趁機下調對於小米的目標價,致令小米週三股價下跌近7%,收報19.3港元。由於小米股價受挫,輪場方面留意到顯着資金流入小米認購證搏股價反彈,如投資者看好小米,可留意小米認購12763,行使價23.05港元,22年4月到期,有效槓桿約6.9倍。
至於快手業績快手公佈上季收入按年增長33.4%達204.92億元人民幣,比預期的200.98億元人民幣爲好,淨虧損則按年減少75.8%,淨虧損達70.86億元人民幣,虧損情況較預期的86.27億元人民幣爲少。由於快手業績勝預期,市場重申對於快手「買入」的評級,亦有大行調高對於快手的目標價達10%。受到業績所帶動,週三開市後,快手股價曾飆升至108.8港元,其後升幅收窄,但全日仍然升5.2%,收報99.7港元。如投資者認爲快手股價可以更有突破,看好快手可留意快手認購26162,行使價115.1港元,22年3月到期,有效槓桿約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
謝宛彤
瑞銀亞洲股票衍生產品銷售部
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