《瑞銀窩輪》美團、騰訊回勇資金流入Put 看淡可留意美團認沽16653、騰訊認沽28668
港股週二微高開後走勢曾向下,在信義玻璃(0868)、科技股巨頭領升下,恆指反覆向上,重上23000點大關,惟尾市時恆指再度回落,最終升226點,收報22971點,未能守在23000點之上。
科技股ATMX中美團(3690)升幅顯着,美團升4.5%,收報229港元;至於騰訊(700)亦升2.5%,收報440.8港元。由於美團、騰訊表現開始回勇,根據週二瑞銀記錄,可見不少美團、騰訊認購證資金流出,反映投資者或已經獲利離場,亦有部分資金流入美團、騰訊相關認沽證。在本年度如下的交易日,如投資者認爲科技股巨頭美團、騰訊的股價上落不大甚至看淡其表現,看淡美團可留意美團認沽16653,行使價204.8港元,22年4月到期,有效槓桿約4.5倍。如投資者看淡騰訊,可留意騰訊認沽28668,行使價379.8港元,22年3月到期,有效槓桿約7.7倍。
信義玻璃於週一時股價收報17.2港元,創近一年以來新低。週二時信義玻璃突發盈喜,公佈公司本年度全年純利預料按年會增加70%-85%達109億至119億港元,其發盈喜的消息亦帶動其股價漲升8.3%,收報18.6港元,亦是週二升幅最多的恆指成分股。如投資者看好盈喜消息可以繼續帶動信義股價向上,可留意信義認購13762,行使價23.33港元,22年4月到期,有效槓桿約6.1倍。
另外,藥明(2269)上週股價曾暴跌逾兩成,收報79.1港元,創歷史新低。隨着美方確認投資黑名單上不涉及本港生物科技企業後,藥明股價大幅反彈,週二最新升4.2%,收報88.7港元,上試90港元水平。早前藥明股價急跌,市場上大部份牛證被強制收回,近日新一批較貼價的牛熊證經已上市,如投資者希望以牛熊證作部署,可留意藥明牛證60722,收回價75港元,行使價73.5港元,22年9月到期,有效槓桿約5.3倍。看淡的投資者可留意藥明熊證60751,收回價100港元,行使價101.5港元,22年7月到期,有效槓桿約6.3倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站: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
本產品並無抵押品。 如發行人無力償債或違約,投資者可能無法收回部份或全部應收款項。筆者爲UBS AG的代表(作爲證監會持牌人),並未持有相關上市公司的任何財務權益。本資料由瑞銀刊發,其並不構成買賣建議、邀請、要約或遊說。結構性產品價格可急升或急跌,投資者可能會蒙受全盤損失。過往表現並不反映將來表現。牛熊證備強制贖回機制而可能被提早終止,屆時 (i) N類牛熊證投資者將不獲發任何金額;而(ii) R類牛熊證之剩餘價值可能爲零。投資前應瞭解有關風險,並諮詢專業顧問及查閱有關上市檔。UBS Securities Hong Kong Limited爲結構性產品之流通量提供者,亦可能是唯一報價者或市場參與者。(C) UBS 2021。版權所有。~
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