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《瑞銀窩輪》騰訊分派京東中期股息 兩手準備京東認購19387、騰訊認沽28668
港股週四微高開後,恆指走勢繼續向上,半日市升約百點,午市過後恆指橫行發展,最終全日升91點,收報23193點。 週四焦點落在騰訊(0700)、京東(9618)上,騰訊公佈將分派京東股份作中期股息,合資格的騰訊股東每21股股份將可獲1股京東A類普通股。市面上傳出騰訊此舉即變相是減持京東,騰訊的通告指京東表現相對靠穩,現時已經達至可爲其未來計劃自行集資的情況,預料股息分派完成後與京東仍然是戰略合作的夥伴,對京東的前景有信心,亦指沒有進一步減持京東的打算。騰訊分派京東股息的消息震驚市場,騰訊曾升至468.8港元,其後升幅收窄至4.2%,最終收報461.8港元,但仍領升;京東股價則受到拖累,曾下跌近10%,其後跌幅收窄至7%,收報259.6港元,爲全日跌幅最多的恆指成分股。 由於京東股價急跌,市場或未能即時消化新的消息,輪場方面投資者的部署持兩極看法,惟進場的資金支持未算顯着,如投資者希望搏京東股價會回彈,看好京東可留意京東認購19387,行使價319.08港元,22年4月到期,有效槓桿約6.6倍。如投資者看淡京東,可留意京東認沽27998,行使價254.8港元,22年2月到期,有效槓桿約5.2倍。 至於騰訊,週四其股價有顯着升勢,上望470港元大關,輪場方面可見資金流出相關認購認證,這或與投資者趁騰訊股價上升而獲利離場有關,另外,亦有資金部署騰訊相關認沽證,部分投資者或認爲騰訊股價升勢未能持續。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8.4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。~ 重要聲明: 以上資訊由第三方提供,AASTOCKS.com Limited對於任何包含於、經由、連結、下載或從任何與本網站有關服務所獲得之資訊、內容或廣告,不聲明或保證其內容之正確性或可靠性。對於您透過本網站上之廣告、資訊或要約而展示、購買或取得之任何產品、資訊資料,本公司亦不負品質保證之責任。
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