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《瑞銀窩輪》友邦績後部署 看好可留意友邦認購12963
港股上週五受外圍因素所影響,低開約430點,其後走勢一直向下,最低跌至20079點,僅險守20000點,下午時段得友邦績後股價向上而受到帶動,恆指跌幅收窄,但全日仍然下跌336點,收報20553點。 友邦上週五公佈其業績,2021年全年純利達74.27億美元,按年上升28.5%,新業務價值方面達33.67億美元,上升18%;亦宣佈計劃未來三年會進行100億美元的回購。績後友邦股價升勢擴大,全日升3%,收報77.3港元。隨着上週四友邦股價開始向上,留意到輪場方面有較平日多的資金流入友邦的相關認購證,反映市場普遍看好友邦的業績,如投資者看好友邦股價可以因業績而受到帶動,看好可留意友邦認購12963,行使價88.05港元,22年9月到期,有效槓桿約7倍。 另外,比亞迪較早前公佈其二月份數據,汽車產量達91,406輛,按年升接近324%,本年度首兩個月汽車產量總和按年亦上升168% ;惟近日俄烏局勢持續緊張,當中用於電動車電池生產的鎳因運輸、交易受阻而令到供應緊張,價格一直上升,上週曾高見每噸破10萬美元。新能源汽車成本問題亦拖累汽車股表現,比亞迪上週股價波動,曾穿190港元,創近日低位,上週五最新下跌2.6%,收報195.1港元。根據瑞銀上週五記錄,比亞迪相關淡倉得到顯着資金支持,反映市場對於新能源汽車後市表現不抱有信心,如投資者看淡比亞迪股價會進一步向下,可留意比迪熊證55333,收回價220港元,行使價224港元,22年10月到期,有效槓桿約6.7倍。 窩證教學及市焦點況短片: https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber 謝宛彤 副董事 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 2022。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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