《瑞銀窩輪》比亞迪展開升勢資金反流入相關認沽證 看淡可留意比迪認沽27946
港股周五高開約235點,其後在各板塊都有顯著升幅下,大市走勢亦反覆向上,全日上升518點,收報19898點。
有指內地計劃推出下鄉政策為農民提供購買汽車的補貼,希望刺激汽車的消費,周五一眾汽車股股價受到帶動,其中長汽(2333)升12.5%,收報11.1港元、吉利(0175)升8.1%,收報12.8港元、汽車股巨頭比亞迪(1211)亦升5%,收報237.2港元。雖然近日比亞迪表現開始走強,根據瑞銀周五記錄,比亞迪的相關認沽證有較多資金支持,由於比亞迪因長沙工廠釋放刺激氣體事件而正被調查中,在比亞迪走出陰霾之前,投資者或認為比亞迪的股價表現會因氣體事件而受影響或未能持續其升勢,如投資者看淡比迪,可留意比迪認沽27946,行使價187.77港元,22年8月到期,有效槓桿約4倍。
京東下周二將公佈本年度首季業績,在宏觀經濟放緩情況下,不少大行均認為京東可以維持收入增長,整體給予京東的「買入」評級,但就下調其相關目標價。有大行更認為由於京東將於五月中旬時派發特別股息予股東,意味公司對於前景抱有信心。在股價方面,京東近日表現持續弱勢,周四時京東收報192港元,雖然周五京東反彈近4%,但仍未能重上200港元大關,收報199.6 港元。如投資者希望作京東的業績部署,認為京東業績可以帶動其股價向上,看好京東可留意京東認購11923,行使價248.88港元,22年9月到期,有效槓桿約4.3倍。如看淡京東可留意京東熊證51376,收回價240港元,行使價242.8港元,23年3月到期,有效槓桿約4.6倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站: http://www.ubs.com/hkwarrants
輪證教學及巿況焦點短片:
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。筆者為UBS AG的代表(作為證監會持牌人),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為零。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為結構性產品之流通量提供者,亦可能是唯一報價者或巿場參與者。(C) UBS 2022。版權所有。~
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