《瑞銀窩輪》匯豐高開穩升 看好11倍槓桿匯豐認購(28563)
聖誕假期將近,週三港股反彈乏力,在19100點關口徘徊。12月21日恆指升65點,大市成交金額694億港元,全日波幅約200點。自港府及內地宣佈陸續放寬防疫措施後,市民重心放在計劃旅遊及出國探親事宜,旅遊股早已搶高。國泰航空(00293)一個月累積升幅約一成半 ; 攜程集團(09961)及中國國航(00753) 一個月累積升幅亦分別達兩成及三成。如投資者憧憬港府及中央完全移除防疫措施在望,繼續看好國泰可留意高槓桿國泰認購(23193),行使價9.89港元,23年4月到期,有效槓桿約7.3倍。如投資者看好攜程,可留意攜程認購(29216),行使價358.88港元,23年6月到期,有效槓桿約3.6倍。如投資者看好國航,可留意國航認購(25855),行使價7.71港元,23年3月到期,有效槓桿約5.3倍。
週二匯豐美國預託證券(ADR)走強,影響港股匯豐(00005)高開穩升1.5-2%。留意到匯豐仍守上升軌,自10月低位穩定逐步回升至47港元水平,如投資者看好匯豐,可留意10倍槓桿匯豐認購(28563),行使價53.55港元,23年6月到期,有效槓桿約11倍。
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