《瑞銀窩輪》北水吸中移動 看好參考購13305
市場經過上週的波動後本週一大部分時間窄幅上落,靜待本星期的兩會消息,而美股亦在等候經濟數據的同時,不少之前上落較大的股份亦迴歸平靜,反而高息股中移動(0941)以及中海油(0883)得到資金追捧,上週五天中移動一共吸北水15億港元,股價亦水漲船高,一星期升7%,週一再升3.23%收市。事實上中移動高息已爲社保基金所青睞,亦吸引不少投資者買入並儲備,就算現時中移動股價已升,其息率亦有7釐多,對不少基金而言仍相當吸引。而本月底中移動以及一衆內地電訊股將公佈去年業績,投資者可留意業績以及管理層對2023年的展望。政策上國務院亦提出針對加快數碼建設以及數據的質量和經濟發展等的政策,或成爲增長的動力。如投資者看好中移,可留意中移認購13305,行使價66.03港元,23年9月到期,有效槓桿約8.3倍。
另外中海油過去一星期累積升7.3%,本月首3個交易日亦吸引近6億北水買入,成爲股價上升的推動力。公司早前發盈喜,而且中國原油需求有機會因重啓經濟而增加,或爲資金看好中海油的原因。如投資者看好海油,可留意海油認購24379,行使價12.497港元,23年6月到期,有效槓桿約10倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站: http://www.ubs.com/hkwarrants
輪證教學及市況焦點短片:
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瑞銀認股證牛熊證團隊
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