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《瑞銀窩輪》港交所下週三出中期成績表 看好可留意港交認購(17043)
港股業績期不少股份已公布業績,阿里(09988)在業績公布前已有不少資金留意阿里認購證以及牛證。業績好過市場預期股價上升,早前看好的投資者或已有不少的獲利空間,而業績前早已有不少篇幅分析,故本文不敘。業績公布的公司中另一亮眼的有中移動(00941),中移動上半年業績盈利增8.4%,營運收入增至5307億元人民幣,同時公司亦增加派息至2.43元,回饋股東。事實上早年5G、雲計算、互聯網數據中心等建設的投入成為電訊股的一大開支,近年此類的投資開始有增長並顯著貢獻盈利。市場一直預期未來國內會視這類近興業務為發展重點,前景相對正面,而且中移動一直被市場視為現金牛,財務穩健,現時更增加派息,令股息回報近7厘,比不少高息的定期要好,或能一定程度受資金青睞。技術上中移動周五以大陽燭突破自6初形成的橫行區的頂部,成交亦配合,投資者可留意股價會否進一步上試67.5元即5月下旬的高位,進而挑戰遠一點的位置,數月前的雙頂即約70港元的高位。如投資者看好中移,可留意中移認購(17753),行使價74.93元,23年12月到期,有效槓桿約13倍。 近來港股成交不太活躍,港交所(00388)股價自周一跌穿十天線後反彈乏力,近幾日在250天線及10天線區間徘徊,暫待突破。下週三港交所將會出中期成績表,在業績公布前,投資者可用輪證部署績前波幅。儘管市場上有港交所之牛熊證產品,但因港交所引伸波幅相對較其他藍籌科技股低,所以投資者可較輕易地選擇到較高槓桿之輪證產品選擇。如投資者看好港交,可留意港交認購(17043),行使價360.2元,23年12月到期,有效槓桿約10.1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/@ubswarrantshk8566 瑞銀認股證牛熊證團隊 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 2023。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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