《信而有證》上月賭收勝預期 澳門博彩股跑贏大市 金沙、銀娛曾升約9%
港股連跌3日後反彈,雖然升幅較早段回順,但午後仍維持升勢,升逾百點,在24,100點水平徘徊。
恆指升幅收窄,資金傾向繼續看好部署。參考手機應用程式「信搜牛熊」的獨家資金流數據,截至中午收市,信證恆指熊證扭轉連續5日上午錄淨流入的趨勢,半日錄輕微淨流出;信證牛證則連續2日錄淨流入,但半日流入金額僅爲前一個交易日相同時段一半左右。
信證熱門牛熊證:恆指牛證(53833),收回價23,850點;恆指熊證(62305),收回價24,650點。
緊貼即市牛熊證成交活躍區及獨家半日資金流數據,立即下載首個專爲恆指牛熊證而設的手機應用程式—「信搜牛熊」
立即下載:
蘋果手機IOS: https://shorturl.at/UBi8x
安卓手機Android: https://shorturl.at/tuNEr
澳門上月博彩收入達211億澳門元,按年升19%,高於市場預期。有分析憧憬澳門接連舉辦演唱會,將會繼續帶動澳門酒店的業務增長,加上踏入暑假旺季,預計博彩收入有望進一步上升。
澳門博彩股跑贏大市,金沙(01928)及銀娛(00027)最多升8至9%,其中金沙見3月中以來高位,銀娛更高見去年10月以來水平。
輪場資金流方面,相關輪證的即市資金明顯轉趨活躍,部署金沙方面,市場上一批年期較長的認股證,適合作相對中長線的部署,好倉可留意金沙認購證(16532),行使價19.28元,明年4月底到期,實際槓桿約4.3倍;淡倉則可以留意金沙認沽證(17712),行使價13.88元,明年年中到期,實際槓桿約2.8倍。
以條款而言,部署銀娛的資金普遍較部署金沙更爲進取,繼續看好銀娛走勢,可以留意銀河認購證(13465),行使價42.8元,10月底到期,實際槓桿約6.4倍。
相對金沙及銀娛,美高梅中國(2282)早段升幅更顯着,曾升逾一成,見去年5月以來高位,之後升幅收窄,已「入價」的信證美高認購證(27480),爲即市成交最活躍的美高梅認購證,行使價12.88元,年底到期,提供約4倍實際槓桿。
更多窩輪產品及資訊:中信證券輪證網站:https://www.citicswarrants.com/tc/index
中信證券輪證頻道:https://www.citicswarrants.com/tc/education/video-channel
風險披露及免責聲明
本結構性產品並無抵押品,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。
本資料由中信證券經紀(香港)有限公司 (「本行」或「發行人」) 編制,其僱員可能持有不時在本資料所述證券之權益 。結構性產品屬複雜產品,投資前閣下應詳閱有關上市文件,完全瞭解其性質及潛在風險,自行評估箇中風險,並於需要時尋求專業意見。以上資料僅供參考,並不構成購買或出售結構性產品或達成任何交易的要約、遊說、邀請、意見或建議,亦不構成投資意見或服務。結構性產品的價格可急跌或急升,投資者或會損失所有投資。牛熊證設有強制收回機制,因此有可能提早終止,在此情況下(i)N類牛熊證投資者會損失於牛熊證的全部投資;而(ii)R類牛熊證之剩餘價值則可能爲零。過往表現並非未來表現的指標。本行可能是結構性產品的唯一市場參與者,而結構性產品的二級市場可能有限。~
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。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.