《瑞银窝轮》平保、腾讯业绩後个别发展留意平保购22043、腾讯购20198
平保(2318)公布业绩，上半年营运利润同比增长23.8%，净利润同比增长68.1%。今次平保业绩好过市场预料，业绩带动平保股价上周五造好，最高见90.15港元，升3.3%，经过这一次的急升，平保已重上10天线之上，不过其他移动平均线仍有特突破。由8月13日至8月15日的3个交易日内，平保认购证累计约有1850万港元资金净流入，如果由7月25日开始计算，认购证累计资金净流入更达8493万港元。根据瑞银於上星期五的即市资金流纪录，资金流出平保认购证，并反手买入认沽证，如投资者看淡平安，可留意中国平安认沽12554，行使价84.43港元，20年1月到期，有效杠杆约6.7倍。如投资者继续看好平安，可留意中国平安认购22043，行使价91.93港元，19年11月到期，有效杠杆约10.倍。
平保造好，不过另一只热门股份腾讯(0700)业绩後则急跌，连日下试325港元水平，股价已失守所有主要移动平均线。腾讯业绩收入按年增长21%，落後於市场一般预期，不过上季非通用会计准则纯利增长19%，贴近市场预期上限。不过市场未有收货，经过上周的急跌，腾讯现时的9天RSI相对强弱指数已跌穿30，为市场人士普遍认为超卖的水平。根据瑞银於上周四和上周五的即市资金流纪录，资金流入腾讯认购证，反映投资者或看好腾讯短线的走势。不过由於近日腾讯控股跌势非常急，之前较热门的认购证或已变得非常价外，如投资者看好腾讯，可留意腾讯控股认购20198，行使价350.2港元，19年11月到期，有效杠杆约9.6倍。相反，如投资者看淡腾讯，可留意腾讯控股认沽21100，行使价337.8港元，19年10月到期，有效杠杆约11.倍。
更多窝轮牛熊资讯：瑞银证网站: www.ubs.com/hkwarrants卓素华董事
瑞银亚洲股票衍生产品销售部
本产品并无抵押品。 如发行人无力偿债或违约,投资者可能无法收回部份或全部应收款项。笔者为UBS AG的代表(作为证监会持牌人)，并未持有相关上市公司的任何财务权益。本资料由瑞银刊发，其并不构成买卖建议、邀请、要约或游说。结构性产品价格可急升或急跌，投资者可能会蒙受全盘损失。过往表现并不反映将来表现。牛熊证备强制赎回机制而可能被提早终止，届时 (i) N类牛熊证投资者将不获发任何金额;而(ii) R类牛熊证之剩余价值可能为零。投资前应了解有关风险，并谘询专业顾问及查阅有关上市文件。UBS Securities Hong Kong Limited为结构性产品之流通量提供者，亦可能是唯一报价者或市场参与者。c UBS 2019。版权所有。~重要声明:
以上资讯由第三方提供，AASTOCKS.com Limited对於任何包含於、经由、连结、下载或从任何与本网站有关服务所获得之资讯、内容或广告，不声明或保证其内容之正确性或可靠性。对於您透过本网站上之广告、资讯或要约而展示、购买或取得之任何产品、资讯资料，本公司亦不负品质保证之责任。
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
