輪證日報 |贛鋒鋰業午後拉昇,牛證漲50%
| 今日市場短評
港股三大指數收盤漲跌不一,恆指收漲0.24%,國指收跌0.09%,恆生科技指數收跌0.89%。盤面上,恆大系、中醫藥股表現強勢,電力股、短視頻概念股、綠電概念股、生物醫藥板塊下挫。個股方面,中國恆大(03333.HK)收漲9.46%,贛鋒鋰業(01772.HK)收漲3.52%,世茂集團(00813.HK)收漲5.77%,恆騰網絡(00136.HK)收跌4.33%,火巖控股(01909.HK)收跌11.5%,騰訊控股(00700.HK)收跌2.13%。
| 窩輪焦點
青島啤酒股份(00168)
青啤認購證(23480)到期日:2022年4月槓桿:4.05倍
高盛:青島啤酒評級升至“買入” 華潤啤酒獲納“確信買入”名單
高盛發佈研究報告,將青島啤酒評級由“中性”上調至“買入”,但維持青島啤酒“中性”評級,並將華潤啤酒列入“確信買入”名單,主因強勁的行業增長,高端細分市場,提高平均售價及預估利潤率將持續擴大至2025年。
該行預計,華潤啤酒未來兩年高端產品銷量將增長逾2成,進一步提價將抵消2022年的成本壓力,預測2022-23年EBIT同比增長29%/21%。
| 牛熊證焦點
贛鋒鋰業(01772)
贛鋒牛證(62771)到期日:2022年11月回收價:110槓桿:6.81倍
瑞銀:升贛鋒鋰業評級至買入 目標價上調至182.6港元瑞銀髮表報告,認爲市場沒有充分認識到贛鋒鋰業在行業上升期的利潤增長潛力,認爲進一步提高自給率會是銷量的催化劑,評級由中性升至買入,目標價由94.5港元大升至182.6港元。瑞銀將贛鋒鋰業2021年至2023年的每股盈利預期提高了73%至168%,以反映更新後的鋰價預測。據該行目前預測,明年碳酸鋰/氫氧化鋰/鋰輝石的價格將分別爲每噸25,000/25,000/1,800美元,並料贛鋒鋰業今年已經改善的利潤率將在明年及後年很好地維持。
| 衍生品資金流入/流出


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