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《高盛認股證牛熊證》澳門博彩政策明朗化 濠賭股急彈 留意銀娛高槓桿購17328、高槓桿沽12909,金沙貼價購26956
正股表現:澳門上週公開披露修改澳門博彩法的法案內容。該法案將提交法議會投票表決。當中提及賭牌訂明批給數量最多為六個,並明文禁止轉批給:規定批給期間不得多於十年,在例外情況下可延長最多三年。並未有調整博彩稅率。及後有多間卷商看好澳門博彩股,並上調目標價。澳門博彩股今早逆市急漲。 上週五升約3.4%的銀娛(0027),今早曾高見46.5元,突破一個月高位。現報45.2元,升約7.5%。銀娛在澳門政府公布修訂《娛樂場幸運博彩經營法律制度》後表示歡迎,並將積極配合政府完成相關工作。 上週五升約7.1%的金沙(1928),今早開市隨即突破20元水平,最高見22.4元,突破4個月高位。現報20.9元,升約14.1%。金沙表示對澳門綜合旅遊休閒產業的發展前景充滿信心,並將全力配合澳門政府落實立法會通過《娛樂場幸運博彩經營法律制度》。 資金流向:觀察個股輪證資金流向,可見認購證於上週四錄得約60萬元資金流入後,上週五獲資金轉向沽出。認沽證於上週四及上週五共錄得約130萬元資金流入。牛熊證方面,上週五流入牛證的資金集中在37元以上收回價的產品。熊證於上週五繼續獲資金流入,有約20萬元,並集中在較遠收回價的產品。 金沙方面,可見認購證於上週五獲資金轉向流入,有約30萬元。 產品選擇:投資者如看好銀娛,認購證方面的高槓桿選擇可留意年期約2個月的低街貨銀河購17328。貼價選擇可留意年期約3個月的低街貨銀河購20653。 銀河購17328,行使價52.9元,2022年03月25日到期,實際槓桿8.5倍,高槓桿、低街貨 銀河購20653,行使價48元,2022年04月04日到期,實際槓桿7.1倍,貼價、低街貨 投資者如看淡銀娛,認沽證方面的高槓桿選擇可留意屬短期貼價的銀河沽12909。中期選擇可留意低街貨銀河沽20926。熊證方面可留意屬遠熊的銀河熊56656,與現價有約5元收回距離。 銀河沽12909,行使價39.35元,2022年02月18日到期,實際槓桿10.0倍,短期貼價、高槓桿 銀河沽20926,行使價34.85元,2022年04月26日到期,實際槓桿6.2倍,中期、低街貨 銀河熊56656,收回價50元,行使價50.8元,換股比率100,槓桿比率7.2倍,相近收回價遠熊中槓桿最高 投資者如看好金沙,貼價選擇可留意年期約5個月的金沙購26956。價內選擇可留意年期約2個月的高槓桿金沙購27346。 金沙購26956,行使價25.7元,2022年06月29日到期,實際槓桿5.0倍,貼價、中期 金沙購27346,行使價85元,2022年03月14日到期,實際槓桿5.6倍,價內、高槓桿 註: 以上數據資料來自高盛認股證牛熊證網站https://www.gswarrants.com.hk/~ 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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