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《瑞銀窩輪》因股份存入CCASS記錄市傳騰訊或遭減持 兩手部署騰訊認購24058、騰訊熊證68413
阿思達克 09-09 09:04
上日美股反彈,惟港股周四未能承接,加上騰訊(0700)午後跌幅擴大,亦拖累大市走勢向下,全日下跌近190點,收報18854點。 周四日內傳出有逾600億騰訊股份存入CCASS的記錄,根據較早前股神減持比亞迪(1211)的做法,當時亦可見減持前夕有比亞迪股份存入CCASS內,因此周四市場猜測或有大戶部署進一步減持騰訊,而消息一出騰訊股價跌幅即擴大,最終全日下跌3.2%,僅守在300港元水平,收報301.8港元,ATM中騰訊表現相對較弱。由於騰訊或進一步遭大戶減持,輪場方面可見騰訊的資金流好淡爭持,有投資者趁低進場博股價反彈,亦有投資者因為騰訊或遭減持一事而看淡騰訊後市表現。如投資者看好騰訊,可留意騰訊認購24058,行使價368.2港元,22年12月到期,有效槓桿約10倍。如投資者看淡騰訊,可留意騰訊熊證68413,收回價330港元,行使價333港元,23年8月到期,有效槓桿約10倍。 由於騰訊或遭大戶減持,騰訊有份持股的美團(3690)周四股價亦微下跌0.4%,收報171.5港元。與騰訊的資金流相若,美團的相關好倉及淡倉產品都有資金流入,但以相關認沽證的資金支持較多,反映市場整體認為減持一事或會為正股表現帶來一定的影響。如投資者看淡美團,可留意美團認沽20305,行使價149.9港元,22年11月到期,有效槓桿約5.6倍。不過由於美團整體仍然較為強勢,加上較早前美團公佈的業績亦亮麗,如投資者看好美團表現,可留意美團認購17330,行使價225.2港元,22年12月到期,有效槓桿約7.0倍。 另外,友邦(1299)近日股價走弱,適逢友邦將於周五(明日)除淨,預料市場上的超貼友邦牛證都會因除淨股價下跌而被收回,若持有友邦牛證產品的投資者需要時刻留意相關產品的收回價,如認為除淨後友邦股價會進一步回升,看好友邦可留意友邦遠距離牛證50879,收回價65.8港元,行使價65.2港元,23年2月到期,有效槓桿約9.8倍。如投資者看淡友邦,可留意友邦熊證67283,收回價78港元,行使價78.6港元,23年4月到期,有效槓桿約11倍。 另外,比亞迪自股神減持一事連日來股價向下,周四比亞迪曾略有反彈,但最終股價由升轉跌,全日下跌3%,收報216.2港元。根據瑞銀周四記錄,比亞迪的相關淡倉產品繼續得資金支持,如投資者看淡比亞迪,可留意比迪熊證68435,收回價231.4港元,行使價235.4港元,23年4月到期,有效槓桿約11.倍。 如部署看好比亞迪的投資者,看好可留意比迪牛證67696,收回價195.6港元,行使價191.6港元,23年1月到期,有效槓桿約8.3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/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber 謝宛彤 副董事 瑞銀亞洲股票衍生產品銷售部 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 2022。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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