《瑞銀窩輪》中央加強挺內房 物管股或快見曙光 看好可留意碧服認購22555
受內地早前「斷供潮」影響,雖有中央政策扶持,投資者對內房股信心仍然反覆。週三人幣兌美元曾失守7.2算,獨立經濟數據提供商中國褐皮書國際(CBBI)今日發表報告並認為通縮壓力主要來自內地房地產,影響內房物管股大跌。其實中央為加強穩內房,已經放寬一線城市外的所有內地城市的購房限制,並啟用2,000億元人民幣借款推動「保交樓」政策。此舉有助長遠推動內房及相關產業復甦,物管行業有望受惠。如投資者看好碧桂園服務,可留意碧服認購22555,行使價23.05港元,23年2月到期,有效槓桿約4.0倍。
三星上週大舉減持贛鋒鋰業(01772)H股,根據港交所披露易,持股比例由8.23%降至4.11%。此舉令贛鋒鋰業AH股持續偏軟,H股連跌4日後稍作喘定, 惟週三再急跌5%。如睇好市場消化消息後,贛鋒會逐步靠穩回升,可留意贛鋒認購24899,行使價76.05港元,23年2月到期,有效槓桿約5.3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
卓素華
瑞銀亞洲上市衍生產品銷售部主管
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。~
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