Commentary
2020-09-10
內地金九銀十 分吼23924購/美東21624購
隔晚美股回吐,未能延續周中升勢,科技股再次調整下納指下瀉2%。港股方面恆指上日(10日)再跌155點,預料大市今日低開近200點。投資者可留意新上市恆指熊證66637,收回價24650點,換股比率10000:1。相反如看好亦可留意恆指牛證60728,收回價23850點,實際槓桿40.52倍,換股比率10000:1。
 
內地正值「金九銀十」,加上八月份大陸乘用車市場零售達到170.3萬輛,按年升8.9%,按月升6.5%,創自2018年5月以來的最強正增長,汽車相關板塊近期逆市走強。唯二今年上半年錄得盈利正增長的在港上市內地汽車代理商中升控股(00881)及美東汽車(01268)上日分別升約0.6%及3.5%。中升及美東皆以豪華汽車品牌銷售為主,營收佔比分別達5成及8成以上,而豪華汽車正是內地近期零售增長最突出的一環,兩者本年來股價走勢強勁,近月來高位橫行整固待破。如看好相關板塊,可留意以下輪證。
 
中升購證23924,行使價59.88元,實際槓桿約4.55倍,21年2月到期。
美東購證21624,行使價26.88元,實際槓桿約3.06倍,21年2月到期。
 
騰訊(00700)上日則見逆市微升0.4%,惟以全日低位(506元)收市。資金流向方面上日則見逾1000萬元淨流入騰訊淡倉部署。港股一眾明星科技股或跟隨美股調整走勢,投資者可留意騰訊熊證63062,收回價540.6元,實際槓桿12.97倍,換股比率100:1。相反如看好則可留意騰訊牛證68569,收回價493.2元,實際槓桿24.21倍,換股比率100:1。
The information on this website is provided by Haitong International Securities Company Limited (“HTI”), a corporation licensed by the Securities and Futures Commission (”SFC”). The contents of this website has not been reviewed or approved by the SFC. Structured products issued by HTI or its affiliate are non-collateralized and investors are relying on the issuer’s credit worthiness in determining the issuer’s ability to meet its obligations under the structured products. If the Issuer is insolvent or defaults in payment, investors may not recover part or all of the amount due. Any and all information provided on this website is for reference only and does not constitute an offer, a solicitation of an offer or any advice or recommendation to buy or sell any financial products. The prices of Warrants and/or CBBCs (“Structured Products”) may fluctuate greatly and past performance is not indicative of future performance. The value of structured products may become zero on or before the expiry date and investors may sustain a total loss of investment. CBBCs have a mandatory call feature and are subject to early termination, upon which (i) investors in category N CBBCs will lose all their investments in CBBCs; and (ii) the residual value of category R CBBCs may be zero. Inline warrants have been newly introduced to the market and there are no similar products currently listed on the Stock Exchange of Hong Kong Limited for comparison. Inline warrants carry exotic features, and their terms and pricing may be more complicated than standard derivative warrants. Maximum potential payoff is fixed and capped. Price movement of the inline warrants may be disproportionate or opposite to the price movement of the underlying asset. An investor should read carefully the relevant listing documents (and any documents appendix thereto) and the relevant supplemental listing document to understand the full details of the warrant and/or CBBC (including risk factors), and due consideration have been given having considered the nature and risks involved in investing in these products, to decide whether the investment is suitable for an investor’s individual circumstances and, if necessary, an investor should consult their professional advisers. HTI is also the liquidity provider for the structured products issued by itself. HTI may be the only person quoting prices (or market making) for the structured products on the exchange. As such, the secondary market for the structured products may be limited. HTI (together with its subsidiaries and affiliates, “HTI Group”) provides the information in good faith and has used its best endeavours to ensure that the information provided is accurate and complete. HTI Group however does not represent or warrant the completeness or accuracy of the information and HTI Group accepts no responsibility or liability whatsoever for the completeness or accuracy of the information. HTI and/or its group company(ies) may have presently, or have had within the last 12 months, an investment banking relationship with the underlying entity of the securities herein covered. HTI is a member of Haitong International Securities Group which in turn belongs to group of companies of Haitong Securities Co., Ltd. HTI and/or its group company(ies) and its affiliates, officers, directors, and employees (excluding the producer responsible for the content of this document) will from time to time have long or short positions in, act as principal in, and buy or sell, the securities or derivatives, if any, referred to in this document.
Date Title Download
2022-04-29 友邦今放榜金沙績後走弱 分吼56537牛/21285購  
2022-04-28 滙豐四連跌中海油今放榜 分吼65076牛/50308牛  
2022-04-27 港交所比亞迪今放榜 分吼57577牛/23789購  
2022-04-26 滙控今放榜友邦三連跌 分吼22327購/29670購  
2022-04-25 阿里六連跌港交所逆市升 分吼11989購/28215購  
2022-04-22 小米考驗前底滙控逆市三連升 分吼29102購/22327購  
2022-04-21 阿里四連跌港交所見一個月低 分吼20611購/28215購  
2022-04-20 美團遭約談平保失守10天線 分吼11091購/29660購  
2022-04-19 比亞迪三連升友邦爭持 分吼12815購/27756購  
2022-04-14 美團靠穩中海油收復10天線 分吼11091購/50308牛  
2022-04-13 騰訊終止四連跌快手捱沽 分吼11996購/11990購  
2022-04-12 車股受壓 留意長汽11067購/比迪23789購/吉利57580牛  
2022-04-11 美團遭大手減持友邦創逾一個月高位 分吼11091購/21528購  
2022-04-08 比亞迪失守250天線銀娛捱沽 分吼12815購/54003熊  
2022-04-07 阿里失守50天線中海油逆市走強 分吼20611購/50308牛  
2022-04-06 美團創一個月高位平保重拾100天線 分吼26697購/29660購  
2022-04-04 騰訊收復20天線遠海去年多賺8倍 分吼11996購/22330購  
2022-04-01 滙豐逆市升中海油回A獲批 分吼22327購/24486購  
2022-03-31 友邦收復50天線比亞迪績後靠穩 分吼58755牛/23789購  
2022-03-30 中海油今放榜快手虧損擴大 分吼24486購/19684購