Commentary
2021-02-04
港視一月訂單總額按年升近七成 吼獨家{{11741購}
港股二月升勢得以延續,大市上日(3日)高開後曾經倒跌逾百點,惟收市前有消息指阿里巴巴9988旗下螞蟻集團與監管機構達成協議,市場憧憬螞蟻有望重啟上市程序,恆指拗腰倒升58點收市。看好可留意新上市恆指牛證54451,收回價28892點,換股比率10000:1。相反看淡亦可留意恆指熊證54354,收回價29700點,實際槓桿45.79倍,換股比率10000:1。
 
香港電視(1137)業務增長強勁,股價年初至今錄得逾四成升幅。港視上日升逾半成重上16元關口,向上觀望挑戰前頂17.02元。集團公布一月份訂單總商品交易額為5.64億元,按年升67%,按月則錄得微跌1.2%。投資者如看好,可留意新上市購證11741,行使價18.88元,21年8月到期,為市場上唯一的香港電視認購證。
 
內地電子煙生產商思摩爾國際(6969)日前傳出配股及遭高管趁高減持消息,走勢上未及年初強勢。有大行發表報告列舉今年獲「北水」青睞的個股,其中思摩爾高踞第七位,較不少藍籌如小米集團1810及藥明生物2269高。投資者如看好,可留意新上市購證11664,行使價88.88元,21年8月到期。
 
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