Commentary
2021-02-25
北水減持惟油價向好 留意海油25179購
聯儲局主席言論再度利好大市,隔夜美股全線向好,其中道指升逾400點再創新高。上日(24日)港股急挫逾900點失守三萬點大關,吸引逾2.3億元資金淨流入恆指好倉博反彈。看好可留意恆指牛證54476,收回價29400點,實際槓桿87.41倍,換股比率10000:1。相反看淡亦可留意新上市恆指熊證54711,收回價30650點,換股比率10000:1。
 
港府上調股票印花稅,港交所(0388)股價上日應聲急跌逾近9%,低位曾跌穿500元關口。有大行發表報告指港交所股價調整過度,重新集團第四季業績勝過市場預期。投資者如看好,可留意牛證50981,收回價485.8元,實際槓桿21.21倍,換股比率500:1,為市面上第二貼價之港交所牛證。相反看淡亦可留意新上市熊證54747,收回價575元,換股比率500:1。
 
國際油價繼續向好,預料「三桶油」股價今日將見反彈。中海油(0883)上日遭北水減持近8億元,股價下瀉逾7%險守10天線。看好可留意購證25179,行使價12.19元,實際槓桿4.15倍,21年12月到期,或留意牛證66361,收回價9.28元,實際槓桿13.58倍,換股比率10:1。
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