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港股異動 | ASM PACIFIC跌逾6% 績後遭富瑞下調目標價
格隆匯 11-01 13:21
格隆匯11月1日丨ASM PACIFIC(0522.HK)現跌6.11%,報103港元,暫成交2.04億港元,最新總市值419億港元。公司昨日公告稱,2019年第三季度集團收入5.31億美元,較前一季度增加15.1%,較去年同期則減少19.5%;盈利2.22億港元,較前一季度增加217.4%,較去年同期則減少63.1%。首9月集團收入14.6億美元,較去年同期減少22.7%;盈利4.01億港元,較去年同期減少80%。富瑞研究報指,集團第三季收入及盈利低於市場平均預期9%及53%,第四季仍是表現疲弱的季度,而集團公佈的指引為收入按季跌4.3至12.7%,毛利率略為下降。下調對其今年全年收入預測8.8%,以反映集團對第四季收入較低的指引;下調2020及2021年收入預測3.9%及5.9%,淨利潤預測6.2%及3.6%。 將公司目標價由100港元調低至98港元,維持“持有”評級。

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