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大摩:維持ASM太平洋(0522.HK)“增持”評級 目標價105港元
格隆匯 02-26 15:20

大摩發佈報告維持ASM太平洋(0522.HK)“增持”評級,目標價105港元。

該行稱,ASM太平洋首季收入指引為3.7億至4.5億美元,較該行預期的6億美元低約32%。該行表示,收入表現差是由於產能下降而非客户需求疲弱,預期首季度新增訂單勢頭仍然強勁,當中SMT解決方案的1月份預訂量特別強。鑑於首季疲弱表現,該行預期ASM太平洋未來幾天股價或會下跌,但相信波動僅為暫時性。憧憬可穿戴設備、5G及AI等技術發展,但目前仍未到半導體市場升級週期。

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