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《大行报告》高盛:ASM(00522.HK)因前景未明未提供第三季入账指引 维持「沽售」评级
阿思达克 07-29 14:19
高盛发表的研究报告指,ASM太平洋(00522.HK)次季收入、毛利以及第三季收入指引均符预期,但就因宏观不确定性而未有提供第三季的订单指引。公司次季经营溢利较市场预期低16%,主要因为期内经营开支比率较高,而净利则较市场预期高7%,主要受惠税率较低。期内订单按季跌29%,按年比较则升31%,而半导体解决方案方面订单则按季跌27%,SMT分部订单则按季跌38%。

该行予ASM太平洋「沽售」评级,主要考虑需求减慢,加上受电子产品需求弱及环球衰退风险拖累,客户潜在资本开支或在来季下调。公司对第三季的收入指引为4.8-5.6亿美元,意味将按年跌10%至升5%,符市场预期,但就未有提供第三季的订单指引。(el/k) ~

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