野村:重申ASM太平洋(0522.HK)“買入”評級 目標價125港元
野村發表研究報告指,ASM太平洋(0522.HK)的表現優於大市,但不及香港其他半導體股份,而預期台積電將擴大先進封裝手機應用處理器(AP)的產能。該行預期,2021年下半年小芯片趨勢有意義,故重申其“買入”投資評級,目標價125港元。野村將ASM太平洋2020-21財年盈利下調雙位數,以反映新冠肺炎的影響。
野村表示,小芯片組裝需要的技術或會使一些設備製造商受惠,若小芯片組裝需與其他高級封裝方法集成一起,則可能需要進一步擴大容量。該行估計,2022年至2025財年,純混合粘合設備的市場規模將達到4-5億美元,而目前的包裝設備市場約為30-40億美元。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.