《大行報告》麥格理升ASM太平洋(00522.HK)評級至「跑贏大市」 目標價上調至95元
麥格理發表研究報告,指出ASM太平洋(00522.HK)有強勁的2至3年產品周期。攝像頭模組在2018年結束,以及汽車需求在2019至2020年下降的問題,一直令公司感到痛苦。但看到先進封裝解決方案、Mini LED及系統級封裝業務在下半年恢復增長,而汽車需求在2021年復甦。
該行續指,先進封裝解決方案收入由2018年到2020年翻了一翻,估計及至2022年能再翻一倍。扇出裝配設備正強勁增長。在今年第二季,公司的預訂按年增長100%。將其目標價由原來的85元上調至95元。投資評級調高至「跑贏大市」。
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