《大行报告》大摩上调ASM太平洋(00522.HK)目标价至131元 评级「增持」
摩根士丹利发表报告指,ASM太平洋(00522.HK)股价自上周累升32%,跑赢恒指,相信公司可受惠自动驾驶市场带动半导体收入增长。本周台积电公布有关车用晶片的消息,亦带动公司股价上升,主因公司不同业务都有涉及车用晶片,而博世和Continental为公司两主要客户。
该行指,据台湾媒体报道,焊线机(Wire bonder)目前需求急增,而公司作为日月光控股第二大的来源,预期未来6个月亦有扩产需求。料股份未来可以因订单对入账比率上升而有重估。
大摩上调对ASM太平洋目标价由115元升至131元,评级「增持」。
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.