《大行报告》瑞信下调ASM太平洋(00522.HK)目标价至133元 评级「跑赢大市」
瑞信发表报告指,ASM太平洋(00522.HK)去年第四季收入及纯利优於预期,且新订单展望强劲,股份於业绩後出现抛售,相信是由於业绩前的预期良好令股价持续上涨,及美国国债债息上升令市场普遍出现沽压。
该行表示,集团指引今年首季撇除物料业务的新订单逾7亿美元,高於该行预期超过4%,并相信集团有良好定位,可捕捉先进封装及异质整合(heterogeneous integration)的潜在机会。
瑞信下调ASM太平洋股份目标价,由147元降至133元,评级维持「跑赢大市」,并调低集团今明两年每股盈利预测分别10%及5%,以反映毛利率等疲弱。
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