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《大行报告》里昂降ASM太平洋(00522.HK)评级至「沽售」 目标价上调至99元
阿思达克 03-01 10:41
里昂发表报告指,ASM太平洋(00522.HK)去年第四季收入为49亿元,高於集团的指引,并较该行及市场预期分别高10%及11%。

该行预期,集团的收入势头至今年第三季可维持强劲,因其外判封装测试厂(OSAT)客户在短缺情况下,仍持续积极地增加打线机产能。不过,毛利率及产品组合恶化,可能会侵蚀集团部分经营杠杆及盈利复苏。

里昂下调ASM太平洋股份评级,由「跑输大市」降至「沽售」,但目标价由87元上调至99元。至於今年每股盈利预测调升9%,以反映更佳的订单势头;由於忧虑毛利表现,调低明年盈测14%。

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