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《大行报告》瑞银升ASM太平洋(00522.HK)评级至「买入」 目标价上调至142元
阿思达克 03-22 10:14
瑞银发表研究报告表示,看好汽车市场复苏及ASM太平洋(00522.HK)SMT解决方案与先进封装解决方案业务前景,对其看法变得更正面进取,并将评级由「中性」上调至「买入」。

报告指,自公布去年第四季业绩後,ASM太平洋近期的股价已累跌16%,相信为投资者提供入市机会,认为其焊线以外业务有增长空间。

该行指,ASM太平洋现价水平为2022年预测市盈率的19倍,接近历史低位,预期SMT解决方案业务在过去两年下跌後今年可恢复增长。瑞银因应内地业务毛利较低,轻微下调今明两年每股盈利预测,但因SMT和先进封装业务可视性提高,目标价由90元上调至142元。

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