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港股異動 | ASM太平洋盤中漲超13%,第一季度淨利潤超過分析師預估
uSMART盈立智投 04-21 10:22

uSMART盈立智投4月21日消息,週三港股早盤,ASM太平洋高開高走,截至10:11,ASM太平洋盤中漲超13%,此前公佈的第一季度淨利潤超過彭博分析師預估。

週三港股盤前,ASM太平洋公佈2021年第一季度業績

持續經營業務收入爲港幣 43.4 億元(5.59 億美元),超越收入預測上限,按季增長0.6%,按年增長45.6%。

新增訂單總額創歷史新高達港幣 78.3 億元(10.1 億美元),超越預測,按季增長86.4%,按年增長73.4%。

公司持有人應佔盈利約5.22億港元,同比增長21.1倍。

每股基本盈利爲港幣1.27元。

2021年第二季度收入預測:

介乎 6 至 6.5 億美元之間

本季度的收入表現主要受數個因素影響:

1)半導體自給自足的迫切性推動客戶(尤其是中國內地客戶)增加投資擴張產能。

2)就全球範圍而言,集團的客戶增加對產能及性能需求的投資,顯示其正處於提高半導體產品消耗量的轉折點,此乃受一些重要長期增長趨勢所帶動:

o 數碼轉型勢頭加快,持續推動對個人計算機、連接性及高性能運算設備的強勁需求

o 汽車電動化的增長,帶動對高效能源管理應用的需求增加

o 5G 在全球推出,令客戶特別爲封裝及組裝要求部署資本,以滿足 5G 比 4G 相對更高的電子零件含量以及對先進節點芯片及射頻模塊等方面更復雜的要求。

3)汽車市場的整體復甦勢頭方興未艾。

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