ASM太平洋(00522.HK):適度溢價增加電子零件存貨 部分成本轉嫁予客戶
ASM太平洋(00522.HK)截至6月底止存貨額達73.7億元,對比去年底為57.7億元,行政總裁黃梓達解釋,全球關注半導體短缺和供應鏈限制,預期下半年供應緊張情況持續,考慮到供應鏈韌性令公司在全球半導體市場保持優勢,因此期內已調整存貨管理策略,建立手頭庫存以防萬一,包括選擇性溢價購買部分主要電子及電器部件,新增的原料成本有部分會合理地轉嫁予客戶。
他表示,受高端終端用戶市場需求增加的推動下,先進封裝(AP)解決方案的客戶基礎持續擴大,有信心AP業務貢獻在未來數年將繼續擴大,當中將加大對熱壓焊接機(TCB)解決方案及混合式焊接業務的投資,以鞏固市場地位。
上半年新增訂單總額創新高達到151.5億元,他表示看好5G、數碼化轉型、高性能計算設備、電動汽車等,預期今年餘下時間相關需求仍繼續增長。中期未完成訂單總額亦創新高,達到115.4億元,黃梓達指內部及外判生產團隊將加緊提高出貨量。
公司中期派息為每股1.3元,按年增加近86%。首席財務總監周珮芬表示,全年將維持約50%穩定派息比率。
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.