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《大行報告》匯豐研究下調ASM太平洋(00522.HK)目標價至110元 評級「買入」
阿思達克 10-28 09:32
匯豐研究發表報告指,ASM太平洋(00522.HK)第三季收入按年增長46%至62.3億元,高於該行預測9%,亦超出公司增長指引的上限,主要來自半導體及SMT業務的收入大幅增長所推動。 ASM太平洋第四季銷售額指引介乎7.2億至7.7億美元,比市場普遍預期高出6%,與匯豐估計一致。該行表示,雖然管理層的指引反映出按年強勁增長的預期,但在連續基礎上指引較第三季有所下降,預視半導體及SMT業務可能放緩。 匯豐研究將ASM太平洋今年全年每股盈測上調約19%,但指出,訂單增長放緩將拖累2022財年盈利增長步伐,因此將2022財年每股盈測下調2%至7.46元,2023年每股盈測爲7.27元,分別較市場預期高14%及11%。該行維持「買入」評級,目標價由155元降至110元。
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