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《大行報告》瑞信上調ASM太平洋(00522.HK)目標價至115元 評級「跑贏大市」
阿思達克 02-24 09:55
瑞信發表報告,將ASM太平洋(00522.HK)2021至2023年各年的每股盈利預測分別提高5%、3%、3%,以反映好過預期的毛利率表現。目標價由112元升至115元,維持「跑贏大市」評級。 報告指,ASM太平洋去年第四季度業績不錯,無論是收入、毛利率及純利都超預期。季內預訂量按季下降8%,但仍比該行預測高3%。 該行指,ASM太平洋今年首季的收入指引爲6.4億至6.9億美元,另外管理層指,在熱壓焊接機(TCB)、NEXX、電源或汽車半成品、汽車SMT等推動下,今年首季至今的預訂量強勁,保持良好的季度表現,並可能出現按季增長。
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