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野村:ASM太平洋(0522.HK)次季訂單量或持續下降,予目標價95港元
格隆匯 04-19 14:03

格隆匯4月19日丨野村發研報指,由於宏觀經濟相關風險和供需不確定性,ASM太平洋(0522.HK)今年第二季前景或較預期為弱,下調2022年至2023年的每股盈利預測6-15%,但認為其估值已接近歷史低點,且先進封裝需求強勁,維持目標價95港元及“買入”評級。

該行預計,其今年第二季的業務前景將受到零部件供應中斷的影響,導致客户交付時間延長,以及中國智能手機需求下降,導致CIS業務疲軟,預期ASM今年第二季訂單量可能會持平或下降,又指中國OST企業資本支出的執行情況值得關注。

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