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《大行報告》瑞信下調ASM太平洋(00522.HK)目標價至80元 評級「跑贏大市」
阿思達克 07-19 10:50
瑞信發表研究報告指,ASM太平洋(00522.HK)將公布第二季業績,預測收入將達到54億元,按年增長4%,按季增長3%,低於公司指引的中位數,主要由於內地封城政策下的物流鏈受阻。毛利率預期持平,較市場預測高0.6個百分點,而淨利潤則預期按年增長6%至7.73億港元。 瑞信預測第二季新增訂單總額將按年及按季下跌24%及21%,當中智能手機及一般LED相關需求預期將保持疲軟,而mini-LED、HPC、汽車以及一些新興應用則可能會繼續增長。 該行將2022至2024年收入預測下調3%、5%及4%,每股盈利預測則削減5%、8%及2%,以反映CIS業務受到智能手機市場疲弱前景所影響,目標價由115元降至80元,維持「跑贏大市」評級。
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