《大行報告》美銀證券下調ASMPT(00522.HK)目標價至90元 評級「買入」
美銀證券發表報告,將ASMPT(00522.HK)目標價由95元下調至90元,較目前股價有約40%上行空間,足以支持其「買入」評級。而集團新宣佈的4億元股份回購計劃和50%派息比率承諾亦爲股價提供大幅下行保護。
報告指出,受宏觀經濟風險及供應鏈等問題影響,ASMPT第三季銷售指引保守。但該行相信公司高利潤率可持續,受惠銷售組合改善,以及銷貨成本和經營開支管理良好,應能緩解收入增長放緩。該行預計,ASMPT今年第三季和第四季銷售額分別爲47億元和48億元,料明年下半年將出現有意義的復甦。
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