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《大行報告》瑞信下調ASMPT(00522.HK)目標價至60元 下調盈測反映訂單減少
阿思達克 10-27 10:02
瑞信發表報告表示,ASMPT(00522.HK)旗下SEMI解決方案在3C市場需求疲軟,部分交貨延遲,以致應付賬款持平,第四季預訂量處於低位,SMT解決方案仍處於較高水平,主要來自汽車及工業的支持。 該行指,基於大部分產品已開發及在亞洲或歐洲生產,管理層認爲近期美國出口禁令不會對物料產生直接影響,而間接影響或需時觀察,惟或會觸發更多應付賬款的要求。 瑞信表示,將公司今年、明年、以及2024年每股盈測分別下調5%、9%及3%,以反映訂單或賬單減少,並將目標價由66元下調至60元,相當預測明年市盈率12倍,維持「跑贏大市」評級。(ca/w) ~
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