《大行報告》摩通下調ASMPT(00522.HK)目標價至50元 評級「中性」
摩根大通發表報告指,ASMPT(00522.HK)提出第四季較疲軟的指引,收入料按季跌16%、SEMI解決方案的訂單出貨量料跌至0.7倍,以及預期包裝設備行業今年下跌9%至10%,該行相信,基於股價嚴重跑輸大市,今次業績表現放緩是符合預期及已被反映。這意味著,該行未見到一個明顯的觸底跡象,以及潛在利好的催化劑仍然不存在。
該行將公司今年及明年每股盈測分別下調6%及22%,並將其目標價下調至50元,維持其評級為「中性」,指估值已屆谷底,意味下行空間有限,但缺失正面催化劑。
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