《大行報告》麥格理升ASMPT(00522.HK)評級至「跑贏大市」 目標價上調至86.62元
麥格理發表研究報告指,ASMPT(00522.HK)2022年第四季度收入按年下降30%,仍較市場預期高15%;營運利潤率為13.7%,而市場預測為10.8%。集團對2023年首季的指引為收入按季跌11%,按年跌27%,而該行預計,集團的首季收入將會觸底,料訂單量將按季有所增加。該行提到,雖然其收入下降幅度很大,惟利潤率仍具韌性。
該行上調集團2023年收入預測15%,營運利潤率由10.6%上調至13.2%,評級由「跑輸大市」上調至「跑贏大市」,目標價由39.91元,大幅上調至86.62元。
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