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《大行報告》美銀證券上調ASMPT(00522.HK)目標價至88元 評級「買入」
阿思達克 03-02 11:07
美銀證券發表研究報告指,重申ASMPT(00522.HK)的「買入」評級,認為集團目前有5個催化劑,包括2022年第四季的業績表現具韌性;中國及汽車行業的增長機會;潛在的半導體好轉週期;產品組合改善和成本控制;盈利上半年或會觸底,並在2024至25錄得增長。該行將其目標價由75元上調至88元,料2023及24年的每股派息分別為3.2元及3.5元。 該行提到,集團第四季的銷售額為5.53億美元,按年減少30%,超過指引的介乎4.55億至5.25億美元之間,及高於該行和市場預期。另外,季內的毛利率及經營利潤率亦勝預期。
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