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《大行報告》摩通下調ASMPT(00522.HK)目標價至80元 評級「增持」
阿思達克 04-27 11:23
摩根大通發表報告,ASMPT(00522.HK)指引顯示,半導體設備訂單出貨比在去年下半年已經見底,但其後復甦的速度似乎比預期慢。此外,SMT業務今年初後預訂放緩,特別是來自汽車部門。 該行將2023和2024財年預測分別下調16%/9%,以考慮到復甦放緩,並將目標價由95元下調至80元。但仍然認為半導體解決方案業務應該在上半年見底,並在下半年看到預訂的改善。
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