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《大行報告》大摩升ASM太平洋(00522.HK)評級至「與大市同步」 目標價上調至66元
阿思達克 05-02 10:16
摩根士丹利發表報告指,ASM太平洋(00522.HK)首季每股盈利較該行和市場預期分別低21%和13%,主要由於營業費用高過預期,並認為第二季收入不太可能如市場預期般反彈。 該行降低對公司盈利預測,以反映短期前景被調低。不過,在半導體後段製程供應鏈持續外包的背景下,上調其2023年至2025年盈利年複合增長率,由6%升至17%,並將目標價由60元提高到66元,評級由「減持」升至與「與大市同步」,並指如果有更多需求復甦的證據,將對該股持更正面的態度。
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