《大行報告》麥格理降ASMPT(00522.HK)目標價至62.66元 業績及前景疲弱
麥格理發表報告指,ASMPT(00522.HK)業績及前景疲弱,第三季收入按年跌24%至34.7億港元;計及單次性庫存撥備,半導體解決方案分部(SEMI)利潤率由2022年的45%大幅下降至32%,部分是由於產品結構影響,其復甦程度亦是未來兩至三個季度的主要不確定性。第四季收入指引介乎3.9億至4.6億美元,以中位數4.25億美元計,意味按年或跌23%,按季或降4%。
該行仍認為集團收入前景疲弱,明年可見度低迷;將其2023年收入及純利預測分別下調2%及37%,而2024年純利預測亦降46%。目標價由72.94元下調至62.66元,維持「中性」評級。
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