大行評級|花旗:予ASMPT“買入”評級及目標價110港元 私有化消息正面
花旗發佈研究報吿稱,此前有消息稱美國私募股權公司KKR正考慮對價值約50億美元的半導體和電子設備製造商ASMPT提出收購要約。報吿指出,私有化消息對ASMPT正面,為ASMPT提供下行支持,予該股“買入”評級,目標價為110港元。
該行指出,持有ASMPT股權25%的大股東ASM International,自2017年以來一直持有ASMPT約1.03億股權,並未在上一高位131元時作出減持。該行相信,潛在收購要約每股作價需較ASMPT先前的高位更高,才有機會獲得通過。此外,該行維持對ASMPT維持正面看法,預期ASMPT未來將受惠於驅動TCB設備需求增長,以及2025年SEMI和SMT兩項主流技術企穩。
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