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《大行》中銀國際微降ASMPT(00522.HK)目標價至80元 評級「買入」
阿思達克 07-24 15:47
中銀國際發表研究報告指,ASMPT(00522.HK)第二季盈利遜於預期,但綜合B/B值保持在1.11,有助支撐公司第三季的收入指引。先進封裝業務在今年上半年貢獻39%收入,考慮到對熱壓鍵合及其他先進封裝工具的結構性人工智能需求等因素,先進封裝業務勢頭或會持續。 該行將ASMPT 2025至27年的盈測分別下調15%、4%及3%,以反映更高的營運開支預測,但由於SMT和主流半導體業務明顯復甦,維持其「買入」評級,目標價由81元微降至80元。
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