《大行》美銀證券:ASMPT(00522.HK)僅處於溫和復甦階段 重申「中性」評級
美銀證券發表研究報告指,根據ASMPT(00522.HK)第二季度業績電話會議內容,認為公司目前僅處於溫和復甦階段,指出公司第二季銷售額大致符合指引及市場預期,但按年增幅僅達2%,另外經營利潤率、每股盈利及股本回報率均遜於上行週期時表現。
雖然第三季銷售指引中位數料增長可加快至11%,但該行指出,指引仍較2021至2022年行業上行週期低超過30%,因此儘管管理層對TCB、HBM及邏輯晶片長期前景感到樂觀,美銀證券仍重申其「中性」評級,認為行業內其他股份更具潛力,目標價則由59元上調至70元。
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