On September 1, ASMPT fell 3.23% in regular trading, trading at 158.8 HKD/share, with turnover of approximately HKD 45.81 million. The decline came as the market digested the discrepancy between two reporting scopes in the company's interim results, compounded by profit-taking pressure following a sharp August rally.

ASMPT recently reported first-half results showing continuing operations adjusted net profit of HKD 973 million, surging 230.5% year-over-year, with adjusted gross margin improving 0.86 percentage points to 41.2%. However, due to the divestiture of the NEXX business completed on June 3, the consolidated adjusted net profit — combining continuing and discontinued operations — came in at only HKD 806 million. The gap between the two figures has drawn market attention to the financial impact of asset disposals.

Notably, ASMPT had accumulated gains exceeding 20% in August, driven by Q2 results and robust Q3 guidance that far exceeded expectations, with order-to-shipment ratios at five-year highs. Multiple brokerages including Citi, CLSA, and Bank of America maintained buy-equivalent ratings with target prices ranging from HKD 191 to HKD 310. After the sharp run-up, profit-taking pressure appears to be weighing on the stock in the near term.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)