大华继显发表研究报告指,ASMPT(00522.HK) 去年第四季业绩差过预期,仅勉强盈亏平衡,主要受到主流工具的复苏缓慢拖累。今年首季指引持续疲软,SMT解决方案业务仍然缓慢,不过毛利率在产品组合改善下或会扩张,先进封装业务维持是惟一亮点,共同封装光学(CPO)及光子(photonic)加入热压焊接(TCB)为未来数年的主要增长动力。该行称,ASMPT主流工具今年有望复苏,但展望仍不明朗,目标价...
Source Link大华继显发表研究报告指,ASMPT(00522.HK) 去年第四季业绩差过预期,仅勉强盈亏平衡,主要受到主流工具的复苏缓慢拖累。今年首季指引持续疲软,SMT解决方案业务仍然缓慢,不过毛利率在产品组合改善下或会扩张,先进封装业务维持是惟一亮点,共同封装光学(CPO)及光子(photonic)加入热压焊接(TCB)为未来数年的主要增长动力。该行称,ASMPT主流工具今年有望复苏,但展望仍不明朗,目标价...
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