智通财经APP获悉，瑞银发布研报称，在过去几个季度未能达到预期后，ASMPT(00522)第二季销售指引达4.1亿至4.7亿美元，即按季增加2%至17%，符合市场预期8%至10%的按季增长。该行认为这是关键，并反映主流半导体解决方案(SEMI)及表面贴装技术(SMT)工具订单的稳定。此外，瑞银将ASMPT的2025及2026财年收入增长预测由9%及19%，分别下调至8%及14%;每股盈利预测由2.08及4.36元，分别下调至1.63及3.48元。该行亦将ASMPT目标价由85港元下调至77港元，维持“买入”评级。
瑞银提及，ASMPT首季订单按季增长3%，略高于预期，管理层预计第二季订单将保持稳定。由于SEMI和SMT的产品组合有所改善，第一季的毛利率从去年第四季的37.2%稳步提高至40.9%。该行预期，ASMPT的毛利率将维持在40%水平，并随着订单稳定和先进封装贡献增加而改善。
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