智通财经APP获悉,花旗发布研报称,ASMPT(00522)第一季度业绩符合预期,主要是受惠于TCB(热压键合)大宗销售及半导体产品毛利率复苏。由于主流需求仍然疲软,第二季业绩展望略为令人失望。管理层相信,其TCB可为封装HBM4提供特别效能,而HBM4可于下半年起量产。鉴于非先进封装(AP)业务复苏的不确定性上升,花旗下调集团预测,惟相信股价下调幅度有限,将目标价由75港元降至65港元,维持“买入”评级。
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