智通财经APP获悉，建银国际发布研报称，考虑到汽车和工业应用需求持续疲软，认为ASMPT(00522)表面贴装技术(SMT)业务收入表现或更为保守，相应将2025至2027年盈利预测下调3%、12%及1%，预期加强销售和营销力度，以及对前沿封装工具的研发投入，将导致集团营运开支提升，目标价从100港元下调至90港元，维持“跑赢大市”评级。
建银国际指，ASMPT 2025年首季业绩基本符合预期，收入同比持平，符合公司此前指引，略低于该行及市场普遍预测，撇除重组成本和一次性开支，非香港财务报告准则下的净利润环比提升3%。至于第二季，公司收入指引为4.1亿至4.7亿美元，按中位数计同比增长3%，环比增长10%，略低于市场预期的环比增长14%。
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