《大行》建银国际降ASMPT(00522.HK)目标价至90元 维持“跑赢大市”评级

阿斯达克财经
06 May

建银国际发表研究报告指,ASMPT(00522.HK) 2025年首季业绩基本符合预期,收入按年持平,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按季提升3%。至于第二季,公司收入指引为介乎4.1亿至4.7亿美元,按中位数计按年增长3%,按季增长10%,略低于市场预期的按季增长14%。

建银国际指,考虑到汽车和工业应用需求持续疲软,认为ASMPT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元下调至90元,维持“跑赢大市”评级。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 12:25。)

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