智通财经APP获悉，中银国际发布研报称，ASMPT(00522)首季业绩符合指引中位数，受惠于产品组合改善，毛利率同比上升约3.7个百分点，该股的估值较为吸引，维持“买入”评级，但目标价由98港元下调至81港元。
期内，集团净利润为8,400万元，略微胜于市场预测。中银国际表示，ASMPT先进封装业务继续快速进展，同时设备行业逐渐见底回升，其TCB业务持续获得客户认可，而SMT业务仍然拖累公司近期表现。不过，该行认为，由于有订单赶在关税暂停期90天内出货，加上产能转移带动全球资本开支上升，料集团有望受惠。
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