中金:降ASMPT(00522)目标价至72港元 维持“跑赢行业”评级

智通财经
07 May

智通财经APP获悉,中金发布研报称,由于传统业务订单持续疲弱,下调ASMPT(00522)今年收入及净利润预测25%及34%,分别至139.5亿及12.47亿元,并预计明年收入及利润分别达149.72亿和17.34亿元。该行维持集团“跑赢行业”评级,目标价下调28%至72港元。

该行表示,ASMPT首季收入同比跌0.5%,环比降8.2%;毛利率40.9%,同比跌0.97个百分点,环比升3.71个百分点。期内新增订单4.31亿美元。公司指引次季收入为4.1亿至4.7亿美元。因订单持续疲软,加上营运开支持续较高,令首季业绩低于预期。

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