【研报掘金|中金:下调ASMPT目标价至72港元 下调今年收入及净利润预测】中金发表研究报告指,ASMPT首季收入按年跌0.5%,按季降8.2%;毛利率40.9%,按年跌0.97个百分点,按季升3.71个百分点。期内新增订单4.31亿美元。公司指引次季收入介乎4.1亿至4.7亿美元。该行表示,由于传统业务订单持续疲弱,下调ASMPT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。

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中金发表研究报告指,ASMPT首季收入按年跌0.5%,按季降8.2%;毛利率40.9%,按年跌0.97个百分点,按季升3.71个百分点。期内新增订单4.31亿美元。公司指引次季收入介乎4.1亿至4.7亿美元。该行表示,由于传统业务订单持续疲弱,下调ASMPT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。

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