大行评级|麦格理:上调ASMPT目标价至75港元 小幅上调2025至27年盈测

格隆汇
24 Jul

麦格理发表研究报告指,ASMPT第二季收入为34.02亿港元,符合该行预期,惟逊于市场预测1%;毛利率39.7%,较该行预测高出26个基点,惟较市场预测低67个基点;净利润分别较该行及市场预测低7%和11%。公司第三季收入指引为介乎4.45亿至5.05亿美元。该行小幅上调ASMPT 2025至2027年的盈测1%、2%及2%,以反映产能多元化的上升潜力,目标价由68港元上调至75港元,评级为“跑赢大市”。

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