小摩:升ASMPT(00522.HK)目标价至67港元 维持“中性”评级

智通财经
24 Jul
【小摩:升ASMPT(00522.HK)目标价至67港元 维持“中性”评级】智通财经APP获悉,摩根大通发布研报称,ASMPT(00522.HK)次季盈利略逊于预期,但由于持续的先进封装动能和中国主流半导体有所改善,第三季指引和订单表现略优于预期。该行考虑到尽管公司TCB和先进封装的比例上升,但毛利率仍然平稳,且经营开支维持在高位,营运杠杆或需时显现。该行将公司目标价由58港元上调至67港元,维持“中性”评级。

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