美银证券发表研究报告指，根据ASMPT第二季度业绩电话会议内容，认为公司目前仅处于温和复苏阶段，指出公司第二季销售额大致符合指引及市场预期，但按年增幅仅达2%，另外经营利润率、每股盈利及股本回报率均逊于上行周期时表现。 虽然第三季销售指引中位数料增长可加快至11%，但该行指出，指引仍较2021至2022年行业上行周期低超过30%，因此尽管管理层对TCB、HBM及逻辑芯片长期前景感到乐观，美银证券仍重申其“中性”评级，认为行业内其他股份更具潜力，目标价则由59港元上调至70港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.