花旗表示，ASMPT宣布将关闭内地一间生产较旧的主流半导体设备厂房，为公司透过停止非核心生产以优化全球供应链的持续行动。管理层预计对产品交付没有影响，并继续致力于内地市场。该行指，该一次性3.6亿元重组成本或降低第三季及第四季半导体业务毛利率，但更精简成本基础将为明年毛利率提供上望空间。该行料第三季为短期底部，并伴随明年的强劲盈利复苏。该行重申对该股“买入”评级，目标价由75港元上调至85港元。
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