大行评级丨里昂:上调ASMPT目标价至95港元 维持“跑赢大市”评级

中金财经
Oct 31

  里昂发表报告指,ASMPT第三季经调整净利较上季下滑24%至1.006亿港元,低于市场预期的2.008亿港元,主要由于毛利率下降。报告指,公司TCB业务稳步推进,成功从两家全球高阶记忆体制造商获取业界首笔HBM4 12H订单。主流业务增长受惠于人工智能需求。基于更高市净率倍数,将目标价由76.6港元上调至95港元,并维持“跑赢大市”评级。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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