里昂发表研究报告,ASMPT(00522.HK) 去年第四季经调整后纯利达1.81亿元,2026财年第一季收入指引胜于预期,预订量增长指引达按年40%及按季20%。公司将2028年热压焊接(TCB)总目标市场(TAM)预测上调至16亿美元,维持其市占率目标35%至40%,其主流业务增长正受益于人工智能增长所推动。该行指,将公司今年及明年经调整后纯利预测分别上调15%至11.76亿元及上调5%至...
Source Link里昂发表研究报告,ASMPT(00522.HK) 去年第四季经调整后纯利达1.81亿元,2026财年第一季收入指引胜于预期,预订量增长指引达按年40%及按季20%。公司将2028年热压焊接(TCB)总目标市场(TAM)预测上调至16亿美元,维持其市占率目标35%至40%,其主流业务增长正受益于人工智能增长所推动。该行指,将公司今年及明年经调整后纯利预测分别上调15%至11.76亿元及上调5%至...
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