《大行》中金升ASMPT(00522.HK)目标价至210元 首季业绩和指引胜预期

阿斯达克财经
Apr 27

中金发表报告指,由于强劲的下游需求同时推动SEMI和SMT业务增长,ASMPT(00522.HK) 首季业绩和指引高于该行预期。报告指,ASMPT公布首季业绩,基于持续经营业务和经调整业绩收入39.67亿港元,订单7.27亿美元,按年增长71.6%,按季增长46%,创近四年新高,显著超出该行预期。经调整毛利率按年跌1.51个百分点,因SMT收入占比上升导致,得益于SEMI板块内部产品组合的优化。经...

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