ASMPT早盘高开逾4% 建银国际将目标价上调至190港元

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May 04
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  ASMPT(00522)早盘高开逾4%,截至发稿,股价上涨3.92%,现报169.5港元,成交额2744.605万港元。

  ASMPT公布,拟出售目标公司ASMPT NEXX已发行及发行在外的所有普通股,涉及总购买价为现金1.2亿美元。于交割后,目标公司将不再为公司的附属,其财务业绩不再并入集团之综合财务报表内。

  近日,建银国际发布研报称,受SEMI和SMT带动,ASMP(00522)2026年第一季订单创下历史新高。盈利表现胜预期。维持“跑赢大市”评级。将目标市账率倍数由原先3倍上调至2026财年预估的4.6倍,并据此将目标价由125港元上调至190港元。

  报告指,由于销售表现改善及利润率回升势头增强,将2026财年及2027财年经调整净利润预测上调分别39%及10%。由于AP(先进封装)在IC生产中的重要性日益提升、ASMPT在AP设备特别是TCB领域的领先地位,以及公司业务重心逐渐转向后端AP的趋势。

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