《大行》花旗:ASMPT(00522.HK)次季业绩及指引强劲胜预期 重申“买入”目标价250元

阿斯达克财经
Jul 29

花旗发表报告指出,ASMPT(00522.HK) 第二季业绩远超市场预期及公司原先指引,受惠半导体及SMT业务双双表现强劲。期内收入按年增长52%至49.36亿港元(约6.3亿美元),超出公司原定介乎5.4亿至6亿美元的指引范围。整体毛利率按季改善2.9个百分点至42.4%,亦优于市场及花旗预测。ASMPT第三季收入指引中位数较市场共识高出11%,即使以指引下限计算,按年增幅亦达40%。公司订单...

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