大行评级丨花旗:重申ASMPT“买入”评级及250港元目标价 Q4收入指引中值超预期9%

格隆汇
Yesterday
花旗发表研究报告指,ASMPT(0522.HK)第三季业绩大致符合预期,受先进封装、SEMI主流业务及SMT带动,收入52.47亿港元,按年升49%、按季升6%,符合原先6.3亿至6.9亿美元指引。纯利5.33亿港元,低于市场预期的5.78亿港元,但仍符合花旗估算。管理层预期第四季收入介乎6.7亿至7.3亿美元,意味中间值按年增长约38%,较市场预期高约9%,下限亦高于市场预期。花旗重申对ASMPT的“买入”评级,目标价250港元,看好先进封装需求受订单趋势支持。

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