You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
ASM太平洋(00522.HK):首季新增訂單額料強勁 但預期未能與去年同期相比
阿思達克 02-23 12:12
ASM太平洋(00522.HK)行政總裁黃梓達表示,去年SEMI及SMT業務新增訂單總額均創新高,加上成本優化措施,帶動經營利潤率按年提升10.1個百分點,達18.9%。他透露,早前獲得的熱壓焊接(TCB)近1億美元大訂單,有部分將於首季入賬,目前情況來看今年首季新增訂單額強勁,但由於去年首季新增訂單總額高達逾10億美元,因此預期今年首季未能與去年同期相比較。 他表示,汽車行業電動化趨勢,推動去年汽車解決方案業務收入貢獻提升,預期發展趨勢持續,未來會加強汽車解決方案及先進封裝業務拓展,又指農曆新年假期後中國市場客戶興趣已見回升。 對於半導體短缺問題,他認爲情況反映出市場供不應求,對作爲設備供應商的ASM太平洋是好事,預期短缺情況持續較長時間,未來數季仍會透過增加零部件庫存、將產品重新設計以改用替代零件等方式應對,又指若非面對行業挑戰,預期首季收入將高於預測的6.4億至6.9億美元。 公司全年派發股息3.9元,按年增加約44.4%,派息比率爲51%,較2020年的68%下降。他表示,過去十一年派發股息及回購金額爲累計自由現金流的80%,認爲在業務增長下約50%的派息比率可爲股東帶來可觀及可持續的回報。 問到公司股價是否被低估,他表示,股價走勢超出管理層可控制範圍,未來會繼續專注提升經營效率,又指現階段無回購計劃。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account