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《大行報告》高盛上調ASMPT(00522.HK)目標價至105元 料先進封裝成下一個驅動力
阿思達克 12-04 15:22
高盛發表評級報告,預料ASMPT(00522.HK)第四季收入受壓,按季跌2%,因表面貼裝技術(SMT)設備需求持續受壓,並在過去兩年期間由強勁需求逐步放緩,故該行預料先進封裝將會成為下一個驅動力。即使近期宏觀環境受壓,以及行業進入下行周期,該行仍對ASMPT中長線發展前景持正面態度,受惠人工智能、高性能計算系統(HPC)及記憶體客戶。 該行指,基於宏觀環境疲軟,限制了下游客戶資本支出預算,料公司第四季訂單仍疲弱;該行預料,第四季收入按季跌2%、按年跌22%至34億元,介乎管理層指引的30億至36元之間,毛利率則回復至39%。 該行將公司今年第四季、明年及2025年的盈利預測分別下調13%、上調5%及上調6%,而第四季收入預測則下調5%,並維持2024年至25年收入預測不變。該行將其目標價由94元上調至105元,維持其評級為「買入」。(ca/cy) ~
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