《大行報告》匯豐研究升ASMPT(00522.HK)目標價至78元 評級「持有」
匯豐研究發表報告指,由於半導體解決方案分部(semi)和表面貼裝技術(SMT)產品組合改善,ASMPT(00522.HK)第四季業績勝預期。該行維持對ASMPT「持有」評級,目標價從72元上調至78元。不過,考慮到第四季營運利潤率下降,調低2023至2024財年每股盈利預測2至6%。雖然預計公司2024財年的盈利將從低基數回升,但認為已反映在高於平均的估值。
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