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《大行報告》瑞銀升ASMPT(00522.HK)目標價至118元 訂單前景復甦
阿思達克 02-29 12:01
瑞銀發表報告指,ASMPT(00522.HK)去年第四季銷售額略為高於預期,毛利率則優於預期,主要因為產品組合改善。公司指引今年首季收入3.7億至4.3億美元,以中位數計、按季跌8%,但預期訂單情況改善,主要受先進封裝及自動工具的訂單推動。 該行預期公司今年收入增長14%,毛利率由去年的39.3%提升至41.8%,受惠規模效益及產品組合持續改善。維持其「買入」評級,目標價由108元上調至118元。
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