大行評級|大摩:維持ASMPT“增持”評級 目標價為130港元
大摩發表報吿指,ASMPT第二季業績遜預期,第三季營收指引目標為按季下跌6.4%,較該行和市場預期分別低17%和20%。該行之前預期主流市場會温和復甦,但現時看來疲弱的情況可能會比預計持續更長時間,尤其是在中國以外的市場。
大摩維持ASMPT“增持”評級,目標價為130港元,並指該股遭拋售為吸引入市機會,預期第四季會出現季節性復甦。該行結合第二季業績及第三季指引,將ASMPT今年至後年每股盈利預測分別調低45%/33%/19%,以反映主流工具市場的長期疲弱。
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