大行評級|花旗:ASMPT私有化談判停止短期內影響負面 維持“買入”評級
ASMPT昨日收市後公佈,與潛在要約人已停止就可能私有化進行討論,就收購守則而言,有關可能私有化的要約期已結束。花旗發表研報指,相關公吿對ASMPT近期應該為負面消息,因為部分投資者希望私有化談判,能為其股價下行提供支撐。自首次公佈私有化討論消息以來,ASMPT股價已下跌16%,該行相信私有化討論終止已部分反映於股價當中,且認為明年熱壓焊接(TCB)增長轉折點即將到來。考慮到有一間領先的高頻寬存儲器(HBM)製造商在TCB方面取得重大突破,後續訂單可能會在2025年發佈;TCB進入其他HBM製造商的機會上升;年底前可能獲得無助焊劑TCB資格,花旗認為ASMPT目前的市盈率並不高,故將其目標價定於105港元,維持“買入”評級。
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