You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|麥格理:下調ASMPT目標價至68港元 評級降至“中性”
格隆匯 02-27 11:00
麥格理髮表報吿表示,ASMPT去年第四季業績表現遜於預期,主要是表面黏着技術(SMT)業務毛利率低,收入按年持平至34億港元,大致符合預期。毛利率按年跌509個基點,遜於預期,每股盈利按年跌94%,遜於預期。該行料,公司SMT業務將持續受壓,由於終端市場疲軟,令其面臨巨大的銷量及價格壓力,該行相信,該情況將會持續下去,並有機會進一步侵蝕利潤率。管理層表示,SMT訂單能見度較低,尤其在汽車及工業等領域,目前表現疲軟。該行預料,今年下半年或會觸底,但呈提前復甦的上行風險。該行將ASMPT今年及明年盈利預測分別下調85%及67%,目標價由111港元下調至68港元,其評級由“跑贏大市”降至“中性”,投資者宜等待更佳的介入點。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account