花旗:ASM太平洋(0522.HK)中国产能料受挫 削目标价至124港元
花旗发表研究报告表示,新冠疫情爆发将影响ASM太平洋(0522.HK)在内地工厂的生产情况,估计需待今年下半年到明年上半年才逐渐恢复正常,因此大削目标价20.51%,由156港元下调至124港元,维持“买入”评级。
花旗指,ASM太平洋预计今年首季将损失在中国约三分之一的产能,故下调该公司今、明两年盈利预测各32%及37%。尽管公司短期会受到影响,但仍建议投资者考虑其长期的增长前景。

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