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《大行報告》麥格理降ASMPT(00522.HK)評級至「中性」 目標價下調至72.94元
阿思達克 07-27 11:05
麥格理發表研究報告指,ASMPT(00522.HK)第二季營運利潤及淨收入較預期低18%,第三季收入指引按年跌23%,按季降11%,同樣低於市場預期。該行預計,集團的半導體收入將在2024年首季恢復增長;集團預計汽車業務仍會下滑,而先進封裝表現仍然較亮眼。 該行提到,鑑於汽車及表面貼裝技術(SMT)前景惡化,而其他業務短期內未有改善,將2023年營收和淨利潤分別下調6%和30%,將2024年淨利潤預測下調19%,而2025年的預測則上調25%。該行又將其目標價由85.05元下調至72.94元,評級由「跑贏大市」降至「中性」。
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