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《大行報告》建銀國際降ASMPT(00522.HK)評級至「中性」 目標價維持81元
阿思達克 07-31 11:24
建銀國際發表報告指出,ASMPT(00522.HK)第二季收入按年跌25%至39億元,按季持平,略爲高過市場預期,但與公司指引一致;跌幅主要由於行業狀況疲弱,以及持續消化庫存。期內,半導體解決方案分部(SEMI)及SMT解決方案分部的銷售分別按年跌46%及升5%,按季則分別升7%及跌6%。毛利率按年收窄1.6個百分點至40.1%。純利按年跌66%至3.07億元,按季則跌3%,較市場預期低出18%。至於公司對第三季收入指引介乎4.1億至4.8億美元,意味着按年跌23%或按季跌11%,與市場預期按季增長5%不符。 該行對ASMPT的全年盈利預測維持不變,但料在訂單疲弱的情況下,對2024及2025年的預測略爲下調。該行維持公司目標價81元,評級由「跑贏大市」下調至「中性」。
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