智通财经APP获悉，花旗发布研究报告称，维持ASMPT(00522)“买入”评级，目标价110港元。
公司第三季收入和毛利率均超出预期，纯利则因汇兑亏损而未达预期。收入及毛利增长主要受惠于先进封装(AP)，而主流半导体解决方案(SEMI)复苏缓慢，表面贴装技术(SMT)则继续受到需求疲软的影响。该行指，公司预期第四季收入落在3.8亿美元至4.6亿美元之间，指引的中间值反映收入同比微跌3.5%和按季跌2%，差过市场预期。
该行认为，公司第三季表现合理，因为纯利不如预期只因汇兑亏损，而收入及毛利胜预期;短期挑战，特别是SMT属预期之内;热压焊接(TCB)的走势依然强劲，高频宽记忆(HBM)在10月有令人鼓舞的突破。
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