汇丰研究发表报告指，ASMPT(00522.HK) 第三季撇除外汇换算及重组成本后，每股核心盈利为0.37元，较该行及市场预期(0.49及0.42元)低；收入及毛利率则符合公司指引及市场预期。由于持续重组成本、较高的行政成本及外汇换算亏损，每股盈利逊于预期。至于ASMPT第四季的销售指引则符合预期。
汇丰研究相信ASMPT在韩国SK Hynix可能仅获得第二供应商的地位，因为热压焊接(TCB)的应用至今仍集中在 AI 加速器，相对于智能手机和个人电脑而言仍属较小规模。该行认为，TCB的销售额可能在明年达到高峰，因为设备的持续投入已被消化。智能手机和个人电脑的明确路线图或会令预测上扬，但考虑到目前没有公开披露的技术路线图，因此仍持保守态度。
该行将集团2024至26年每股盈测下调21%、6%及6%，目标价由78元下调至73元，续予“持有”评级。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-31 12:25。)
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