里昂研究报告指，ASMPT(00522.HK) 第三季利润不如市场预期，差距达86%，但经过调整外汇影响后，实际差距为21%。公司期内收入达指引上限，毛利率也超出预期0.7个百分点。对于主流设备，ASMPT认为半导体解决方案(SEMI)的复苏速度较其预期缓慢，而表面贴装技术(SMT)订单已见底。其高带宽内存(HBM)的热压焊接(TCB)进展良好，已收到来自一家领先HBM厂商的大宗订单，并计划在12月开始发货。
该行下调其盈利预测并更新估值，目标价从80元上调至82.1元，维持“持有”评级。(vc/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-30 16:25。)
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