花旗发表研究报告指，ASMPT(00522.HK) 第三季的收入及毛利率胜于预期，惟盈利因汇率亏损而逊于预期。先进封装持续带动增长，虽然需求仍然疲弱，但管理层认为主流的半导体解决方案(SEMI)开始复苏，而表面贴装技术(SMT)亦开始触底反弹。鉴于正常的季节因素，第四季指引显示收入将出现季节性下滑。
花旗表示，对ASMPT明年增长拐点有信心，TCB将迎来转折点，销售额将按年增加一倍。新获得的TCB和潜在的私有化出价或成为其正面股价催化剂，维持“买入”评级，目标价由110元下调至105元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-31 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.