《大行》大摩恢复覆盖ASMPT(00522.HK)予“与大市同步”评级 目标价82元

阿斯达克财经
Nov 20, 2024

摩根士丹利发表研报,重新恢复对ASMPT(00522.HK) 的覆盖,给予“与大市同步”评级,目标价为82元。该行指出,半导体和电子产品制造业主流市场复苏步伐仍然缓慢,但在先进封装领域方面,ASMPT已于高带宽内存(HBM)市场取得突破。管理层预测第四季销售收入将按年跌3.5%至4.2亿美元,新增订单总额预期将按季持平,当中半导体业务受到先进封装的推动,预料较第三季增长,不过有部分会被季节性因素...

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