《大行》建银国际降ASMPT(00522.HK)目标价至100元 最坏情况可能已过

阿斯达克财经
Feb 27, 2025

建银国际表示,ASMPT(00522.HK) 2024年第四季业绩因毛利率降低及经营开支增加而未达预期。先进封装业务表现强劲,主流工具将复苏。为反映更保守的表面贴装技术(SMT)业务销售预测和较低的利润率展望,该行将ASMPT的2025/2026财年盈利预测分别下调25%/5%,预计销售与市场推广力度加大以及尖端封装工具研发导致的经营开支上升,可能对公司利润率和盈利能力构成压力。该行对ASMPT的...

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