大摩：维持ASMPT(00522)“与大市同步”评级下调目标价至63港元

智通财经2025-03-11

智通财经APP获悉，摩根士丹利发布研报称，维持ASMPT(00522)“与大市同步”评级，目标价由82港元下调至63港元。该行基于去年第四季业绩及今年首季指引，下调对ASMPT今明两年每股盈利预测75%及34%。大摩指出，ASMPT去年第四季业绩未达预期，公司预计今年第一季收入以中位数计将按季跌9%。该行认为，半导体及表面贴装技术解决方案的毛利率，分别从48.6%及32.3%降至42.6%及...

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大摩：维持ASMPT(00522)“与大市同步”评级 下调目标价至63港元

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大摩：维持ASMPT(00522)“与大市同步”评级下调目标价至63港元