麦格理：ASMPT(00522)目标价大升88%至117.81港元评级升至“跑赢大市”

智通财经网04-25

智通财经APP获悉，麦格理发布研究报告称，ASMPT(00522)先进封装(AP)长远增长可见度增加，升今明两年盈测分别25%及3%，目标价大升88%至117.81港元;考虑来自晶圆厂等的AP订单有望增加，评级亦由“跑输大市”一举升至“跑赢大市”。报告中称，公司首季业绩胜预期，受惠于毛利率胜预期，经营溢利较市场预期高出12%。不过次季收入指引4.1亿美元，以中位数计按季升2%，同比跌18%，较市场...

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麦格理：ASMPT(00522)目标价大升88%至117.81港元 评级升至“跑赢大市”

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麦格理：ASMPT(00522)目标价大升88%至117.81港元评级升至“跑赢大市”