港股异动 | ASMPT涨超7%，公司拟剥离SMT业务，花旗称有助释放公司价值

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1月27日，ASMPT盘中涨超7%，消息面上，ASMPT近日宣布计划剥离旗下SMT业务。花旗发布研报称，剥离SMT业务将使公司专注于半导体设备和先进封装业务，有助释放股份价值。花旗相信，随着ASMPT转型为一家半导体设备公司，其股价可能突破历史估值区间。瑞银也认为此举属正面，因公司可以专注半导体及先进封装，理顺经营及资源分配。SMT业务传统上利润率及技术门槛较低，与半导体行业有不同行业周期。报告称...

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Citigroup says it will help release the company's value","themeId":"25db3a02abd990ece83a1666efea984e","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0ce7b7c1f60093177b3a6a7982800979","symbols_score_info":{"00522":2},"content_text":"1月27日，ASMPT盘中涨超7%，消息面上，ASMPT近日宣布计划剥离旗下SMT业务。花旗发布研报称，剥离SMT业务将使公司专注于半导体设备和先进封装业务，有助释放股份价值。花旗相信，随着ASMPT转型为一家半导体设备公司，其股价可能突破历史估值区间。瑞银也认为此举属正面，因公司可以专注半导体及先进封装，理顺经营及资源分配。SMT业务传统上利润率及技术门槛较低，与半导体行业有不同行业周期。报告称，如ASMPT选择剥离或分拆，由于先进封装生意机遇，利润率及盈利有望结构性上升，迎来潜在估值重评。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606273008","isCrawlerRequest":true}