小摩：升ASMPT(00522)目标价至175港元料未来几季数个催化剂推动股价上涨

智通财经网04-24

智通财经APP获悉，摩根大通发布研报称，ASMPT(00522)今年首季业绩及次季指引，均远高于市场预期，主要受惠于半导体及表面贴装技术(SMT)收入强劲，以及半导体毛利率改善。小摩预计，ASMPT今年收入增长约30%至40%，因其先进封装持续扩张，以及AI服务器电路板及电源管理IC带动主流半导体和SMT解决方案强劲复苏。故上调今明两年每股盈利预测35%及21%，目标价由130港元升至175港元，评级“增持”。

该行认为，公司未来几季有数个催化剂推动股价上涨包括积压的HBM4订单，可能在SK海力士解决其Rubin芯片的逻辑基板挑战后，于今年下半年获得释放; 同时，公司正与所有DRAM制造商就HBM4E TCB的认证合作进行广泛磋商等。

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