ASMPT(ASMVY)
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ASMPT(00522) - 更改香港股份过户登记处

2025-02-19 08:50
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ASMPT LIMITED 由二零二五年二月二十五日起, 本公司之股份過戶登記申請須向卓佳證券登記有限公司 提交。 於二零二五年二月二十四日下午四時三十分後仍未領取之股票, 可於二零二五 年二月二十五日起從卓佳證券登記有限公司領取。 承董事會命 ASMPT Limited 公司秘書 江俊 香港,二零二五年二月十九日 於本公告日期,本公司董事會成員包括獨立非執行董事: Orasa Livasiri 小姐 (主席)、樂錦壯先生、黃漢儀先生、鄧冠雄先生、張仰學先生及蕭潔雲女士; 非執行董事: Hichem M'Saad 博士及 Paulus Antonius Henricus Verhagen 先生;執 行董事:黃梓达先生及 Guenter Walter Lauber 先生。 (本公告之中英文版本如有任何歧義,概以英文版本為準。) 更改香港股份過戶登記處 ASMPT Limited (「本公司」) 謹此宣布, ...
ASMPT(00522) - 董事会召开日期

2025-02-11 08:41
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ASMPT LIMITED 於本公告日期,本公司董事會成員包括獨立非執行董事: Orasa Livasiri 小姐 (主席)、樂錦壯先生、黃漢儀先生、鄧冠雄先生、張仰學先生及蕭潔雲女士; 非執行董事: Hichem M'Saad 博士及 Paulus Antonius Henricus Verhagen 先生;執 行董事:黃梓达先生及 Guenter Walter Lauber 先生。 (於開曼群島註冊成立之有限公司) (股份代號:0522) (本公告之中英文版本如有任何歧義,概以英文版本為準。) 承董事會命 ASMPT Limited 公司秘書 江俊 香港,二零二五年二月十一日 董事會召開日期 ASMPT Limited(「本公司」)謹此宣布,本公司董事會會議將於二零二五年二 月二十五日(星期二)舉行,藉以(其中包括)考慮及批准刊發本公司及其附 屬公司截至二零二四年十二月三十一日止年度的全年業績公告, ...
ASMPT(00522) - 根据公司僱员股份奖励计划授予股份

2024-12-19 08:41
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對 其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 (於開曼群島註冊成立之有限公司) (股份代號:0522) 根據公司僱員股份獎勵計劃授予股份 本公告乃由公司根據上市規則第17.06A、17.06B及17.06C條作出。 茲參照於二零二零年三月二十四日獲公司採納該計劃的相關規則。根據該計劃的條款, 信託人會為獲選僱員之利益,以面值認購新股份或在聯交所購買股份。 授予每名獲選僱員的股份數量乃根據該名獲選僱員於集團的職位、工作經驗、服務年 期及工作表現等因素而釐定。 於二零二四年十二月十九日,董事會決議根據於上市規則的新第17章生效日期前獲採 納的該計劃向八名獲選僱員授予合共169,300股股份。公司將根據適用於該計劃的過渡 安排遵守上市規則的新第17章。 獎勵股份之詳情載列如下: 獎勵股份的購買價 : 無 ASMPT LIMITED 獎勵日期的股份收市價 : 港幣76.40元 按獎勵日期的收市價每股股份港幣76.40元計算,獎勵 股份的市值為港幣12,93 ...
ASMPT(00522) - 翌日披露报表

2024-12-16 08:38
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: ASMPT Limited 呈交日期: 2024年12月16日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00522 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股份 ...
ASMPT(00522) - 翌日披露报表

2024-12-12 08:49
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: ASMPT Limited 呈交日期: 2024年12月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00522 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份 ...
ASMPT(00522) - 根据收购守则规则3.7作出的公告 要约期结束

2024-11-11 08:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 就收購守則而言,有關可能私有化的要約期於本公告刊發時結束。 - 1 - 本公司股東及潛在投資者於買賣本公司證券時務請審慎行事。任何人士如對應 採取的行動或彼等的情況有任何疑問,應諮詢其股票經紀、銀行經理、律師或 其他專業顧問。 承董事會命 ASMPT Limited 董事 黃梓达 ASMPT LIMITED (於開曼群島註冊成立之有限公司) (股份代號:0522) 根據收購守則規則 3.7 作出的公告 要約期結束 本公告由 ASMPT Limited(「本公司」)根據香港公司收購及合併守則(「收購 守則」)規則 3.7 而作出。 茲提述本公司日期為二零二四年十月十四日有關可能私有化的公告(「規則 3.7 公告」)。除非另有界定,本公告所用之詞彙與規則 3.7 公告所界定者具有相同 涵義。 要約期結束 本公司謹此通知本公司股東及潛在投資者,本公司與潛在要約人已停止就可能 私有化進行討論。 香港,二零二四年 ...
ASMPT(ASMVY) - 2024 Q3 - Earnings Call Transcript
2024-10-31 12:39
Financial Data and Key Metrics - Group revenue for Q3 2024 was $428.5 million, flat quarter-on-quarter (QoQ) but down 3.7% year-on-year (YoY) [21] - Group bookings for Q3 2024 were $406.1 million, up 7.1% YoY and slightly up QoQ [21] - Group gross margin improved to 41.0%, up 94 basis points QoQ and 683 basis points YoY [21] - Adjusted net profit was HKD29.5 million, down QoQ and YoY, mainly due to a foreign exchange loss of HKD108 million [20] - Group backlog at the end of Q3 2024 was $806 million, down QoQ due to SMT backlog consumption [19] Business Line Performance - SEMI revenue was $229.4 million, up 0.7% QoQ, contributing 53.5% to group revenue [22] - SEMI bookings were $237.9 million, up 7.0% QoQ, driven by demand for mainstream wire bonders and die bonders [23] - SMT revenue was $199.2 million, down 7.5% QoQ, with bookings at $168.2 million, down 5.4% QoQ [24] - SMT maintained its leading market position despite ongoing market softness [24] Market Performance - Advanced Packaging (AP) bookings remained robust, driven by thermal compression bonding (TCB) and photonics solutions [9] - TCB solutions contributed significantly to AP bookings and revenue, with strong demand for high bandwidth memory (HBM) applications [11][13] - Photonics solutions saw meaningful order wins, particularly for 800G optical transceivers in data centers [15] Company Strategy and Industry Competition - The company's broad-based portfolio allows it to mitigate weaknesses in one segment with strengths in another, such as AP momentum offsetting mainstream weakness [10] - The company is confident in its AP business prospects, with SMT bookings bottoming out and SEMI mainstream business on a recovery path, albeit slower than anticipated [27] - The company is expanding its internal capacity for TCB production, doubling up in 2025 compared to 2024 [50] Management Commentary on Operating Environment and Future Outlook - The semiconductor industry recovery remains uneven, with non-AI-related cyclical demand recovering slower than expected [6] - Generative AI demand is vigorous, driving significant capital spending from major AI players globally [8] - The company expects Q4 2024 revenue to be between $380 million to $460 million, with a midpoint of $420 million, down 3.5% YoY and 2% QoQ [27] Other Important Information - The company proposed to dispose of a stake in its strategic joint venture, Advanced Assembly Materials International Limited (AAMI), to Shenzhen Original Advanced Compounds Co, Ltd (SOAC) [25] - This disposal is expected to create additional value for shareholders, with the group receiving no less than 20% of SOAC shares and immediate cash flow [26] Q&A Session Summary Question: Booking outlook for Q4 2024 - Group bookings are expected to be flat QoQ, with SEMI up due to AP demand and SMT down due to market softness [30] Question: Sustainability of TCB orders into 2025 - The AI momentum is expected to continue into 2025, driving demand for HBM and TCB solutions [33] Question: Potential TCB shipments in 2025 - The company does not comment on specific numbers but believes the HBM market is exciting and will continue to grow [37] Question: TCB tools for memory vs. logic - Memory tools are expected to take over in terms of volume compared to logic in 2025 due to increasing HBM demand [38] Question: Revenue recognition for bulk TCB orders - Revenue recognition will follow the shipment schedule, with production ramping up in Q4 2024 and Q1 2025 [57] Question: Photonics and silicon photonics commercialization timeline - Photonics demand is already strong, while silicon photonics is still in its infancy and expected to pick up by 2026 [62][63] Question: FX impact on financials - The company experienced a significant FX loss in Q3 due to US dollar depreciation, but a strengthening dollar could lead to positive FX impacts [83][84] Question: SEMI margin sustainability - The high SEMI margin in Q3 was due to high absorption from TCB production ramp, but future margins could fluctuate due to product mix and volume effects [88] Question: Component and capacity shortage concerns - The company mitigates supply chain risks through risk buys, ensuring timely delivery of TCB tools [91] Question: Shareholder return policy and CapEx - The group's CapEx runs between HKD400 million to HKD600 million annually, with no updates on dividend policy [99]
ASMPT(00522) - 二零二四年第三季度业绩新闻稿
2024-10-29 22:28
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ASMPT LIMITED (於開曼群島註冊成立之有限公司) (股份代號:0522) 二零二四年第三季度業績新聞稿 有關 ASMPT Limited 及其附屬公司截至二零二四年九月三十日止九個月業績的 新聞稿附載於本公告。 承董事會命 董事 黃梓达 香港,二零二四年十月三十日 於本公告日期,本公司董事會成員包括獨立非執行董事: Orasa Livasiri 小姐(主 席)、樂錦壯先生、黃漢儀先生、鄧冠雄先生、張仰學先生及蕭潔雲女士;非 執行董事: Hichem M'Saad 博士及 Paulus Antonius Henricus Verhagen 先生;執行 董事:黃梓达先生及 Guenter Walter Lauber 先生。 ASMPT 的董事對本公告所載資料的準確性共同及個別地承擔全部責任,並在作 出一切合理查詢後確認,據其所知,本公告所表達之意見乃經審慎周詳考慮後 始行發表。本公告並無遺漏其他 ...
ASMPT(00522) - 2024 Q3 - 季度业绩

2024-10-29 22:26
Financial Performance - For the third quarter of 2024, ASMPT Limited reported sales revenue of HKD 33.4 billion (USD 4.29 billion), a year-on-year decrease of 3.7% and a quarter-on-quarter increase of 0.1%[2]. - Adjusted profit for the quarter was HKD 29.5 million, down 35.0% year-on-year and down 78.5% quarter-on-quarter[9]. - The company forecasts sales revenue for the fourth quarter of 2024 to be between USD 3.8 billion and USD 4.6 billion, indicating a year-on-year decrease of 3.5% and a quarter-on-quarter decrease of 2.0%[1]. - Basic earnings per share were HKD 0.06, a year-on-year increase of 50.0% but a quarter-on-quarter decrease of 81.8%[2]. - The group reported adjusted earnings of HKD 29.5 million, a decrease compared to the previous year and quarter, primarily due to foreign exchange losses[10]. - For the three months ended September 30, 2024, the company reported a profit of HKD 23,845, a decrease from HKD 136,696 for the same period in 2023[17]. - The total comprehensive income for the period was HKD 454,537, significantly higher than HKD 5,025 in the previous year[17]. - The adjusted profit for the period, excluding restructuring costs, was HKD 29,524, with an adjusted profit margin of 0.7%[24]. - Basic earnings per share for the three months ended September 30, 2024, was HKD 0.06, compared to HKD 0.33 for the previous quarter[22][26]. - The company reported a total revenue of HKD 3,344,731 for the three months ended September 30, 2024, slightly up from HKD 3,474,436 in the same period last year[20]. Orders and Revenue Segments - The total new orders amounted to HKD 31.7 billion (USD 4.06 billion), reflecting a year-on-year increase of 7.1% and a quarter-on-quarter increase of 1.5%[9]. - The semiconductor solutions segment contributed USD 285 million in new orders, with a quarterly increase of 7.0% and a year-on-year increase of 40.1%[12]. - The semiconductor solutions segment's sales revenue was USD 229 million, reflecting a quarterly growth of 7.7% and a year-on-year growth of 13.7%[11]. - The SMT solutions segment's sales revenue was USD 199 million, down 7.5% quarter-on-quarter and down 18.2% year-on-year[13]. - The advanced packaging solutions, particularly TCB, continued to drive strong new order totals and sales revenue, benefiting from demand in generative AI and high-performance computing applications[6]. - The photonics and silicon photonics solutions contributed significantly to new order totals and sales revenue in the semiconductor solutions segment, driven by strong demand for 800G optical transceivers[7]. Profit Margins - The gross profit margin was 41.0%, up 683 basis points year-on-year and 94 basis points quarter-on-quarter[9]. - The operating profit margin was 5.3%, an increase of 343 basis points year-on-year and 129 basis points quarter-on-quarter[9]. - The gross margin for the semiconductor solutions segment improved to 48.6%, up 406 basis points quarter-on-quarter and 1,665 basis points year-on-year[11]. - The profit margin for the Semiconductor Solutions segment improved to 7.9% from 5.3% year-over-year[18]. - The operating profit margin improved to 5.3%, showing improvements both year-on-year and quarter-on-quarter[10]. Cash Position and Future Plans - The group maintained a strong cash position with total cash and bank deposits of HKD 5.47 billion and bank borrowings of HKD 2.58 billion as of September 30, 2024[10]. - The group plans to sell its stake in AAMI to SOAC, which may create additional value for shareholders due to growth potential in semiconductor materials[15]. - The company plans to continue focusing on market expansion and new product development to drive future growth[25]. Corporate Governance and Announcements - ASMPT announced a potential offer on October 14, 2024, under Rule 3.7 of the Hong Kong Code on Takeovers and Mergers[30]. - The unaudited profit figures mentioned in the announcement are considered profit forecasts under Rule 10 of the Code, requiring a report from ASMPT's auditors and financial advisors[30]. - ASMPT's auditors and financial advisors need additional time to complete their work and expect to release their report by November 11, 2024, or earlier[31]. - Shareholders and potential investors are advised to exercise caution when relying on the profit forecasts due to the announcement not meeting the standards set by Rule 10[31]. - The board of directors includes independent non-executive directors and executive directors, ensuring a diverse governance structure[32].
ASMPT(00522) - 公告 建议交易 出售资產

2024-10-23 09:44
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對 其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ASMPT LIMITED 建議交易 出售資產 建議交易及訂立資產購買協議 ASMPT Limited(「本公司」)建議通過AHKH(定義見下文,本公司全資附屬公司) 向A股上市公司(定義見下文)出售其於先進封裝材料國際有限公司(「目標公司」) 的全部股份,對價為A股上市公司將發行的新股,餘下對價以現金支付(「建議交 易」)。 於建議交易及募集配套資金(定義見下文)完成後,AHKH將持有A股上市公司不少 於20%的股份。 於二零二四年十月二十三日,AHKH與A股上市公司及A股上市公司控股股東就建議 交易訂立資產購買協議(「資產購買協議」)。 資產購買協議的主要條款 日期 二零二四年十月二十三日 (於開曼群島註冊成立之有限公司) (股份代號:0522) 公告 - 1 - 訂約方 各方均為訂約方,統稱訂約方。 建議交易 建議交易主要包括以下部分: 倘上述交易方案的任何部分因未能獲得任何必要批准(包括但不限於 ...