汇丰:升ASMPT目标价10%至73.7港元 维持“持有”评级
Group 1 - HSBC Global Research has raised the target price for ASMPT by 10% to HKD 73.7, maintaining a "Hold" rating [1] - The upward revision in earnings per share for ASMPT for 2025 and 2026 is 3% and 10% respectively, which remains below market expectations by 4% and 3% [1] - The latest gross margin forecasts for ASMPT from HSBC for 2025, 2026, and 2027 are 40.4%, 41.9%, and 42.6%, compared to previous forecasts of 39.3% and 40.2% for 2025 and 2026 [1] Group 2 - The report indicates that there is still uncertainty in the competitive landscape, which influences the decision to maintain the "Hold" rating [1]