Zhi Tong Cai Jing·2025-10-24 02:28Group 1 - ASMPT's stock price increased by 5.65%, reaching HKD 87.95, with a trading volume of HKD 77.52 million [1] - Morgan Stanley reported that mainstream semiconductor demand is recovering, and the advanced packaging market continues to grow [1] - ASMPT's third-quarter revenue guidance median is USD 475 million, representing an 11% year-on-year growth [1] Group 2 - Morgan Stanley predicts that ASMPT's revenue will meet guidance but will incur a one-time restructuring expense of approximately RMB 360 million, leading to a net loss of about RMB 69 million [1] - For the fourth quarter, Morgan Stanley forecasts revenue to reach RMB 3.646 billion, expected to grow by 7% year-on-year, and a net profit of approximately RMB 126 million, driven by advanced packaging solutions [1]