智通财经网·2025-11-24 02:19Core Viewpoint - ASMPT's stock has dropped over 3% following its removal from the Hang Seng Tech Index, despite third-quarter earnings meeting expectations, primarily driven by AI-related advanced packaging and mainstream business [1] Group 1: Company Performance - ASMPT's third-quarter revenue met expectations, benefiting from advanced packaging and mainstream business related to AI [1] - The gross margin was reported at 35.7%, influenced by the product mix [1] - The company reported a net loss of 269 million yuan, primarily due to the impact of the Shenzhen factory liquidation [1] Group 2: Adjustments and Forecasts - After excluding restructuring costs and inventory write-offs, the adjusted profit for the quarter was 102 million yuan [1] - Due to the cancellation of one-time orders and the restructuring of the Shenzhen factory, the revenue forecast for 2025 has been reduced by 5% to 13.56 billion yuan [1] - The net profit forecast for 2025 has been cut by 75% to 250 million yuan, while the profit forecast for 2026 remains unchanged [1]