Zhi Tong Cai Jing·2026-02-23 01:45Core Viewpoint - ASMPT's stock has risen over 5%, currently at 110.7 HKD, driven by positive market trends in advanced logic packaging and improvements in the OSAT market [1] Group 1: Company Performance - ASMPT's stock price increased by 5.53%, with a trading volume of 89.49 million HKD [1] - Morgan Stanley has included ASMPT in its positive catalyst watchlist due to strong capital expenditure trends in the advanced logic packaging sector [1] Group 2: Financial Forecast - Morgan Stanley raised its earnings per share forecasts for ASMPT by 7% and 15% for the fiscal years 2026 and 2027, respectively [1] Group 3: Market Outlook - The company is expected to increase its long-term total addressable market size for TCB equipment and is confident in gaining more market share [1] - ASMPT is set to provide updates on its progress in the high bandwidth memory (HBM) TCB market, noting a favorable capital expenditure environment in China and among major OSAT players [1]