Group 1 - ASMPT's stock price dropped over 6%, currently at 87.55 HKD with a trading volume of 165 million HKD [1] - The company announced a board meeting on October 28 to consider and approve the release of its unaudited consolidated performance for the nine months ending September 30, 2025, which will be published after market close on that day [1] - Morgan Stanley predicts ASMPT may report a loss in Q3 due to one-time restructuring expenses but encourages investors to focus on long-term growth drivers such as CoWoS-L capacity expansion, development of high-frequency memory in China, and hybrid bonding progress [1] Group 2 - Morgan Stanley's Q3 revenue guidance for ASMPT is a median of 475 million USD, representing an 11% year-over-year growth [1] - The firm believes ASMPT's revenue will meet the guidance but expects a one-time restructuring expense of approximately 360 million RMB, leading to a net loss of about 69 million RMB during the period [1]