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港股异动 | ASMPT(00522)涨超5% 公司未来受益订单趋势上升的潜在重估 机构料订单量将进一步改善
智通财经网· 2025-10-09 01:43
Core Viewpoint - ASMPT's stock has risen over 5% following a report from Nomura, which highlights the company's potential to secure next-generation Chip on Wafer (oW) TCB orders, indicating a positive outlook for future orders and valuation [1] Group 1: Company Performance - ASMPT's stock price increased by 5.05%, reaching 94.75 HKD, with a trading volume of 95.6122 million HKD [1] - Nomura has raised ASMPT's target price from 90 HKD to 125 HKD, maintaining a "Buy" rating based on anticipated order trends [1] Group 2: Market Position and Opportunities - ASMPT has qualified to become a potential second supplier for oW TCB, alongside K&S, indicating a significant market opportunity [1] - The company is expected to see improved order volumes starting from Q4 of this year, driven by the expansion of CoWoS production lines and multiple oS TCB orders from its clients [1] - An increase in traditional packaging orders from China is also anticipated for ASMPT [1]