Market Brief

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Author

袁鉅文先生 (Aman Yuen)
經理

金融經濟系畢業, 從事股票衍生工具投資工作已有十年, 善於技術分析及期權買賣策略.歡迎各位來電交流心得
Phone:
36670666

ASM太平洋(00522)

Tuesday, September 29, 2020 Views4772

ASM Pacific Technology Limited是一家總部位於香港的投資控股公司,主要從事半導體和電子組裝行業所用機器和工具的製造。該公司分為三個部分。 後端設備分部從事後端設備的開發,生產和銷售。其產品包括鍵合機,發光二極管(LED)設備和測試處理器等。表面貼裝技術(SMT)解決方案部門從事SMT解決方案的提供。材料部門從事引線框架業務。 該公司在中國,英國,新加坡和馬來西亞等地經營業務。

 

截至2020年6月30日的六個月,ASM Pacific Technology Limited的收入增長6%至HK $ 77億。淨收入由1.795億港元增加至3.894億港元。收入反映半導體解決方案業務分部增長17%至HK $ 36.8 億,引線框架業務分部增長16%至HK $ 9.76億。受益於半導體解決方案部門的淨收入從1.194億港元增加至4.202億港元,引線框架部門的收入從3020萬港元增加至7390萬港元 。 二零二零年上半年之每股基本盈利為港幣0.95元 。

 

 

 

儘管二零二零年下半年充滿不確定性,惟集團預期中國製造商持續的供應鏈本地化需求、5G基建配置的提速,以及集團在把握新的市場機會(例如先進封裝、矽光子、工業物聯網、迷你及微型LED解決方案、功率半導體及工業4.0解決方案)方面的良好進展等因素,有助其為股東帶來長期可持續的價值。

 

短期建議

買入價 : $80

目標價 : $87

止蝕價 : $77

 

註:本人袁鉅文為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

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