Dahua Jixian released a report stating that ASMPT's second-quarter results were generally in line with expectations, revenue was in the middle of the guidance range, and orders greatly exceeded expectations due to large orders from smartphone customers. According to the report, the continued improvement in ASMPT order momentum may mean the beginning of a new round of capital expenditure cycles, and continued progress in artificial intelligence-related products may enhance investor confidence in the short term. The bank lowered ASMPT's profit forecast for the 2025 to 2027 fiscal year by 17.7%, 13.6% and 6.5% to HK$801 million, $1,583 million and HK$2,127 billion respectively; maintaining the “buy” rating, the target price was raised from HK$68 to HK$92.4.

Zhitongcaijing · 07/24/2025 05:25
Dahua Jixian released a report stating that ASMPT's second-quarter results were generally in line with expectations, revenue was in the middle of the guidance range, and orders greatly exceeded expectations due to large orders from smartphone customers. According to the report, the continued improvement in ASMPT order momentum may mean the beginning of a new round of capital expenditure cycles, and continued progress in artificial intelligence-related products may enhance investor confidence in the short term. The bank lowered ASMPT's profit forecast for the 2025 to 2027 fiscal year by 17.7%, 13.6% and 6.5% to HK$801 million, $1,583 million and HK$2,127 billion respectively; maintaining the “buy” rating, the target price was raised from HK$68 to HK$92.4.