ASMPT Limited

Report azionario SEHK:522

Capitalizzazione di mercato: HK$69.5b

ASMPT Crescita futura

Criteri Future verificati 4/6

ASMPT prevede che gli utili e i ricavi cresceranno rispettivamente di 23.9% e 13.9% all'anno. Si prevede che l'EPS crescerà di 23.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.6% in 3 anni.

Informazioni chiave

23.9%

Tasso di crescita degli utili

23.79%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili35.5%
Tasso di crescita dei ricavi13.9%
Rendimento futuro del capitale proprio14.55%
Copertura analitica

Good

Ultimo aggiornamento31 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Jul 29

522: Rich P/E Expectations And Special Dividends Will Elevate Downside Risk

Analysts have trimmed their ASMPT price target to about HK$84 from roughly HK$90. This reflects updated assumptions that combine slightly higher projected revenue growth and profit margins with a more conservative future P/E multiple and discount rate.
Aggiornamento narrativa • Jul 15

522: Q2 Revenue Strength And Interim Dividend Expectations Will Support Future Repricing

Analysts have raised their fair value estimate for ASMPT to HK$310.00 from HK$297.89, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What’s in the News for ASMPT ASMPT has scheduled a board meeting on July 28, 2026 to review and approve interim results for the six months ended June 30, 2026, and to consider the payment of an interim dividend.
Aggiornamento narrativa • Jul 01

522: AI Packaging Orders And Q2 Strength Will Support Future Repricing

Analysts have lifted their ASMPT price target to about HK$298 from roughly HK$282, reflecting updated assumptions for revenue growth, profit margins and future P/E, as well as a slightly lower discount rate. What’s in the News for ASMPT ASMPT received a repeat order for eight Firebird chip to wafer Thermo Compression Bonding tools from a leading global integrated device manufacturer, following use of the tools in high volume manufacturing since 2024.
Aggiornamento narrativa • Jun 17

522: Dividends And Strong Q2 Guidance Will Support Future Repricing

Analysts have lifted their fair value estimate for ASMPT from HK$200.00 to about HK$282.44, citing updated assumptions for revenue growth, profit margins, discount rate and a higher future P/E multiple. What’s in the News for ASMPT ASMPT declared a special dividend of HK$0.79 per share for the year ended December 31, 2025, as approved at the AGM held on May 7, 2026.
Aggiornamento narrativa • Jun 03

522: Dividends And Stronger SEMI Outlook Will Support Measured Upside

Analysts now frame ASMPT with a higher indicative fair value of about HK$175, up from roughly HK$126, guided by updated assumptions for revenue growth, profit margin and future P/E, along with a slightly adjusted discount rate. What's in the News ASMPT declared a special dividend of HK$0.79 per share for the year ended 31 December 2025, as approved at the AGM held on 7 May 2026.
Aggiornamento narrativa • May 19

522: Higher Revenue Guidance And Special Dividends Will Increase Downside Risk

Analysts have revised their fair value estimate for ASMPT from about HK$73.70 to about HK$90.22, citing updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News The board will meet on April 21, 2026 to consider the announcement of unaudited consolidated results for the three months ended March 31, 2026 (company announcement).
Aggiornamento narrativa • May 03

522: Dividend Payouts And Q2 Revenue Guidance Will Support Future Repricing

Analysts have raised their price target on ASMPT from HK$160 to HK$200, citing updated assumptions that include a slightly lower discount rate, revised revenue growth expectations, a small adjustment to profit margin, and a modestly higher future P/E multiple. What's in the News ASMPT issued group revenue guidance for the second quarter of 2026 in a range of US$540 million to US$600 million, with the midpoint above current market consensus and mainly driven by SEMI (Corporate Guidance).
Aggiornamento narrativa • Apr 19

522: Dividend Payouts And Q1 Guidance Will Support Future Share Repricing

Analysts have kept their ASMPT price target steady at HK$160.0, with only small model tweaks to the discount rate, revenue growth, profit margin and future P/E underpinning the unchanged view. What's in the News A board meeting is scheduled for April 21, 2026 to consider the unaudited consolidated results for the three months ended March 31, 2026 for publication (company announcement).
Articolo di analisi • Apr 17

ASMPT's (HKG:522) Promising Earnings May Rest On Soft Foundations

Unsurprisingly, ASMPT Limited's ( HKG:522 ) stock price was strong on the back of its healthy earnings report. However...
Aggiornamento narrativa • Apr 05

522: Dividend Payouts And Steady Assumptions Will Support Upside Through Leadership Transition

Analysts have kept their fair value estimate for ASMPT broadly steady at about HK$125.77, with only slight adjustments to the discount rate, long term revenue growth, profit margin assumptions and future P/E. As a result, the updated price target signal for you remains largely unchanged in HK$ terms.
Aggiornamento narrativa • Mar 22

522: Dividend Payouts And Margin Outlook Will Support Future Share Repricing

Analysts have lifted their price target on ASMPT from HK$130.91 to HK$160.00, citing updated assumptions that point to higher revenue growth and profit margins, alongside a slightly higher discount rate and a lower future P/E multiple. What's in the News The board recommends a special cash dividend of HK$0.79 per share for the year ended 31 December 2025, subject to approval at the 2026 AGM on 7 May 2026.
Aggiornamento narrativa • Mar 08

522: Higher Earnings Assumptions Will Support Upside As Leadership Transition Progresses

Analysts have raised their fair value estimate for ASMPT from HK$94.85 to about HK$125.77, citing updated assumptions that include revised revenue growth, profit margin and future P/E expectations, along with a slightly higher discount rate. What's in the News Board meeting scheduled for March 3, 2026 to consider and approve the final results of ASMPT and its subsidiaries for the year ended December 31, 2025, and to consider the payment of a final dividend (company announcement).
Aggiornamento narrativa • Feb 22

522: CEO Transition And Higher Margin Assumptions Will Heighten Downside Risk

Analysts have raised their ASMPT price target slightly to HK$73.70, reflecting small adjustments to their assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News A board meeting is scheduled for March 3, 2026 to consider and approve the announcement of ASMPT's final results for the year ended December 31, 2025 for publication, and to consider the payment of a final dividend (Key Developments).
Aggiornamento narrativa • Feb 08

522: Higher Profit Assumptions Will Likely Expose Downside Risk

Analysts have lifted their price target for ASMPT from HK$56.60 to HK$73.70, citing updated assumptions for revenue growth, profit margins, and a slightly revised P/E outlook that together support a higher estimated fair value. Valuation Changes Fair Value: updated from HK$56.60 to HK$73.70, representing a sizeable upward reset in the estimated share value.
Articolo di analisi • Feb 02

ASMPT (HKG:522) May Have Issues Allocating Its Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Aggiornamento narrativa • Jan 24

522: Reset To Hold Rating Will Support Future Share Repricing

Analysts lifted their fair value estimate for ASMPT from about HK$99.69 to roughly HK$130.91, with the higher price target of HK$90 cited in recent research reflecting revised assumptions on discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the fair value estimate of roughly HK$130.91 sits well above the cited HK$90 price target.
Articolo di analisi • Jan 14

ASMPT Limited (HKG:522) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

ASMPT Limited ( HKG:522 ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Aggiornamento narrativa • Jan 09

522: Improving Order Momentum Will Support Balanced Prospects Under New Hold Rating

Analysts have inched their fair value estimate for ASMPT up from about HK$94.57 to HK$94.85, reflecting a slightly higher Street price target of HK$90 and fine tuning of assumptions around the discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent research reflects a more balanced stance on ASMPT, with the latest move shifting to a Hold rating while still lifting the price target to HK$90 from HK$73.
Articolo di analisi • Jan 04

ASMPT Limited's (HKG:522) Intrinsic Value Is Potentially 44% Above Its Share Price

Key Insights ASMPT's estimated fair value is HK$117 based on 2 Stage Free Cash Flow to Equity Current share price of...
Articolo di analisi • Dec 17

Is Now The Time To Look At Buying ASMPT Limited (HKG:522)?

ASMPT Limited ( HKG:522 ), is not the largest company out there, but it received a lot of attention from a substantial...
Aggiornamento narrativa • Dec 14

522: Improving Order Momentum Will Sustain Performance Amid Downgraded Rating

Analysts have raised their price target on ASMPT to HK$90 from HK$73, citing slightly higher near term growth expectations and valuation multiples that still support modest upside despite a more cautious overall stance. Analyst Commentary Analysts describe the rating change as a recalibration rather than a fundamental shift in the long term outlook.
Aggiornamento narrativa • Nov 29

522: Market Momentum Will Sustain Performance Amid Upgraded Risk Assessment

Analysts have raised ASMPT’s price target from HK$73 to HK$90, reflecting a positive reassessment of the company’s fair value, even though the recommendation remains more cautious. Analyst Commentary Recent analyst coverage reflects a nuanced view of ASMPT’s current position and future prospects, balancing recognition of improved valuation with ongoing uncertainties about the company’s growth trajectory and market conditions.
Articolo di analisi • Nov 23

These 4 Measures Indicate That ASMPT (HKG:522) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento narrativa • Nov 15

522: Ongoing Momentum In Core Segments Will Drive Performance Through 2025

Analysts have raised ASMPT's price target from HK$73 to HK$90, reflecting moderate improvements in the revenue growth outlook and updated discount rate assumptions. Analyst Commentary Recent updates from Street research have led to a nuanced view on ASMPT's outlook, resulting in a revised price target of HK$90.
Aggiornamento narrativa • Nov 01

522: Margins Will Strengthen As Global Supply Chain Optimization Continues

ASMPT's analyst price target has been raised significantly from HK$82.63 to HK$94.13, with analysts citing improved margin outlooks and a modestly higher valuation, despite a recent ratings downgrade. Analyst Commentary Analyst opinions on ASMPT reflect a balanced perspective, highlighting both positive factors supporting the company’s valuation and growth, as well as areas of caution related to execution and market environment.
Aggiornamento narrativa • Oct 18

Advanced Packaging And AI Will Expand Semiconductor Markets

ASMPT Price Target Sees Modest Increase on Improved Outlook Analysts have raised their price target for ASMPT, increasing it from $81.23 to $82.63. This change is due to a slightly stronger revenue growth forecast and a modest adjustment to discount rate assumptions.
Aggiornamento narrativa • Oct 04

Advanced Packaging And AI Will Expand Semiconductor Markets

Analysts have slightly raised their price target for ASMPT, increasing it from $80.70 to $81.23. Recent updates to fair value, projected discount rate, revenue growth, and profit margin estimates reflect incremental optimism in the company’s outlook.
Articolo di analisi • Aug 07

Does ASMPT (HKG:522) Have A Healthy Balance Sheet?

SEHK:522 1 Year Share Price vs Fair Value Explore ASMPT's Fair Values from the Community and select yours The external...
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Nuova narrativa • Dec 19

Advanced Packaging And Photonics Innovations Will Propel Growth And Boost Margins Amid AI Surge

Strong demand for advanced packaging and thermal compression bonding solutions positions ASMPT for revenue growth and improved margins.

Previsioni di crescita degli utili e dei ricavi

SEHK:522 - Stime future degli analisti e dati finanziari passati (HKD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202825,5253,3672,226N/A14
12/31/202722,3592,5851,498N/A18
12/31/202619,0931,820663N/A17
6/30/202616,3901,573N/AN/AN/A
3/31/202614,6981,300N/AN/AN/A
12/31/202513,7361,085-251243N/A
9/30/202513,591-51N/AN/AN/A
6/30/202513,274245-35973N/A
3/31/202513,215249N/AN/AN/A
12/31/202412,4832945661,020N/A
9/30/202413,230416N/AN/AN/A
6/30/202413,3604052,0072,421N/A
3/31/202413,919577N/AN/AN/A
12/31/202314,6977151,8932,348N/A
9/30/202315,623907N/AN/AN/A
6/30/202316,7111,5091,8602,339N/A
3/31/202318,0142,106N/AN/AN/A
12/31/202219,3632,6202,4482,943N/A
9/30/202221,2343,266N/AN/AN/A
6/30/202222,9053,6542,7363,202N/A
3/31/202222,8783,480N/AN/AN/A
12/31/202121,9483,1692,1892,543N/A
9/30/202120,0562,365N/AN/AN/A
6/30/202117,4891,5321,7152,045N/A
3/31/202116,0581,125N/AN/AN/A
12/31/202014,7006282,2312,677N/A
9/30/202016,418838N/AN/AN/A
6/30/202013,4818621,9912,632N/A
3/31/202015,603533N/AN/AN/A
12/31/201914,030694N/A2,834N/A
9/30/201916,202614N/AN/AN/A
6/30/201917,209994N/A2,569N/A
3/31/201918,8651,708N/AN/AN/A
12/31/201819,5512,216N/A1,942N/A
9/30/201819,0102,463N/AN/AN/A
6/30/201818,9542,725N/A2,219N/A
3/31/201818,1072,697N/AN/AN/A
12/31/201717,5232,815N/A1,621N/A
9/30/201716,8162,744N/AN/AN/A
6/30/201715,9032,463N/A1,477N/A
3/31/201715,1482,066N/AN/AN/A
12/31/201614,2491,464N/A1,958N/A
9/30/201613,6571,130N/AN/AN/A
6/30/201612,691726N/A1,949N/A
3/31/201612,783805N/AN/AN/A
12/31/201512,977956N/A1,186N/A
9/30/201513,4951,147N/AN/AN/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 522 ( 23.9% all'anno) è superiore al tasso di risparmio ( 3.1% ).

Guadagni vs Mercato: Si prevede che gli utili di 522 ( 23.9% all'anno) cresceranno più rapidamente del mercato Hong Kong ( 12.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 522 cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di 522 ( 13.9% all'anno) crescerà più rapidamente del mercato Hong Kong ( 8.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 522 ( 13.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 522 sarà basso tra 3 anni ( 14.6 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/06 13:58
Prezzo dell'azione a fine giornata2026/08/06 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

ASMPT Limited è coperta da 37 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Tammy QiuBerenberg
Alex Q. ChanBNP Paribas
Dong-je WooBofA Global Research