ASMPT（522）株式概要
ASMPT社は投資持株会社で、世界中の半導体および電子機器組立産業で使用される機械、工具、材料の設計、製造、販売を行っている。 詳細
522 Community Fair Values
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Analyst Price Targets
ASMPT Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | HK$184.60 |
| 52週高値 | HK$186.80 |
| 52週安値 | HK$51.40 |
| ベータ | 1.38 |
| 1ヶ月の変化 | 19.48% |
| 3ヶ月変化 | 75.98% |
| 1年変化 | 252.29% |
| 3年間の変化 | 189.34% |
| 5年間の変化 | 80.27% |
| IPOからの変化 | 11,437.50% |
最新ニュース
ナラティブの更新 • 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).
ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • Jun 24
ASMPT Limited's (HKG:522) Business Is Trailing The Industry But Its Shares Aren't
It's not a stretch to say that ASMPT Limited's ( HKG:522 ) price-to-sales (or "P/S") ratio of 1.7x right now seems...
新しいナラティブ • 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.株主還元
| 522 | HK Semiconductor | HK 市場 | |
|---|---|---|---|
| 7D | 7.3% | 6.9% | -1.5% |
| 1Y | 252.3% | 99.2% | 11.3% |
業界別リターン: 522過去 1 年間で99.2 % の収益を上げたHong Kong Semiconductor業界を上回りました。
リターン対市場: 522過去 1 年間で11.3 % の収益を上げたHong Kong市場を上回りました。
価格変動
| 522 volatility | |
|---|---|
| 522 Average Weekly Movement | 7.9% |
| Semiconductor Industry Average Movement | 10.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in HK Market | 15.7% |
| 10% least volatile stocks in HK Market | 3.5% |
安定した株価: 522 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 522の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1975 | 9,000 | Robin Gerard Ng | www.asmpt.com |
ASMPT Limited は投資持株会社で、世界中の半導体および電子機器組立産業で使用される機械、工具、材料の設計、製造、販売を行っている。事業セグメントは2つ：半導体ソリューションと表面実装技術ソリューション。同社は、成膜プロセス装置、ウェーハ分離装置、AOI/FOL装置、ダイアタッチ装置、ワイヤーボールボンディング装置、ディスペンシング装置、封止ソリューション装置、CIS装置を提供している。また、シングレーション、トリム、フォームシステム、LEDテスト、ソーティング、テーピングシステム、焼結装置、テストおよびフィニッシュハンドリングシステムも提供している。さらに、表面実装技術、アドバンスド・パッケージング・ソリューション、封止ソリューション、MEMソリューション、パワー・ソリューション、LED/光ソリューション、フォトニクス・ソリューション、COBソリューション、スタックダイ・ソリューション、スマートSMTファクトリー・ソリューション、イメージセンサー・アプリケーションも提供している。さらに、代理店や物流サービスも提供している。旧社名はASM Pacific Technology Limitedで、2022年6月にASMPT Limitedに社名変更した。ASMPTリミテッドは1975年に設立され、シンガポールに本社を置いている。
ASMPT Limited 基礎のまとめ
| 522 基礎統計学 | |
|---|---|
| 時価総額 | HK$77.13b |
| 収益（TTM） | HK$1.30b |
| 売上高(TTM) | HK$14.70b |
59.4x
PER（株価収益率5.2x
P/Sレシオ522 は割高か？
公正価値と評価分析を参照収益と収入
| 522 損益計算書（TTM） | |
|---|---|
| 収益 | HK$14.70b |
| 売上原価 | HK$9.10b |
| 売上総利益 | HK$5.59b |
| その他の費用 | HK$4.29b |
| 収益 | HK$1.30b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.11 |
| グロス・マージン | 38.06% |
| 純利益率 | 8.84% |
| 有利子負債／自己資本比率 | 24.8% |
522 の長期的なパフォーマンスは？
過去の実績と比較を見る| ASMPT 配当日 | |
|---|---|
| 配当落ち日 | May 12 2026 |
| 配当支払日 | May 29 2026 |
| 配当落ちまでの日数 | 12 days |
| 配当支払日までの日数 | 5 days |
522 配当は確実ですか？
522 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/23 09:51 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ASMPT Limited 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| Tammy Qiu | Berenberg |
| Alex Chan | BNP Paribas |
| Dong-je Woo | BofA Global Research |