ASMPT Limited

SEHK:522 株式レポート

時価総額：HK$88.1b

ASMPT 将来の成長

Future 基準チェック /46

ASMPT利益と収益がそれぞれ年間24.8%と14.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.9% 24.8%なると予測されています。

主要情報

24.8%

収益成長率

24.82%

EPS成長率

Semiconductor 収益成長36.0%
収益成長率14.1%
将来の株主資本利益率14.94%
アナリストカバレッジ

Good

最終更新日11 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
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...
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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.

業績と収益の成長予測

SEHK:522 - アナリストの将来予測と過去の財務データ ( )HKD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202823,8503,214919N/A12
12/31/202721,1512,4541,115N/A18
12/31/202617,8501,656195N/A17
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
6/30/201515,1161,749N/A1,538N/A

アナリストによる今後の成長予測

収入対貯蓄率: 522の予測収益成長率 (年間24.8% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: 522の収益 ( 24.8% ) はHong Kong市場 ( 12.8% ) よりも速いペースで成長すると予測されています。

高成長収益: 522の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 522の収益 ( 14.1% ) Hong Kong市場 ( 8.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: 522の収益 ( 14.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 522の 自己資本利益率 は、3年後には低くなると予測されています ( 14.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/18 12:06
終値2026/06/18 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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