ASMPT Limited

SEHK:522 주식 리포트

시가총액: HK$77.1b

ASMPT 향후 성장

Future 기준 점검 4/6

ASMPT (는) 각각 연간 24.6% 및 13.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.9% 로 예상됩니다.

핵심 정보

24.6%

이익 성장률

24.61%

EPS 성장률

Semiconductor 이익 성장34.6%
매출 성장률13.9%
향후 자기자본이익률14.88%
애널리스트 커버리지

Good

마지막 업데이트18 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.

이익 및 매출 성장 예측

SEHK:522 - 애널리스트 향후 추정치 및 과거 재무 데이터 (HKD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202823,8003,192851N/A12
12/31/202720,8892,4131,128N/A18
12/31/202617,8341,649212N/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

애널리스트 향후 성장 전망

수입 대 저축률: 522 의 연간 예상 수익 증가율(24.6%)이 saving rate(3%)보다 높습니다.

수익 vs 시장: 522 의 연간 수익(24.6%)이 Hong Kong 시장(12.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 522 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: 522 의 수익(연간 13.9%)이 Hong Kong 시장(연간 8.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 522 의 수익(연간 13.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 522의 자본 수익률은 3년 후 14.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 17:21
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

ASMPT Limited는 37명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tammy QiuBerenberg
Alex ChanBNP Paribas
Dong-je WooBofA Global Research