ASMPT Limited

SEHK:522 Voorraadrapport

Marktkapitalisatie: HK$81.8b

ASMPT Toekomstige groei

Future criteriumcontroles 4/6

ASMPT zal naar verwachting groeien in winst en omzet met respectievelijk 24.8% en 14.1% per jaar. De winst per aandeel zal naar verwachting groeien met 24.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 14.9% zijn.

Belangrijke informatie

24.8%

Groei van de winst

24.82%

Groei van de winst per aandeel

Semiconductor winstgroei36.0%
Inkomstengroei14.1%
Toekomstig rendement op eigen vermogen14.94%
Dekking van analisten

Good

Laatst bijgewerkt11 Jun 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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).
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Analyseartikel • 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...
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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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Nieuw narratief • 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.

Winst- en omzetgroeiprognoses

SEHK:522 - Toekomstschattingen van analisten en financiële gegevens uit het verleden (HKD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei 522 ( 24.8% per jaar) ligt boven de spaarquote ( 3% ).

Winst versus markt: De winst van 522 ( 24.8% per jaar) zal naar verwachting sneller groeien dan de Hong Kong markt ( 12.8% per jaar).

Hoge groeiwinsten: De winst van 522 zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van 522 ( 14.1% per jaar) zal naar verwachting sneller groeien dan de markt Hong Kong ( 8.9% per jaar).

Hoge groei-inkomsten: De omzet van 522 ( 14.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen 522 zal naar verwachting over 3 jaar laag zijn ( 14.9 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/27 15:15
Aandelenkoers aan het einde van de dag2026/06/26 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ASMPT Limited wordt gevolgd door 36 analisten. 18 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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