ASMPT (522) Hisse Özeti
Bir yatırım holding şirketi olan ASMPT Limited, dünya çapında yarı iletken ve elektronik montaj endüstrilerinde kullanılan makine, alet ve malzemelerin tasarımı, üretimi ve pazarlamasıyla ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
522 Community Fair Values
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Analyst Price Targets
ASMPT Limited Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | HK$161.30 |
| 52 Haftanın En Yüksek Seviyesi | HK$244.40 |
| 52 Haftanın En Düşük Seviyesi | HK$59.60 |
| Beta | 1.43 |
| 1 Aylık Değişim | -22.75% |
| 3 Aylık Değişim | 16.80% |
| 1 Yıllık Değişim | 159.12% |
| 3 Yıllık Değişim | 103.66% |
| 5 Yıllık Değişim | 57.37% |
| Halka arzdan bu yana değişim | 9,981.25% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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.Hissedar Getirileri
| 522 | HK Semiconductor | HK Pazar | |
|---|---|---|---|
| 7D | -14.2% | -15.7% | 0.3% |
| 1Y | 159.1% | 54.3% | -3.9% |
Getiri vs. Endüstri: 522 geçen yıl % 54.3 oranında getiri sağlayan Hong Kong Semiconductor sektörünü aştı.
Getiri vs Piyasa: 522 geçen yıl % -3.9 oranında getiri sağlayan Hong Kong Piyasasını aştı.
Fiyat Oynaklığı
| 522 volatility | |
|---|---|
| 522 Average Weekly Movement | 12.0% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.6% |
| 10% most volatile stocks in HK Market | 16.3% |
| 10% least volatile stocks in HK Market | 3.6% |
İstikrarlı Hisse Senedi Fiyatı: 522 hisse senedi fiyatı, son 3 ayda Hong Kong piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: 522 'nin haftalık oynaklığı ( 12% ) geçen yıl boyunca sabit kaldı, ancak hala Hong Kong hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1975 | 9,000 | Robin Gerard Ng | www.asmpt.com |
Bir yatırım holding şirketi olan ASMPT Limited, dünya çapında yarı iletken ve elektronik montaj endüstrilerinde kullanılan makine, alet ve malzemelerin tasarımı, üretimi ve pazarlamasıyla ilgilenmektedir. İki segmentte faaliyet göstermektedir: Yarı İletken Çözümleri ve Yüzey Montaj Teknolojisi Çözümleri. Şirket, biriktirme işlemi ekipmanı, gofret ayırma ekipmanı, AOI/FOL ekipmanı, kalıp takma ekipmanı, tel bilye bağlama ekipmanı, dağıtım ekipmanı, kapsülleme çözümleri ekipmanı ve CIS ekipmanı sağlamaktadır.
ASMPT Limited Temel Bilgiler Özeti
| 522 temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | HK$67.65b |
| Kazançlar(TTM) | HK$1.30b |
| Gelir(TTM) | HK$14.70b |
52.1x
F/K Oranı4.6x
P/S Oranı522 aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| 522 gelir tablosu (TTM) | |
|---|---|
| Gelir | HK$14.70b |
| Gelir Maliyeti | HK$9.10b |
| Brüt Kâr | HK$5.59b |
| Diğer Giderler | HK$4.29b |
| Kazançlar | HK$1.30b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Jul 28, 2026
| Hisse başına kazanç (EPS) | 3.10 |
| Brüt Marj | 38.06% |
| Net Kâr Marjı | 8.84% |
| Borç/Özkaynak Oranı | 24.8% |
522 uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.9%
Mevcut Temettü Verimi23%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/18 22:07 |
| Gün Sonu Hisse Fiyatı | 2026/07/17 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
ASMPT Limited 36 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Tammy Qiu | Berenberg |
| Alex Q. Chan | BNP Paribas |
| Dong-je Woo | BofA Global Research |