---
title: "Understanding the Market | ASMPT rose over 5% during the trading session, and Morgan Stanley expects the company's order-to-shipment ratio for the third quarter to remain above 1"
description: "ASMPT rose over 5% during the trading session, and as of the time of publication, it was up 5.65%, trading at HKD 87.95, with a transaction volume of HKD 77.5294 million. Morgan Stanley released a res"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/262531337.md"
published_at: "2025-10-24T02:25:04.000Z"
---

# Understanding the Market | ASMPT rose over 5% during the trading session, and Morgan Stanley expects the company's order-to-shipment ratio for the third quarter to remain above 1

> ASMPT rose over 5% during the trading session, and as of the time of publication, it was up 5.65%, trading at HKD 87.95, with a transaction volume of HKD 77.5294 million. Morgan Stanley released a research report stating that mainstream semiconductor demand is recovering, and the advanced packaging market continues to grow. Currently, it is estimated that ASMPT's order shipment ratio for the third quarter will remain above 1. In terms of performance, the median revenue guidance for ASMPT in the third quarter is USD 475 million, representing an annual growth of 11%. Morgan Stanley currently predicts that the company's revenue will meet the guidance but believes that there will be a one-time restructuring expense of approximately RMB 360 million during the period, resulting in a net loss of about HKD 69 million. As for the fourth quarter, the bank forecasts revenue to reach HKD 3.646 billion, expected to grow 7% year-on-year, and to turn a profit of approximately HKD 126 million quarter-on-quarter, mainly driven by advanced packaging boosting semiconductor solutions revenue

According to the Zhitong Finance APP, ASMPT (00522) rose over 5% during the trading session, and as of the time of writing, it was up 5.65%, trading at HKD 87.95, with a transaction volume of HKD 77.5294 million.

Morgan Stanley released a research report stating that mainstream semiconductor demand is recovering, and the advanced packaging market continues to grow. It is currently estimated that ASMPT's order shipment ratio for the third quarter will remain above 1. In terms of performance, the median revenue guidance for ASMPT in the third quarter is USD 475 million, representing an 11% year-on-year growth. Morgan Stanley currently predicts that the company's revenue will meet the guidance but believes that there will be a one-time restructuring expense of approximately RMB 360 million during the period, resulting in a net loss of about RMB 69 million. As for the fourth quarter, the bank forecasts revenue could reach RMB 3.646 billion, expected to grow 7% year-on-year, and turn a profit of approximately RMB 126 million quarter-on-quarter, mainly driven by advanced packaging boosting semiconductor solution revenue

### Related Stocks

- [00522.HK - ASMPT](https://longbridge.com/en/quote/00522.HK.md)
- [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access \| MS Stock News | Morgan Stanley Wealth Management has announced a reduction in transaction fees for its private shares marketplace, Equit | [Link](https://longbridge.com/en/news/276345597.md) |
| Iste Wins Semiconductor FOUP Cleaner Equipment Sales Order from SK Hynix; SK Hynix Adds 3% | Iste Wins Semiconductor FOUP Cleaner Equipment Sales Order from SK Hynix; SK Hynix Adds 3% | [Link](https://longbridge.com/en/news/276407493.md) |
| The Market Looks Calm — That’s The Trap | Rare under the hoodThe index looks calm. Under the surface, it’s anything but.Market internals just did something they’v | [Link](https://longbridge.com/en/news/276226647.md) |
| Mouser Electronics to Highlight Latest Semiconductors and Technologies for Engineers at DesignCon 2026 | Mouser Electronics will showcase its latest semiconductors and technologies at DesignCon 2026, taking place from Februar | [Link](https://longbridge.com/en/news/276069036.md) |
| Analog Devices Sees Massive Q2 Upside Driven By AI Infrastructure Boom | Analog Devices (ADI) reported strong Q1 results, with revenues of $3.16 billion, exceeding estimates. Analysts from JPMo | [Link](https://longbridge.com/en/news/276357540.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
