CIASMPT@EC2611B

CICC Raises ASMPT Target Price to HKD 210

JPMorgan Raises Earnings Forecast and Target Price for ASMPT

HSBC and Others Adjust Ratings and Target Prices for Multiple Companies

BlackRock Reduces Stake in ASMPT to 5.66%

ASMPT Reports Significant Q1 Revenue and Profit Growth Exceeding Expectations

ASMPT released FY2026 Q1 earnings on April 21 After-Market (BJT), actual revenue HKD 3.967 B (forecast HKD 3.883 B), actual EPS HKD 0.61 (forecast HKD 0.5602)

ASMPT Secures HBM4 Equipment Orders and Predicts Significant Growth in TC Bonding Machine Market

Citi Reiterates Buy Rating on ASMPT with Target Price of HKD 145

ASMPT to Release FY2026 Q1 Earnings on April 21 After-Market (BJT), Forecast Revenue HKD 3.883 B, EPS HKD 0.6022

JPMorgan Increases Long Position in ASMPT Ltd. to 7.48%

ASMPT to Hold Annual General Meeting to Approve Dividends and Authorizations

FIL Limited Sells ASMPT Shares to 9.99% Holding

ASMPT Sees Significant Profit Growth Through AI Packaging Equipment

Morgan Stanley Raises ASMPT Target Price to HKD 130 and Reiterates Overweight Rating

JPMorgan Upgrades ASMPT Outlook and Raises Target Price

BOC International Upgrades ASMPT Rating and Target Price to HKD 133

Bank of America Upgrades ASMPT's Earnings Forecast and Target Price

UBS Raises ASMPT Target Price to HKD141 and Maintains 'Buy' Rating

Macquarie Raises ASMPT Target Price to HKD140

ASMPT Considers Divesting SMT Business to Focus on Terminal Markets

SOMERLEY CAP

TIANLI HOLDINGS

CPM GROUP

FUTONG TECH

NICHE-TECH SEMI

SINO ICT

COSMOS MACH

UBOT HOLDING

SAMPLE TECH

PERENNIAL INT'L

00522

SOXL

ASMPT Limited reported Q1 2026 sales of HK$3,966.8 million and net income of HK$253.82 million, with Q2 2026 revenue guidance of US$540 million to US$600 million, exceeding market expectations. This reflects strong operational traction in its SEMI segment, reshaping investment narratives. Despite positive guidance, risks remain due to customer concentration and cyclical capex. Analysts project HK$21.1 billion revenue and HK$2.7 billion earnings by 2029, with a fair value estimate of HK$125.77, indicating a potential downside. Investors are encouraged to consider both optimistic and cautious perspectives on ASMPT's future.

Simplywall

ASMPT

Direxion Semicon Bull 3X

The Bull Case For ASMPT (SEHK:522) Could Change Following SEMI-Driven Q2 Guidance Beat On Expectations - Learn Why

AMAT

Reuters

Applied Materials

Hang Seng Index

BUZZ-Hong Kong-listed ASMPT climbs on unit sale to Applied Materials

ASM Pacific Technology Announces Disposal Of Asmpt Nexx To Applied Materials

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ASMPTannounced the sale of its subsidiary ASMPT NEXX to Applied Materials, Inc.for USD120 million in cash. The transaction is expected to yield a net gain of approximately USD11 million upon completion. Following the sale, ASMPT NEXX will no longer be a subsidiary, and its financial results will not be included in ASMPT's consolidated statements. This divestment allows ASMPT to focus on its backend packaging business.

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ASMPT  to Sell ASMPT NEXX for USD120M

Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX | AMAT Stock News

StockTitan

Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX | AMAT Stock News

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CICC has reaffirmed its Buy rating for ASMPT Ltd (ASMVF) with a price target of HK$210.00, while the stock closed at HK$165.80. The analyst consensus for ASMPT is Strong Buy, with a target of HK$177.90, indicating a 7.30% upside. Additionally, DBS also maintains a Buy rating with a price target of HK$185.00.

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CICC

CICC Sticks to Their Buy Rating for ASMPT Ltd (ASMVF)

At midday, the HSI fell 173 points (0.7%) to 25,752, while the HSTI dropped 60 points (1.2%) to 4,879. WUXI APPTEC surged over 14%, hitting a new high. Other notable movements included KB LAMINATES, ASMPT, and HUISHANG BANK also reaching new highs. In contrast, CATL and SUNNY OPTICAL saw significant declines. Active heavyweights like XIAOMI and BABA experienced losses, with short selling ratios indicating high market activity.

Hang Seng China Enterprises Index

WUXI APPTEC

KB LAMINATES

HUISHANG BANK

XIAOMI-W

BABA-W

MEITUAN

TENCENT

CATL

SUNNY OPTICAL

HORIZONROBOT-W

CHINAHONGQIAO

XINYI SOLAR

361 DEGREES

HAIXI PHARMA

ZHIDA TECH

160 HEALTH

DALIPAL HLDG

WASION HOLDINGS

NANSHAN AL INTL

WuXi AppTec

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

Alibaba

BABA-WR

Alibaba HK SDR 5to1

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

CATL HK SDR 30to1

HSI Closes Midday at 25,752, Down 173 pts; HSTI Closes Midday at 4,879, Down 60 pts; WUXI APPTEC Up over 14%; WUXI APPTEC, KB LAMINATES, ASMPT, HUISHANG BANK Hit New Highs

CCBI has raised ASMPT's target price to HKD190 following record quarterly orders and a positive earnings outlook. The report highlights a 39% and 10% increase in adjusted net profit forecasts for FY2026 and FY2027, respectively, driven by strong sales and margin recovery. ASMPT's leading position in advanced packaging (AP) equipment, particularly in the TCB segment, supports this upgrade. The broker maintains an Outperform rating, emphasizing ASMPT as a solid long-term investment in the semiconductor sector.

CCBI Raises ASMPT  TP to HKD190 as Quarterly Orders Hit Record with Positive Outlook

CIASMPT@EC2611B(28685.HK)

The Bull Case For ASMPT (SEHK:522) Could Change Following SEMI-Driven Q2 Guidance Beat On Expectations - Learn Why

BUZZ-Hong Kong-listed ASMPT climbs on unit sale to Applied Materials

ASM Pacific Technology Announces Disposal Of Asmpt Nexx To Applied Materials

ASMPT to Sell ASMPT NEXX for USD120M

Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX | AMAT Stock News

CICC Sticks to Their Buy Rating for ASMPT Ltd (ASMVF)

HSI Closes Midday at 25,752, Down 173 pts; HSTI Closes Midday at 4,879, Down 60 pts; WUXI APPTEC Up over 14%; WUXI APPTEC, KB LAMINATES, ASMPT, HUISHANG BANK Hit New Highs

CCBI Raises ASMPT TP to HKD190 as Quarterly Orders Hit Record with Positive Outlook