Company Profile

ASMPT Limited

0522 · HK
Industry
AI Semiconductor Equipment
Exchange
HK
Current Price
HK$178.6
Live · Oct 5, 2026
Fair Buy
≤ HK$88
Margin-of-safety entry
Baillie Growth Score
45/100
Weak
Intrinsic Value · Three-Tier Range Current price HK$178.6 Live · Between the fair and optimistic ranges

Composite valuation range · conservative HK$80–HK$88 / fair HK$132–HK$178 / optimistic HK$253–HK$285. At HK$178.6, Between the fair and optimistic ranges.

At publication HK$135.1 (Jul 31, 2026)

About the company

Company overview coming soon.

Background

History

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Industry position

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Research on this stock
45/100 Hold ASMPT: Record Bookings and a Real TCB Inflection, but at 135.10 HKD There Is No Conservative-Case Margin of Safety ASMPT supplies back-end semiconductor packaging and electronics-assembly equipment through two segments, with its earnings mix shifting toward thermo-compression bonding and other advanced-packaging tools. First-half 2026 bookings rose 85.1% to HK$12.75 billion for a book-to-bill of 1.43 and adjusted gross margin reached 41.2%, but 2025 operating cash flow was only HK$243 million and the HBM4 opportunity remains at qualification rather than volume production. Rating Hold: the bookings inflection and SEMI margin recovery are real, yet at HK$135.10 the shares sit above the HK$108 conservative value and offer no margin of safety. ASMPT Limited0522 · HKAI Semiconductor EquipmentJul 31, 2026