野村发布研报称，OW热压式固晶(TCB)项目要到今年10月中旬后先会做出决定。但目前ASMPT及K&S仍在争取订单，双方均有机会赢得该项目。该行认为，现时比较难判断谁是最终赢家。野村指出，2024年第4季的常规包装订单动力或仍然疲软。ASMPT (00522) rebounded more than 5%. As of press release, it rose 2.79% to HK$81, with a turnover of HK$0.292 billion.
The Zhitong Finance App learned that ASMPT (00522) rebounded by more than 5%. As of press release, it rose 2.79% to HK$81, with a turnover of HK$0.292 billion.
According to the news, on August 16, a series of quarterly reviews of the Hang Seng Index came out. ASMPT will be included as a constituent stock of the Hang Seng Technology Index. The changes will take effect on September 10. According to CICC's previous estimates, it is expected to bring in about $0.238 billion in passive capital inflows to ASMPT.
Nomura released a research report saying that the OW thermocompression solid crystal (TCB) project will be decided until mid-October this year. However, ASMPT and K&S are still seeking orders, and both have a chance to win the project. The bank believes that it is currently difficult to determine who will be the final winner. Nomura pointed out that the momentum for regular packaging orders in the fourth quarter of 2024 may still be weak.
