ASMPT Limited (ASMVF) Q3 2024 Earnings Call Transcript Summary

moomoo AIOct 31 08:51 ET · Conference Call

"Star" semiconductor companies face a "multiple-choice question": acquisition to the left, sprinting towards IPO to the right | Special Report

①Many former "star" companies in the semiconductor industry this year are at a crossroads of choosing between going public and being acquired. ②Industry insiders indicate that the current A-share IPO review environment has not changed significantly, still maintaining a tightening stance. ③Interviewed investors mentioned that, whether through acquisition or IPO, the choice should be based on industry development characteristics, with a clear hard-tech attribute receiving support from industrial policies, IPO should be preferred as a capitalization path.

cls.cnOct 31 08:43 ET

Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?

①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.

cls.cnOct 23 23:19 ET

The short-term market divergences are gradually intensifying, with particular attention paid to the internal strength of technology stocks.

Track the entire lifecycle of the main sector.

cls.cnOct 22 21:24 ET

Peak season is booming! In Q3, semiconductor companies collectively expected to report better-than-expected results. The industry is expected to transition to a mild recovery after the expected stocking cycle in the industry.

① A-share semiconductor manufacturers' performance collectively improving, market demand recovery and high-end product penetration becoming keywords; ② With the end of the peak stocking season, analysis believes the short-term semiconductor industry is entering a mild recovery phase, with a bullish outlook in the long term.

cls.cnOct 22 10:35 ET

After a 50% cumulative increase in 20 days, how far can the sci-tech innovation go? These nine indicators are worth paying attention to.

Recently, the sse science and technology innovation board 50 index has started a frenzied trend. Boc International believes that the valuation of sse science and technology innovation board 50 index has long been at historically low levels with outstanding cost performance, and the current market style transition and increased risk preference are conducive to the sse science and technology innovation board 50 index. In addition, the semiconductor product price decline is coming to an end, and the industry's profit situation is expected to improve. It also states, "Having a market is not afraid of not having money" is the most fundamental truth.

wallstreetcnOct 22 04:34 ET