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| HSI1 | 25,249.48 | -518.60 | 364.30B |
| HSCEI1 | 8,483.95 | -124.76 | 121.32B |
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2026-03-04 16:11:30 ASMPT (00522.HK)'s management elevated its TCB TAM forecast to US$1.6 billion by 2028, implying a CAGR of 30% from US$759 million in 2025, higher than the previous forecast of US$1 billion by 2027, Macquarie published a research report saying. The updated TAM reflects the rapid acceleration of investments in AI logic and high bandwidth memory (HBM). Macquarie raised its 2026/ 2027/ 2028 earnings forecasts by 6%/ 6%/ 3% each to account for strong revenue growth in the SEMI business driven by AI and advanced packaging, partially offset by the downcycle in the SMT business. Therefore, the broker rated ASMPT at Outperform, and lifted its target price by 5% to $140. ~ AASTOCKS Financial News Website: www.aastocks.com | |