ASE Technology Holding (3711) Earnings: February Sales Surge to NT$44.96 Billion with Strong Buy Ratings

ASE Technology Holding on Smartkarma

Analyst coverage of ASE Technology Holding on Smartkarma provides insightful perspectives on the company’s performance and future outlook. Patrick Liao‘s recent research reports offer contrasting sentiments on ASEH (3711.TT; ASX.US). In a bullish lean analysis, Liao discusses the seasonal decline in 1Q25 for both EMS and IC ATM sales, but highlights potential upside from the new US BIS policy. With new policies in place, especially against non-listed OSAT vendors, ASEH’s business could benefit, although the exact impact is yet to be quantified.

On the other hand, in a bearish lean report, Liao notes the slightly downward trend in 4Q24 for ASEH. Despite expectations for a decline in EMS sales, there is a slight growth anticipated in ATM sales. Looking ahead, the 2025 outlook presents opportunities for recovery and growth, particularly in leading-edge business segments. Tech Supply Chain Tracker also contributes a bullish outlook, emphasizing Taiwan’s technological advancements and their impact on global tech industries, with specific mentions of breakthroughs in quantum computing and electric vehicles.

A look at ASE Technology Holding Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

ASE Technology Holding Co., Ltd. is showing a positive long-term outlook, based on its Smartkarma Smart Scores. With a strong score of 4 for Dividend and Momentum, the company is demonstrating robust performance in these areas. The Dividend score indicates a solid track record of paying dividends, while the Momentum score suggests positive price momentum. Additionally, a Value score of 3 reflects a fair valuation, indicating that the company’s stock may be priced reasonably. Growth and Resilience scores of 3 and 2, respectively, also contribute to the overall positive outlook for ASE Technology Holding.

ASE Technology Holding Co., Ltd. offers assembly and testing services in Taiwan, with a focus on outsourced assembly, semiconductor testing, packaging, and related services. With a balanced set of Smart Scores, the company appears well-positioned for continued performance and potential growth in the long term. Investors may find ASE Technology Holding an attractive option for its combination of dividend stability, momentum in stock price, and overall value within the industry.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
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