-- 根据周三在香港交易所发布的公告，ASMPT（港交所代码：0522）2026年第一季度实现归属于母公司股东的净利润2.538亿港元，较上年同期的8360万港元增长约三倍。 这家芯片设备制造商的每股收益为0.78港元，高于上年同期的0.27港元。 数据显示，营收同比增长32%，从30亿港元增至40亿港元。 该公司表示，人工智能技术带来的强劲需求支撑了增长，订单量同比增长72%。 该公司预计第二季度营收为5.4亿美元至6亿美元，环比增长12%，同比增长37%（取中间值5.7亿美元）。
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Equities
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
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Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
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