bearish
ASE Technology: Demand Pull-Ins and Tariff Fears Create an Uneven Outlook for Backend Services
339 Views30 Apr 2025 15:56
We rate ASE Neutral due to global slowdown risks, non-cheap valuation, and insufficient near-term exposure to AI/advanced packaging drivers.
What is covered in the Full Insight:
- ASE 1Q25 Earnings Overview
- ATM Segment Performance
- LEAP's Role in ASE's Growth
- Tariff Risks and Global Exposure
- Investment and Valuation Outlook
SUMMARY
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- ASE Technology: Demand Pull-Ins and Tariff Fears Create an Uneven Outlook for Backend Services30 Apr 2025
- ASEH (3711.TT; ASX.US): Slight Upside in 2Q25; Uncertainty Expected in 2H Due to Tariffs.30 Apr 2025
- ASEH (3711.TT; ASX.US): The Overall 4Q24 Trend Is Slightly Downward QoQ.31 Oct 2024
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