Hua Hong Semiconductor Community

SEHK:1347 Community

1 Narratives written by author
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7 Fair Values set on narratives written by author

Hua Hong Semiconductor

AN

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Aggressive Expansion Will Pressure Margins, But New Leadership Could Strengthen Future Position

Key Takeaways Aggressive expansion and new production lines could lead to short-term overcapacity and pressure on net margins. Competition and exchange rate volatility pose risks to earnings and revenue growth, while localization efforts may compress margins initially.

HK$31.95

FV

8.1% overvalued

18.45%

Revenue growth p.a.

0

0

4

5 days ago