Digitalization And IoT Will Fuel Mature Semiconductor Demand

AnalystHighTarget

Not Invested

Consensus Narrative from 20 Analysts

Published

28 Jul 25

Updated

21 Aug 25

AnalystHighTarget's Fair Value

HK$57.02

6.7% undervalued

21 Aug

HK$53.20

212.6%

14.1%

212.6%

14.1%

Author's Valuation

HK$57.0

6.7% undervalued

AnalystHighTarget Fair Value

Narrative

Updates0

AnalystHighTarget Fair Value

HK$57.0

6.7% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

14.08%

Semiconductors revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.45%

Calculation

US$678.96m

Earnings '28

26.14x

PE Ratio '28

US$17.75b

Market Cap '28

US$17.75b

Market Cap '28

1.75b

No. shares '28

US$10.13

Share Price '28

US$10.13 Share Price '28

Discounted to 2025 @ 11.50% p.a.

US$7.31

Fair Value '25

US$7.31 Fair Value '25

Converted to HKD @ 7.8144 USD/HKD Exchange Rate

HK$57.12

Fair Value '25