Advanced Packaging And AI Will Expand Semiconductor Markets

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AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Consensus Narrative from 19 Analysts

Published

19 Dec 24

Updated

01 May 25

AnalystConsensusTarget's Fair Value

HK$80.70

5.3% undervalued

04 Sep

HK$76.45

1Y

-3.2%

7D

7.7%

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1Y

-3.2%

7D

7.7%

You can edit this narrative until May 12 6:00 AM. Then, changes will post as Updates.

Author's Valuation

HK$80.7

5.3% undervalued

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 2.13%

Shared on23 Apr 25
Fair value Decreased 1.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has decreased profit margin from 13.4% to 11.7%.

AnalystConsensusTarget Fair Value

HK$80.7

5.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

11.62%

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.

%

0

Decrease

Increase

Current discount rate

9.53%

Calculation

HK$2.20b

Earnings '28

x

20.47x

PE Ratio '28

=

HK$45.10b

Market Cap '28

HK$45.10b

Market Cap '28

/

423.41m

No. shares '28

=

HK$106.51

Share Price '28

HK$106.51 Share Price '28

Discounted to 2025 @ 9.73% p.a.

=

HK$80.62

Fair Value '25