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981: Flat To Slightly Higher Revenue And Margins Will Anchor Balance

Update shared on 02 Dec 2025

Fair value Increased 3.21%
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AnalystConsensusTarget's Fair Value
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1Y
155.5%
7D
-2.4%

Analysts have raised their price target for Semiconductor Manufacturing International from $69.38 to $71.60 per share, citing marginal improvements in growth projections and a slightly reduced discount rate.

What's in the News

  • Semiconductor Manufacturing International Corporation has provided earnings guidance for the fourth quarter of 2025, expecting revenue to be flat or increase by up to 2% quarter over quarter (Key Developments).
  • A board meeting has been scheduled for November 13, 2025, to consider and approve the unaudited financial results for the three months ended September 30, 2025 (Key Developments).

Valuation Changes

  • Fair Value: Increased marginally from HK$69.38 to HK$71.60 per share.
  • Discount Rate: Decreased slightly from 11.67% to 11.54%.
  • Revenue Growth: Projected rate edged up from 13.40% to 13.43%.
  • Net Profit Margin: Improved fractionally from 12.23% to 12.25%.
  • Future P/E: Rose modestly from 61.80x to 63.29x.

Disclaimer

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