Update shared on04 Sep 2025
Fair value Increased 0.65%The consensus price target for Semiconductor Manufacturing International was largely maintained, as a sharp rise in the future P/E ratio offset marginal movements in the discount rate, resulting in a minimal upward revision in fair value to HK$50.06.
What's in the News
- Board meeting scheduled to approve publication of unaudited interim results for the six months ended 30 June 2025.
- Company provided Q3 earnings guidance, expecting revenue to increase 5% to 7% quarter-on-quarter and gross margin to range from 18% to 20%.
- Board meeting held to consider approval of unaudited financial results for the three months ended 30 June 2025.
- Removed from Shanghai Stock Exchange 180 Value Index.
Valuation Changes
Summary of Valuation Changes for Semiconductor Manufacturing International
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from HK$49.74 to HK$50.06.
- The Future P/E for Semiconductor Manufacturing International has significantly risen from 48.42x to 380.52x.
- The Discount Rate for Semiconductor Manufacturing International remained effectively unchanged, moving only marginally from 11.53% to 11.33%.
Disclaimer
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