Update shared on04 Oct 2025
Fair value Increased 5.84%Analysts have raised their price target for Semiconductor Manufacturing International from $50.84 to $53.81. This change reflects increased optimism based on updated fair value assessments and a sharp decline in projected future price-to-earnings ratios.
What's in the News
- A board meeting is scheduled for August 28, 2025 to consider approval of the publication of unaudited interim results for the first half of 2025 (Key Developments)
- The company has issued new earnings guidance for the third quarter, projecting revenue growth of 5% to 7% quarter over quarter and a gross margin in the range of 18% to 20% (Key Developments)
- A board meeting will take place on August 7, 2025 to approve unaudited financial results for the second quarter of 2025 (Key Developments)
Valuation Changes
- Fair Value: Updated from HK$50.84 to HK$53.81 to reflect a moderate increase in the company's assessed valuation.
- Discount Rate: Increased slightly from 11.12% to 11.15%, indicating a marginal change in perceived investment risk.
- Revenue Growth: Remained stable at 12.64% with no notable changes in forecasted growth expectations.
- Net Profit Margin: Held steady at 12.12%, demonstrating consistency in profitability projections.
- Future P/E: Decreased significantly from 367.68x to 50.05x, suggesting an improved earnings outlook and valuation.
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