Update shared on18 Oct 2025
Fair value Increased 5.26%Analysts have raised their price target for Semiconductor Manufacturing International from $53.81 to $56.64. This reflects slightly more optimistic expectations for the company’s future valuation based on updated fair value estimates.
What's in the News
- A board meeting is scheduled for August 28, 2025, to consider publishing the company's unaudited interim results for the six months ended June 30, 2025 (Company announcement).
- Earnings guidance for the third quarter has been issued, with expected revenue growth of 5% to 7% compared to the previous quarter and gross margin anticipated to be between 18% and 20% (Company guidance).
- A board meeting was held on August 7, 2025, to approve the unaudited financial results for the three months ended June 30, 2025 (Company announcement).
Valuation Changes
- Fair Value Estimate has increased slightly from HK$53.81 to HK$56.64.
- Discount Rate has edged up marginally, moving from 11.15% to 11.24%.
- Revenue Growth projection is unchanged, maintaining 12.64%.
- Net Profit Margin forecast remains steady at 12.12%.
- Future P/E ratio has risen moderately from 50.05x to 52.90x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.